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v5.4.0 - EntityFacts Industry Extensions

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@dgunning dgunning released this 18 Dec 21:56
· 1609 commits to main since this release
v5.4.0
9f907c5

What's New

This release significantly expands EntityFacts coverage with 15 industry-specific extensions containing 396 concepts learned from 1,298 company filings.

✨ Features

  • 9 New Industry Extensions: Real Estate/REITs, Utilities, Consumer Goods, Telecommunications, Transportation, Aerospace & Defense, Hospitality, Mining & Materials, Automotive
  • Unified Concept Mapper: JSON-based concept-to-statement mapper with multi-statement support
  • Improved Coverage: Income statements now show 38+ concepts (up from 11), Balance sheets 34+ concepts (up from 15)

🏭 Industry Coverage

Industry Concepts Key Metrics
Banking 83 Deposits, loan provisions, net interest income
Hospitality 49 RevPAR, occupancy, ADR
Insurance 45 Premiums, reserves, claims
Utilities 29 Regulatory assets, rate base
Telecom 24 Subscriber metrics, ARPU
+ 10 more...

🧪 Testing

  • Added 48 new EntityFacts API stability tests
  • All 1,161 tests passing

📦 Install

pip install edgartools==5.4.0

Full Changelog: v5.3.2...v5.4.0

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