Skip to content

v4.33.1

Choose a tag to compare

@dgunning dgunning released this 28 Nov 16:00
· 1798 commits to main since this release

Bug Fixes

  • Income Statement Selection Bug (#506) - Fixed statement resolver selecting ComprehensiveIncomeLoss instead of IncomeStatement for some filings (e.g., EFX 10-K 2015-2018)

  • HTTP Cache Directory Configuration (#508) - Fixed get_cache_directory() to respect EDGAR_LOCAL_DATA_DIR environment variable. Thanks @kevinchiu!

Documentation

  • StatementType Quick Reference (#509) - Clarified correct APIs for accessing financial statements. Company.get_statement() does not exist; use Company.income_statement(), Company.balance_sheet(), Company.cash_flow() or XBRL.get_statement(StatementType.XXX)

  • Investment Fund Research Example (#510) - Fixed incorrect example in user_journeys.md. find("VFIAX") returns a FundClass, not a Fund with get_portfolio(). Corrected to show proper workflow: FundClass → series → get_filings(form='NPORT-P')

Installation

pip install edgartools==4.33.1

Full Changelog: v4.33.0...v4.33.1