SEC Financial Analytics Kit

SEC Reporting Analytics package provides multiple ready to consume data sets that includes our main fundamental financial metrics data set of quarterly Edgar filings for all publicly traded companies to support retail & institutional equities traders, investors, portfolio managers, investment managers, and algorithmic programmers. This package of data sets can be used for various investment research applications and AI/ML use cases, including but not limited to, research & analysis of the correlations between various fundamental financial metrics and corresponding stock price changes over time, calculating custom Beta calculations, research of SEC Form ADV Registered Investment Adviser filing submissions, and an extensive CIK to CUSIP mapping lookup table.

Table Names:
SRA_MAIN_DATASET_SAMPLE
SRA_MAIN_DATASET

SECINVESTMENTADVISERS_FORMADVDEMO
SECINVESTMENTADVISERS_FORMADV

SRA_FINRASHORTVOLUME_SAMPLE
SRA_FINRASHORTVOLUME

SRA_STOCKPRICE_DATASET_SAMPLE
SRA_STOCKPRICE_DATASET

SRA_STOCKPRICEMF_DATASET_SAMPLE
SRA_STOCKPRICEMF_DATASET

SRA_CIKCUSIPMAP_SAMPLE
SRA_CIKCUSIPMAP

Table Field Names:
- FY: Fiscal Year Focus (as defined in EFM Ch. 6).
- FP: Fiscal Period Focus (as defined in EFM Ch. 6) within Fiscal Year. The 10-Q for the 1st, 2nd and 3rd quarters would have a fiscal period focus of Q1, Q2 (or H1), and Q3 (or M9) respectively, and a 10-K would have a fiscal period focus of FY.
- NAME: Name of registrant. This corresponds to the name of the legal entity as recorded in EDGAR as of the filing date.
- SIC: The Standard Industrial Classification (SIC) are four-digit codes that categorize the industries that companies belong to based on their business activities. Standard Industrial Classification codes were mostly replaced by the six-digit North American Industry Classification System (NAICS).
- SIC_DESC: The Standard Industrial Classification (SIC) are four-digit codes that categorize the industries that companies belong to based on their business activities. Standard Industrial Classification codes were mostly replaced by the six-digit North American Industry Classification System (NAICS).
- Number_of_Industry_Establishments: Number of Establishments reported that rollup to the SIC Industry code
- Industry_Title: Industry Rollup based on SIC Code
- City: The city of the registrant's business address.
- State: The state or province of the registrant’s business address, if field
countryba is US or CA.
- Symbol: Stock symbol
- Stock_Price_Date: Stock Price Date
- Stock_Price_Open: Stock Price Open
- Stock_Price_High: Stock Price High
- Stock_Price_Low: Stock Price Low
- Stock_Price_Close: Stock Price Close
- & more