Client Background
Client: A leading tech firm in the USA
Industry Type: IT Services
Services: Finanncial services and Softwares
Organization Size: 100+
Objective
To Extract SEC filings data under 13-F holdings and use that data from a SQL server to create dashboards.
Project Description
- To Extract the content between the <XML> and </XML> tags from the file
- Parse the XML. It will have a tabular format like the following HTML representation: https://www.sec.gov/Archives/edgar/data/1039807/000103980721000004/xslForm13F_X01/bfo0321.xml
- To insert this standardized XML into a new table called “thirteenf_holdings”. using pandas.to_sql with append=T to automatically create and insert to the table as needed. We had to use exception handling because there will be a primary key added to avoid duplicates.
- Wrap the above python code in a function.
Our Solution
Designed and developed:
- Python tool
- Python API
- Python cronjob
- SQL Database
Project Deliverables
A MySQL database uploaded to the server hosted by the client after achieving the final target.
Tools used
- Python
- Jupyter Notebook
- BeautifulSoup
- XML.etree
- numpy
- Panda
- Itertools
- MySQL
- pymySQL
- SqlAlchemy
