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changelog.md

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Changelog

v0.379 (2024-11-18)

  • added metadata
  • moved return urls to metadata

v0.377 (2024-11-01)

  • fixed SC 13G Item 10 being detected as Item 1

v0.376 (2024-11-01)

  • added parsing and iterable objects for form 3, 13F-HR, NPORT-P, SC 13D, SC 13G, 10-Q, 10-K, 8-K, D

v0.374 (2024-10-29)

  • added filing.write_json, filing.write_csv

v0.373 (2024-10-29)

  • made parsed filing structure for 8k, 10k, 10q more intuitive.

v0.372 (2024-10-29)

  • made importing the package take ~ 400 milliseconds. This is about right for now, in the future I'll clean up dependencies to speed this up.

v0.368 (2024-10-28)

  • made 10-k, 10-q, 8-k parsing more robust by centralizing load file content and clean title into helper script

v0.364 (2024-10-28)

  • added 10-K, 10-Q parsing.

v0.363 (2024-10-26)

  • added dataset_builder
  • made 8-k parsing more robust

v0.357 (2024-10-24)

  • added a better way to access package data

v0.356 (2024-10-23)

  • added parsing to the package for 13f information table and 8ks

v0.355 (2024-10-23)

  • added setuptools to package. you normally do not have to declare setuptools, but this solves edge cases.

v0.352 (2024-10-21)

  • fixed download dataset for 10-k to use Dropbox not Zenodo.

v0.351 (2024-10-18)

  • added download attachments by file type
  • added download by item type
  • added download dataset for up to date 13F-HR information tables

v0.350 (2024-10-17)

  • added bulk downloads for 10k

v0.343 (2024-10-16)

  • added bulk downloads for 10q

v0.342 (2024-10-16)

  • added callback function option to downloader.watch()

v0.341 (2024-10-15)

  • added company metadata datasets, sics, former names, etc to package data

v0.337 (2024-10-14)

  • added filtering by sics and items to downloader
  • added FTD dataset to download_dataset

v0.335 (2024-10-13)

  • added prefill option for mulebot server

v0.334 (2024-10-13)

  • added links to github and website for chatbot

v0.333 (2024-10-13)

  • changed MuleBot server UI to be minimalist
  • refactored MuleBot server into multiple modules

v0.332 (2024-10-05)

  • Table parser tweak to output parsed tables in list format.

v0.330 (2024-10-03)

  • Made downloader more robust and added set_limiter to allow precision control.
  • Added dataset of every 10K since 2001

v0.323 (2024-09-27)

  • Added Mulebot
  • Reworked Filing Viewer

v0.314 (2024-09-26)

  • Added TableParser

v0.312 (2024-09-20)

  • Added download_company_concepts

v0.311 (2024-09-19)

  • Added basic mulebot tool calling and interface.

v0.302 (2024-09-18)

  • Re-added output directory to download functionality (unintentional previous removal)

v0.301 (2024-09-18)

  • Fixed package data issue with Jupyter Notebook

v0.29 (2024-09-18)

  • Major overhaul:
    • Removed need to download or construct indices
    • Expanded scope to cover all SEC filings since 2001, including companies without tickers and individuals
    • Moved Indexer().watch() to the downloader
    • Temporarily removed option to filter by company name due to issues with exact name matching

v0.26 (2024-09-16)

  • Added indexer.watch(interval, cik, form) to monitor EDGAR updates

v0.25 (2024-09-16)

  • Added human_readable option to download and download_using_api functions

Earlier Updates

2024-09-15

  • Fixed issue where downloading filings would overwrite each other due to identical names

2024-09-14

  • Added support for parser API

2024-09-13

  • Added download_datasets functionality
  • Added option to download indices
  • Added support for Jupyter Notebooks

2024-09-09

  • Added download_using_api(self, output_dir, **kwargs) function (no indices required)

2024-09-08

  • Added integration with datamule's SEC Router API

2024-09-07

  • Simplified indices approach
  • Switched from pandas to polar for faster index loading (now under 500 milliseconds)