forms.py

"""Prixe /api/forms — SEC filings with optional AI summaries.

Covers the last 6 years. Supports 10-K, 10-Q, 8-K, 13F-HR, Form 3/4/5,
144, 424B2-8, CORRESP, D, EFFECT, FWP, SC TO-*, SD, and their amendments.

Requires Pro+ subscription.
"""

import requests

API_KEY = "YOUR_API_KEY"
BASE = "https://api.prixe.io"
HEADERS = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json",
}


def available_forms(ticker: str, year: int | None = None):
    """GET /api/forms — list the form types available for a ticker."""
    params = {"ticker": ticker}
    if year is not None:
        params["year"] = year
    r = requests.get(f"{BASE}/api/forms",
                     headers={"Authorization": HEADERS["Authorization"]},
                     params=params)
    r.raise_for_status()
    data = r.json()
    scope = f" in {year}" if year else " (all years)"
    print(f"{data['company_name']} ({ticker}) — {data['total_filings']} filings{scope}:")
    for row in data["forms"]:
        print(f"  {row['form']:12s}  {row['count']} filings")


def annual_report(ticker: str, year: int = 2024, ai_summary: bool = True):
    """POST /api/forms — fetch the 10-K for a given ticker/year, with AI summary."""
    r = requests.post(
        f"{BASE}/api/forms",
        headers=HEADERS,
        json={"ticker": ticker, "form": "10-K", "year": year, "ai_summary": ai_summary},
    )
    r.raise_for_status()
    data = r.json()
    for filing in data["filings"]["data"]:
        print(f"[{filing['filing_date']}] {filing.get('ai_title') or filing['form']}")
        if filing.get("ai_summary"):
            print(f"  {filing['ai_summary']}")
        if filing.get("period_of_report"):
            print(f"  Covers period ending: {filing['period_of_report']}")


def insider_trades(ticker: str, start: str, end: str):
    """POST /api/forms — Form 4 insider transactions in a date range."""
    r = requests.post(
        f"{BASE}/api/forms",
        headers=HEADERS,
        json={
            "ticker": ticker,
            "form": "4",
            "year": int(start[:4]),
            "start_date": start,
            "end_date": end,
            "limit": 50,
        },
    )
    r.raise_for_status()
    data = r.json()
    print(f"{data['pagination']['total']} Form 4 filings for {ticker} {start}..{end}")
    for filing in data["filings"]["data"]:
        txns = filing.get("transactions") or []
        print(f"  {filing['filing_date']}  {len(txns)} transactions")


if __name__ == "__main__":
    available_forms("TSLA", year=2024)
    print()
    annual_report("MSFT", year=2024)
    print()
    insider_trades("AAPL", "2024-07-01", "2024-09-30")