Management Discussion Analysis
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
ManagementDiscussionAnalysis | ManagementDiscussionAnalysisQueryParams | ManagementDiscussionAnalysisData |
Import Statement
from openbb_core.provider.standard_models.management_discussion_analysis import (
ManagementDiscussionAnalysisData,
ManagementDiscussionAnalysisQueryParams,
)
Parameters
- standard
- sec
symbol: str
Symbol to get data for.
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.
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.
symbol: str
Symbol to get data for.
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.
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.
strategy: Literal['inscriptis', 'trafilatura']
Default: trafilatura
The strategy to use for extracting the text. Default is 'trafilatura'.
wrap_length: int
Default: 120
The length to wrap the extracted text, excluding tables. Default is 120.
include_tables: bool
Default: False
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.
use_cache: bool
Default: True
When True, the file will be cached for use later. Default is True.
raw_html: bool
Default: False
When True, the raw HTML content of the entire filing will be returned. Default is False. Use this option to parse the document manually.
Data
- standard
- sec
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.
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.