​Services.

SEC Edgar Financial Data

  • The SEC Reporting Analytics platform encompasses over 10 years of quarterly and annual Edgar filings from all publicly traded SEC registered & reporting companies
  • Data is updated on a quarterly basis after all SEC Edgar reporting companies submit annual and quarterly income statement, balance sheet, and cash flow filings (10-K, 10-Q)
  • System automatically performs calculations of key corporate performance metrics for easy comparison reporting and identification of undervalued stocks

SEC Reporting Analytics

  • Microsoft Power BI analytics dashboard front-end
  • Results can be filtered by industry, region, and time period in pivot table reporting fashion
  • Pre-developed reports and graphs highlight strengths and weaknesses across these dimensions
  • Ratios can be compared for multiple companies over one or more time periods to spot trends, risks, and opportunities

Quantitative Data Analytics

  • Portfolio construction & analysis
  • Max Drawdowns
  • Risk Adjusted Returns
  • VaR/CVaR
  • Efficient Frontier
  • Max Sharpe Ratio
  • Monte Carlo
  • CPPI
  • Normality/Causality
  • Correlations/Back testing​
  • AI/ML Trading Models

SEC EDGAR FILING ANALYTICS

QUANT DATA SET USE CASES

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Summary Quant Stats - Credit: EDEC Business School
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Efficient Frontier- Credit: EDEC Business School
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Monte Carlo - Credit: EDEC Business School
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Sharpe Ratio - Credit: EDEC Business School
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Risk Budgeting Drawdowns - Credit: EDEC Business School
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