tax-metrics-for-client.ipynb

{
 "cells": [
  {
   "cell_type": "code",
   "execution_count": 5,
   "id": "08cb0c36",
   "metadata": {},
   "outputs": [],
   "source": [
    "import calcbench as cb\n",
    "from calcbench.models.revisions import Revisions\n",
    "from calcbench.models.period import Period"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 10,
   "id": "9bcec3be",
   "metadata": {},
   "outputs": [],
   "source": [
    "tickers = cb.tickers(index=\"SP500\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 4,
   "id": "7ca4360e",
   "metadata": {},
   "outputs": [],
   "source": [
    "# Metrics added in October 2024\n",
    "standardized_metrics = [\n",
    "    \"InvestmentTaxCredit\",\n",
    "    \"DeferredTaxAssetsOperatingLossCarryforwardsForeign\",\n",
    "    \"DeferredTaxAssetsOperatingLossCarryforwardsStateAndLocal\",\n",
    "    \"DeferredTaxAssetsTaxCreditCarryforwardsGeneralBusiness\",\n",
    "    \"DeferredTaxAssetsTaxCreditCarryforwardsResearch\",\n",
    "    \"EffectiveIncomeTaxRateReconciliationNondeductibleExpenseImpairmentLosses\",\n",
    "    \"EffectiveIncomeTaxRateReconciliationNondeductibleExpenseResearchAndDevelopment\",\n",
    "    \"EffectiveIncomeTaxRateReconciliationTaxCreditsOther\",\n",
    "    \"IncomeTaxExaminationLiabilityRefundAdjustmentFromSettlementWithTaxingAuthority\",\n",
    "    \"TaxCreditCarryforwardAmount\",\n",
    "    \"LiabilityForUncertainTaxPositionsCurrent\",\n",
    "    \"LiabilityForUncertainTaxPositionsNoncurrent\",\n",
    "    \"DeferredTaxAssetInterestCarryforward\",\n",
    "]"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 16,
   "id": "ca61d61c",
   "metadata": {},
   "outputs": [],
   "source": [
    "data = cb.standardized(\n",
    "    metrics=standardized_metrics,\n",
    "    company_identifiers=tickers,\n",
    "    point_in_time=True,\n",
    "    pit_V2=True,\n",
    "    fiscal_period=Period.Annual\n",
    ")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 17,
   "id": "e8a1eb22",
   "metadata": {},
   "outputs": [
    {
     "data": {
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       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th>value</th>\n",
       "      <th>revision_number</th>\n",
       "      <th>preliminary</th>\n",
       "      <th>XBRL</th>\n",
       "      <th>filing_type</th>\n",
       "      <th>CIK</th>\n",
       "      <th>calcbench_entity_id</th>\n",
       "      <th>period_start</th>\n",
       "      <th>period_end</th>\n",
       "      <th>calendar_year</th>\n",
       "      <th>calendar_period</th>\n",
       "      <th>filing_accession_number</th>\n",
       "      <th>trace_url</th>\n",
       "      <th>date_modified</th>\n",
       "      <th>date_XBRL_confirmed</th>\n",
       "      <th>confirming_XBRL_filing_ID</th>\n",
       "      <th>original_value</th>\n",
       "      <th>standardized_id</th>\n",
       "      <th>filing_id</th>\n",
       "      <th>date_downloaded</th>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>ticker</th>\n",
       "      <th>metric</th>\n",
       "      <th>fiscal_period</th>\n",
       "      <th>date_reported</th>\n",
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       "  <tbody>\n",
       "    <tr>\n",
       "      <th rowspan=\"5\" valign=\"top\">A</th>\n",
       "      <th rowspan=\"5\" valign=\"top\">DeferredTaxAssetsOperatingLossCarryforwardsForeign</th>\n",
       "      <th>2010-0</th>\n",
       "      <th>2010-12-20 05:30:00.000</th>\n",
       "      <td>510000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0001090872</td>\n",
       "      <td>1013</td>\n",
       "      <td>2009-11-01</td>\n",
       "      <td>2010-10-31</td>\n",
       "      <td>2010</td>\n",
       "      <td>0</td>\n",
       "      <td>0001047469-10-010499</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>192874</td>\n",
       "      <td>510000000.0</td>\n",
       "      <td>78032630</td>\n",
       "      <td>192874</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2011-0</th>\n",
       "      <th>2011-12-16 16:51:36.000</th>\n",
       "      <td>517000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0001090872</td>\n",
       "      <td>1013</td>\n",
       "      <td>2010-11-01</td>\n",
       "      <td>2011-10-31</td>\n",
       "      <td>2011</td>\n",
       "      <td>0</td>\n",
       "      <td>0001047469-11-010124</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>213345</td>\n",
       "      <td>517000000.0</td>\n",
       "      <td>78032633</td>\n",
       "      <td>213345</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2012-0</th>\n",
       "      <th>2012-12-20 16:50:44.000</th>\n",
       "      <td>478000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0001090872</td>\n",
       "      <td>1013</td>\n",
       "      <td>2011-11-01</td>\n",
       "      <td>2012-10-31</td>\n",
       "      <td>2012</td>\n",
       "      <td>0</td>\n",
       "      <td>0001090872-12-000018</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>246239</td>\n",
       "      <td>478000000.0</td>\n",
       "      <td>78032635</td>\n",
       "      <td>246239</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2013-0</th>\n",
       "      <th>2013-12-19 16:32:11.000</th>\n",
       "      <td>472000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0001090872</td>\n",
       "      <td>1013</td>\n",
       "      <td>2012-11-01</td>\n",
       "      <td>2013-10-31</td>\n",
       "      <td>2013</td>\n",
       "      <td>0</td>\n",
       "      <td>0001090872-13-000029</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>278007</td>\n",
       "      <td>472000000.0</td>\n",
       "      <td>78032637</td>\n",
       "      <td>278007</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2014-0</th>\n",
       "      <th>2014-12-22 16:05:26.000</th>\n",
       "      <td>547000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0001090872</td>\n",
       "      <td>1013</td>\n",
       "      <td>2013-11-01</td>\n",
       "      <td>2014-10-31</td>\n",
       "      <td>2014</td>\n",
       "      <td>0</td>\n",
       "      <td>0001090872-14-000045</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>2024-09-20 20:10:30.140043</td>\n",
       "      <td>309347</td>\n",
       "      <td>547000000.0</td>\n",
       "      <td>78032639</td>\n",
       "      <td>309347</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>...</th>\n",
       "      <th>...</th>\n",
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       "      <td>...</td>\n",
       "      <td>...</td>\n",
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       "      <td>...</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"5\" valign=\"top\">ZBRA</th>\n",
       "      <th rowspan=\"5\" valign=\"top\">DeferredTaxAssetsTaxCreditCarryforwardsResearch</th>\n",
       "      <th>2019-0</th>\n",
       "      <th>2020-02-13 16:22:29.000</th>\n",
       "      <td>37000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0000877212</td>\n",
       "      <td>6386</td>\n",
       "      <td>2019-01-01</td>\n",
       "      <td>2019-12-31</td>\n",
       "      <td>2019</td>\n",
       "      <td>0</td>\n",
       "      <td>0000877212-20-000006</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>1515750</td>\n",
       "      <td>37000000.0</td>\n",
       "      <td>78426506</td>\n",
       "      <td>1515750</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2020-0</th>\n",
