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[Feature] Add Endpoint For The Latest Financial Reports Filed With The SEC #6936

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merged 4 commits into from
Nov 9, 2024

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deeleeramone
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@deeleeramone deeleeramone commented Nov 7, 2024

  1. Why?:

    • The SEC has an RSS feed for the latest financial reports, but is limited to only 200 results. You could easily miss an item because you weren't checking every ten minutes. This is a take on extending that to be able to include the entire day.
  2. What?:

    • Adds new endpoint:
      • obb.equity.discovery.latest_financial_reports
      • Supported providers: sec
        • Other providers could jump in on this as well.
      • The response provides key information and URLs to the documents.
      • Optionally, a report_type - i.e, "8-K, 10-K", and a date for looking back.
        • Multiple items allowed for, report_type.
  3. Impact:

    • Improved visibility for important filings made today across the provider universe.
  4. Testing Done:

    • Unit/integration
    • Non-weekday dates.

Screenshot 2024-11-06 at 4 25 15 PM

Screenshot 2024-11-06 at 4 27 07 PM

@deeleeramone deeleeramone added enhancement Enhancement platform OpenBB Platform v4 PRs for v4 labels Nov 7, 2024
query.report_type
if query.report_type is not None
else (
"1-K%2C1-SA%2C1-U%2C1-Z%2C1-Z-W%2C10-D%2C10-K%2C10-KT%2C10-Q%2C10-QT%2C11-K%2C11-KT%2C15-12B%2C15-12G%2C"
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Can this be something we define in the helpers or the like if it will be reused?

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Unclear if it will be used elsewhere, it is what you get with this group selection:

Screenshot 2024-11-07 at 7 14 08 PM

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Potentially this could be rounded down into the "discovery.filings" endpoint, but I'm not sure they fill the same purposes entirely.

@IgorWounds IgorWounds added this pull request to the merge queue Nov 9, 2024
Merged via the queue into develop with commit baff57d Nov 9, 2024
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@IgorWounds IgorWounds deleted the feature/sec-latest-financials branch December 1, 2024 15:07
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2 participants