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financial-statements

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FinanceToolkit

JerBouma /FinanceToolkit

Transparent and Efficient Financial Analysis

finance options investing economics market-data investments performance-analysis fundamentals technical-analysis stock-data financial-data financial-statements financial-analysis equities factor-analysis risk-management commodities fundamental-analysis sector-analysis openbb

UpdatedMar 18, 2025
Python

business-science /tidyquant

Bringing financial analysis to the tidyverse

timeseries time-series dplyr tidyverse stock performance-analysis r-package stock-prices stock-symbol multiple-stocks stock-exchanges financial-data stock-indexes stock-lists financial-statements financial-analysis quantmod xts performanceanalytics stock-performance

UpdatedMar 1, 2025
R

FundamentalsQuantifier

JerBouma /FundamentalsQuantifier

A tool that allows you to visually compare the fundamentals of over 6,000 companies.

metrics fundamentals financial-statements fundamental-analysis ratios fundamentals-quantifier

UpdatedFeb 16, 2023
Python

bergant /finstr

📈 Financial statements in R

r financial-statements xbrl

UpdatedFeb 25, 2017
R

sewardlee337 /finreportr

R package - Financial Data from U.S. Securities and Exchange Commission

finance r cash-flow financial-data financial-statements sec balance-sheet income-statement stock-ticker-symbol financial-statement

UpdatedJan 17, 2022
R

whoiskatrin /financial-statement-pdf-extractor

Python script to extract as much structured information as possible from annual/quarterly reports.

pdf extract cash-flow data-processing financial-statements financial-analysis balance-sheet cash-flow-statement quarterly-reports

UpdatedJan 15, 2024
Python

bergant /XBRLFiles

Explore XBRL with R

r financial-statements xbrl

UpdatedNov 7, 2015

secdatabase /SEC-XBRL-Financial-Statement-Dataset

SECDatabase.com produced this dataset with the text and detailed numeric information of all financial statements. The Dataset is extracted from corporate annual and quarterly reports filed with the SEC using XBRL since January 2009.

athena dataset redshift financial-statements xbrl sec edgar annual-report

UpdatedNov 14, 2021

dbogatic /value_investing

Investment analysis based on the Graham and Buffett value investing methodology

sentiment-analysis financial-statements financial-analysis value-investing stock-screener buffett graham intrinsic-value margin-of-safety

UpdatedAug 3, 2022
Jupyter Notebook

datawrestler /sec-utils

Securities and Exchange Commission utility package for dealing with Edgar database. Includes methods to download index files and SEC files in a systematic way.

big-data text python3 text-analytics financial-statements sec

UpdatedNov 29, 2020
Python

tniedbala /SECDataTools

Simple Python utility that downloads and extracts SEC financial statement data sets.

tsv finance data utility csv analysis accounting dataset financial-statements securities

UpdatedAug 16, 2017
Python

yfinance

Ljupch0 /yfinance

Tidy Financial Statement Data in R. Via the Yahoo Finance API.

r yahoo-finance-api financial-data financial-statements financial-statement-data

UpdatedJul 12, 2023
R

GunnarPDX /Elixir-Finance

🏦 A financial modeling lib for Elixir, contains functions for calculating useful stuff like EBITDA, book-value-eps, etc...

portfolio finance investing financial-statements financial-modeling

UpdatedDec 6, 2020
Elixir

abeltavares /FinStockDash

📈 A streamlit web app for retrieving and analyzing financial data for a stock ticker.

python finance dashboard web-app data-analysis investments stocks financial-statements financial-analysis financial-reporting streamlit

UpdatedNov 17, 2024
Python

bergant /xbrlus

R interface to XBRL US API

r api-client financial-statements xbrl

UpdatedFeb 22, 2018
R

skhavari /cheddardog

Download recent transactions from your financial institutions

nodejs javascript privacy typescript self-hosted sendgrid es6-modules finances financial-statements finance-management puppeteer 1password-cli financial-transaction

UpdatedDec 8, 2022
TypeScript

SenticNet /neeq-annual-reports

A dataset for business models for small companies and NLP research.

text-mining business-intelligence financial-statements nlp-resources decision-support-system annual-reports alternative-data taxonomy-construction

UpdatedJul 12, 2019

tobigs /mfinancials

Simple module for downloading financial statements and estimates from financials.morningstar.com

python pandas fundamentals stock-data financial-data financial-statements estimates morningstar fundamental-data morningstar-financials

UpdatedDec 3, 2021
Python

Finesse

cubasve /Finesse

Educational app that teaches financial literacy using financial statements

literacy financial-statements balance-sheet income-statement cash-flow-statement

UpdatedMar 6, 2023
JavaScript

ggravlingen /pyesef

Extract information from XBRL files in the ESEF format

financial-statements financial-analysis xbrl arelle xbrl-parser esef

UpdatedMar 17, 2025
Python

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