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FinanceToolkit v1.2.0
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@JerBouma JerBouma released this 01 Aug 14:10
· 641 commits to main since this release
v1.2.0
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This new release has numerous of improvements:

  • Worked on fixing the date formatting, you will now see the correct dates for Quarters (2020Q2, 2020Q3 etc). This fixed an issue where the reporting dates of companies varied. For some the end of June could be Q3 while for others Q1. Now both will be Q2 so comparison makes more sense. See #45
  • Introduced a Statistics statement that includes CIK Codes, reporting dates and financial statement links.
  • It is now possible to calculate custom ratios based on the normalized financial statements. This makes it much easier to calculate ratios that are currently not included. See #47 by @sword134
  • Overall improvements of the code, a big step forward in optimization and error handling. It won't happen that the functions crash but instead will show an error message and continue.
  • Fix issues with values being 0 (divide by zero).

See below output of both the new date naming for quarters as well as the newly defined ratios.

2022Q3 2022Q4 2023Q1 2023Q2
Current Assets Inventory 1.62953e+11 1.62125e+11 1.5967e+11 1.66557e+11
Net Income / Total Assets 0.0388271 0.037299 0.0407344 0.0479527
Quick Ratio Current 2.46977 2.33947 2.31896 2.14334
Quick Ratio Total 1.55744 1.48575 1.4703 1.43704
WC / Net Income 7.19842 7.00932 6.1877 4.95857

Contributors

sword134
Assets 4
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