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* Point-in-time results: `to_date` now selects the latest 10-K *filed* on or before it.
Previously a fiscal year that ended before `to_date` was used even if its 10-K was
filed later, and restated values from later filings leaked into past dates.
* All values now come from a single fiscal year. Previously each concept took its own
latest value, so a stale primary tag (e.g. NVDA, PFE revenue) or a concept the company
stopped reporting (e.g. PFE, KO long-term debt) mixed figures from different years.
* Flow concepts are restricted to fiscal-year-length periods, so fourth-quarter facts in
a 10-K can no longer be taken as annual values.
* Prices use the unadjusted close on or before `to_date` instead of the dividend-adjusted
price, and per-share values are put on the same share basis when a stock split falls
between the 10-K and `to_date` (affected PE, PB and DIV for any later split).
* Shares outstanding falls back to the cover-page count (the dei fallback never worked).
* Debt-to-equity uses total long-term debt including its current portion, with fallbacks
for filers that tag only the noncurrent and current pieces or include finance leases.
* Revenue prefers the total (Revenues) over contract revenue, which omits items such as
alliance and royalty income.
* Gross margin falls back to revenue minus cost of revenue when GrossProfit is not tagged.
* 10-K/A and transition-period 10-KT filings are recognised.
* SEC HTTP errors (403, 404, 429) now give a readable message; a warning is issued once
if the User-Agent option is not set.
* The SEC ticker file is cached per session (batches no longer download it per stock),
and share-class tickers accept a dot or a dash (BRK.B or BRK-B).* Added .onAttach() startup message* Added PB, DIV, ROA, GrossMargin, OperatingMargin, NetMargin, CurrentRatio, Revenue* New library that scrapes SEC 'EDGAR' filings for CIK, EPS, NetIncome, ROE, DE, PE
* get_cik(), get_fundamentals(), get_fundamentals_batch(), get_filing_history()These binaries (installable software) and packages are in development.
They may not be fully stable and should be used with caution. We make no claims about them.
Health stats visible at Monitor.