XBRLAssembler 0.10.14

An assembler for XBRL Documents into pandas

XBRL Assembler

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XBRLAssembelr is a parsing library for putting xbrldocuments from the sec together into pandas.Dataframe.

Installation

Use the package manager pip to install XBRLAssembler.

.. code-block::bash

python -m pip install xbrlassembler

Usage

XBRLAssembler has two main use cases, local file parsing or SEC index parsing.

The first use can be donw as shown given the SEC statement index url.

.. code-block:: python

from xbrlassembler import XBRLAssembler

google_index = "https://www.sec.gov/Archives/edgar/data/1652044/0001652044-20-000021-index.htm"
assembler = XBRLAssembler.from_sec_index(index_url=google_index)

Alternatively local documents from a specific folder can be the basis for the assembler. This is done by using the from_dir constructor.

.. code-block:: python

from xbrlassembler import XBRLAssembler

assembler = XBRLAssembler.from_dir("C://path/to/files")

To access data from an assembler use the 'get' function. Search for specific documents but the buildin enum, regex, or string.

.. code-block:: python

import re
from xbrlassembler import FinancialStatement

income_statment = assembler.get(FinancialStatement.INCOME_STATEMENT)
income_statment = assembler.get(re.compile(r'Income Statment'))
income_statment = assembler.get('Income Statement')

Get returns an XBRLElement which can be swapped into better forms. XBRLElement.visualize() will return a multiline string containing all data under that node. XBRLElement.to_dataframe() creates a pandas.Dataframe out of the tree

.. code-block:: python

print(income_statement.visualize())
income_dataframe = income_statement.to_dataframe()

Additional documentation for specific functions and errors can be found at, https://xbrlassembler.rtfd.io.