       "      <th>2021-02-11 16:22:40.000</th>\n",
       "      <td>18000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0000877212</td>\n",
       "      <td>6386</td>\n",
       "      <td>2020-01-01</td>\n",
       "      <td>2020-12-31</td>\n",
       "      <td>2020</td>\n",
       "      <td>0</td>\n",
       "      <td>0000877212-21-000008</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>1695261</td>\n",
       "      <td>18000000.0</td>\n",
       "      <td>78426524</td>\n",
       "      <td>1695261</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2021-0</th>\n",
       "      <th>2022-02-10 16:23:21.000</th>\n",
       "      <td>14000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0000877212</td>\n",
       "      <td>6386</td>\n",
       "      <td>2021-01-01</td>\n",
       "      <td>2021-12-31</td>\n",
       "      <td>2021</td>\n",
       "      <td>0</td>\n",
       "      <td>0000877212-22-000026</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>1871682</td>\n",
       "      <td>14000000.0</td>\n",
       "      <td>78426521</td>\n",
       "      <td>1871682</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2022-0</th>\n",
       "      <th>2023-02-16 17:12:45.000</th>\n",
       "      <td>138000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0000877212</td>\n",
       "      <td>6386</td>\n",
       "      <td>2022-01-01</td>\n",
       "      <td>2022-12-31</td>\n",
       "      <td>2022</td>\n",
       "      <td>0</td>\n",
       "      <td>0000877212-23-000025</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2046349</td>\n",
       "      <td>138000000.0</td>\n",
       "      <td>78426518</td>\n",
       "      <td>2046349</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2023-0</th>\n",
       "      <th>2024-02-15 17:54:53.210</th>\n",
       "      <td>225000000.0</td>\n",
       "      <td>0</td>\n",
       "      <td>False</td>\n",
       "      <td>True</td>\n",
       "      <td>10-K</td>\n",
       "      <td>0000877212</td>\n",
       "      <td>6386</td>\n",
       "      <td>2023-01-01</td>\n",
       "      <td>2023-12-31</td>\n",
       "      <td>2023</td>\n",
       "      <td>0</td>\n",
       "      <td>0000877212-24-000029</td>\n",
       "      <td>http://www.calcbench.com/trace?standardizedID=...</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2024-09-28 11:23:45.707680</td>\n",
       "      <td>2216579</td>\n",
       "      <td>225000000.0</td>\n",
       "      <td>78426515</td>\n",
       "      <td>2216579</td>\n",
       "      <td>2024-10-07 10:12:10.977028</td>\n",
       "    </tr>\n",
       "  </tbody>\n",
       "</table>\n",
       "<p>4499 rows × 20 columns</p>\n",
       "</div>"
      ],
      "text/plain": [
       "                                                                                                       value  \\\n",
       "ticker metric                                             fiscal_period date_reported                          \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000  510000000.0   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000  517000000.0   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000  478000000.0   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000  472000000.0   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000  547000000.0   \n",
       "...                                                                                                      ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000   37000000.0   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000   18000000.0   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000   14000000.0   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000  138000000.0   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210  225000000.0   \n",
       "\n",
       "                                                                                                 revision_number  \\\n",
       "ticker metric                                             fiscal_period date_reported                              \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000                0   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000                0   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000                0   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000                0   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000                0   \n",
       "...                                                                                                          ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000                0   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000                0   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000                0   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000                0   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210                0   \n",
       "\n",
       "                                                                                                 preliminary  \\\n",
       "ticker metric                                             fiscal_period date_reported                          \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000        False   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000        False   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000        False   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000        False   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000        False   \n",
       "...                                                                                                      ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000        False   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000        False   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000        False   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000        False   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210        False   \n",
       "\n",
       "                                                                                                 XBRL  \\\n",
       "ticker metric                                             fiscal_period date_reported                   \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000  True   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000  True   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000  True   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000  True   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000  True   \n",
       "...                                                                                               ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000  True   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000  True   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000  True   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000  True   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210  True   \n",
       "\n",
       "                                                                                                filing_type  \\\n",
       "ticker metric                                             fiscal_period date_reported                         \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000        10-K   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000        10-K   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000        10-K   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000        10-K   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000        10-K   \n",
