Read and analyze SEC EDGAR filings in Python. 10-K, 8-K, XBRL financials, Form 3/4/5, 13F, ADV — clean API, well-typed, MIT-licensed.
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Oct 25, 2026 - Python
Read and analyze SEC EDGAR filings in Python. 10-K, 8-K, XBRL financials, Form 3/4/5, 13F, ADV — clean API, well-typed, MIT-licensed.
日系中堅・中小企業向け会計システムです。総勘定元帳、BS、PL、複数会社対応等一通りのことはできるようにしています。
Power BI Financial Performance Dashboard: trial balance to P&L, EBITDA, margin and year-on-year variance analysis with drill-down to account level. Synthetic data.
Provide 136+ financial ratios and scoring models with TypeScript and Python support, featuring caching, REST API, and data processing tools.
Access to Financial Data
Rapport Power BI de modelisation financiere : etats financiers, controles d'integrite et fiscalite differee (format PBIP)
This project analyzed income statement data for 11 technology companies using Python to evaluate growth, profitability, spending, and financial stability. Financial metrics were calculated to compare company performance and identify investment profiles.
Double-entry bookkeeping API with FastAPI & SQLAlchemy. Manages accounts, transactions, counterparts, and generates financial reports (Trial Balance, Income Statement, Balance Sheet, Account Ledger) with Excel export.
針對台灣上市櫃財報 JSON 數據打造的 ETL 資料處理架構與自動化倉儲 (.NET 10 / MariaDB)
3-statement model for Blue Owl Capital, built from imported SEC EDGAR data using Power Query and Excel
Linked 3-statement financial model of Mphasis Ltd (FY24-FY26) extended to a 3-year driver-based forecast with Base/Bull/Bear scenario toggle with executive summary
Interactive Power BI dashboard analyzing financial performance using Income Statement data with DAX, Power Query, KPI reporting, and executive business intelligence visualizations.
Canonical US GAAP P&L ontology — 234 XBRL-mapped nodes with variance drivers, comparability examples, and COA mappings. For FP&A teams and AI agents.
Automatic company financial report generator — income statements, expense breakdown, cash flow, balance sheet and tax with branded PDF/Excel export. Django + pandas + ReportLab + openpyxl, multi-period and multi-currency.
A professional, integrated Three-Statement Financial Model built in Excel. Dynamically links the Income Statement, Balance Sheet, and Cash Flow Statement into a clean, formula-driven ecosystem for corporate valuation and SME accounting.
Financial analysis of Bharat Heavy Electricals Limited (BHEL) covering FY2021–FY2024 using audited consolidated financial statements. Includes ratio analysis, cash flow modelling, profitability, liquidity, leverage, working capital efficiency, ROE/ROCE evaluation, and investment risk assessment.
Developed a fully integrated 5-year Dynamic 3-statement Financial Model for Apex Solutions Inc. as part of an equity research case study, incorporating management guidance, segment-level revenue forecasting, working capital optimization, CapEx planning, and debt repayment strategies
Claude Code skill: SEC 10-K/10-Q PDF → self-contained interactive Sankey revenue flow (income statement → net income). Python + D3.js.
personal-cfo , Reference implementation — 展示非專業投資人如何用確定性運算做退休軌道監控。銀行帳單進,財務報表出,資料留在本地。Fork 後依照你的情況改 config.yaml 就能用。
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