Diana, I?m answering you via the Tutor list - please, the accepted protocol is to send all questions and answers to the list so answers can be seen by (and possibly help) others.
Having said that, I should have paid more attention to your original question, which is really going to require answers that are beyond the typical Tutor question level, so I?m also forwarding to the main Python list where you should be able to get pointers.
But let me ask, how much programming do you know? Python is a full-blown programming language, like Java or C. Have you written programs before that, for example can accept a file name from a user, open that file, and read its contents? If yes, then I apologize, and would point you at:
The next steps would probably involve loading that scraped data into Pandas:
On the other hand, if your answer to my question is: ?no? - then you should take a look at any of the really vast
collection of web sites devoted to Python learning. Note that Python was originally designed to be a language that would be easy for beginners to learn. It still is - I?d claim it is about the easiest -
>>> print( "Hello world!" )
Those lines were lifted from Alan Gauld?s learn to program web site.
Let us know how we can help.
> On Apr 8, 2019, at 5:40 PM, Diana Katz <diana.katz at gmail.com> wrote:
> Yes - data would need to be scraped from sec.gov <http://sec.gov/> website.
> I want to be able to pull up segment data from 10-Q filings of individual companies by putting in a ticker (preferably in excel, but an be done elsewhere). Trying to figure out how to even start setting this up.
> Thank you!
> On Sun, Apr 7, 2019 at 8:57 PM William Ray Wing <wrw at mac.com <mailto:wrw at mac.com>> wrote:
> > On Apr 5, 2019, at 8:01 PM, Diana Katz <diana.katz at gmail.com <mailto:diana.katz at gmail.com>> wrote:
> > 1) Can you use python from excel? Or just export to excel?
> Simple answer: no. Python can read and write excel files through libraries:
> https://www.datacamp.com/community/tutorials/python-excel-tutorial <https://www.datacamp.com/community/tutorials/python-excel-tutorial>
> > 2) I am trying to see if there's a way using python to automate all of this
> > work that I need to do. I have to collect quarterly segment data for
> > hundreds of public companies and go back at least 12-16 quarters. We use an
> > aggregator like factset and they actually don't have this option available
> > in an automated way. So I'm trying to see if there's a way to build this.
> We really need more information to be of any help. Is the starting data coming from a web site?
> Python scripts can interact with web sites, ?scrape? data from them or read data from files downloaded in response to the script's interaction with the site. The python library Pandas (named by its originator in the financial field where such data is referred to as ?panel? data) is optimized for manipulating spreadsheet-like tables of data (it includes a pivot operation).
> > Basically, I get my data from sec.gov <http://sec.gov/> and they have interactive data - they
> > even have the data in excel (though it's a messy file and hard to read). I
> > attached some of the steps and the data that i'd want to see.
> > Basically i'd want the excel to look like:
> > old to new quarters - going back 12 to 16 quarters (more if possible but
> > not if it will stop the project).
> > Columns: 3/31/2017, 6/30/2017, 9/30/17, 12/31/17, 3/313/2018...
> > Rows:
> > Sales for segment A
> > Sales for Segment b
> > Sales for SEgment C
> > ?(for as many segments as they have)
> > Earnings for Segment A
> > .Earnings for Segment B
> > Depreciation for Segment A
> > Depreciation for Segment B
> > Depreciation for Segment C...
> > I included where I get the data in the attached document.
> Since attachments can contain unknown contents, this list drops them.
> > All the best,
> > Diana Katz
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