fundfiDoAll: Create finantial reports from tickers

In kossal/fundfi: Fundamental XBRL financial analysis

Description

Fetches the XBRLs of the tickers specified from the SEC's EDGAR, and creates finantial reports.

Usage

fundfiDoAll(
  tickers,
  type = "10-Q",
  count = 1,
  untile = NULL,
  drop.empty.dates = FALSE,
  keep.xbrl = FALSE,
  statements.dir = FALSE,
  force.new = FALSE,
  xbrl.cache = "xbrl.Cache",
  xbrl.rds.cache = "xbrl.rds.Cache"
)

Arguments

tickers	A ticker character value or vector
type	Type of filling like 10-Q or 10-K
count	Number of maximum filings. If until parameter is set, the number of filings returned could be less.
drop.empty.dates	Defaults to FALSE. Bolean that indicates if it should keep or drop half empty date columns in statements.
keep.xbrl	Defaults to FALSE. If TRUE, the list of XBRL will also be returned as an element of the list returned called original.xbrl .
statements.dir	Defaults to NULL. If a string is passed, each ticker list of statement will be saved as a .rds in the folder with the name specified.
force.new	Defaults to FALSE. If TRUE, ignores XBRL rds cache.
xbrl.cache	Folder where XBRL taxonomies are saved. If null then it wont save cache.
xbrl.rds.cache	Folder where XBRL lists are saved as .rds If null, it wont save cache.
until	yyyymmdd fillings are downloaded starting from the until parameter until the oldest, or until it reaches the count limit.

Details

This function will fetch the XBRL documents of the specified tickers, download them and format them to create balance sheet, income statement and cash flow. It will return a list of lists, each on of them corresponding to the ticker name and as his elements, data.frames containing the finantial report. There is also the option to save each ticker list as a .rds in a folder using the statements.dir parameter. For network performance, XBRL taxonomies and XBRL list are cached but this behaviour can be modified.

Value

List that contains the balance sheet, income statement and cash flow of each ticker. The names of the list are the tickers.

Examples

getXBRL(c("AAPL", "TSLA", "GE"), type = "10-Q")

kossal/fundfi documentation built on April 6, 2020, 8:41 a.m.