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SEC Provider Guide

What SEC Covers

The SEC provider supports US company facts only.

Use it when you want:

  • US issuer fundamentals from SEC filings
  • an alternative to EODHD fundamentals for US names

SEC User-Agent Requirement

SEC requests must include a descriptive User-Agent with contact details.

Example:

export PYVALUE_SEC_USER_AGENT="pyvalue/0.1 (contact: [email protected])"

Or configure it in private/config.toml.

Fundamentals Ingestion

Catalog refresh:

pyvalue refresh-supported-exchanges --provider SEC
pyvalue refresh-supported-tickers --provider SEC --exchange-codes US

Single symbol:

pyvalue ingest-fundamentals --provider SEC --symbols AAPL.US

Optional override:

  • --cik: provide the exact SEC CIK if needed

Exchange-scoped:

pyvalue ingest-fundamentals --provider SEC --exchange-codes US

Normalization

Single symbol:

pyvalue normalize-fundamentals --provider SEC --symbols AAPL.US

Exchange-scoped:

pyvalue normalize-fundamentals --provider SEC --exchange-codes US

All-supported:

pyvalue normalize-fundamentals --provider SEC --all-supported

Exchange and all-supported normalization runs parallelize automatically. By default, normalization skips symbols whose raw payload has not changed since the last successful SEC normalization. Add --force to re-normalize the full requested scope anyway.

Important Limitations

Compared with EODHD:

  • field coverage is less standardized
  • concept availability is less consistent across issuers
  • many EODHD-oriented metrics may not compute from SEC data

pyvalue stores normalized facts provider-agnostically, but the quality and breadth of those facts depends on the upstream provider.

Practical Recommendation

Prefer EODHD for production-style screening workflows, especially if you need:

  • global exchanges
  • market data
  • newer quality/value metrics with richer fallback logic

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