finreportr - Financial Data from U.S. Securities and Exchange Commission

• Author/Maintainer: Seward Lee
• License: MIT

Introduction

A financial analyst's time is valuable – it shouldn't be wasted performing manual data entry. finreportr is a web scraper written in R that allows analysts to query data from the U.S. Securities and Exchange Commission directly from the R console. It aims to eliminate time wasters from a financial analyst's workflow, such as navigating the SEC EDGAR database, flipping through financial reports, and parsing XBRL-encoded data.

finreportr allows you to fetch data from the SEC and load it into your workspace using the following commands: * CompanyInfo(): returns basic information about a company * AnnualReports(): returns a listing of annual reports filed by a company * GetIncome(): returns the income statement for a given company * GetBalanceSheet(): returns the balance sheet for a given company * GetCashFlow(): returns the cash flow statement for a given company

To install CRAN release version of finreportr:

install.packages("finreportr")

To install bleeding-edge version from GitHub:

devtools::install_github("sewardlee337/finreportr")

CompanyInfo()

CompanyInfo() returns the following information about a given company based on its stock ticker symbol: * Company Name * Central Index Key ("CIK") * Standard Industrial Classification ("SIC") * State Location * State of Incorporation * Fiscal Year End (ddmm) * Street Address * City, State, ZIP

Arguments:

CompanyInfo(symbol)

where

• symbol is a character string that represents the relevant stock ticker symbol.

Examples:

```

CompanyInfo("GOOG")

  company        CIK  SIC state state.inc FY.end            street.address             city.state

1 GOOGLE INC. 0001288776 7370 CA DE 1231 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043

CompanyInfo("FB")

   company        CIK  SIC state state.inc FY.end   street.address          city.state

1 Facebook Inc 0001326801 7370 CA DE 1231 1601 WILLOW ROAD MENLO PARK CA 94025 ```

AnnualReports()

AnnualReports() returns a dataframe that summarizes a given company's annual reports based on its stock ticker symbol. Information returned include: * Filing Name * Filing Date * Accession Number

AnnualReports() will return data relating to a company's Form 10-Ks if the company is domestic, and Form 20-Fs if the company is foreign.

Arguments:

AnnualReports(symbol, foreign = FALSE)

where

• symbol is a character string that represents the relevant stock ticker symbol.
• foreign is a logical indicating whether the company in question is domestic or foreign. foreign is set to FALSE by default.

Examples:

```

AnnualReports("GOOG")

filing.name filing.date accession.no 1 10-K 2015-02-09 0001288776-15-000008 2 10-K 2014-02-12 0001288776-14-000020 3 10-K 2013-01-29 0001193125-13-028362 4 10-K/A 2012-04-23 0001193125-12-174477 5 10-K 2012-01-26 0001193125-12-025336 6 10-K 2011-02-11 0001193125-11-032930 7 10-K 2010-02-12 0001193125-10-030774 8 10-K 2009-02-13 0001193125-09-029448 9 10-K 2008-02-15 0001193125-08-032690 10 10-K 2007-03-01 0001193125-07-044494 11 10-K 2006-03-16 0001193125-06-056598 12 10-K 2005-03-30 0001193125-05-065298

AnnualReports("HTHIY", foreign = TRUE)

filing.name filing.date accession.no 1 20-F/A 2011-07-21 0001193125-11-192990 2 20-F 2011-06-24 0001193125-11-172867 3 20-F/A 2010-07-29 0001193125-10-169851 4 20-F 2010-06-29 0001193125-10-149406 5 20-F 2009-07-27 0001193125-09-155317 6 20-F 2008-06-20 0001193125-08-137042 7 20-F/A 2008-04-28 0001193125-08-091853 8 20-F/A 2007-11-30 0001193125-07-256746 9 20-F 2007-06-26 0001193125-07-142357 10 20-F 2006-08-07 0001193125-06-163031 11 20-F 2005-08-26 0001193125-05-174960 12 20-F 2004-08-20 0001193125-04-144223 13 20-F 2003-09-30 0001193125-03-056135 14 20-F 2002-09-26 0001145549-02-000252 ```

GetIncome()

GetIncome() returns a company's income statement from the annual report of a given filing year as a dataframe. This functionality is only available for queries of income statements that belong to domestic companies. Note that all data returned by this function comes from the company's 10-K, not 10-K/A.

