Changelog ========= v1.1.5 (2025-03-24) - Added Sheet() and Index() v1.0.6 (2025-03-22) - A full list of changes would be too tiring for me to provide. Enough to say that the package has been reworked & the docs are up to date. Enjoy the new features & smoother experience. v1.0.3 - modified item mapping dict regex to be more robust. - modified Monitor().monitor_submissions() to have a start_date parameter. v1.0.2 2025-02-06 - modified .parse() to return dictionary in previous package format. v1.0.0 2025-02-04 - reworked parsing into doc2dict. - reworked sgml parsing into secsgml - reworked datasetbuilder into txt2dataset - fixed some downloader issues - made all xmls parseable - generalized documents iterablity - may break some work flows. Sorry - modified Downloader() to be more specific. downloading 10-K would also download 10-K/A. v.433 (2025-01-21) - added deduplication to Premium Downloader v.428 (2025-01-03) - added option to set download source via Config class - added option to search by document type and by containing text to Portfolio class - added download option to Portfolio class. Now you don't need to import Downloader class to download submissions v0.418 (2024-12-17) - improved imports v0.417 (2024-12-17) - Fixed bug preventing installation on linux/macOS. Related update -------------- - SEC Library cache resets every month. Unfortunately, some files were accessed before uploaded, causing a cache miss. This will be fixed on the next cache reset. v0.400 (2024-12-16) -------------------- - Major update. Reworked/removed some functions to improve performance and usability. - If functionality removed was critical to your workflow, please post an issue on GitHub. Apologies. - Reworked downloader to use .sgml submission files. This grabs the full submission, including attachments and metadata. - Added premium downloader for faster downloads. This is a paid feature. - Changed to Submission/Document terminology to be more inline with SEC taxonomy. - specifying document type is no longer needed for parsing, as it is now inferred from the submission. - reworked downloader.watch to monitor.monitor, and made callback functions better. - reworked updating package data to packageupdater class - added fast sgml parsing using cython - this is an early release, so please report any issues on GitHub. v0.382 (2024-11-19) -------------------- - Fixed issue where SEC recorded primary doc URL as `0001.extension`, while the true location was acc no - 0001. Example: `https://www.sec.gov/Archives/edgar/data/1102262/000110226201000003/0001102262-01-000003-0001.txt`. v0.379 (2024-11-18) -------------------- - Added metadata. - Moved return URLs to metadata. v0.377 (2024-11-01) -------------------- - Fixed SC 13G Item 10 being detected as Item 1. v0.376 (2024-11-01) -------------------- - Added parsing and iterable objects for forms: 3, 13F-HR, NPORT-P, SC 13D, SC 13G, 10-Q, 10-K, 8-K, D. v0.374 (2024-10-29) -------------------- - Added `filing.write_json` and `filing.write_csv`. v0.373 (2024-10-29) -------------------- - Made parsed filing structure for 8-K, 10-K, 10-Q more intuitive. v0.372 (2024-10-29) -------------------- - Reduced package import time to ~400 milliseconds. Further optimization planned for dependency cleanup. v0.368 (2024-10-28) -------------------- - Improved parsing robustness for 10-K, 10-Q, and 8-K by centralizing helper scripts for loading file content and cleaning titles. v0.364 (2024-10-28) -------------------- - Added parsing support for 10-K and 10-Q. v0.363 (2024-10-26) -------------------- - Added `dataset_builder`. - Enhanced 8-K parsing robustness. v0.357 (2024-10-24) -------------------- - Improved access to package data. v0.356 (2024-10-23) -------------------- - Added parsing support for 13F-HR information table and 8-K. v0.355 (2024-10-23) -------------------- - Added `setuptools` to package for handling edge cases. v0.352 (2024-10-21) -------------------- - Switched 10-K dataset download source to Dropbox from Zenodo. v0.351 (2024-10-18) -------------------- - Added download options for attachments by file type and item type. - Introduced up-to-date dataset for 13F-HR information tables. v0.350 (2024-10-17) -------------------- - Added bulk download functionality for 10-K. v0.343 (2024-10-16) -------------------- - Added bulk download functionality for 10-Q. v0.342 (2024-10-16) -------------------- - Introduced callback function option for `downloader.watch()`. v0.341 (2024-10-15) -------------------- - Added company metadata datasets, including SIC codes, former names, and more. v0.337 (2024-10-14) -------------------- - Added filtering options by SICs and items to `downloader`. - Included FTD dataset in `download_dataset`. v0.335 (2024-10-13) -------------------- - Added prefill option for MuleBot server. v0.334 (2024-10-13) -------------------- - Added links to GitHub and website for chatbot. v0.333 (2024-10-13) -------------------- - Simplified MuleBot server UI. - Refactored MuleBot server into multiple modules. v0.332 (2024-10-05) -------------------- - Modified table parser to output parsed tables in list format. v0.330 (2024-10-03) -------------------- - Improved downloader robustness. - Introduced `set_limiter` for precise control. - Added dataset of all 10-Ks since 2001. v0.323 (2024-09-27) -------------------- - Added MuleBot. - Reworked Filing Viewer. v0.314 (2024-09-26) -------------------- - Added TableParser. v0.312 (2024-09-20) -------------------- - Introduced `download_company_concepts`. v0.311 (2024-09-19) -------------------- - Added basic MuleBot tool calling and interface. v0.302 (2024-09-18) -------------------- - Re-added output directory option to download functionality. v0.301 (2024-09-18) -------------------- - Fixed Jupyter Notebook package data issue. v0.29 (2024-09-18) -------------------- - Major overhaul: - Removed need to download or construct indices. - Expanded scope to all SEC filings since 2001, including companies without tickers and individuals. - Moved `Indexer().watch()` to `downloader`. - Temporarily removed filtering by company name due to exact matching issues. v0.26 (2024-09-16) -------------------- - Introduced `indexer.watch(interval, cik, form)` for EDGAR monitoring. v0.25 (2024-09-16) -------------------- - Added `human_readable` option to `download` and `download_using_api`. Earlier Updates --------------- - **2024-09-15**: Fixed issue where filings download would overwrite each other. - **2024-09-14**: Added parser API support. - **2024-09-13**: Introduced `download_datasets` and index download options. - **2024-09-09**: Added `download_using_api` (no indices required). - **2024-09-08**: Integrated with datamule's SEC Router API. - **2024-09-07**: Simplified indices approach, switched to Polar for faster index loading.