미국 공시 재무제표 파이썬 SEC API로 한번에 조회하기 - US-GAAP 항목 확인

미국 공시 재무제표를 파이썬을 이용하여 조회할 수 있다. SEC 홈페이지에 들어가보면 SEC API에 대한 설명이 있는데 이를 이용할 것이다. 미국 재무제표 공시는 표준화가 되어있어서 일괄적으로 불러올 수 있게 되어있다.

 

https://www.sec.gov/search-filings/edgar-application-programming-interfaces

SEC.gov | EDGAR Application Programming Interfaces

 

import requests

url = "https://data.sec.gov/api/xbrl/companyfacts/CIK0001490978.json"
response = requests.get(url, headers={"User-Agent": "이름 이메일주소@gmail.com"})
companyfacts_json = response.json()

 

위 코드를 통해 company facts를 조회할 수 있다.

companyfacts_json['facts']['us-gaap'].keys()
>>
AccountsPayableCurrent  
AccountsReceivableNetCurrent  
AccruedPayrollTaxesCurrent  
AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment  
AccumulatedOtherComprehensiveIncomeLossNetOfTax  
AdditionalPaidInCapitalCommonStock  
AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue  
AllocatedShareBasedCompensationExpense  
AllowanceForDoubtfulAccountsReceivableCurrent  
AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount  
Assets  
AssetsCurrent  
AssetsFairValueDisclosure  
CapitalExpendituresIncurredButNotYetPaid  
CashAndCashEquivalentsAtCarryingValue  
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents  
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseExcludingExchangeRateEffect  
CashEquivalentsAtCarryingValue  
CommonStockParOrStatedValuePerShare  
CommonStockSharesAuthorized  
CommonStockSharesIssued  
CommonStockSharesOutstanding  
CommonStockValue  
ComprehensiveIncomeNetOfTax  
ContractWithCustomerAssetNet  
ContractWithCustomerLiabilityRevenueRecognized  
CostOfRevenue  
CurrentFederalTaxExpenseBenefit  
CurrentForeignTaxExpenseBenefit  
CurrentIncomeTaxExpenseBenefit  
CurrentStateAndLocalTaxExpenseBenefit  
DebtIssuanceCostsIncurredDuringNoncashOrPartialNoncashTransaction  
DeferredRevenue  
DeferredRevenueCurrent  
DeferredRevenueNoncurrent  
DeferredTaxAssetsGross  
DeferredTaxAssetsLiabilitiesNet  
DeferredTaxAssetsNet  
DeferredTaxAssetsOperatingLossCarryforwards  
DeferredTaxAssetsOperatingLossCarryforwardsDomestic  
DeferredTaxAssetsOperatingLossCarryforwardsStateAndLocal  
DeferredTaxAssetsTaxCreditCarryforwards  
DeferredTaxAssetsTaxDeferredExpenseReservesAndAccrualsAccruedLiabilities  
DeferredTaxAssetsValuationAllowance  
DeferredTaxLiabilitiesPrepaidExpenses  
DeferredTaxLiabilitiesUnrealizedGainsOnTradingSecurities  
DefinedContributionPlanCostRecognized  
DefinedContributionPlanEmployerMatchingContributionPercent  
DefinedContributionPlanEmployerMatchingContributionPercentOfMatch  
Depreciation  
DepreciationDepletionAndAmortization  
EarningsPerShareBasic  
EarningsPerShareBasicAndDiluted  
EarningsPerShareDiluted  
EffectiveIncomeTaxRateContinuingOperations  
EffectiveIncomeTaxRateReconciliationAtFederalStatutoryIncomeTaxRate  
EffectiveIncomeTaxRateReconciliationChangeInDeferredTaxAssetsValuationAllowance  
EffectiveIncomeTaxRateReconciliationNondeductibleExpenseShareBasedCompensationCost  
EffectiveIncomeTaxRateReconciliationOtherAdjustments  
EffectiveIncomeTaxRateReconciliationStateAndLocalIncomeTaxes  
EffectiveIncomeTaxRateReconciliationTaxContingencies  
EffectiveIncomeTaxRateReconciliationTaxCreditsResearch  
EmployeeServiceShareBasedCompensationNonvestedAwardsTotalCompensationCostNotYetRecognizedStockOptions  
EquityMethodInvestmentOwnershipPercentage  
EquityMethodInvestments  
FairValueAssetsLevel1ToLevel2TransfersAmount  
FairValueAssetsLevel2ToLevel1TransfersAmount  
FairValueAssetsMeasuredOnRecurringBasisChangeInUnrealizedGainLoss  
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetTransfersIntoLevel3  
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetValue  
GainLossOnSaleOfPropertyPlantEquipment  
GeneralAndAdministrativeExpense  
GrossProfit  
ImpairmentOfLongLivedAssetsHeldForUse  
IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic  
IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest  
IncomeLossFromContinuingOperationsBeforeIncomeTaxesForeign  
IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments  
