Publications by R | msperlin
Revision of book “Analyzing Financial and Economic Data with R”
I recently launched the third edition of my portuguese R book (adfeR-pt-br), with many due changes from the international version (afedR-en). To make it clear, the second edition of afedR (en) was ahead in content and the third edition of adfeR (pt-br) closed that gap. But, as it usually is with a time evolving platform such as R, the code in afe...
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Update on the Shiny/Web Interface of GetDFPData2
GetDFPData is an academic project to provide free and unrestricted access to financial reports from B3, the brazilian exchange. Back in 2020 I split the code of GetDFDData into two distinct packages: GetDFPData2 and GetFREData. In short, I’ve found a new data source at CVM (comissão valores mobiliários) that is much easier to work than B3’s...
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Ten years as a professor — six advices to young academics
In the 18th of march 2021 I’ll complete exactly ten years since finishing my PhD and taking a professorship position at UFRGS, south of Brazil. In this post I’ll write about what I learned during this period and, hopefully, help other academics that are just starting out. 7) Do things that scale 8) Software is a superpower 9) learn to fail...
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Ten years as a professor — six advices to young academics
In the 18th of march 2021 I’ll complete exactly ten years since finishing my PhD and taking a professorship position at UFRGS, south of Brazil. In this post I’ll write about what I learned during this period and, hopefuly, help other academics that are just starting out. This post is the summary of a talk I had with a former PhD student. I’...
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bookdown + exams + webex
It’s been three years since I’ve been using package bookdown for compiling and distributing three different books in Amazon and the web. It helped me greatly in all my book projects and I’m always grateful to Yihui Xie for providing such a useful tool at the right time. However, bookdown offers no support for chapter exercises of any sort. ...
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A clever bash script for R Users
Back in 2017 I wrote a blog post describing a simple bash script for installing R in a Ubuntu setup. The problem with this script, and many others found in the internet, is that they quickly become obsolete due to changes in Ubuntu, R and RStudio. For example, if Ubuntu version changes from “trusty” to “focal”, the link to the CRAN ppa al...
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GetDFPData2 available in CRAN!
After testing the package extensivelly, GetDFPData2 is finally available in CRAN. GetDFPData2 is the second and backwards incompatible version of GetDPFData, a R package for downloading annual financial reports from B3, the Brazilian financial exchange. Unlike its first iteration, GetDFPData2 imports data using a database of csv files from CVM, w...
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GetFREData available in CRAN!
I’m happy to report that package GetFREData is now available in CRAN. This R package serves as an interface to all corporate datasets available in the FRE system, a vast and official repository of information about many different corporate events. All companies listed at B3 – Brazilian stock exchange – must report to FRE any significant cha...
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Update of compiled datasets
Back in 2020 I started to compile and share financial data in dataverse. The data covers corporate finance events from the DFP and FRE systems. The available tables are the same I use for my research and teaching material, and will be updated once a year. Today I updated all datasets. The available data are: R Package Source of Data Description ...
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A shiny interface to BatchGetSymbols
Hadley Wickham recently released an online version of Mastering Shiny. The book is great! If you haven’t read it, do it fast! On a side note, it is really amazing how much of good and curated content you can get for free in R. When I started programming back in 2007, the first step was buying a brand new – and sometimes expensive – book abo...
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