Company Sector Classification? #154
Replies: 4 comments 1 reply
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Thanks @dgunning. The XOM filing actually misled me. I thought the SEC had a parent "sector" classification into which the SICs would be characterized. After your input and further research, I believe what I'm thinking of is the MSCI/S&P Global Industry Classification Standard (GICS), which sometimes gets used by financial data providers. |
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@dgunning Is the industry attribute removed from the most recent release? Here is the available methods and attributes for the Company object using the dir() function. ['abstractmethods', 'class', 'delattr', 'dict', 'dir', 'doc', 'eq', 'firstlineno', 'format', 'ge', 'getattribute', 'getstate', 'gt', 'hash', 'init', 'init_subclass', 'le', 'lt', 'module', 'ne', 'new', 'reduce', 'reduce_ex', 'repr', 'rich', 'setattr', 'sizeof', 'slots', 'static_attributes', 'str', 'subclasshook', 'weakref', '_abc_impl', '_cik', '_data', '_format_fiscal_year_date', '_get_operating_type_emoticon', 'business_address', 'cik', 'data', 'display_name', 'get_exchanges', 'get_facts', 'get_filings', 'get_financials', 'get_icon', 'get_quarterly_financials', 'get_ticker', 'is_company', 'is_individual', 'latest', 'latest_tenk', 'latest_tenq', 'mailing_address', 'name', 'not_found', 'tickers'] But when I typed the following code in IDLE, the industry data is correctly returned. Thank you for your help! |
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Sorry for just getting back. I've had an extremely busy week away from edgartools Regardless, I will try to do a release today with a patch for the missing features. I will be more free after mid week to put more work into the library |

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Does anyone know if the sector of a company is available in edgartools? It is in the filings, (oddly) beside "Organization Name" in 10-K and 10-Q, but I'm having a hard time telling if edgartools is parsing this data or not.
The reason I ask if because I'm doing some investment portfolio optimization, and I need to set some sector constraints. I can do this by hand, but obviously that's less than ideal as positions change over time, and the SEC "industry" classification is a too granular.
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