Financial Statement & SEC Filing Analyst Agent

Autonomous parsing of 10-K filings, earnings transcripts, and financial ratio modeling

Designed for investment funds and financial analysts. Automatically ingests quarterly 10-Q and annual 10-K filings, cross-references historical guidance, and generates executive summaries.

#Fintech #Financial Analysis #SEC EDGAR #Ratios

License Price

$279 / lifetime

Full TypeScript Source Code

Docker & Nuxt Deployment Guide

1 Year Updates & Discord Support

Architecture Features & Capabilities

Automated SEC EDGAR XML & PDF filing parser

Financial ratio calculation (EBITDA, ROIC, Free Cash Flow)

Earnings call transcript Q&A sentiment evaluation

Export directly to Excel & Bloomberg Terminal formats

Protocol Code Blueprint

TypeScript / Nuxt 3

const finAgent = new FinancialAnalyst({
  secSource: 'EDGAR_API',
  metrics: ['EBITDA', 'ROIC', 'FCF_MARGIN'],
  outputFormat: 'EXCEL_MODEL'
})

Technology Stack

PythonPandasSEC APIOpenAI / Claude API