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Reading Annual Financial Reports from Bovespa's DFP, FRE and FCA systems

Package GetDFPData provides a R interface to all financial statements and companies information available in B3's website. It not only downloads the data but also organizes it in a tabular format and allows the use of inflation indexes. Users can select companies and a time period to download all available data. Several information about current companies, such as sector and available quarters are also at reach. The main purpose of the package is to make it easy to access financial statements in large scale research, facilitating the reproducibility of corporate finance studies.

Shiny interface

A web interface of the package is available at http://www.msperlin.com/shiny/GetDFPData/.

Installation

The package is available in CRAN (release version) and in Github (development version). You can install any of those with the following code:

# Release version in CRAN
install.packages('GetDFPData') 

# Development version in Github
devtools::install_github('msperlin/GetDFPData')

How to use GetDFPData

See manual and vignette in CRAN.

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Version

Install

install.packages('GetDFPData')

Monthly Downloads

756

Version

1.5.3

License

GPL-2

Issues

Pull Requests

Stars

Forks

Maintainer

Marcelo Perlin

Last Published

May 18th, 2020

Functions in GetDFPData (1.5.3)

gdfpd.read.fre.zip.file

Reads a single FRE zip file downloaded from Bovespa
xml.fct.repurchases

Reads XML data for repurchases
xml.fct.responsible

Reads XML data for responsibles documents
gdfpd.read.fwf.file

Reads FWF file from bovespa (internal)
xml.fct.family.relations

Reads XML data for family relations
my.copy.fct

Copies data to external file
my.merge.dfs.lists

Merges (row wise) dataframes from different list, using names of dataframes as index
xml.fct.intangible.details

Reads XML data for patents details
gdfpd.search.company

Helps users search for a company name
get_files

Fetches files for different systens (INTERNAL)
gdfpd.read.zip.file.type.fca

Reads folder for FCA zip file contents (internal)
gdfpd.get.files.from.bovespa

Fetches ALL new files from Bovespa
gdfpd.read.dfp.zip.file

Reads a single zip file downloaded from Bovespa
gdfpd.read.zip.file.type.fre

Reads folder for zip file post 2011 (internal)
xml.fct.capital

Reads XML data for capita
xml.fct.compensation

Reads XML data for compensation
xml.fct.stocks.details

Reads XML data for stock details
gdfpd.read.dfp.zip.file.type.1

Reads folder for zip file post 2011 (internal)
xml.fct.committee.composition

Reads XML data for commitee composition
xml.fct.stockholder

Reads XML data for stockholder data
xml.fct.debt

Reads XML data for debt
xml.fct.compensation.summary

Reads XML data for compensation summary data
xml.fct.splits.inplits

Reads XML data for splits/inplits data
xml.fct.stock.values

Reads XML data for stock value
gdfpd.read.dfp.zip.file.type.2

Reads folder for zip file pre 2011 (internal)
xml.fct.capital.reduction

Reads XML data for capital reduction data
xml.fct.auditing

Reads XML data for auditing
xml.fct.transactions.related

Reads XML data for transaction data
xml.fct.div.details

Reads XML data for div details
xml.fct.board.composition

Reads XML data for board composition
xml.fct.family.related.parts

Reads XML data for family related parts
gdfpd.read.fca.zip.file

Reads a single FCA zip file downloaded from Bovespa
gdfpd.get.inflation.data

Downloads and read inflation data from github
gdfpd.get.info.companies

Reads up to date information about Bovespa companies from a github file
gdfpd.convert.to.wide

Converts a dataframe from gdfpd_GetDFPData to the wide format
gdfpd.export.DFP.data

Export tibble to an excel or csv (zipped) file
gdfpd.fix.DFP.dataframes

Fix dataframe for version issues and inflation measures (internal)
gdfpd.download.file

Downalods files from the internet
fix.fct

Fix NULL values in dataframe
gdfpd.GetDFPData

Downloads and reads financial reports from B3's DFP/FRE/FCA system
gdfpd.get.bovespa.data

Reads information for a company from B3 site