FinText automates equity research by combining the power of FinGPT, a large language model (LLM) fine-tuned for financial text, and the US Securities and Exchange Commission's (SEC) Edgar API. This script leverages FinGPT's capabilities to analyze financial documents retrieved from the SEC Edgar database, extracting key insights and generating reports on a company's financial health, performance, and future prospects.
- Automated Data Retrieval: Fetches relevant company filings (e.g., 10-K, 10-Q) from the SEC Edgar API.
- FinGPT Analysis: Utilizes FinGPT to process and analyze the retrieved financial documents.
- Insights Generation: Generates reports summarizing the company's:
- Financial Performance: Revenue, profitability, cost structure, and growth trends.
- Financial Stability: Liquidity, solvency, and capital structure analysis.
- Investment Potential: Potential risks and opportunities identified from financial data.
- Improved Efficiency: Automates time-consuming aspects of equity research.
- Enhanced Accuracy: Leverages FinGPT's capabilities for in-depth financial text analysis.
- Data-Driven Insights: Provides objective and insightful reports based on financial data.
- Equity Researchers
- Financial Analysts
- Investors
- Getting Started
- This repository includes:
- Instructions on setting up SEC Edgar API access
- Details on using the FinGPT model
- Feel free to contribute or suggest improvements!