Title: Retrieve Fundamental Financial Data from SEC 'EDGAR'
Version: 0.1.1
Description: Provides a simple, ticker-based interface for retrieving fundamental financial data from the United States Securities and Exchange Commission's 'EDGAR' 'XBRL' API https://www.sec.gov/edgar/sec-api-documentation. Functions return key financial ratios including earnings per share, return on equity, return on assets, debt-to-equity, current ratio, gross margin, operating margin, net margin, price-to-earnings, price-to-book, and dividend yield for any publicly traded U.S. company. Data is sourced directly from company 10-K annual filings, requiring no API key or paid subscription. Designed for use in quantitative finance courses and research workflows.
License: MIT + file LICENSE
Encoding: UTF-8
RoxygenNote: 7.3.3
Imports: dplyr (≥ 1.1.0), httr (≥ 1.4.0), jsonlite (≥ 1.8.0), rlang, tidyquant (≥ 1.0.0)
Suggests: knitr, rmarkdown
VignetteBuilder: knitr
URL: https://github.com/robschumaker/edgarfundamentals
BugReports: https://github.com/robschumaker/edgarfundamentals/issues
NeedsCompilation: no
Packaged: 2026-03-23 15:37:13 UTC; rschumaker
Author: Robert Schumaker ORCID iD [aut, cre]
Maintainer: Robert Schumaker <rob.schumaker@gmail.com>
Depends: R (≥ 4.1.0)
Repository: CRAN
Date/Publication: 2026-03-26 10:30:09 UTC

edgarfundamentals: Retrieve Fundamental Financial Data from SEC 'EDGAR'

Description

Provides a simple, ticker-based interface for retrieving fundamental financial data from the United States Securities and Exchange Commission's 'EDGAR' 'XBRL' API https://www.sec.gov/edgar/sec-api-documentation. Functions return key financial ratios including earnings per share, return on equity, return on assets, debt-to-equity, current ratio, gross margin, operating margin, net margin, price-to-earnings, price-to-book, and dividend yield for any publicly traded U.S. company. Data is sourced directly from company 10-K annual filings, requiring no API key or paid subscription. Designed for use in quantitative finance courses and research workflows.

Author(s)

Maintainer: Robert Schumaker rob.schumaker@gmail.com (ORCID)

See Also

Useful links:

Look up a company's SEC Central Index Key from its ticker symbol

Description

Translates a stock ticker symbol into the corresponding SEC EDGAR Central Index Key (CIK). The CIK is a unique numerical identifier assigned by the SEC to every company that files with EDGAR. It is required for all subsequent EDGAR API calls.

Usage

get_cik(symbol)

Arguments

symbol

A character string containing the stock ticker symbol (e.g. "AAPL"). Case-insensitive.

Details

Data is retrieved from https://www.sec.gov/files/company_tickers.json, a publicly maintained mapping file updated by the SEC. No API key is required.

The SEC requests that automated tools identify themselves via a User-Agent header. Set your identifier once per session with: options(edgarfundamentals.user_agent = "Your Name your@email.com")

Value

A character string containing the CIK number (without zero-padding).

Examples

## Not run: 
options(edgarfundamentals.user_agent = "Jane Smith jane@example.com")
get_cik("AAPL")
get_cik("LLY")

## End(Not run)

Retrieve recent SEC filing history for a company

Description

Returns a data frame listing the most recent EDGAR filings of a specified form type for a given company. Useful for verifying that a company has filed the expected number of 10-K or 10-Q reports, or for retrieving accession numbers needed to access specific filings.

Usage

get_filing_history(symbol, form_type = "10-K", n = 5)

Arguments

symbol

A character string containing the stock ticker symbol (e.g. "AAPL"). Case-insensitive.

form_type

A character string specifying the SEC form type to retrieve. Common values are "10-K" (annual report), "10-Q" (quarterly report), and "8-K" (current report). Defaults to "10-K".

n

An integer specifying the maximum number of filings to return. Defaults to 5.

Details

Data is retrieved from the SEC EDGAR submissions API (https://data.sec.gov/submissions/). The API returns up to the 1,000 most recent filings across all form types; older filings may not appear.

Set your User-Agent once per session: options(edgarfundamentals.user_agent = "Your Name your@email.com")

Value

A data frame with one row per filing and the following columns:

symbol

The ticker symbol passed to the function.

accession_number

The SEC accession number uniquely identifying the filing (e.g. "0000320193-24-000123").

filing_date

The date the filing was submitted to EDGAR.

report_date

The period-end date covered by the filing.

form

The form type as recorded in EDGAR.

primary_document

The filename of the primary HTML document within the filing.

Examples

## Not run: 
options(edgarfundamentals.user_agent = "Jane Smith jane@example.com")

# Five most recent annual reports for Lockheed Martin
get_filing_history("LMT", form_type = "10-K", n = 5)

# Most recent quarterly reports for Eli Lilly
get_filing_history("LLY", form_type = "10-Q", n = 4)

## End(Not run)

Retrieve key fundamental financial ratios for a single stock

Description

Pulls fundamental financial data directly from a company's most recent annual 10-K filing in SEC EDGAR and computes key financial ratios. No API key or paid subscription is required.

