Projects / The Analyst

The Analyst

The Analyst is a Java program which extracts various bits of financial information from a publically-traded company's 10-Q and 10-K filings with the U.S. SEC, and performs fundamental analysis calculations.

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Recent releases

  •  31 Aug 2001 23:53

    Release Notes: This release fixes a bug which caused the unit tests in the previous release to fail, and adds a more simple way to determine the ends of statements.

    •  28 Aug 2001 18:12

      Release Notes: This release makes downloading and parsing files more efficient by not downloading files which have already been downloaded and not parsing files which have already been parsed. Parsed results are stored in a CSV file suitable for importing into spreadsheets or for further processing. Display of analysis charts is disabled by default, and a new option is provided to enable the display.

      •  27 Aug 2001 04:13

        Release Notes: This release parses the "MerillDirect" style of HTML financial reports, eliminates duplicate downloads from EDGAR, and handles changes in multiplier value. Several other minor bugs were also fixed. The survey on the project page about desired download formats still needs more respondents.

        •  08 Aug 2001 22:21

          Release Notes: A bug where the program couldn't run in countries not using MM/DD/YYYY date format was fixed. The program can now successfully analyze Cisco. A survey about desired download formats has been added to the project page.

          •  19 Jul 2001 03:05

            Release Notes: This release corrects some serious problems with locating monetary amounts in tables, improves the balance and income experts, and improves the table expert's handling of multi-page statements.

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