With the last EDGAR release, the Securities and Exchange Commission updated EDGAR to accept the US GAAP 2018 taxonomy among other new taxonomies. It’s always a good practice to transition your SEC filings as soon as possible when the SEC accepts the new taxonomy year.
Continue reading "What's New in UGT 2018" »Thursday, April 19. 2018
What's New in UGT 2018
Friday, April 13. 2018
LDC #80: Dialog Boxes Part II — A Simple Dialog Box
In my first article about dialog boxes, I introduced how dialogs work and provided an overview dialog resources. In the article, we’ll dive into three dialog procedures and some common controls employed in a simple survey program.
Continue reading "LDC #80: Dialog Boxes Part II — A Simple Dialog..." »SEC Now Accepts 2018 US-GAAP Taxonomy
The Securities and Exchange Commission has begun accepting XBRL filings under the new 2018 US-GAAP Taxonomy. Four of the nine SEC-maintained XBRL taxonomies have been altered: the DEI, EXCH, RR,
and STPR taxonomies.
Friday, April 06. 2018
LDC #79: Save, Load, and Edit Preferences Templates
This week, we’ll be introducing a script that adds a very handy feature to GoFiler: the ability to save, load, and edit preference templates. These preference templates will include settings like your EDGAR credentials, HTML conversion settings, and default options for edit windows.
Continue reading "LDC #79: Save, Load, and Edit Preferences..." »
Friday, March 30. 2018
LDC #78: A Snapshot of the Clipboard
Today we’re going to talk about one of the most commonly used but least commonly understood features of your computer: the clipboard. Everyone who regularly uses a computer regularly knows how much of a time-saver using copy and paste can be, and the value only goes up the more you use it. As a programmer, the amount of time that I save by moving code around can’t even be measured, and I’m sure I’m not alone when I say that. However, the inner workings of the clipboard are often times misunderstood. Today I will explain what the clipboard is and how to interact with it using Legato.
Continue reading "LDC #78: A Snapshot of the Clipboard" »Wednesday, March 28. 2018
FASB Hosts Webinar on 2018 GAAP and SEC Taxonomy Improvements
On April 3rd from 1:00 to 2:30 PM EST, the Financial Accounting Standards Board (FASB) will host a webinar covering 2018 GAAP and SEC taxonomy improvements. During the webinar, the FASB staff will demonstrate how to apply the new modeling using example disclosures and discuss the new 2018 SEC Reporting Taxonomy.
Continue reading "FASB Hosts Webinar on 2018 GAAP and SEC..." »Friday, March 23. 2018
LDC #77: Hash It Out
This week we are going to discuss hashing. Simply put, a hashing function takes arbitrary sized data and maps it to fixed size in a deterministic manner. Therefore, when given the same input, the same result is generated. Ideally, a hash function would be 1-1, as in for every input a unique output is given. This is also known as an injective function. In reality, though, that’s not possible since the amount of data being input can be many times larger than the output. So instead hashing algorithms aim to be uniform, which is to say they use the entire output space equally. This means that the chances of two inputs generating the same hash are lower given the size of the output hash.
Continue reading "LDC #77: Hash It Out" »Thursday, March 22. 2018
SEC Proposes Transaction Fee Pilot for NMS Stocks
On March 14th, the SEC voted to propose new Rule 610T of Regulation NMS to conduct a Transaction Fee Pilot in National Market System (NMS) stocks. This pilot would subject stock exchange fee pricing (such as “maker-taker” fee-and-rebate pricing models) to new temporary restrictions across three test groups. It would also require the exchanges to prepare and publicly post data pertaining to the pilot study. According to SEC Chairman Jay Clayton, the pilot is “...designed to generate data that will provide the Commission, market participants, and the public with information to facilitate an informed, data-driven discussion about transaction fees and rebates and their impact on order routing behavior, execution quality, and market quality in general.” The information gathered from this pilot study may elucidate the effects of transaction-based fees and rebates while allowing for an evaluation of any potential regulatory action, including possible changes to Rule 610(c) of Regulation NMS.
