management_discussion_analysis

Get the Management Discussion & Analysis section from the financial statements for a given company.

Examples

from openbb import obb
obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', provider='sec')
# Get the Management Discussion & Analysis section by calendar year and period.
obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', calendar_year=2020, calendar_period='Q4', provider='sec')
# Setting 'include_tables' to True will attempt to extract all tables in valid Markdown.
obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', calendar_year=2020, calendar_period='Q4', provider='sec', include_tables=True)
# Setting 'raw_html' to True will bypass extraction and return the raw HTML file, as is. Use this for custom parsing or to access the entire HTML filing.
obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', calendar_year=2020, calendar_period='Q4', provider='sec', raw_html=True)

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Parameters

• standard
• sec

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
calendar_year	int	Calendar year of the report. By default, is the current year. If the calendar period is not provided, but the calendar year is, it will return the annual report.	None	True
calendar_period	Literal['Q1', 'Q2', 'Q3', 'Q4']	Calendar period of the report. By default, is the most recent report available for the symbol. If no calendar year and no calendar period are provided, it will return the most recent report.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
calendar_year	int	Calendar year of the report. By default, is the current year. If the calendar period is not provided, but the calendar year is, it will return the annual report.	None	True
calendar_period	Literal['Q1', 'Q2', 'Q3', 'Q4']	Calendar period of the report. By default, is the most recent report available for the symbol. If no calendar year and no calendar period are provided, it will return the most recent report.	None	True
strategy	Literal['inscriptis', 'trafilatura']	The strategy to use for extracting the text. Default is 'trafilatura'.	trafilatura	True
wrap_length	int	The length to wrap the extracted text, excluding tables. Default is 120.	120	True
include_tables	bool	Return tables formatted as markdown in the text. Default is False. Tables may reveal 'missing' content, but will likely need some level of manual cleaning, post-request, to display properly. In some cases, tables may not be recoverable due to the nature of the document.	False	True
use_cache	bool	When True, the file will be cached for use later. Default is True.	True	True
raw_html	bool	When True, the raw HTML content of the entire filing will be returned. Default is False. Use this option to parse the document manually.	False	True

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Returns

OBBject
    results : List[ManagementDiscussionAnalysis]
        Serializable results.

    provider : Optional[Literal['sec']]
        Provider name.

    warnings : Optional[List[Warning_]]
        List of warnings.

    chart : Optional[Chart]
        Chart object.

    extra : Dict[str, Any]
        Extra info.

---

Data

• standard
• sec

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
calendar_year	int	The calendar year of the report.
calendar_period	int	The calendar period of the report.
period_ending	date	The end date of the reporting period.
content	str	The content of the management discussion and analysis.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
calendar_year	int	The calendar year of the report.
calendar_period	int	The calendar period of the report.
period_ending	date	The end date of the reporting period.
content	str	The content of the management discussion and analysis.
url	str	The URL of the filing from which the data was extracted.