1.5 KiB
1.5 KiB
XBRL2 Standardization
This package provides functionality for standardizing XBRL concepts across different company filings.
Overview
The standardization module maps company-specific XBRL concepts to standardized concept names, enabling consistent presentation of financial statements regardless of the filing entity.
This is particularly useful for:
- Comparing financial data across different companies
- Building standardized reports and visualizations
- Creating consistent financial datasets for analysis
Components
StandardConcept: An enumeration of standard financial statement conceptsMappingStore: Storage for mappings between company-specific and standard conceptsConceptMapper: Maps company-specific concepts to standard concepts using various techniquesstandardize_statement: Function to standardize a statement's labels
Usage
from edgar.xbrl.standardization import StandardConcept, initialize_default_mappings, ConceptMapper,
standardize_statement
# Get the default mappings
store = initialize_default_mappings()
# Create a mapper
mapper = ConceptMapper(store)
# Standardize a statement
standardized_data = standardize_statement(statement_data, mapper)
Concept Mappings
The standardized concept mappings are stored in the concept_mappings.json file included
in this package. This file maps standard concept names to lists of company-specific concept IDs.
The file is automatically loaded when initializing the MappingStore and can be extended
with new mappings as needed.