Excel VB Macro -- SEC filings FTP path lookup


I would like an excel macro to lookup the ftp download path for SEC filings.

The SEC has created quarterly index files that list the path of each filing. The index file for each quarter is quite large (greater than 30 mb). I have downloaded the index files for the 1st quarter of 2011 and have attached them to this posting (zipped of course). The excel macro should parse through the index files all the way back through 2000. The remaining index files can be downloaded from via ftp at the below listed path.

[url removed, login to view]

The macro will take three inputs from an excel worksheet. Specifically, those will be:

1) Company Name

2) Year

3) Form Type (This is the type of filing, the inputs will in almost all cases be 10-K or 10-Q -- However, we should have the flexibility to use other inputs)

The macro should provide an output with the path of ALL filings that match the input criteria based on searching through the index files (In some cases there will be several matches).

The macro should be built to catch errors. Specifically, there will be cases where the company name does not exist in the index files. In this case it should return an error of Company not found.

All company names and CIK lookups are available from the below path (Note: CIK is an identifier that the SEC uses)

[url removed, login to view]

The macro should be stable enough to handle at least 1,000 input criteria at once.

More information on the SEC storage structure is available from [url removed, login to view]

I would need tohave the source doe for whatever solution is created.

Please do not hestiate to ask any questions in order to clarify these requirements.

Compétences : Excel, Visual Basic

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Concernant l'employeur :
( 3 commentaires ) London, United States

Nº du projet : #1029527

Décerné à:


I've created a working solution for this, please see the private message for details and example. Ready to go ASAP. Thanks.

%selectedBids___i_sum_sub_4% %project_currencyDetails_sign_sub_5% USD en 1 jour
(5 Commentaires)

9 freelance font une offre moyenne de $190 pour ce travail


Hello, Excel VBA / Macro expert here. Please check PM for details. Thanks!

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(64 Commentaires)

.net/php experienced

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(2 Commentaires)

Please see my PM.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(2 Commentaires)

we have a team of 25 members with expertise in their profession. We have made a similar kind of projects. For further information please view your PMB. Ready to work with you Regards

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 5 jours
(0 Commentaires)

I have stacks of experience developing VBA macros - or can provide Win32 DLL or Excel Add-in if excecution speed is important (a DLL or Add-In will run many times faster than a VBA macro). I have looked quite carefu Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 5 jours
(1 Évaluation)

Hi, have lots of experience using VBA for multiple applications.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 5 jours
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I bid based on the details you provided. I might can do this cheaper and in less time, depending on what these files look like. My idea would be to import the data into an Excel template and provide you with a shortcut Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 14 jours
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Sir I new to freelance and wants to start, i have the caliber to work on any type of projects, you can give a chance Thanx

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