open draft

openbb_platform/core/openbb_core/provider/standard_models/management_discussion_analysis.py

@@ -0,0 +1,45 @@
+"""Management Discussion & Analysis Standard Model."""
+
+from datetime import date as dateType
+from typing import Optional
+
+from openbb_core.provider.abstract.data import Data
+from openbb_core.provider.abstract.query_params import QueryParams
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
+from pydantic import Field, field_validator
+
+
+class ManagementDiscussionAnalysisQueryParams(QueryParams):
+    symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
+    calendar_year: Optional[int] = Field(
+        default=None,
+        description="Calendar year of the report. By default, is the current year."
+        + " If the calendar period is not provided, but the calendar year is, it will return the annual report.",
+    )
+    calendar_period: Optional[int] = Field(
+        gt=0,
+        le=4,
+        default=None,
+        description="Calendar period of the report. By default, is the most recent report available for the symbol."
+        + " If no calendar year and no calendar period are provided, it will return the most recent report.",
+    )
+
+    @field_validator("symbol", mode="before", check_fields=False)
+    @classmethod
+    def to_upper(cls, v: str):
+        """Convert field to uppercase."""
+        return v.upper()
+
+
+class ManagementDiscussionAnalysisData(Data):
+    """Management Discussion & Analysis Data."""
+
+    symbol: str = Field(description="The symbol of the company.")
+    calendar_year: int = Field(description="The calendar year of the report.")
+    calendar_period: int = Field(description="The calendar period of the report.")
+    period_ending: Optional[dateType] = Field(
+        description="The end date of the reporting period.", default=None
+    )
+    content: str = Field(
+        description="The content of the management discussion and analysis."
+    )

openbb_platform/extensions/equity/openbb_equity/fundamental/fundamental_router.py

@@ -477,3 +477,17 @@ async def trailing_dividend_yield(
 ) -> OBBject:
     """Get the 1 year trailing dividend yield for a given company over time."""
     return await OBBject.from_query(Query(**locals()))
+
+
+@router.command(
+    model="ManagementDiscussionAnalysis",
+    examples=[APIEx(parameters={"symbol": "AAPL", "provider": "sec"})],
+)
+async def management_discussion_analysis(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject:
+    """Get the Management Discussion & Analysis section from the financial statements for a given company."""
+    return await OBBject.from_query(Query(**locals()))

openbb_platform/providers/sec/openbb_sec/__init__.py

@@ -11,6 +11,9 @@
 from openbb_sec.models.insider_trading import SecInsiderTradingFetcher
 from openbb_sec.models.institutions_search import SecInstitutionsSearchFetcher
 from openbb_sec.models.latest_financial_reports import SecLatestFinancialReportsFetcher
+from openbb_sec.models.management_discussion_analysis import (
+    SecManagementDiscussionAnalysisFetcher,
+)
 from openbb_sec.models.rss_litigation import SecRssLitigationFetcher
 from openbb_sec.models.schema_files import SecSchemaFilesFetcher
 from openbb_sec.models.sic_search import SecSicSearchFetcher
@@ -33,6 +36,7 @@
         "InsiderTrading": SecInsiderTradingFetcher,
         "InstitutionsSearch": SecInstitutionsSearchFetcher,
         "LatestFinancialReports": SecLatestFinancialReportsFetcher,
+        "ManagementDiscussionAnalysis": SecManagementDiscussionAnalysisFetcher,
         "RssLitigation": SecRssLitigationFetcher,
         "SchemaFiles": SecSchemaFilesFetcher,
         "SicSearch": SecSicSearchFetcher,