getFinancialStatements: Loads the firm's Financial Statements.

Description Usage Arguments Details Value Author(s) References See Also Examples

View source: R/package.r

Description

This functions load to R a data.frame with all financial statements for the specified firms.

Usage

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getFinancialStatements(firms, quarter = NULL)
getFinancialStatements(firms, quarter = "yyyy-mm")

Arguments

firms

Value that must have one of the values below:

CVM code

Uses the CVM code to search for the firm.

Format: 123456

Examples (Itau Unibanco): getFinancialStatements(firms = 19348) or getFinancialStatements(firms = 019348)

CNPJ

Search for the firm using their CNPJ (Cadastro Nacional de Pessoa Juridica - National Registry of Legal Person).

Format: '12.345.678/9012-34'

Example (Itau Unibanco): getFinancialStatements(firms = '60.872.504/0001-23')

Negotiation code

Uses the Negotiation Code to find the firm's balance sheet. Inside the function, only the first four characters are used. Format: 'ABCD1'

Example (Itau Unibanco): getFinancialStatements(firms = 'ITUB3')

As the parameter suggests, it is also possible to use a vector with several companies (firms = c("VALE", "PETRO", "WEGE")) or you can use firms = "all".

quarter

If setted as NULL the function return a table with the principal accounts of all financial statements.

The format to this parameter is: "yyyy-mm". Example.: "2016-12".

Details

In Brazil, some operations of a financial nature are calculated within the operating result, with many fundamentalist indexes.

In the future we intend to create functions that return the financial statements to international accounting standards.

Value

Described in the examples section!

Author(s)

Michel Ricardo Meyer michel.ricardo.meyer@gmail.com

References

The documents with financial statements are available here in the CVM system. More information could also be found in the CVM's site

See Also

getBalanceSheet getIncomeStatements

Examples

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# There are two ultimate examples, The first is:
getFinancialStatements(c(4170, "CIA VALE DO RIO DOCE", "33.592.510/0001-54", "VALE"))
# That downloads the vale financial statements four times,
# One time for each kind of company information given.
# Notice that the function also accepts the name of the firm, unlike said in arguments section.

# The second example is:
getFinancialStatements("VALE", "2015-12")
# Here there are a difference in the output, the information looks much more like
# the original format that it's available in CVM's system. it's intentional,
# this is the original infomation. Use it if you need to.

MichelMeyer/package documentation built on June 4, 2020, 5:01 p.m.