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Corporate earnings data

The overall goal of this application is to build a data interface for earnings report data exploration.

Objectives for AI / search component of this application:

  1. Plot the returns of an alternative SPY that weights securities by earnings rather than market cap.

  2. What is the right sheet to find cost of goods sold? (eg)

Supporting

  1. edgartools - fetch corporate data from the Edgar webpage
  2. yfinance - fetch market data from yahoo finance
  3. streamlit - data visualization and manipulation

Rejected:

No ag-grid. It's massively slower than the streamlit builtin (due to JSON vs arrow encodings, I guess)

Run

streamlit run app/Home.py

Frontend (Vite)

JavaScript for the Streamlit app is authored under frontend/src/ and built into app/assets/js/:

cd frontend
npm install
npm run build    # one-off build
npm run dev      # rebuild on file changes

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Extracting and processing earnings report data from the SEC EDGAR database

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