fundamental-data 0.1.1

A Python package for retrieving SEC fundamental data

FundamentalData

A Python package for institutional-grade SEC financial data analysis with integrated market context.

Features ✨

• SEC API Integration: Direct EDGAR database access with automatic CIK resolution
• Temporal Alignment: Unified datetime indices across fundamental and market data
• Advanced Normalization: Built-in handling of XBRL discrepancies and reporting variants
• Quant-Ready: Pandas DataFrame outputs with NaN-aware preprocessing
• Enterprise Features: Type II rate limiting, configurable caching, and request retries

Installation

pip install "fundamental_data"

Import the package

from fundamental_data import FundamentalData

Usage

For single stock

fd = FundamentalData('[e-mail]')

apple = fd.get_fundamentals('AAPL')
apple.QuarterlyTable #metrics organized according to quarters
apple.DatedTable #metric organized according to dates
apple.MetricStats #Statistics on the availability of metrics and related stats
apple.data #raw data
apple.CombinedTable #table combined with price data from yfinance

For multiple stocks

fd = FundamentalData('[e-mail]')
dataDict = fd.get_bulk_fundamentals([AAPL,TSLA])
dataDict['AAPL'].QuarterlyTable

Visualizations

apple.visualize_data_availability()
apple.saveVisualizationTable('AAPL_vizz.xlsx')