​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

Picture
Summary Quant Stats - Credit: EDEC Business School
Picture
Efficient Frontier- Credit: EDEC Business School
Picture
Monte Carlo - Credit: EDEC Business School
Picture
Sharpe Ratio - Credit: EDEC Business School
Picture
Risk Budgeting Drawdowns - Credit: EDEC Business School
SEC REPORTING ANALYTICS 2016-2022 COPYRIGHT ALL RIGHTS RESERVED. All parties receiving or reviewing this website and analytics information provided by SEC Reporting Analytics LLC agree information will be kept strictly confidential, will not be shared with any 3rd party, and will not be replicated in attempts to compete with creator of original content.