Accessing SEC Forms in Python!

In this video, we are going to see how we can access thousands of SEC filings in Python in relatively short order. We can import them, parse the files, and pull out the information we want! Truly invaluable for asset management.

Here is a link to the notebook:

Let me know what you think in the comments! Is there anything I did wrong, or something I should be doing better?

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Thanks so much, and I'll see you next time.

[araisbec]

Thank you for this video - this was extremely helpful. I'm a developer with no official finance background and found the SEC's data fairly confusing. Your video was the only resource that actually helped me extract the metrics I needed from the XBRL data they host. Learned a lot - subscribing.

[johntowers]

Thank you! This is the most informative video on the subject I have been able to find. The EDGAR is a PITA and this helped clear up a lot of how to parse the info they provide. I'm building an 'at-home Bloomberg machine" and this video has been instrumental. Thank you again for your hard work and for sharing it with the the rest of us.

[connormurphy]

would love to see this done on a larger basket of stocks, maybe picking out a value, momentum, and quality factor metric

[uniun-uniun]

Great video with clear explainations. Nice job. Subscribed :D

[alx.ndru]

Hey thanks for the video! Would you be able to tell us how the adjustment for a stock split would have to be made programmatically? It seems like a very interesting use case.

[mshparber]

Nice! How do you deal with mapping the labels to the Report Items? For example, "Revenue from Contract with Customer, Excluding Assessed Tax" is simply shown as Revenue in the reports. Where can I find this mapping? Thanks!

[TheresaMariie]

Amazing Documentation! I am trying to get the 10-k files only... by any chance, do you have any documentation for that?

[Kokso.]

Looks good - having some 'snappy' issues on the way... John do you think it would be possible to write a robust code (the filings can be amended backwards etc) that would extract the P&L, BS and CF info for a certain entity, dump those to excel and have a quarterly history of financials?

[marysmith]

Is it possible to pull a comprehensive list of all form 4 filings that are newly filed each morning.

[danielstafford]

Hi John, thanks for making all these great videos. Realise this video was made a while back but I am getting a 403 error on the with urlopen(whole_url) as zipresp, my code is exactly as shown, the only thing I changed of course is sec_path which is called only after the piece of code mentioned. Any help from anyone would be greatly appreciated