Public financial statements with exact fiscal periods, filing-date cutoffs and traceable financial metrics.
Which numbers were publicly filed by this cutoff, and which records produced this ratio? StatementTrace answers with a reproducible report from SEC CompanyFacts-shaped JSON. The offline demo uses 33 manually curated records from Apple's 2023/2024 Form 10-K tables; it is not an unmodified API download.
Try the live financial report · 中文面试讲解
Try one cutoff change: FY2024 before filing → after filing. See missing financial inputs become available, then follow the selected facts to the source filing. No installation or account is needed.
git clone https://github.com/dev-belly/StatementTrace.git
cd StatementTrace
python -m venv .venv
source .venv/bin/activate
python -m pip install -e .
statementtrace demo --out output/demo
statementtrace verify output/demo
python -m http.server 8000 --directory output/demoFor Windows PowerShell, use the virtual environment directly; activation is optional:
git clone https://github.com/dev-belly/StatementTrace.git
cd StatementTrace
python -m venv .venv
.\.venv\Scripts\python.exe -m pip install -e .
.\.venv\Scripts\statementtrace.exe demo --out output/demo
.\.venv\Scripts\statementtrace.exe verify output/demo
.\.venv\Scripts\python.exe -m http.server 8000 --directory output/demoOpen http://localhost:8000, choose a cutoff and fiscal year, inspect the formulas and follow selected facts to SEC filings. The committed report is in examples/demo; GitHub displays HTML as source, so download or serve it locally.
Changing either selector updates the address with its cutoff and fiscal year. Open or copy Link to this view to restore the same saved panel, including with the browser's Back and Forward controls. The link identifies the view; it does not upload a local report or fetch new SEC data. Public-page links can be shared directly; local links require the same report copy.
For a short demonstration, compare the two FY2024 links above. At the October 31 cutoff, missing inputs remain missing. At the November 1 filed-date cutoff, free cash flow is USD 108,807 million, from operating cash flow minus capex. The source records are the same manually curated filing excerpt in both views. This uses filed dates, without an intraday availability or investment claim.
Unknown, duplicate or malformed view parameters show a notice and the latest configured panel. With JavaScript disabled, all six demo panels remain readable. The report links to its method, GitHub project and author for further review.
Each panel has Download these metrics · CSV. It saves only that cutoff/year's nine metric rows, including the formula, unit, status, exact fraction, rounded display and missing-input names. Switching views or reopening a shared link selects the matching panel's download. All metrics CSV still contains all 54 demo rows. Every panel's download also works with JavaScript disabled.
Download selected facts · CSV saves that panel's eleven selected-fact rows, including explicit missing rows, integer USD values, exact period dates, filed date, concept, accession, full fact ID and SEC source URL. Its rows and column order match the same cutoff/year slice of Facts CSV. This is the panel's selected facts, not every metric input: annual revenue growth can also use prior-period revenue. Follow Full lineage with the complete report for that input. Both downloads work offline and with JavaScript disabled.
Both filenames contain the cutoff and a safe period identifier, so downloads for FY2023 and FY2024 at the same cutoff remain distinguishable. Special labels retain their exact identity in the CSV, while the filename uses a short ASCII label and a deterministic period digest.
For Excel, use Data → From Text/CSV, select UTF-8, and keep the as_of,
period, exact, value_usd, accession and fact_id columns as text
when present to preserve dates, identities, exact amounts and fractions.
The display column is rounded; exact retains the saved rational value.
The CSV uses the same text markers for formula-shaped labels as the full export.