       "...                                                                                                     ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000        10-K   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000        10-K   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000        10-K   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000        10-K   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210        10-K   \n",
       "\n",
       "                                                                                                        CIK  \\\n",
       "ticker metric                                             fiscal_period date_reported                         \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000  0001090872   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000  0001090872   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000  0001090872   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000  0001090872   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000  0001090872   \n",
       "...                                                                                                     ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000  0000877212   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000  0000877212   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000  0000877212   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000  0000877212   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210  0000877212   \n",
       "\n",
       "                                                                                                 calcbench_entity_id  \\\n",
       "ticker metric                                             fiscal_period date_reported                                  \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000                 1013   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000                 1013   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000                 1013   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000                 1013   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000                 1013   \n",
       "...                                                                                                              ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000                 6386   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000                 6386   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000                 6386   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000                 6386   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210                 6386   \n",
       "\n",
       "                                                                                                period_start  \\\n",
       "ticker metric                                             fiscal_period date_reported                          \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000   2009-11-01   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000   2010-11-01   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000   2011-11-01   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000   2012-11-01   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000   2013-11-01   \n",
       "...                                                                                                      ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000   2019-01-01   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000   2020-01-01   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000   2021-01-01   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000   2022-01-01   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210   2023-01-01   \n",
       "\n",
       "                                                                                                period_end  \\\n",
       "ticker metric                                             fiscal_period date_reported                        \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000 2010-10-31   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000 2011-10-31   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000 2012-10-31   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000 2013-10-31   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000 2014-10-31   \n",
       "...                                                                                                    ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000 2019-12-31   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000 2020-12-31   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000 2021-12-31   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000 2022-12-31   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210 2023-12-31   \n",
       "\n",
       "                                                                                                 calendar_year  \\\n",
       "ticker metric                                             fiscal_period date_reported                            \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000           2010   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000           2011   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000           2012   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000           2013   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000           2014   \n",
       "...                                                                                                        ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000           2019   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000           2020   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000           2021   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000           2022   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210           2023   \n",
       "\n",
       "                                                                                                calendar_period  \\\n",
       "ticker metric                                             fiscal_period date_reported                             \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000               0   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000               0   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000               0   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000               0   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000               0   \n",
       "...                                                                                                         ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000               0   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000               0   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000               0   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000               0   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210               0   \n",
       "\n",
       "                                                                                                filing_accession_number  \\\n",
