Skip to main content

A comprehensive open-source toolkit for AI-powered analysis and interpretation of SEC EDGAR filings, providing valuable insights for investors, fintech developers, and researchers.

Project description

 

sec-ai

Essentials ➔       Documentation Status Licence Project Type: Federation Experimental
Health ➔              GitHub Workflow Status: ci.yml GitHub Workflow Status: cd.yml Last Commit
Quality ➔             Code Style: Black Ruff
Distribution ➔    PyPI version PyPI - Python Version PyPI downloads
Community ➔     Discord X (formerly Twitter) Follow GitHub stars

A comprehensive open-source toolkit for AI-powered analysis and interpretation of SEC EDGAR filings, providing valuable insights for investors, fintech developers, and researchers.


Overview

sec-ai is an open-source project designed to provide a comprehensive toolset for analyzing and interpreting data from SEC filings. Utilizing advanced AI technologies, this project aims to serve a wide range of users, from individual investors to researchers and regulatory bodies.

The project leverages alphanome-ai/sec-parser for its data extraction needs, an essential component that simplifies the parsing of SEC EDGAR HTML documents into a structured and analyzable format.

Disclaimer

Warning This project, sec-ai, is an independent, open-source initiative and has no affiliation, endorsement, or verification by the United States Securities and Exchange Commission (SEC). It utilizes public APIs and data provided by the SEC solely for research, informational, and educational objectives. This tool is not intended for financial advisement or as a substitute for professional investment advice or compliance with securities regulations. The creators and maintainers make no warranties, expressed or implied, about the accuracy, completeness, or reliability of the data and analyses presented. Use this software at your own risk. For accurate and comprehensive financial analysis, consult with qualified financial professionals and comply with all relevant legal requirements. The project maintainers and contributors are not liable for any financial or legal consequences arising from the use of this tool.

Getting Started

To get started, first install the sec-ai package:

pip install sec-ai

Next, please visit the Demo and explore the corresponding source code to understand how to utilize the package effectively.

Best Practices

How to Import Modules In Your Code

To ensure your code remains functional even when we update sec-ai, it's recommended to avoid complex imports. Don't use intricate import statements that go deep into the package, like this:

from sec_ai.some_package.internal_utils import SomeInternalClass

Here are the suggested ways to import modules from sec-ai:

Basic Import

  • Standard Way: Use import sec_ai as sai
    This imports the main package as sai. You can then access its functionalities using sai. prefix.

Specific Import

  • Package-Level Import: Use from sec_ai import SomeClass
    This allows you to directly use SomeClass without any prefix.

Submodule Import

  • Submodule: Use from sec_ai import some_package
    This imports the some_package submodule, and you can access its classes and functions using some_package. prefix.

More Specific Submodule Import

  • Submodule-Level: Use from sec_ai.some_package import SomeClass
    This imports a specific class SomeClass from the some_package submodule.

Note The main package sec_ai contains only the most common functionalities. For specialized tasks, please use submodule or submodule-level imports.

Contributing

For information about setting up the development environment, coding standards, and contribution workflows, please refer to our CONTRIBUTING.md guide.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distribution

sec_ai-0.7.0.post23.tar.gz (6.1 kB view details)

Uploaded Source

Built Distribution

If you're not sure about the file name format, learn more about wheel file names.

sec_ai-0.7.0.post23-py3-none-any.whl (5.6 kB view details)

Uploaded Python 3

File details

Details for the file sec_ai-0.7.0.post23.tar.gz.

File metadata

  • Download URL: sec_ai-0.7.0.post23.tar.gz
  • Upload date:
  • Size: 6.1 kB
  • Tags: Source
  • Uploaded using Trusted Publishing? No
  • Uploaded via: poetry/1.6.1 CPython/3.11.6 Linux/6.2.0-1015-azure

File hashes

Hashes for sec_ai-0.7.0.post23.tar.gz
Algorithm Hash digest
SHA256 e6647ade9d6e07ed486e645818203b7e44c41b0a0a1879fff3be134f0ea8e421
MD5 c96a90c79e59eb1da92a3497496f3ca4
BLAKE2b-256 77419767442761fe8bc7fa490bcacdf7ac106c9dfb58df93ec244bd19a170424

See more details on using hashes here.

File details

Details for the file sec_ai-0.7.0.post23-py3-none-any.whl.

File metadata

  • Download URL: sec_ai-0.7.0.post23-py3-none-any.whl
  • Upload date:
  • Size: 5.6 kB
  • Tags: Python 3
  • Uploaded using Trusted Publishing? No
  • Uploaded via: poetry/1.6.1 CPython/3.11.6 Linux/6.2.0-1015-azure

File hashes

Hashes for sec_ai-0.7.0.post23-py3-none-any.whl
Algorithm Hash digest
SHA256 2c5bba32bd9ce5c5e2deb2f607cdc8b77cb3b2677d360047860da8691b60e0fc
MD5 4ca3707f590e3ce77d04d3d0b8b3be67
BLAKE2b-256 c313f6073402c76ebb0fb8cac5927e3fa213ea26ae4c280e8f7d0fe970c68e94

See more details on using hashes here.

Supported by

AWS Cloud computing and Security Sponsor Datadog Monitoring Depot Continuous Integration Fastly CDN Google Download Analytics Pingdom Monitoring Sentry Error logging StatusPage Status page