Hi all, Ruby Newbie here... I am working on my first problem space with ruby and I am trying to write a script that will automate this task, I also use workspace macro pro, but it is finicky sometimes. If anyone thinks they can help solve my dilemma, i would be massively appreciative and quite impressed as well!!!!Here it is in all its grandeur: I need to pull the dates for earnings calls and conference calls for companies from 10-K/10-Q/20-F for the whole year. These metrics will have to be pulled from websites such as www.sec.gov, which has the filings for all the companies. The metrics for each company must be entered into a spreadsheet. I have attached an example for your benefit.. Where to Find the Data 1. Pick up the Ticker symbol from the "Industries" Sheet in the file. 2. Go www.sec.gov 3. Click on "Search for Companies Filings" under Filings and Forms 4. Click on "Companies and Other Filers" under "General Purpose Searches" 5. Type in the company ticker into the CIK field 6. Type 10-Q in the "Form Type" field if searching for the quarterly report. If searching for fiscal year transcript, type in 10-K (If the company does not have a 10-K/10-Q, then search for a 20-F) 7. View the date 10-K in HTML, add it to the "Dates in report" column. 8. If the date has passed, then ignore this step: Take the date for the past year earnings release for the specific quarter and add one to the year, before adding it to the "Estimated Dates" column 9. If following Step 8, post estimated to the "Estimated/Confirmed" column. Otherwise post Confirmed in the column 10. Specify which kind of report under the "Source" Column. 11. Specify the referred industry, as given in the next sheet (adjacent to the company ticker) under the "Industry Segment" Column Data Entry Rules: 1. Entries can be either datewise (starting from Jan 1 to Dec 31) or company wise (starting from AFL to XOHO.OB) 2. Please make sure that all figures are entered in the correct form as required. Company ticker symbol must be used, Dates must be in mm/ dd/yyyy form. 3. It should be possible to filter and sort data from any column 4. 4q is the one that corresponds the the fiscal year''s filing which can be found on the 10-K/20-F reports of the companies --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "Ruby on Rails: Talk" group. To post to this group, send email to rubyonrails-talk-/JYPxA39Uh5TLH3MbocFFw@public.gmane.org To unsubscribe from this group, send email to rubyonrails-talk-unsubscribe-/JYPxA39Uh5TLH3MbocFFw@public.gmane.org For more options, visit this group at http://groups.google.com/group/rubyonrails-talk?hl=en -~----------~----~----~----~------~----~------~--~---
ESPNDev-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org
2008-Apr-15 22:50 UTC
Re: Help - Script this?
I''d be impressed, too. Impressed that you got someone to write an entire application for you. On Apr 15, 1:46 pm, JhanaWeb <JhanaWebGr...-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org> wrote:> Hi all, > > Ruby Newbie here... > > I am working on my first problem space with ruby and I am trying to > write a script that will automate this task, I also use workspace > macro pro, but it is finicky sometimes. If anyone thinks they can > help solve my dilemma, i would be massively appreciative and quite > impressed as well!!!!Here it is in all its grandeur: > > I need to pull the dates for earnings calls and conference calls for > companies from 10-K/10-Q/20-F for the whole year. These metrics will > have to be pulled from websites such aswww.sec.gov, which has the > filings for all the companies. The metrics for each company must be > entered into a spreadsheet. I have attached an example for your > benefit.. > > Where to Find the Data > 1. Pick up the Ticker symbol from the "Industries" Sheet in the file. > 2. Gowww.sec.gov > 3. Click on "Search for Companies Filings" under Filings and Forms > 4. Click on "Companies and Other Filers" under "General Purpose > Searches" > 5. Type in the company ticker into the CIK field > 6. Type 10-Q in the "Form Type" field if searching for the quarterly > report. If searching for fiscal year transcript, type in 10-K (If the > company does not have a 10-K/10-Q, then search for a 20-F) > 7. View the date 10-K in HTML, add it to the "Dates in report" column. > 8. If the date has passed, then ignore this step: Take the date for > the past year earnings release for the specific quarter and add one to > the year, before adding it to the "Estimated Dates" column > 9. If following Step 8, post estimated to the "Estimated/Confirmed" > column. Otherwise post Confirmed in the column > 10. Specify which kind of report under the "Source" Column. > 11. Specify the referred industry, as given in the next sheet > (adjacent to the company ticker) under the "Industry Segment" Column > > Data Entry Rules: > 1. Entries can be either datewise (starting from Jan 1 to Dec 31) or > company wise (starting from AFL to XOHO.OB) > 2. Please make sure that all figures are entered in the correct form > as required. Company ticker symbol must be used, Dates must be in mm/ > dd/yyyy form. > 3. It should be possible to filter and sort data from any column > 4. 4q is the one that corresponds the the fiscal year''s filing which > can be found on the 10-K/20-F reports of the companies--~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "Ruby on Rails: Talk" group. To post to this group, send email to rubyonrails-talk-/JYPxA39Uh5TLH3MbocFFw@public.gmane.org To unsubscribe from this group, send email to rubyonrails-talk-unsubscribe@googlegroups.com For more options, visit this group at http://groups.google.com/group/rubyonrails-talk?hl=en -~----------~----~----~----~------~----~------~--~---
I think you could use mechanize. JhanaWeb wrote:> Hi all, > > Ruby Newbie here... > > I am working on my first problem space with ruby and I am trying to > write a script that will automate this task, I also use workspace > macro pro, but it is finicky sometimes. If anyone thinks they can > help solve my dilemma, i would be massively appreciative and quite > impressed as well!!!!Here it is in all its grandeur: >-- Posted via http://www.ruby-forum.com/. --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "Ruby on Rails: Talk" group. To post to this group, send email to rubyonrails-talk-/JYPxA39Uh5TLH3MbocFFw@public.gmane.org To unsubscribe from this group, send email to rubyonrails-talk-unsubscribe-/JYPxA39Uh5TLH3MbocFFw@public.gmane.org For more options, visit this group at http://groups.google.com/group/rubyonrails-talk?hl=en -~----------~----~----~----~------~----~------~--~---