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v5.7.0 - A Cleaner View for the New Year

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@dgunning dgunning released this 01 Jan 20:41
· 1541 commits to main since this release
v5.7.0
7118344

Breaking Changes

  • include_dimensions now defaults to False: Financial statement methods now show only primary statement lines that match the face of SEC filings. Users wanting dimensional breakdowns must explicitly pass include_dimensions=True.
# Clean view (now the default)
income = xbrl.statements.income_statement()  # 25 rows, matches 10-K

# Full dimensional detail when you need it
income = xbrl.statements.income_statement(include_dimensions=True)  # 54 rows

New Features

Company Classification

Company("AAPL").business_category   # 'Operating Company'
Company("SPY").business_category    # 'ETF'
Company("JPM").business_category    # 'Bank'
Company("O").business_category      # 'REIT'

Helper methods: is_fund(), is_financial_institution(), is_operating_company()

Foreign Company Detection

Company("BABA").is_foreign    # True (Cayman Islands)
Company("BABA").filer_type    # 'Foreign'
Company("RY").filer_type      # 'Canadian'
Company("AAPL").filer_type    # 'Domestic'

Improved Company Display

  • Redesigned card-based layout
  • Foreign/Canadian indicator badges
  • Multiple tickers shown (e.g., "BRK-B / BRK-A")

Upgrading

pip install edgartools --upgrade

Migration note: If your code relies on dimensional breakdowns appearing by default, add include_dimensions=True to your statement calls.

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