Arguments:

GetIncome(symbol, year)

where

• symbol is a character string that represents the relevant stock ticker symbol.
• year is the year during which the annual report was filed. (Note: This is not necessarily identical to the fiscal year for which the annual report was filed)

Example:

```

Fetch first 20 lines of Google's income statement in the Form 10-K published in 2016.

head(GetIncome("GOOG", 2016), 20)

                           Metric Units      Amount  startDate    endDate

1 Revenues usd 55519000000 2013-01-01 2013-12-31 2 Revenues usd 66001000000 2014-01-01 2014-12-31 3 Revenues usd 74989000000 2015-01-01 2015-12-31 4 Cost of Revenue usd 21993000000 2013-01-01 2013-12-31 5 Cost of Revenue usd 25691000000 2014-01-01 2014-12-31 6 Cost of Revenue usd 28164000000 2015-01-01 2015-12-31 7 Research and Development Expense usd 7137000000 2013-01-01 2013-12-31 8 Research and Development Expense usd 9832000000 2014-01-01 2014-12-31 9 Research and Development Expense usd 12282000000 2015-01-01 2015-12-31 10 Selling and Marketing Expense usd 6554000000 2013-01-01 2013-12-31 11 Selling and Marketing Expense usd 8131000000 2014-01-01 2014-12-31 12 Selling and Marketing Expense usd 9047000000 2015-01-01 2015-12-31 13 General and Administrative Expense usd 4432000000 2013-01-01 2013-12-31 14 General and Administrative Expense usd 5851000000 2014-01-01 2014-12-31 15 General and Administrative Expense usd 6136000000 2015-01-01 2015-12-31 16 Costs and Expenses usd 40116000000 2013-01-01 2013-12-31 17 Costs and Expenses usd 49505000000 2014-01-01 2014-12-31 18 Costs and Expenses usd 55629000000 2015-01-01 2015-12-31 19 Operating Income (Loss) usd 15403000000 2013-01-01 2013-12-31 20 Operating Income (Loss) usd 16496000000 2014-01-01 2014-12-31 ```

GetBalanceSheet()

GetBalanceSheet() returns a company's balance sheet from the annual report of a given filing year as a dataframe. This functionality is only available for queries of balance sheets that belong to domestic companies. Note that all data returned by this function comes from the company's 10-K, not 10-K/A.

Arguments:

GetBalanceSheet(symbol, year)

where

• symbol is a character string that represents the relevant stock ticker symbol.
• year is the year during which the annual report was filed. (Note: This is not necessarily identical to the fiscal year for which the annual report was filed)

Example:

```

Fetch first 20 lines of Google's balance sheet in the Form 10-K published in 2016.

head(GetBalanceSheet("GOOG", 2016), 20)

