This article will teach you how to import SEC filings data to Google Sheets. SEC filing is a financial statement submitted to the U.S. Securities and Exchange Commission. Investors and financial professionals rely on these filings to obtain information about companies they are evaluating for investment purposes.
To import SEC filings data to Google Sheets, follow the steps mentioned below.
- Log in to RapidAPI and generate the API key
- Choose the endpoint
- Install the Amigo Data Add-on
- Import the data
How to import SEC Filings data to Google Sheets
Follow the steps given below to learn how to import SEC Filings data to Google Sheets.
Step 1: Get the API key
Login to RapidAPI here. If you don’t have an account created, you will need to click the Sign-up option and create one.
Search for SEC Filings API and click on the result selected below.
Click on the Subscribe to Test option and choose the plan you wish to subscribe to. The paid plans will allow you to make significantly more requests than the free plan, i.e., the Basic Plan.
Upon subscribing your API key will be generated and automatically added as one of the required parameters in the API documentation segment.
Step 2: Choose the API endpoint
In the leftmost section of the API documentation, you will find the list of endpoints available with which you can import SEC filings data to Google Sheets.
For the purpose of this article, we will import SEC filings data to Google Sheets. To do so, simply click on SEC Filings in the list of API endpoints available.
In the centre section of the API documentation, you will find a list of query names and their parameters. While the required parameters will be automatically filled with default values, we can modify the query parameters to obtain data according to our preferences.
For instance, to import SEC filings data of Amazon to Google Sheets, we need to change the Identifier value to Amazon’s stock ticker, i.e., AMZN or we can input Amazon’s central index key instead.
The Central Index Key (CIK) is a unique 10-digit number allotted by the United States SEC to any individual, company or foreign government that has filed disclosure with the SEC. To find an organization’s CIK, click here and input the organization’s name in the search box.
Once you have inputted the optional parameters click on Test Endpoint. If you have entered proper query values, you will find a success message at the rightmost section of the API documentation.
Click on Code snippets and change the programming language from (Node.js) Axios→ Shell→cURL.
Copy the API endpoint URL and take note of the headers and their values. The same will be used later while using the Amigo Data extension to establish a connection between your sheets and the source from where data will be imported.
Step 3: Get Amigo Google Sheets extension
The Amigo Data Add-on is an extension in Google Sheets that allows you to import data from various sources without coding.
You can either install the extension directly from the Google Workspace Marketplace or follow the steps below:
- Open a new google sheet
- Click on Extension→ Add-ons→ Get Add-on
- Search for “Amigo Data” and install it.
Step 4: Import the data to Google Sheets
Go to the Google Sheet in which you want the data to be pasted. Click on Extensions→Amigo Data→Connect
Select Custom API from the list of sources
Paste the API endpoint URL copied earlier under the API URL section. Select the Details tab and add the following headers along with their values noted earlier and click Preview.
Click on Flatten to present the data in separate columns. Once the data are separated into columns, click on Import.
Amigo Data Add-on will shortly import SEC Filings Data to Google Sheets and all the disclosures made by the concerned organization with the SEC will be displayed on your sheet.
Amigo Data allows users to set a refresh schedule that automatically updates the data imported to ensure that the user is provided with the latest data without any manual input. To learn how to automatically update your data at regular intervals and receive alerts for the same on your email or Slack channel, click here.
In this article, we learned to import SEC Filings Data to Google Sheets. To learn how to import data from other sources, check out our blog.
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