NEWS

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edgarfundamentals 0.1.3 (2026-10-26)

• Point-in-time results: to_date now selects the latest 10-K filed on or before it. Previously a fiscal year that ended before to_date was used even if its 10-K was filed later, and restated values from later filings leaked into past dates.
  • All values now come from a single fiscal year. Previously each concept took its own latest value, so a stale primary tag (e.g. NVDA, PFE revenue) or a concept the company stopped reporting (e.g. PFE, KO long-term debt) mixed figures from different years.
  • Flow concepts are restricted to fiscal-year-length periods, so fourth-quarter facts in a 10-K can no longer be taken as annual values.
  • Prices use the unadjusted close on or before to_date instead of the dividend-adjusted price, and per-share values are put on the same share basis when a stock split falls between the 10-K and to_date (affected PE, PB and DIV for any later split).
  • Shares outstanding falls back to the cover-page count (the dei fallback never worked).
  • Debt-to-equity uses total long-term debt including its current portion, with fallbacks for filers that tag only the noncurrent and current pieces or include finance leases.
  • Revenue prefers the total (Revenues) over contract revenue, which omits items such as alliance and royalty income.
  • Gross margin falls back to revenue minus cost of revenue when GrossProfit is not tagged.
  • 10-K/A and transition-period 10-KT filings are recognised.
  • SEC HTTP errors (403, 404, 429) now give a readable message; a warning is issued once if the User-Agent option is not set.
  • The SEC ticker file is cached per session (batches no longer download it per stock), and share-class tickers accept a dot or a dash (BRK.B or BRK-B).

edgarfundamentals 0.1.2 (2026-03-27)

• Added .onAttach() startup message

edgarfundamentals 0.1.1 (2026-03-26)

• Added PB, DIV, ROA, GrossMargin, OperatingMargin, NetMargin, CurrentRatio, Revenue

edgarfundamentals 0.1.0

• New library that scrapes SEC 'EDGAR' filings for CIK, EPS, NetIncome, ROE, DE, PE
  • get_cik(), get_fundamentals(), get_fundamentals_batch(), get_filing_history()