IncomeLossFromEquityMethodInvestments  
IncomeTaxExpenseBenefit  
IncomeTaxesPaidNet  
IncomeTaxReconciliationChangeInDeferredTaxAssetsValuationAllowance  
IncreaseDecreaseInAccountsPayable  
IncreaseDecreaseInAccountsReceivable  
IncreaseDecreaseInDeferredRevenue  
IncreaseDecreaseInEmployeeRelatedLiabilities  
IncreaseDecreaseInEquitySecuritiesFvNi  
IncreaseDecreaseInOtherAccruedLiabilities  
IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets  
InterestCostsCapitalized  
InvestmentIncomeInterest  
LeaseCost  
LesseeOperatingLeaseLiabilityPaymentsDue  
LesseeOperatingLeaseLiabilityPaymentsDueAfterYearFive  
LesseeOperatingLeaseLiabilityPaymentsDueNextTwelveMonths  
LesseeOperatingLeaseLiabilityPaymentsDueYearFive  
LesseeOperatingLeaseLiabilityPaymentsDueYearFour  
LesseeOperatingLeaseLiabilityPaymentsDueYearThree  
LesseeOperatingLeaseLiabilityPaymentsDueYearTwo  
LesseeOperatingLeaseLiabilityPaymentsRemainderOfFiscalYear  
LesseeOperatingLeaseLiabilityUndiscountedExcessAmount  
Liabilities  
LiabilitiesAndStockholdersEquity  
LiabilitiesCurrent  
MarketableSecuritiesCurrent  
MinorityInterest  
NetCashProvidedByUsedInFinancingActivities  
NetCashProvidedByUsedInInvestingActivities  
NetCashProvidedByUsedInOperatingActivities  
NetIncomeLoss  
NetIncomeLossAttributableToNoncontrollingInterest  
NoncashOrPartNoncashAcquisitionFixedAssetsAcquired1  
NoncontrollingInterestIncreaseFromSubsidiaryEquityIssuance  
NonoperatingIncomeExpense  
NumberOfReportableSegments  
OperatingExpenses  
OperatingIncomeLoss  
OperatingLeaseCost  
OperatingLeaseLiability  
OperatingLeaseLiabilityCurrent  
OperatingLeaseLiabilityNoncurrent  
OperatingLeasePayments  
OperatingLeaseRightOfUseAsset  
OperatingLeaseWeightedAverageDiscountRatePercent  
OtherAccruedLiabilitiesCurrent  
OtherAssetsNoncurrent  
OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax  
OtherLiabilitiesNoncurrent  
PaymentsOfFinancingCosts  
PaymentsToAcquireEquityMethodInvestments  
PaymentsToAcquireMarketableSecurities  
PaymentsToAcquirePropertyPlantAndEquipment  
PreferredStockParOrStatedValuePerShare  
PreferredStockSharesAuthorized  
PreferredStockSharesIssued  
PreferredStockSharesOutstanding  
PrepaidExpenseCurrent  
ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital  
ProceedsFromIssuanceInitialPublicOffering  
ProceedsFromIssuanceOfPreferredStockAndPreferenceStock  
ProceedsFromMinorityShareholders  
ProceedsFromSaleAndMaturityOfMarketableSecurities  
ProceedsFromSaleOfEquityMethodInvestments  
ProceedsFromStockOptionsExercised  
ProfitLoss  
PropertyPlantAndEquipmentGross  
PropertyPlantAndEquipmentNet  
ResearchAndDevelopmentExpense  
RestrictedCashCurrent  
RetainedEarningsAccumulatedDeficit  
RevenueFromContractWithCustomerExcludingAssessedTax  
RevenueRemainingPerformanceObligation  
RevenueRemainingPerformanceObligationPercentage  
RoyaltyExpense  
SellingAndMarketingExpense  
ShareBasedCompensation  
ShareBasedCompensationArrangementByShareBasedPaymentAwardFairValueAssumptionsExpectedVolatilityRate  
ShareBasedCompensationArrangementByShareBasedPaymentAwardFairValueAssumptionsRiskFreeInterestRate  
ShareBasedCompensationArrangementByShareBasedPaymentAwardNumberOfSharesAvailableForGrant  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsExercisableNumber  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsExercisableWeightedAverageExercisePrice  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsExercisesInPeriodTotalIntrinsicValue  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsExpirationsInPeriod  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsForfeituresInPeriod  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsGrantsInPeriodGross  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsGrantsInPeriodWeightedAverageGrantDateFairValue  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsOutstandingIntrinsicValue  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsOutstandingNumber  
ShareBasedCompensationArrangementByShareBasedPaymentAwardOptionsOutstandingWeightedAverageExercisePrice  
