- significant change:
SEC_13F_list
function requires user agent setup for reading data from sec.gov website. See https://www.sec.gov/os/accessing-edgar-data - fixed issue with 2023 Q4 list parsing
- modified tests to include user agent information for sec.gov access
- fixed issue with isCusip function incorrectly returned FALSE for certain CUSIPs (issue #75)
- fixes parsing for ISSUER_DESCRIPTION field where letter from STATUS left in it
- fixed issue with 2023 Q3 list parsing
- added
isSedol
function to check validity of SEDOL - added
isIsin
function to check validity of ISIN
- removed dependency on
dplyr
andrlang
- removed dependency on
readr
- removed dependencies on
magrittr
,stringr
packages by using native R pipe operator. Now requires R > 4.1.0 - replaced
dplyr::na_if
call with base r functionality to handle changes in dplyr 1.1.0
- fixed error with
str_detect
empty string matching - fixed status "D" for single
ISSUE_DESCRIPTION
outside of bounds for column
- Fixed issue with 2022 Q2 list related to incorrect parsing for one security
- Fixed rollover bug in url_file_func() to work properly in Q1 2022
- Removed imports of xml2 and purrr
- RStudio cloud build
- Fixed change on SEC.GOV landing page for list
- Adjusted tests to pass changed landing page
- Changes to accommodate rvest 1.0.0
- Added
usethis::use_github_action("check-standard")
- Removed Travis CI
- Improve test coverage for
SEC_13F_list_local
- Added github actions for test coverage
-
Added
SEC_13F_list_local
function that processes local file -
Added
fullCUSIP
function that appends checksum digit to 8-character CUSIP -
Internal changes: main processing of the file moved to function in
utils.R
- Added a
NEWS.md
file to track changes to the package.