Continue reading "SEC Proposes Transaction Fee Pilot for NMS Stocks" »Wednesday, March 21. 2018
SEC Proposes Changes to Liquidity Risk Management Disclosure
On March 14th, the Securities and Exchange Commission proposed amendments to the public liquidity-related disclosure requirements as they apply to certain open-end investment management companies. These amendments would replace a pending requirement that funds publicly provide the aggregate liquidity classification profile of their portfolios quarterly on Form N-PORT.
Continue reading "SEC Proposes Changes to Liquidity Risk..." »Friday, March 16. 2018
LDC #76: Introduction to Dialog Boxes
Need to have a user login, get some settings, and then direct them to confirm information? You need a dialog box. To create and use dialog boxes, you need some basic information to get started. This article will introduce dialog boxes and teach you the fundamentals about using them.
Continue reading "LDC #76: Introduction to Dialog Boxes" »Monday, March 12. 2018
SEC Releases EDGAR 18.1
On March 12, 2018, EDGAR Release 18.1 was released by the Securities and Exchange Commission. This release introduces new form types SF-1MEF and 486BXT and contains various changes and corrections to other forms.
Continue reading "SEC Releases EDGAR 18.1" »Friday, March 09. 2018
LDC #75: Automatic Creation of Previous Versions
One common task when working on an HTML document in GoFiler is to save different versions of the file. Every time a copy is sent out for review, users can do a save as operation, and save a new copy of the file with a different version number. GoFiler by default allows you to create backup copies of the file (.bak files) whenever you press the save button, but that’s often too many backups, and they don’t represent true versions. The example script in this blog post then attempts to automate the process of creating different versions of files. This script will trigger when the user presses the “To Browser” button on an HTML file, and ask if the user wants to create a previous version folder of this file. If the user presses “Yes”, the script makes a new folder called “Revisions”, puts a folder stamped with the version number, date, and time into it, and copies all the HTML and images out of your folder into this previous version folder.
Continue reading "LDC #75: Automatic Creation of Previous Versions" »
Wednesday, March 07. 2018
XBRL US Releases Taxonomy Approval Metrics and Process for Public Review
On March 6th, the XBRL US Domain Steering Committee, approved and posted a new XBRL US reference document for a 30-day review period, the Taxonomy Approval Metrics & Process (TAM).
Continue reading "XBRL US Releases Taxonomy Approval Metrics and..." »Friday, March 02. 2018
LDC #74: Removing That Pesky S From HTTPS
This week we’re going to talk about another client requested feature. Many EDGAR HTML documents end up referencing previously filed documents on the SEC’s EDGAR system. These documents are located at “https://www.sec.gov/Archives/edgar/data/[document reference]”. Recently the SEC has migrated to only HTTPS, the secure hypertext protocol, and will redirect any requests for HTTP to HTTPS. However, the EDGAR system will still only accept links that reference “http://www.sec.gov/[etc]”. This causes some extra work if you are merely copying the link from a browser that is accessing the document on the EDGAR system, as the link will be copied as HTTPS. Today, we’re going to write a simple script that hooks into the validate function and lets you know if you have any HTTPS references as well as offer to fix them.
Continue reading "LDC #74: Removing That Pesky S From HTTPS" »Friday, February 23. 2018
LDC #73: Running in the Background Part 2 - Synchronizing Tasks
During my last blog I discussed using background scripts. This week I will elaborate more on synchronizing background scripts and their data. If you haven’t read the previous blog don’t worry, you will be able to follow along. However, this blog does require at least a basic understanding of threading. The first part used a single background thread to track user activity within the application. A background thread is used to allow the user to continue to work in parallel to our script. Another way to use background scripts is to take a task and process it in parallel. Our script this week is an example of this.
Continue reading "LDC #73: Running in the Background Part 2 -..." »
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