Usage¶

Filing Searches¶

To use CB_IPO instantiate an instance by calling

instance = scrape()

To adjust search date ranges run (Dates in YYYY-MM-DD)

instance.set_search_date(START, END)

To add form types to the search run

instance.add_forms(['S-1','10-K'])

To get a dataframe with all companies filing within the specified paramateres and filing dates run

instance.generate_df(Number of entries per page, number of pages)

To get a list of links to 10-K filings by a company given CIK

instance.create_links(cik, number of files needed)

To scrape a 10-K link for assets, liabilities, and net income and format into dictionary run

instance.scrape_xbrl(link)

To quickly calculate the financial ratios for a dictionary of elements run

instance.calculate_ratios(balance_sheet_dict)

To generate a dataframe summarizing the info in a 10-K run

instance.summarize_10k(link, flag)

flag can be a string that is set to: 'raw', 'ratios', 'debt', 'liquidity', 'current', 'total', 'leverage', or 'profitability'