Try the before/after-filing links above, downloading each view. FY2024 before
filing has nine missing_input rows with empty values. After filing,
free_cash_flow retains 108807000000/1, unit USD, status ok and the
operating_cash_flow - capex formula. The selected-facts download keeps all
eleven missing rows before filing, then carries the available records and
their original source metadata after filing. These are filtered review exports;
full source/lineage review and semantic verification use the complete report.
| Concern | Behavior |
|---|---|
| Availability | filed <= as_of; later filings cannot leak into earlier snapshots |
| Fiscal periods | Exact start/end for duration facts; exact end for instant facts, including 53-week years |
| Comparatives | Match the reported period, rather than the filing's fy |
| Units / forms | Integral USD values, annual 10-K/10-K/A; no implicit currency conversion |
| Ambiguity | Conflicting latest same-day facts or aliases fail closed |
| Missing data | Explicit missing-input and zero-denominator statuses; neither becomes zero |
| Lineage | Formula → named input → full fact ID → concept, dates and accession |
| Replay | Hash checks and full recomputation of CSV, JSON, decisions, lineage and HTML |
Nine outputs: net margin, operating margin, cash conversion, current ratio, liability ratio, free cash flow, FCF margin, accounting balance residual and reported annual revenue growth. Fractions preserve exact values; decimal display is rounded. Growth is not week-normalized. Its base must be the immediately preceding configured period with an adjacent calendar: the earlier end must be exactly one day before the current start. A skipped year or calendar gap keeps the current-period metrics and marks growth missing_input for previous_period_revenue.
- FY2024 is unavailable on
2024-10-31and available on2024-11-01. - FY2023 has 371 inclusive days; FY2024 has 364.
- FY2024 free cash flow is USD 108,807 million, calculated from operating cash flow minus capex payments.
- At the later cutoff, FY2023 comparative records come from the 2024 filing with unchanged amounts. No actual restatement is claimed.
There are six cutoff/period panels and nine metrics per panel. Missing panels remain visibly missing. verify rejects output tampering even when the corresponding hash is updated; it does not authenticate source inputs or detect a coordinated rewrite of all inputs and outputs.
verify also rebuilds HTML byte for byte using the installed renderer. Verify
an older report with the source revision that generated it. After this HTML
update, rebuild a new report from the saved facts and request into a new
directory; do not replace evidence you need to retain. An HTML mismatch between
renderer revisions alone does not establish that the old report was tampered with.
statementtrace run --facts companyfacts.json \
--request src/statementtrace/data/demo_request.json --out output/custom
python -m pip install -e '.[dev]'
python -m unittest discover -s tests -v
ruff check src tests scripts
ruff format --check src tests scripts
statementtrace verify examples/demoSupply the issuer's actual fiscal calendar. Eleven configured US-GAAP concepts and integral USD raw values are supported; this is not a universal XBRL parser. Save external data separately following the SEC API documentation. The demo and verifier need no network access or credentials.
Tests cover time cutoffs, comparative selection, 53-week periods, quarterly exclusions, ambiguity, exact arithmetic, malformed JSON and evidence tampering. An independent SQLite query checks every demo selection. Real Chrome checks both report selectors, shared-link round trips, history restoration, malformed links and exact special-character period identities at desktop and narrow widths, plus the no-JavaScript fallback. Both panel CSV downloads are compared with full-export slices, and two periods' files must coexist at one cutoff. CI runs tests, byte-for-byte committed report replay and installed-wheel smoke tests on Linux Python 3.11–3.13 and Windows Python 3.12. Text files keep LF endings even with Git's Windows core.autocrlf=true setting, so a fresh checkout preserves report hashes. The real symlink test requires Windows Developer Mode or elevated privileges; only that test skips if Windows denies link creation.
CSV review exports mark formula-shaped period names as text and quote embedded carriage returns. Original labels remain in JSON; numeric financial evidence is unchanged. See the spreadsheet export contract.
公开财报数据处理与财务指标追溯项目，适合金融数据、财报分析与风控实习展示。重点可以讲 申报截止日、53 周财年、比较期数据、SQL 对照、缺失值契约和指标血缘。
Code: MIT. Financial facts retain filing attribution; the license does not relicense third-party filings. No production-service, investment-return or credit-rating claim is made.