ShareBasedCompensationArrangementsByShareBasedPaymentAwardOptionsExercisesInPeriodWeightedAverageExercisePrice  
ShareBasedCompensationArrangementsByShareBasedPaymentAwardOptionsExpirationsInPeriodWeightedAverageExercisePrice  
ShareBasedCompensationArrangementsByShareBasedPaymentAwardOptionsForfeituresInPeriodWeightedAverageExercisePrice  
ShareBasedCompensationArrangementsByShareBasedPaymentAwardOptionsGrantsInPeriodWeightedAverageExercisePrice  
SharebasedCompensationArrangementBySharebasedPaymentAwardOptionsExercisableIntrinsicValue1  
SharebasedCompensationArrangementBySharebasedPaymentAwardOptionsVestedInPeriodFairValue1  
StockholdersEquity  
StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest  
StockIssuedDuringPeriodSharesStockOptionsExercised  
StockIssuedDuringPeriodValueConversionOfConvertibleSecurities  
StockIssuedDuringPeriodValueNewIssues  
StockIssuedDuringPeriodValueStockOptionsExercised  
TemporaryEquityCarryingAmountAttributableToParent  
UnrecognizedTaxBenefits  
UnrecognizedTaxBenefitsDecreasesResultingFromPriorPeriodTaxPositions  
UnrecognizedTaxBenefitsIncreasesResultingFromCurrentPeriodTaxPositions  
UnrecognizedTaxBenefitsIncreasesResultingFromPriorPeriodTaxPositions  
WeightedAverageNumberOfDilutedSharesOutstanding  
WeightedAverageNumberOfShareOutstandingBasicAndDiluted  
WeightedAverageNumberOfSharesOutstandingBasic  
DeferredTaxAssetsDeferredIncome  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedAssets  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedCashAndEquivalents  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedCurrentAssetsOther  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedCurrentAssetsReceivables  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedCurrentLiabilities  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedDeferredTaxLiabilities  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedIndefiniteLivedIntangibleAssets  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedLiabilities  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedNet  
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedPropertyPlantAndEquipment  
FiniteLivedIntangibleAssetsNet  
Goodwill  
IntangibleAssetsNetExcludingGoodwill  
PaymentsToAcquireBusinessesNetOfCashAcquired  
GainLossOnTerminationOfLease  
IncreaseDecreaseInOperatingLeaseLiability  
OtherNonoperatingIncomeExpense  
PreferredStockValue  
ShareBasedCompensationArrangementByShareBasedPaymentAwardFairValueAssumptionsExpectedDividendRate  
AmortizationOfIntangibleAssets  
AvailableForSaleSecuritiesDebtSecurities  
CashAndCashEquivalentsFairValueDisclosure  
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect  
ContractWithCustomerLiabilityCurrent  
ContractWithCustomerLiabilityNoncurrent  
ConversionOfStockAmountConverted1  
DeferredFederalIncomeTaxExpenseBenefit  
DeferredForeignIncomeTaxExpenseBenefit  
DeferredIncomeTaxExpenseBenefit  
DeferredStateAndLocalIncomeTaxExpenseBenefit  
EquityMethodInvestmentsFairValueDisclosure  
IncreaseDecreaseInContractWithCustomerLiability  
Revenues  
AccruedIncomeTaxesCurrent  
EquitySecuritiesFvNiRealizedGainLoss  
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetGainLossIncludedInEarnings1  
IncreaseDecreaseInAccruedIncomeTaxesPayable  
IncrementalCommonSharesAttributableToShareBasedPaymentArrangements  
FinanceLeasePrincipalPayments  
DeferredTaxAssetsInProcessResearchAndDevelopment  
EquitySecuritiesFvNiGainLoss  
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetTransfersOutOfLevel3  
FinanceLeaseRightOfUseAssetBeforeAccumulatedAmortization  
LossContingencyAccrualAtCarryingValue  
NoncontrollingInterestDecreaseFromDeconsolidation  
PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization  
PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetBeforeAccumulatedDepreciationAndAmortization  
EquitySecuritiesFvNiUnrealizedGainLoss  
ProceedsFromIssuanceOfCommonStock  
SaleOfStockConsiderationReceivedOnTransaction  
StockIssuedDuringPeriodValueRestrictedStockAwardNetOfForfeitures

