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Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

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Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#81

Post by GodelNumbering »

newswasboring wrote: post #54
GodelNumbering wrote: post #10

Earlier quoted context omitted.

Depending on how much time you have, the first thing I would recommend is to watch Karpathy's 'deep dive into LLMs' video ( https://www.youtube.com/watch?v=7xTGNNLPyMI ). It is 3.5 hours but it will give you so much instinctive understanding of how these things work and will likely save you a lot of time. Purely from a technical standpoint, things aren't that difficult really. I'd recommend get yourself an API accoun…

> I'd recommend get yourself an API account with all major providers (because each frontier LLM evidently has their own strengths and weaknesses) and start experimenting with your data. Wouldn't it be better to use something like openrouter.ai which gives access to lots of different endpoints? In my experiments that is what I am using, wondering if there are good reasons to go to direct API usage.

Yeah Openrouter is generally better. Only exception is when some API is launched but not yet on openrouter, rare though

Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#84

Post by Etheryte »

bufferoverflow wrote: post #55
WheatMillington wrote: post #25

Earlier quoted context omitted.

I disagree with this. Zero is an arbitrary and often useless intersection. A stock worth $300 is going to show meaningless movements at that scale.

Zero is not arbitrary when it comes to the stock price.

It very much is, because stocks don't start at zero and your entry point will also not be zero. You can be deep in the red long before the stock gets anywhere close to zero. Even when a stock hits zero it doesn't always mean something useful, look at the Hertz bankruptcy for a good example. As far as stocks are concerned, zero is arbitrary and pretty universally a useless reference point.

Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#85

Post by GodelNumbering »

miki123211 wrote: post #45

I wish you also offered company summaries, not just news. Form 10-K is usually what you'd need to parse for those, maybe with recent stats taken from the 10-Q. It'd be really great if one could get a report on a company in an industry they're unfamiliar with, with statistics like profit margin available at a glance, and a good description of how they actually operate, what is important to them, what areas of the busi…

That's an interesting idea, thinking about it.

The plan is to address all SEC forms anyways so this will be a natural extension

Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#86

Post by GodelNumbering »

am3101 wrote: post #65

I am a portfolio manager of a small/mid-cap equity fund. This is definitely cool and clearly took a lot of time and thought! If this is a side project, that's amazing and I love it. If you did want to take it further though, I would though encourage you to spend some time interviewing potential users and thinking through how you are creating value. As a fundamentals investor, to win in stockpicking (especially agains…

Kindly let me know how to get in touch with you! Alternatively, feel free to message me, contact info on profile

Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#88

Post by am3101 »

otoburb wrote: post #73
am3101 wrote: post #65

I am a portfolio manager of a small/mid-cap equity fund. This is definitely cool and clearly took a lot of time and thought! If this is a side project, that's amazing and I love it. If you did want to take it further though, I would though encourage you to spend some time interviewing potential users and thinking through how you are creating value. As a fundamentals investor, to win in stockpicking (especially agains…

Seems like 1-3 above could be answered/tracked with some plumbing pipeline elbow grease leveraging tools like open source edgartools[1] (just a happy user) or sec-api[2] paid proprietary service. 4 would be a heavier lift because it goes beyond the basic skill set of an average data/junior analyst. [1] https://github.com/dgunning/edgartools [2] https://sec-api.io/

For sure though I assume this is targeting small shops without R&D teams. R&D teams prob have built this tooling / you can get it from Bloomberg.

Target shops don’t have time to dedicate to elbow grease

Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#89

Post by am3101 »

vincnetas wrote: post #38
dchuk wrote: post #23

Well done site. One important nit pick: never use charts that don’t start from 0 on the y axis. I was looking at a stock that had a yoy growth rate reduction of 6% (from 39 to 33 for each respective yoy period), and the chart showed an aggressive down to the right trend line because the y axis started at 33% instead of 0%. Charts like that show more detail sure, but everyone freaks out in reaction to them. Always zer…

One child comments makes a better suggestion. Display only a change in % since period start. Who cares about the absolute price. You only care about percentage change. And yes, all charts would automatically start from 0 as a side effect.

there are definitely times when you care about absolute price—e.g., if you are trading options that strike at given prices, or if the company has convertible debt that can be converted at a given strike price, or if there is a risk of the exchange delisting you if you consistently trade below $1.

this would be a good toggle but both matter

Re: Show HN: I made a free tool that analyzes SEC filings and posts detailed reports

#90

Post by am3101 »

miki123211 wrote: post #45

I wish you also offered company summaries, not just news. Form 10-K is usually what you'd need to parse for those, maybe with recent stats taken from the 10-Q. It'd be really great if one could get a report on a company in an industry they're unfamiliar with, with statistics like profit margin available at a glance, and a good description of how they actually operate, what is important to them, what areas of the busi…

I think this goes back a bit to what personas you are trying to solve for. Many companies have a generic investor presentation on the website.[1] Every professional investor will have access to sell-side coverage and initiations of coverage is basically this (an overview of the company, key drivers, etc.). Retail investors will often have access through wealth managers. And if it went public relatively recently the IPO deck will function as this.

[1] E.g., https://s27.q4cdn.com/632832908/files/doc_financials/2024/q4...

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