[Feature] SEC - Management Discussion & Analysis Sections

[deeleeramone]

** Experimental WIP **

1. Why?:

   • Extends the SEC functionality and brings in data that is not readily found programatically.

   • Key company disclosures are made within this text and it is not part of the structured financial statements.

2. What?:

   • New endpoint:
     • obb.equity.fundamental.management_discussion_analysis()
   • Parameters:
     • symbol - required
     • calendar year - optional
     • calendar period - optional
     • include_tables - optional (false)
   • Returns:
     • Dictionary with the text string in the "content" key.
       • Text has markdown formatting for "**<h2><h3>** " and tables.

3. Impact:

   • Adds new dependency:
     • https://trafilatura.readthedocs.io/en/latest/quickstart.html#with-python

4. Testing Done:

   • Various - WIP
   • Generally, issues will be related to "include_tables=True". Definitely open to help on broad solutions for huge variations in content.

5. Reviewer Notes:

   • You will need to run dev_install.py and then rebuild the static assets to run the function.

Example:

Example with tables:

Example Bad Tables:

Successful Format Variation:

Embedded Images: