Query Financial Statements from SEC Data using Tablesaw for Java
Use Tablesaw for Java to Build Dataframes for Analyzing Balance Sheets, Income & Cash Flow Statements, etc.
As a novice investor, and adequate software & data engineer, I’ve started applying my professional skills… to duplicating the work of many stock newbs & data wranglers before me, all in an attempt to better understand:
Cool frameworks like Tablesaw
Basic & obscure financial accounting principles and practices (e.g. GAAP)
SEC Filings and Publicly Available Financial Data Sets
What would Warren do?
I may not get to #4 in this article, but I hope to cover a reasonable amount of 1–3. So, before I get carried away thinking I’m more entertaining than I really am, let’s move on, starting with a look at some of the interesting data available through the SEC.
Table of Contents
1. Obtaining Financial Statements from the SEC
2. Data Schema
3. Fetch the Data with Bash Scripting
4. Install & Configure the Java Kernel on Google Colab
5. Create In-Memory Tables from TSV Files Using Tablesaw
6. Obtaining Financial Statements For a Fiscal Year