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Curate and Analyze Publicly Available Financial Data for Business Intelligence

Industry Financial Services

Specialization Or Business Function Risk and Compliance (Portfolio Optimization)

Technical Function Data Management (Data Enrichment), Business Intelligence (Reporting), Software and Web Development (Information Extraction Web Scraping System)

Technology & Tools Business Intelligence and Visualization (Tableau, Qlik Sense, Microsoft Power BI, Domo)

COMPLETED Jan 14, 2019

Project Description

We would like to aggregate both structured and unstructured financial data to inform our decision making process.

  • 13F data: Funds with asset of over $100M are required to publish their equity holdings on a quarterly basis via the SEC form 13F. We want to incorporate the information disclosed in these filings to evaluate current and prospective investments. Our goals would be to analyze the data to help inform our decision making process. A solution would involve a mix of data feeds: 13F filings, stock prices for holdings listed in the 13F. We currently have multiple
  • Public Company Filings & Relevant News: Feed relevant public filing and news data on companies within our portfolio. This would include holdings brought in via 13F data as well any additional companies that we wish to track.
  • Stock Price Alerts: Track any large fluctuations in tracked companies listed above.

Technology Stack: 

  • Database: We maintain a SQL Server at AWS and would anticipate utilizing this going forward
  • Business Intelligence Tool: We have evaluated multiple BI solutions (Tableau, MSFT Power BI, Domo, Qlik, etc); Goal would be transition our current reporting setup (via SSRS) to a more dynamic BI solution that is available on demand. The solution needs to be mobile friendly.

Please provide your approach, how you would structure the milestones and how much time it would take.

Project Overview

  • Posted
    December 26, 2016
  • Planned Start
    January 19, 2017
  • Preferred Location
    From anywhere

Client Overview


EXPERTISE REQUIRED

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