                                                   Metric Units      Amount startDate    endDate

1 Cash and Cash Equivalents, at Carrying Value usd 14778000000 2012-12-31 2 Cash and Cash Equivalents, at Carrying Value usd 18898000000 2013-12-31 3 Cash and Cash Equivalents, at Carrying Value usd 18347000000 2014-12-31 4 Cash and Cash Equivalents, at Carrying Value usd 16549000000 2015-12-31 5 Available-for-sale Securities, Current usd 46048000000 2014-12-31 6 Available-for-sale Securities, Current usd 56517000000 2015-12-31 7 Cash, Cash Equivalents, and Short-term Investments usd 64395000000 2014-12-31 8 Cash, Cash Equivalents, and Short-term Investments usd 73066000000 2015-12-31 9 Accounts Receivable, Net, Current usd 9383000000 2014-12-31 10 Accounts Receivable, Net, Current usd 11556000000 2015-12-31 11 Receivable Under Reverse Repurchase Agreements usd 875000000 2014-12-31 12 Receivable Under Reverse Repurchase Agreements usd 450000000 2015-12-31 13 Income Taxes Receivable, Current usd 591000000 2014-12-31 14 Income Taxes Receivable, Current usd 1903000000 2015-12-31 15 Prepaid Revenue Share Expenses And Other Assets Current usd 3412000000 2014-12-31 16 Prepaid Revenue Share Expenses And Other Assets Current usd 3139000000 2015-12-31 17 Assets, Current usd 78656000000 2014-12-31 18 Assets, Current usd 90114000000 2015-12-31 19 Prepaid Revenue Share Expenses And Other Assets Noncurrent usd 3187000000 2014-12-31 20 Prepaid Revenue Share Expenses And Other Assets Noncurrent usd 3181000000 2015-12-31 ```

GetCashFlow()

GetCashFlow() returns a company's statement of cash flow from the annual report of a given filing year as a dataframe. This functionality is only available for queries of cash flow statements that belong to domestic companies. Note that all data returned by this function comes from the company's 10-K, not 10-K/A.

Arguments:

GetCashFlow(symbol, year)

where

• symbol is a character string that represents the relevant stock ticker symbol.
• year is the year during which the annual report was filed. (Note: This is not necessarily identical to the fiscal year for which the annual report was filed)

Example:

```

Fetch first 20 lines of Google's cash flow statement in the Form 10-K published in 2016.

head(GetCashFlow("GOOG", 2016), 20)

                                                               Metric Units      Amount  startDate    endDate

1 Net Income (Loss) Attributable to Parent usd 12733000000 2013-01-01 2013-12-31 2 Net Income (Loss) Attributable to Parent usd 14136000000 2014-01-01 2014-12-31 3 Net Income (Loss) Attributable to Parent usd 16348000000 2015-01-01 2015-12-31 4 Depreciation and Impairment on Disposition of Property and Equipment usd 2781000000 2013-01-01 2013-12-31 5 Depreciation and Impairment on Disposition of Property and Equipment usd 3523000000 2014-01-01 2014-12-31 6 Depreciation and Impairment on Disposition of Property and Equipment usd 4132000000 2015-01-01 2015-12-31 7 Amortization and Impairment of Intangible and Other Assets usd 1158000000 2013-01-01 2013-12-31 8 Amortization and Impairment of Intangible and Other Assets usd 1456000000 2014-01-01 2014-12-31 9 Amortization and Impairment of Intangible and Other Assets usd 931000000 2015-01-01 2015-12-31 10 Share-based Compensation usd 3343000000 2013-01-01 2013-12-31 11 Share-based Compensation usd 4279000000 2014-01-01 2014-12-31 12 Share-based Compensation usd 5203000000 2015-01-01 2015-12-31 13 Excess Tax Benefit from Share-based Compensation, Operating Activities usd 481000000 2013-01-01 2013-12-31 14 Excess Tax Benefit from Share-based Compensation, Operating Activities usd 648000000 2014-01-01 2014-12-31 15 Excess Tax Benefit from Share-based Compensation, Operating Activities usd 548000000 2015-01-01 2015-12-31 16 Deferred Income Taxes and Tax Credits usd -437000000 2013-01-01 2013-12-31 17 Deferred Income Taxes and Tax Credits usd -104000000 2014-01-01 2014-12-31 18 Deferred Income Taxes and Tax Credits usd -179000000 2015-01-01 2015-12-31 19 Gain (Loss) on Sale of Business, Including Discontinued Operations usd 700000000 2013-01-01 2013-12-31 20 Gain (Loss) on Sale of Business, Including Discontinued Operations usd 740000000 2014-01-01 2014-12-31 ```

Bug Reports and Feedback

Please use the GitHub issue tracker for bug reports, feature request, or general discussions.