       "ticker metric                                             fiscal_period date_reported                                     \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000    0001047469-10-010499   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000    0001047469-11-010124   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000    0001090872-12-000018   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000    0001090872-13-000029   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000    0001090872-14-000045   \n",
       "...                                                                                                                 ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000    0000877212-20-000006   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000    0000877212-21-000008   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000    0000877212-22-000026   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000    0000877212-23-000025   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210    0000877212-24-000029   \n",
       "\n",
       "                                                                                                                                         trace_url  \\\n",
       "ticker metric                                             fiscal_period date_reported                                                                \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "...                                                                                                                                            ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000  http://www.calcbench.com/trace?standardizedID=...   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210  http://www.calcbench.com/trace?standardizedID=...   \n",
       "\n",
       "                                                                                                             date_modified  \\\n",
       "ticker metric                                             fiscal_period date_reported                                        \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000 2024-09-20 20:10:30.140043   \n",
       "...                                                                                                                    ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210 2024-09-28 11:23:45.707680   \n",
       "\n",
       "                                                                                                       date_XBRL_confirmed  \\\n",
       "ticker metric                                             fiscal_period date_reported                                        \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000 2024-09-20 20:10:30.140043   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000 2024-09-20 20:10:30.140043   \n",
       "...                                                                                                                    ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000 2024-09-28 11:23:45.707680   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210 2024-09-28 11:23:45.707680   \n",
       "\n",
       "                                                                                                 confirming_XBRL_filing_ID  \\\n",
       "ticker metric                                             fiscal_period date_reported                                        \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000                     192874   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000                     213345   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000                     246239   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000                     278007   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000                     309347   \n",
       "...                                                                                                                    ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000                    1515750   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000                    1695261   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000                    1871682   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000                    2046349   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210                    2216579   \n",
       "\n",
       "                                                                                                 original_value  \\\n",
       "ticker metric                                             fiscal_period date_reported                             \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000     510000000.0   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000     517000000.0   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000     478000000.0   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000     472000000.0   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000     547000000.0   \n",
       "...                                                                                                         ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000      37000000.0   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000      18000000.0   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000      14000000.0   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000     138000000.0   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210     225000000.0   \n",
       "\n",
       "                                                                                                 standardized_id  \\\n",
       "ticker metric                                             fiscal_period date_reported                              \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000         78032630   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000         78032633   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000         78032635   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000         78032637   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000         78032639   \n",
       "...                                                                                                          ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000         78426506   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000         78426524   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000         78426521   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000         78426518   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210         78426515   \n",
       "\n",
       "                                                                                                 filing_id  \\\n",
       "ticker metric                                             fiscal_period date_reported                        \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000     192874   \n",
       "                                                          2011-0        2011-12-16 16:51:36.000     213345   \n",
       "                                                          2012-0        2012-12-20 16:50:44.000     246239   \n",
       "                                                          2013-0        2013-12-19 16:32:11.000     278007   \n",
       "                                                          2014-0        2014-12-22 16:05:26.000     309347   \n",
