AI Financial Co-Pilot: Automated Company Health Assessment with SEC & Market Data
Built a financial analysis platform that integrates SEC EDGAR filings, real-time market data, and GPT-powered insights to generate comprehensive company health assessments with SWOT analysis, ratio interpretation, and predictive analytics.
Proprietary health scoring
Market data integration
SWOT & risk analysis
EDGAR filing ingestion
The Challenge
Financial analysts needed a structured, consistent way to evaluate company health across multiple data sources — without spending hours manually cross-referencing SEC filings, market data, and financial ratios:
- SEC EDGAR filings are complex and time-consuming to parse manually for actionable insights
- Market data from multiple providers needed to be normalised and correlated with filing data
- Analysts lacked a consistent scoring framework to compare companies objectively
- SWOT analysis and risk assessment were done ad-hoc, with no repeatable methodology
- No existing tool combined real-time market data with AI-powered qualitative analysis
The Solution
I designed and built a full-stack financial analysis platform that automates the entire assessment pipeline:
SEC EDGAR Integration
Automated ingestion of company filings from the SEC EDGAR API, extracting key financial data points for analysis.
Real-Time Market Data
Live market data integration via Yahoo Finance, providing current pricing, volume, and trend context alongside historical filings.
AI-Powered Analysis
GPT-driven generation of SWOT analysis, ratio interpretation, risk summaries, and trend assessments — producing analyst-grade insights automatically.
Health Scoring Matrix
Proprietary 0–10 scoring system that evaluates company health across financial ratios, market performance, and qualitative factors.
Interactive Visualisations
Dynamic charts and dashboards for exploring financial data, comparing companies, and tracking health scores over time.
Results
The platform delivers comprehensive, consistent financial analysis that would take analysts hours to produce manually:
Reduced analysis time from hours of manual research to minutes of automated assessment
Proprietary 0–10 health matrix ensures objective, repeatable company evaluations
Combines SEC filings, live market data, and AI insights in a single unified view
AI-generated trend assessments help analysts anticipate future performance shifts
Technology Stack
Frontend
- • Bootstrap
- • HTML/CSS
- • JavaScript
- • Interactive Charts
Backend
- • Flask
- • Python
- • REST API
Data & AI
- • SQLite
- • OpenAI GPT
- • SEC EDGAR API
- • Yahoo Finance
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