R/annual_reports.R

In finreportr: Financial Data from U.S. Securities and Exchange Commission

#' Acquire listing of company annual reports.
#' 
#' Extracts and displays listing of annual reports filed by a company in a data frame.
#' 
#' @export
#' @import dplyr
#' @param symbol A character vector specifying the stock symbol of the company of interest.
#' @param foreign A logical vector indicating whether the company is domestic or foreign. \code{foreign = FALSE} by default.
#' @examples
#' \dontrun{
#' AnnualReports("TSLA")
#' AnnualReports("BABA", foreign = TRUE)
#' }

AnnualReports <- function(symbol, foreign = FALSE) {
     
     options(stringsAsFactors = FALSE)
     
     if(foreign == FALSE) {
          url <- paste0("http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=", 
                        symbol, "&type=10-k&dateb=&owner=exclude&count=100")
     } else {
          url <- paste0("http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=", 
                        symbol, "&type=20-f&dateb=&owner=exclude&count=100")
     }
     
     filings <- xml2::read_html(url)
     
     ##   Generic function to extract info
     ExtractInfo <- function(html.node) {
          info <-
               filings %>%
               rvest::html_nodes(html.node) %>%
               rvest::html_text()
          return(info)
     }
     
     ##   Acquire filing name
     filing.name <- ExtractInfo("#seriesDiv td:nth-child(1)")
     
     ##   Error message for function
     if(length(filing.name) == 0) {
          stop("invalid company symbol or foreign logical")
     }
     
     ##   Acquire filing date
     filing.date <- ExtractInfo(".small+ td")
     
     ##   Acquire accession number
     accession.no.raw <- ExtractInfo(".small")
     
     accession.no <-
          gsub("^.*Acc-no: ", "", accession.no.raw) %>%
          substr(1, 20)
     
     ##   Create dataframe
     info.df <- data.frame(filing.name = filing.name, filing.date = filing.date, 
                           accession.no = accession.no)
     return(info.df)
}