The financial statements of a company provide a lot of valuable insights about it. However, extracting crucial information from these statements is time-consuming and often quite cumbersome. We propose an interactive information retrieval system that can query the financial information of a company, summarise SEC 10-K filings and visualise a company’s performance over the past few years. Our proposed system can be used by, but not limited to, investors, traders, analysts, auditors, and corporate executives.
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├── Backend
│ ├── helper.py
│ ├── requirements.txt
│ └── server.py
├── Frontend
│ ├── babel.config.js
│ ├── package.json
│ ├── public
│ ├── server.js
│ ├── src
│ ├── static.json
│ └── vue.config.js
├── Other
│ ├── Notebooks
│ ├── Presentation.pdf
│ └── Report.pdf
└── README.md
- Install the required libraries using
pip install -r requirements.txt - Download the data folder from here and place it in the Backend directory
- Install the required node modules using
npm install
cd Backend
python3 server.py
cd Frontend
npm run serve
- User can give natural language queries to search for relevant financial documents.
- Important parts of 10-K documents of a company are summarised.
- Important tables are extracted and presented to the user.
- Change in crucial financial indicators of a company are visualised using plots.
- Sentiment Analysis on Management's Decisions.
| Method | Precision@3 | Precision@5 | Precision@10 |
|---|---|---|---|
| TF-IDF | 0.78 | 0.74 | 0.54 |
| log(TF)-IDF | 0.48 | 0.46 | 0.41 |
| BM-25 | 0.66 | 0.65 | 0.51 |
Anuneet Anand
Isha Gupta
Osheen Sachdev
Paras Mehan
Uday Narayan Goel