Usage

get_fundamentals(symbol, to_date = as.character(Sys.Date()))

Arguments

symbol

A character string containing the stock ticker symbol (e.g. "LLY"). Case-insensitive.

to_date

A character string in "YYYY-MM-DD" format. The function returns ratios from the most recent 10-K with a period end date on or before this date. Defaults to today's date.

Details

Financial statement values are extracted from XBRL-tagged 10-K filings via the SEC EDGAR companyfacts API (https://data.sec.gov/api/xbrl/companyfacts/). Because data comes from annual filings, ratios reflect the most recently completed fiscal year ending on or before to_date, not real-time values.

Fallback XBRL tags are attempted automatically when a company uses a non-standard tag name for a concept. A courtesy pause of 0.5 seconds is inserted after the companyfacts API call to respect the SEC's rate limit of 10 requests per second.

Set your User-Agent once per session: options(edgarfundamentals.user_agent = "Your Name your@email.com")

Value

A named numeric vector with the following elements:

CIK

SEC Central Index Key – the company's unique EDGAR identifier.

EPS

Diluted Earnings Per Share (USD per share) from the most recent qualifying 10-K. Falls back to basic EPS if diluted is unavailable.

NetIncome

Net income attributable to the company (USD).

Revenue

Total revenue (USD).

ROE

Return on Equity as a percentage (NetIncome / StockholdersEquity * 100). A measure of how efficiently the company generates profit from shareholder capital.

ROA

Return on Assets as a percentage (NetIncome / TotalAssets * 100). A measure of how efficiently the company uses its assets.

DE

Debt-to-Equity ratio (LongTermDebt / StockholdersEquity). A measure of financial leverage.

CurrentRatio

Current Assets divided by Current Liabilities. A measure of short-term liquidity; values above 1 indicate the company can cover near-term obligations.

GrossMargin

Gross Profit as a percentage of Revenue. Measures pricing power and production efficiency.

OperatingMargin

Operating Income as a percentage of Revenue. Measures operational efficiency before interest and taxes.

NetMargin

Net Income as a percentage of Revenue. Bottom-line profitability after all expenses.

PE

Price-to-Earnings ratio, computed by dividing the most recent adjusted closing price (from Yahoo Finance via tidyquant) by EPS. Returns NA if EPS is zero or negative.

PB

Price-to-Book ratio, computed by dividing the most recent adjusted closing price by Book Value per Share (StockholdersEquity / SharesOutstanding). Returns NA if shares outstanding is zero or unavailable.

DIV

Dividend Yield as a percentage (DividendsPerShareDeclared / Price * 100). Returns NA if no dividend data is available.

Examples

## Not run: 
options(edgarfundamentals.user_agent = "Jane Smith jane@example.com")

# Fundamentals for Eli Lilly as of end of 2024
get_fundamentals("LLY", "2024-12-31")

# Fundamentals as of today
get_fundamentals("JNJ")

## End(Not run)

Retrieve fundamental financial ratios for a portfolio of stocks

Description

A vectorized wrapper around get_fundamentals that accepts a vector of ticker symbols and returns a tidy data frame with one row per stock. Failed lookups are recorded as NA rather than stopping execution, so a single problematic ticker does not interrupt the batch.

Usage

get_fundamentals_batch(symbols, to_date = as.character(Sys.Date()))

Arguments

symbols

A character vector of stock ticker symbols (e.g. c("LLY", "PFE", "UNH")). Case-insensitive.

to_date

A character string in "YYYY-MM-DD" format. Passed to get_fundamentals for each symbol. Defaults to today's date.

Details

Each symbol requires two SEC EDGAR API calls (one for the CIK lookup and one for the companyfacts data) plus one Yahoo Finance call for the current price. A 0.5-second pause is inserted after each companyfacts call to respect the SEC rate limit of 10 requests per second. For a portfolio of 14 stocks, expect a total retrieval time of approximately 20–30 seconds.

Set your User-Agent once per session: options(edgarfundamentals.user_agent = "Your Name your@email.com")

Value

A data frame with one row per symbol and the following columns: symbol, CIK, EPS, NetIncome, Revenue, ROE, ROA, DE, CurrentRatio, GrossMargin, OperatingMargin, NetMargin, PE, PB, DIV. See get_fundamentals for definitions. Rows where data retrieval failed contain NA for all ratio columns.

See Also

get_fundamentals for single-stock retrieval.

Examples

## Not run: 
options(edgarfundamentals.user_agent = "Jane Smith jane@example.com")

healthcare <- c("UNH", "PFE", "MRK", "ABT", "LLY", "CVS", "AMGN")
get_fundamentals_batch(healthcare, "2024-12-31")

defense <- c("LMT", "RTX", "NOC", "GD", "HII", "LHX", "LDOS")
get_fundamentals_batch(defense, "2024-12-31")

## End(Not run)

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