Face Statements¶
The data behind the https://www.calcbench.com/detail/ page.
- calcbench.face_statements.face_statement(company_identifier, statement_type, period_type=PeriodType.Annual, all_history=False, descending_dates=False)¶
Face Statements.
face statements as reported by the filing company
- Parameters:
company_identifier (
Union
[str
,int
]) – a ticker or a CIK code, eg ‘msft’statement_type (
StatementType
) – one of (‘income’, ‘balance’, ‘cash’, ‘change-in-equity’, ‘comprehensive-income’)period_type (
PeriodType
) – annual|quarterly|cummulative|combinedall_periods – get all history or only the last four, True or False.
descending_dates (
bool
) – return columns in oldest -> newest order.
- Return type:
- Returns:
Data for the statement
- Usage::
>>> calcbench.face_statement('msft', 'income')
- pydantic model calcbench.models.face.FaceStatement¶
-
field columns:
Sequence
[FinancialStatementColumn
] [Required]¶
-
field entity_name:
str
[Required]¶
-
field name:
str
[Required]¶ The name of the statement from the filer
- as_dataframe()¶
Render the statement in a Pandas dataframe
-
field columns:
- pydantic model calcbench.models.face.Fact¶
-
field dimension_members:
Optional
[Sequence
[str
]] = None¶
-
field effective_value:
Optional
[Decimal
] = None¶
-
field fact_id:
int
[Required]¶
-
field fact_value:
Any
[Required]¶
-
field focus:
bool
[Required]¶
-
field focus_negative:
bool
[Required]¶
-
field format_type:
str
[Required]¶
-
field has_been_revised:
bool
[Required]¶
-
field negated_label:
bool
[Required]¶
-
field revised:
bool
[Required]¶
-
field special_fact_type:
str
[Required]¶
-
field text_fact_id:
Optional
[int
] = None¶
-
field unit_of_measure:
Optional
[str
] = None¶
-
field dimension_members:
- pydantic model calcbench.models.face.FinancialStatementColumn¶
-
field calculated:
bool
[Required]¶ Was this column calcuated by Calcbench, Q4 numbers for instance.
-
field date_range:
str
[Required]¶ Human readable, like “7/1/2017 to 6/30/2018”
-
field fiscal_period:
str
[Required]¶ Human readable, like “Y 2018”
-
field fiscal_period_period:
str
[Required]¶
-
field fiscal_period_type:
int
[Required]¶
-
field fiscal_period_year:
int
[Required]¶
-
field instant:
bool
[Required]¶ Does this refer to an instant in time or a period, balance sheet vs. income statment
-
field is_guidance_column:
bool
[Required]¶ Is this column forward guidance
-
field period_end:
date
[Required]¶
-
field period_start:
Optional
[date
] [Required]¶
-
field calculated:
- pydantic model calcbench.models.face.LineItem¶
-
-
field footnote_fact_id:
Optional
[int
] = None¶
-
field has_dimensions:
bool
[Required]¶
-
field is_abstract:
bool
[Required]¶
-
field is_extension:
bool
[Required]¶
-
field is_non_xbrl:
bool
[Required]¶
-
field is_subtotal:
bool
[Required]¶
-
field label:
str
[Required]¶
-
field local_name:
str
[Required]¶ XBRL tag
-
field normalized_point_name:
str
[Required]¶
-
field tree_depth:
int
[Required]¶
-
field type:
str
[Required]¶
-
field unique_id:
str
[Required]¶
-
field footnote_fact_id:
- pydantic model calcbench.models.face.SECLink¶
-
field document_type:
str
[Required]¶ 10-K, 8-K etc
-
field filing_date:
date
[Required]¶ Date filing was received
-
field link:
str
[Required]¶ URL of the filing on Edgar
- classmethod parse_filing_date(value)¶
-
field document_type:
- class calcbench.models.face.StatementType(value, names=None, *, module=None, qualname=None, type=None, start=1, boundary=None)¶