       "...                                                                                                    ...   \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000    1515750   \n",
       "                                                          2020-0        2021-02-11 16:22:40.000    1695261   \n",
       "                                                          2021-0        2022-02-10 16:23:21.000    1871682   \n",
       "                                                          2022-0        2023-02-16 17:12:45.000    2046349   \n",
       "                                                          2023-0        2024-02-15 17:54:53.210    2216579   \n",
       "\n",
       "                                                                                                           date_downloaded  \n",
       "ticker metric                                             fiscal_period date_reported                                       \n",
       "A      DeferredTaxAssetsOperatingLossCarryforwardsForeign 2010-0        2010-12-20 05:30:00.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2011-0        2011-12-16 16:51:36.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2012-0        2012-12-20 16:50:44.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2013-0        2013-12-19 16:32:11.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2014-0        2014-12-22 16:05:26.000 2024-10-07 10:12:10.977028  \n",
       "...                                                                                                                    ...  \n",
       "ZBRA   DeferredTaxAssetsTaxCreditCarryforwardsResearch    2019-0        2020-02-13 16:22:29.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2020-0        2021-02-11 16:22:40.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2021-0        2022-02-10 16:23:21.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2022-0        2023-02-16 17:12:45.000 2024-10-07 10:12:10.977028  \n",
       "                                                          2023-0        2024-02-15 17:54:53.210 2024-10-07 10:12:10.977028  \n",
       "\n",
       "[4499 rows x 20 columns]"
      ]
     },
     "execution_count": 17,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "data"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 18,
   "id": "59129e24",
   "metadata": {},
   "outputs": [],
   "source": [
    "data.to_excel(r\"C:\\Users\\andre\\Calcbench Dropbox\\Andrew Kittredge\\Clients\\KPMG\\data\\october_2024_metrics_SP_500.xlsx\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 4,
   "id": "dadb9919",
   "metadata": {},
   "outputs": [],
   "source": [
    "standardized = cb.standardized_raw(\n",
    "    include_trace=True,\n",
    "    pit_V2=True,\n",
    "    company_identifiers=tickers,\n",
    "    year=2020,\n",
    "    period=Period.Annual,\n",
    "    metrics=standardized_metrics,\n",
    "    point_in_time=True,\n",
    "    revisions=Revisions.MostRecent,\n",
    "    XBRL_only=True,\n",
    ")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 6,
   "id": "3f161a48",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "AAPL 2020 0 2020-10-29 16:31:35 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=323888000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AAPL 2020 0 2020-10-30 06:22:07 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=21000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AAPL 2020 0 2020-10-30 06:22:07 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=9680000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AAPL 2020 0 2020-10-29 16:31:35 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=274515000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMGN 2020 0 2021-02-02 16:11:46 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=62948000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMGN 2020 0 2021-02-09 06:21:34 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=9000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMGN 2020 0 2021-02-09 06:21:34 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=869000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMGN 2020 0 2022-02-16 17:00:23 True False Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=25424000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMZN 2020 0 2021-02-02 16:10:04 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=321195000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMZN 2020 0 2021-02-03 06:17:54 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-190000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMZN 2020 0 2021-02-03 06:17:54 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=2863000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AMZN 2020 0 2021-02-02 16:10:04 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=386064000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AXP 2020 0 2023-02-10 15:41:21 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=191367000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AXP 2020 0 2021-02-12 14:35:32 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-119000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AXP 2020 0 2021-02-12 14:35:32 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1161000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "AXP 2020 0 2021-02-12 14:35:32 True False Revenue TraceData(local_name='NoninterestIncome', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=28102000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020),TraceData(local_name='InterestIncomeExpenseNet', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=7985000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020),TraceData(local_name='ProvisionForLoanLossesExpensed', non_XBRL_label=None, negative_weight=True, XBRL_fact_value=4730000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "BA 2020 0 2021-01-27 07:38:18 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=152136000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "BA 2020 0 2021-02-01 14:42:05 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=612000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "BA 2020 0 2021-02-01 14:42:05 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-2535000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "BA 2020 0 2021-01-27 07:38:18 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=58158000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CAT 2020 0 2021-01-29 06:32:32 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=78324000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CAT 2020 0 2021-02-17 10:57:01 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=4000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CAT 2020 0 2021-02-17 10:57:01 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1006000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CAT 2020 0 2021-01-29 06:32:32 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=41748000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CRM 2021 0 2021-03-17 17:07:37 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=66301000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "CRM 2021 0 2021-03-17 17:07:37 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=66000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "CRM 2021 0 2021-03-17 17:07:37 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-1511000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "CRM 2021 0 2021-03-17 17:07:37 True False Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=21252000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "CSCO 2020 0 2020-08-12 16:09:37 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=94853000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CSCO 2020 0 2020-09-03 17:17:21 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=287000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CSCO 2020 0 2020-09-03 17:17:21 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=2756000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CSCO 2020 0 2020-08-12 16:09:37 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=49301000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CVX 2020 0 2021-02-25 14:49:20 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=239790000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CVX 2020 0 2021-02-25 14:49:20 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-152000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CVX 2020 0 2021-02-25 14:49:20 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-1892000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "CVX 2020 0 2021-01-29 07:34:15 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=94471000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DIS 2020 0 2020-11-12 16:09:41 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=201549000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DIS 2020 0 2020-11-25 17:25:57 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-29000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DIS 2020 0 2020-11-25 17:25:57 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=699000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DIS 2020 0 2020-11-12 16:09:41 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=65388000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DOW 2020 0 2021-01-28 07:10:38 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=61470000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DOW 2020 0 2021-02-05 08:36:00 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=19000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DOW 2020 0 2021-02-05 08:36:00 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=777000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "DOW 2020 0 2021-01-28 07:10:38 True True Revenue TraceData(local_name='RevenueFromContractWithCustomerIncludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=38542000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "GS 2020 0 2021-02-22 06:24:24 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1163028000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "GS 2020 0 2021-02-22 06:24:24 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-42000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "GS 2020 0 2021-02-22 06:24:24 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=3020000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "GS 2020 0 2021-01-19 07:32:19 True True Revenue TraceData(local_name='InterestIncomeExpenseNet', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=4751000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020),TraceData(local_name='NoninterestIncome', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=39809000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020),TraceData(local_name='ProvisionForLoanLeaseAndOtherLosses', non_XBRL_label=None, negative_weight=True, XBRL_fact_value=3098000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HD 2020 0 2021-02-24 16:41:43 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=70581000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HD 2020 0 2021-03-24 16:56:28 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-209000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HD 2020 0 2021-03-24 16:56:28 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=4112000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HD 2020 0 2021-02-24 16:41:43 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=132110000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HON 2020 0 2021-01-29 07:04:44 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=64586000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HON 2020 0 2021-02-12 14:47:17 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=39000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HON 2020 0 2021-02-12 14:47:17 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1147000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "HON 2020 0 2021-01-29 07:04:44 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=32637000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "IBM 2020 0 2021-01-21 16:23:14 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=155971000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "IBM 2020 0 2022-02-22 16:34:28 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-358000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "IBM 2020 0 2022-02-22 16:34:28 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-1360000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "IBM 2020 0 2022-02-22 16:34:28 True False Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=55179000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "INTC 2020 0 2021-01-21 16:06:17 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=153091000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "INTC 2020 0 2021-01-22 06:26:13 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=25000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "INTC 2020 0 2021-01-22 06:26:13 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=4179000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "INTC 2020 0 2021-01-21 16:06:17 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=77867000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JNJ 2020 0 2021-02-22 16:51:43 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=174894000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JNJ 2020 0 2021-02-22 16:51:43 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1783000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JNJ 2020 0 2021-01-26 06:45:29 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=82584000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JPM 2020 0 2021-05-04 16:49:55 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=3384757000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JPM 2020 0 2021-02-23 16:45:56 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-671000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JPM 2020 0 2022-02-22 18:01:10 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=6684000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "JPM 2020 0 2022-02-22 18:01:10 True False Revenue TraceData(local_name='NoninterestIncome', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=65388000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020),TraceData(local_name='InterestIncomeExpenseNet', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=54563000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020),TraceData(local_name='ProvisionForLoanLeaseAndOtherLosses', non_XBRL_label=None, negative_weight=True, XBRL_fact_value=17480000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "KO 2020 0 2021-02-10 06:59:02 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=87296000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "KO 2020 0 2021-02-25 14:00:45 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=21000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "KO 2020 0 