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EdgarTools v5.12.0

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@dgunning dgunning released this 23 Jan 19:01
· 1354 commits to main since this release
v5.12.0
e7ec91b

Added

8-K Earnings Parser

  • New edgar/earnings.py module for extracting financial tables from 8-K earnings releases
  • Uses Document parser to handle complex HTML table structures with colspan/rowspan patterns
  • Automatic statement type classification (income statement, balance sheet, cash flow)
  • Scale detection (units, thousands, millions, billions)
  • Multiple output formats: to_context(), to_html(), to_json(), to_markdown()
  • Token-efficient context generation with minimal/standard/full detail levels for AI analysis
  • EightK integration: has_earnings, earnings property, statement shortcuts
  • Safe accessors: get_income_statement(), get_balance_sheet(), get_cash_flow_statement()

Business Development Company (BDC) Support

  • Comprehensive BDC module for analyzing closed-end investment companies
  • BDCEntity class for individual BDC analysis with filings and SOI access
  • BDCEntities collection with get_by_cik() and get_by_ticker() methods
  • PortfolioInvestment model for individual holdings with PIK rate support
  • Facts-based extraction for portfolio investments
  • Cross-BDC portfolio company search to find which BDCs hold a specific company
  • SEC DERA BDC Data Sets integration
  • Fuzzy search for BDCs by name or ticker
  • is_active property and visual status indicators
  • DataQuality metrics and data availability checks

Fixed

Financials Dimension Parameter

  • Fixed the default for the dimension parameter when passed from the financials object

HTTP Error Handling

  • Improved TooManyRequestsError with actionable guidance for users
  • Added RemoteProtocolError to retryable exceptions for bulk downloads

Changed

Dependencies

  • Upgraded httpxthrottlecache from >=0.1.6 to >=0.3.0
  • Removed hishel dependency (no longer needed in httpxthrottlecache v0.3.0)
  • httpxthrottlecache v0.3.0 uses FileCache as default backend instead of Hishel
  • Better suited for Edgar's large immutable file downloads

Performance Improvements

  • Improved HTTP connection reuse and bulk download timeouts
  • Increased maximum document size when streaming HTML

Reference Data

  • Updated CUSIP-Ticker mappings for December 2025

Full Changelog: v5.11.2...v5.12.0

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