[David Tauriello]

Brian – yes, the network.id for presentation links (like those returned in the query above) can be used with the relationship endpoint to isolate a specific section(s) of the filing.

The query below returns elements for a statement and disclosure from the report, filtered to show only line items (relationship.target-is-abstract=false) and sorted by section and line item as they appear in each.

/relationship/search?network.id=37096851,37096836&relationship.target-is-abstract=false&network.link-name=presentationLink&fields=network.id.sort(ASC),relationship.tree-sequence.sort(ASC),relationship.*

here’s the filing: https://www.sec.gov/cgi-bin/viewer?action=view&cik=320193&accession_number=0000320193-18-000145&xbrl_type=v

[Brian Fitzgerald]

Very helpful, thanks to both of you. I was able to get the API to return all tags used in a specified financial statement with this query:

/relationship/search?dts.id={dtsid}&relationship.target-is-abstract=false&network.link-name=presentationLink&network.role-description=1001000 - Statement - Condensed Consolidated Statements of Operations (Unaudited)&fields=relationship.tree-sequence.sort(ASC),relationship.*

I tweaked David’s suggestion by adding a network.role-description to the query, in this case giving me an income statement. Thanks again

[Tim Bui]

Hi Brian,

I too learned a lot from David and tweaked his codes to get what I need. Could you share with me your full code to get the specified financial statement (what goes before /relationship/search?…) Thanks!

[Brian Fitzgerald]

Tim – I used the formula on the template spreadsheet to return a CIK from a ticker, then use this one to get the dts.id from the CIK (using: max(showData(…)):
https://api.xbrl.us/api/v1/report/search?entity.cik={cik}&fields=dts.id

that gave me the dts.id to use as the search parameter in this one:
https://api.xbrl.us/api/v1/relationship/search?dts.id={dtsid}&relationship.target-is-abstract=false&network.link-name=presentationLink&network.role-description=1003000 - Statement - Condensed Consolidated Balance Sheets (Unaudited)&fields=relationship.tree-sequence.sort(ASC),relationship.*

that returns all the tags used for specified financial statement [here I used: 1003000 – Statement – Condensed Consolidated Balance Sheets (Unaudited)]
I am sure there is an easier to do it, but this works.

[Tim Bui]

Thank you so much for helping, Brian!

[Tim Bui]

Hello,
I know that XBRL US is working to get more sectors to report using XBRL, but at the present time, can we get holdings within ETFs (tickers and shares held, amount…)? Thanks!
Tim

[Kevin Donaghy]

Hi

At the following step:

activate the add-on with the XBRL API Access >> Authentication Menu
Click the login link in the panel that opens, and a browser window shows the XBRL US login prompt, where you can either login with your XBRL US Web account, or click ‘continue with Google’. Once you’re authenticated, a ‘Success! You can close this window.’ appears, and you can close the browser window that opened.

I receive the following error:

Sign in with Google temporarily disabled for this app
This app has not been verified yet by Google in order to use Google Sign In.

I am using my Google account and Google password. I have also tried my XBRL.US password (username is identical to Google username).

Any suggestions?
Thanks
Kevin

[Kevin Donaghy]

It appears that logging into to the XBRL.US website via my Google account resolved the issue. Thanks anyway

[David Tauriello]

Kevin – thanks for confirming you’re all set. This was actually caused by Google’s team, looking for additional details from us about the add-on.

[Tim Bui]

Hello,

I use the XBRL API to download data. Usually, I can only download about 500 lines for 1 or 2 concepts then Google locks me out with this message “Service invoked too many times for one day: properties get.” I don’t do any mass emailing or downloading anything else. The only emailing thing that I do is to forward my personal gmail to my Outlook inbox (I get about 20-30 emails a day).

David Tauriello was kind enough to send me this link that describes the limits of Google, however, not being a technical person, I couldn’t understand how I can have hit the limits with only about 500-600 lines of download using the XBRL API.
https://developers.google.com/apps-script/guides/services/quotas

Do any of you experience or have knowledge about this issue? Please help. For now, I can’t use XBRL API because of this limitation.

Thank you

[David Tauriello]

Tim – try these steps to resolve the issue:

• log out from the add-on’s authentication menu,
• log out from your Google account,
• clear the browser’s cache,
• close the browser and
• restart the computer.

[Tim Bui]

It works, David. I did exactly as you instructed and the API downloads normally.

Thank you again for your help!

[David Tauriello]

Hi Tim – my apologies for not responding sooner; do you have an example of an SEC filing where these details have been disclosed by a reporting company – ?

We are looking at the possibility of loading Mutual Fund data – stay tuned.

[Tim Bui]

Hi David, thank you for your reply. I am asking about the EFT holdings but I have not seen any SEC filings on the holdings. Some ETF issuers put the holdings (shares, market value, percentage holding,,,,) of their ETFs on their website (ishares.com) but others do not. Even investing in ETF, I would like to know more about the holdings to make better decisions.

If XBRL US could load mutual fund data, that would be wonderful. Knowing what’s inside each fund is so important, but many fund companies just release the top 10 positions.

Thanks, David

[Peter Guldberg]

When we come across data that seems to have been filed correctly with the SEC, but is under the wrong concept.local-name in the XBRL US database, do you want us to report it somewhere?
I’m not so worried that one particular piece of data of course, it’s more if it’s a sign of some general mapping thing that has gone wrong. It’s in more than one report, but so far only for one specific issuer.
fact.id=129160850 is an example of it.

[Author]

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