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v5.19.0

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@dgunning dgunning released this 28 Feb 11:35
· 1042 commits to main since this release

New Features

  • FundShareholderReport data object for N-CSR/N-CSRS filings — parse fund shareholder reports into structured data
  • EX-21 subsidiaries parser for 10-K filings — extract subsidiary lists from Exhibit 21
  • Auditor property on CompanyReport — access auditor information directly from report objects
  • Reports property on CompanyReport — access XBRL viewer pages from report objects
  • to_facts_dataframe() on EarningsRelease and FinancialTable — convert earnings data to structured DataFrames

Bug Fixes

  • Fix 8-K income statement classification failing for 56% of filings (#633)
  • Fix XBRL statements label truncation when nested inside FortyF panel

Other

  • README refresh: updated copy to emphasize breadth (20+ filing types) and simplicity