Trying to extract a few Balance Sheets. If I automate this using CodeBook?

Shivanand_123

 I'm trying to extract a few Balance Sheets. I was wondering if i automate this using CodeBook? I saw that I can download them individually, but is there a way to download them all at once ?

import refinitiv.data as rd

rd.open_session()

df = rd.get_data(

universe = [

'JPM',

'BAC',

'C',

'WFC',

'GS',

'MS'

],

fields = ['TR.BS']

)

display(df)

And it doesn't need to be translated into a csv. file; balance sheet pdfs is more than welcome.

just a way to download them fast and not to manually look for individual stocks before downloading them one by one

Also it turns out that having the data in CSV form would be great do you think that's possible

Jirapongse

@Shivanand_123

Thank you for reaching out to us.

Please use the Data Item Browser tool to search for valid fields and parameters.

Then, add those fields into the fields parameter. For example:

df = ld.get_data(    
    universe = [    
    'JPM',    
    'BAC',   
    'C',    
    'WFC',    
    'GS',    
    'MS'    
    ],    
    fields = ['TR.F.CASHSTDEPOSDUEBANKSTOT','TR.F.LOANSRCVBLTOT']
)

display(df)

You may contact the Workspace Excel team to find fields for you.

The get_data method can be used to retrieve the same data as the @RDP.Data method in the Workspace Excel.

After getting the data frame, you can use the df.to_csv('filename.csv') to create a CSV file from the data in the data frame.

Shivanand_123

Hello @Jirapongse Thank you.

We have the below Follow-up from the Client. Kindly look into the Follow-up Query please.

We had informed to use pre-build Workspace Excel Templates in Workspace Excel, where we can retrieve Balance sheet results of the companies and can use Data Items of Balance Sheet Fields available in pre-build Workspace Excel Templates and also refer Data Item Browser as well.

Client Follow-up: Yes, the resolution was helpful. However, I found another way to manually deal with the rows and continue the balance sheets of multiple companies in codebook.

But , so to make things clear, there is no way for us to retrieve the pdfs of multiple firms at once ?

Jirapongse

@Shivanand_123

We have the filings API. I am not sure if it can provide the balance sheets in the PDF format.

You need to contact the helpdesk team to verify this.

gjastia

https://community.developers.refinitiv.com/discussion/comment/126953#Comment_126953

Hi @Jirapa_Singnoi , the client is asking for further guidance on this. They mentioned the following:

Downloading those Filings would be great. I’ve taken a look at the “Fillings Api”, but im still quite not sure how I should set it up. What should I do from here ?

By any chance, could you please guide us further? The Product Specialist is unable to help us or provide further inputs to helpdesk since this involves an API Script covered by LSEG Dev't Community. Looking forward to your response. Thank you!

Jirapongse

@gjastia

It is better to check with the Filings - Delivery Platform team via the LSEG Support to make sure that the required files are available in the Filings API.

As far as I know, it requires the LSEG Data Platform account to access the Filings API. The client should check his with the account team or sales team.

For more information regarding the Filings API, please refer to the following articles:

• Introduction To Filings - Python
• Using AI modeling to interpret 10-Q filings