 

진짜 엄청나게 많은데다가 가독성이 좋지 않아서 좀 어려운데

우선 대표적으로 우리가 재무제표에서 보는 항목들만 뽑아서 만들어보았다.

 

# Income Statement Items
income_statement = [
    'Revenues', 'RevenueFromContractWithCustomerExcludingAssessedTax',
    'CostOfRevenue', 'GrossProfit', 'ResearchAndDevelopmentExpense',
    'SellingAndMarketingExpense', 'GeneralAndAdministrativeExpense',
    'OperatingExpenses', 'OperatingIncomeLoss',
    'NonoperatingIncomeExpense', 'IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic',
    'IncomeLossFromContinuingOperationsBeforeIncomeTaxesForeign',
    'IncomeLossFromEquityMethodInvestments', 'IncomeTaxExpenseBenefit',
    'NetIncomeLoss', 'NetIncomeLossAttributableToNoncontrollingInterest',
    'ComprehensiveIncomeNetOfTax', 'EarningsPerShareBasic', 
    'EarningsPerShareDiluted'
]

# Balance Sheet Items
balance_sheet = [
    # Assets
    'Assets', 'AssetsCurrent', 'CashAndCashEquivalentsAtCarryingValue',
    'MarketableSecuritiesCurrent', 'AccountsReceivableNetCurrent',
    'AllowanceForDoubtfulAccountsReceivableCurrent', 'PrepaidExpenseCurrent',
    'PropertyPlantAndEquipmentNet', 'IntangibleAssetsNetExcludingGoodwill',
    'Goodwill', 'DeferredTaxAssetsNet', 'OtherAssetsNoncurrent',

    # Liabilities
    'Liabilities', 'LiabilitiesCurrent', 'AccountsPayableCurrent',
    'DeferredRevenue', 'DeferredRevenueCurrent', 'DeferredRevenueNoncurrent',
    'OtherAccruedLiabilitiesCurrent', 'OperatingLeaseLiabilityCurrent',
    'OperatingLeaseLiabilityNoncurrent', 'DeferredTaxLiabilitiesPrepaidExpenses',

    # Stockholders' Equity
    'StockholdersEquity', 'AdditionalPaidInCapitalCommonStock',
    'RetainedEarningsAccumulatedDeficit', 'AccumulatedOtherComprehensiveIncomeLossNetOfTax',
    'CommonStockSharesIssued', 'CommonStockSharesOutstanding', 
    'CommonStockValue'
]

# Cash Flow Statement Items
cash_flow_statement = [
    'NetCashProvidedByUsedInOperatingActivities',
    'NetCashProvidedByUsedInInvestingActivities',
    'NetCashProvidedByUsedInFinancingActivities',
    'PaymentsToAcquirePropertyPlantAndEquipment',
    'ProceedsFromSaleAndMaturityOfMarketableSecurities',
    'ProceedsFromIssuanceOfCommonStock',
    'IncreaseDecreaseInAccountsReceivable',
    'IncreaseDecreaseInAccountsPayable',
    'IncreaseDecreaseInDeferredRevenue',
    'IncreaseDecreaseInPrepaidDeferredExpenseAndOtherAssets'
]