2021-02-25 14:00:45 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1981000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "KO 2020 0 2021-02-10 06:59:02 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=33014000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MCD 2020 0 2021-01-28 07:05:20 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=52626800000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MCD 2020 0 2021-02-23 14:06:57 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=73300000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MCD 2020 0 2021-02-23 14:06:57 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1410200000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MCD 2020 0 2021-01-28 07:05:20 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=19207800000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MMM 2020 0 2021-01-26 06:34:23 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=47344000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MMM 2020 0 2022-02-09 15:33:49 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-17000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MMM 2020 0 2022-02-09 15:33:49 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1337000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MMM 2020 0 2021-01-26 06:34:23 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=32184000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MRK 2020 0 2021-02-25 17:53:32 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=91588000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MRK 2020 0 2022-02-25 18:40:56 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-25000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MRK 2020 0 2022-02-25 18:40:56 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=1340000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MRK 2020 0 2022-02-25 18:40:56 True False Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=41518000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "MSFT 2021 0 2021-07-29 17:13:49 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=333779000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "MSFT 2021 0 2021-07-29 17:13:49 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-204000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "MSFT 2021 0 2021-07-29 17:13:49 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=9831000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "MSFT 2021 0 2021-07-29 17:13:49 True False Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=168088000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "NKE 2021 0 2021-06-24 16:17:14 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=37740000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "NKE 2021 0 2021-07-20 16:23:49 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=-34000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "NKE 2021 0 2021-07-20 16:23:49 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=934000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "NKE 2021 0 2021-06-24 16:17:14 True True Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=44538000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "PG 2021 0 2021-07-30 06:58:28 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=119307000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "PG 2021 0 2021-08-06 17:05:30 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=3263000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "PG 2021 0 2021-07-30 06:58:28 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=76118000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "TRV 2020 0 2021-02-11 07:06:32 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=116764000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "TRV 2020 0 2021-02-11 07:06:32 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=540000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "TRV 2020 0 2021-02-11 07:06:32 True False Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=31981000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "UNH 2020 0 2021-01-20 06:06:18 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=197289000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "UNH 2020 0 2021-03-01 16:19:20 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=4973000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "UNH 2020 0 2021-01-20 06:06:18 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=257141000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "V 2020 0 2020-11-19 16:21:29 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=80919000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "V 2020 0 2020-11-19 16:21:29 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=9000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "V 2020 0 2020-11-19 16:21:29 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=2924000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "V 2020 0 2021-11-18 16:21:11 True False Revenue TraceData(local_name='RevenuefromContractwithCustomerExcludingAssessedTax', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=21846000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "VZ 2020 0 2021-01-26 07:01:18 True True Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=316481000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "VZ 2020 0 2021-02-25 14:27:00 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=120000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "VZ 2020 0 2021-02-25 14:27:00 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=5619000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "VZ 2020 0 2021-01-26 07:01:18 True True Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=128292000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2020)\n",
      "WMT 2021 0 2021-03-19 16:53:57 True False Assets TraceData(local_name='Assets', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=252496000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "WMT 2021 0 2021-03-19 16:53:57 True False DeferredLocalIncomeTaxExpense TraceData(local_name='DeferredStateAndLocalIncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=23000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "WMT 2021 0 2021-03-19 16:53:57 True False IncomeTaxExpense TraceData(local_name='IncomeTaxExpenseBenefit', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=6858000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n",
      "WMT 2021 0 2021-03-19 16:53:57 True False Revenue TraceData(local_name='Revenues', non_XBRL_label=None, negative_weight=False, XBRL_fact_value=559151000000.0, fact_id=None, dimensions=None, fiscal_period=<Period.Annual: 0>, fiscal_year=2021)\n"
     ]
    }
   ],
   "source": [
    "for t in sorted(standardized):\n",
    "    print(\n",
    "        t.ticker,\n",
    "        t.fiscal_year,\n",
    "        t.fiscal_period,\n",
    "        t.date_reported,\n",
    "        t.XBRL,\n",
    "        t.preliminary,\n",
    "        t.metric,\n",
    "        \",\".join(repr(f) for f in t.trace_facts) if t.trace_facts else \"none\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 7,
   "id": "9f854ae5",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "116"
      ]
     },
     "execution_count": 7,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "len(standardized)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "4d875cb4",
   "metadata": {},
   "outputs": [],
   "source": []
  }
 ],
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