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Edgar Search

Search for matching or similar 485BPOS reports, with their similarity score.

Description

WARNING: The data uploaded for this project contains only excerpts from Jan 1, 2023 to Jun 6, 2023. It also only displays a company's most recent form upload, rather than including the history of all the forms uploaded during this time period.

Getting Started

Dependencies

  • Gradio
  • Pinecone
  • Python 3.7+

Installing

  • Download everything
  • Run everything in same folder

Executing program

  • Run edgar-search.py. e.g.
python3 edgar-search.py
  • Example output:
joshuliu@Joshuas-MBP Edgar % python3 edgar-search.py
Running on local URL:  http://127.0.0.1:7860
Running on public URL: https://978065e3a006987a33.gradio.live

This share link expires in 72 hours. For free permanent hosting and GPU upgrades, run `gradio deploy` from Terminal to deploy to Spaces (https://huggingface.co/spaces)
  • Go to either the local or public URL to access the website

Help

Excerpt Search (First tab)

  • To begin, paste an excerpt of any 485BPOS form's principal strategies or risks into the left side.
  • Select the excerpt type and press Submit.
  • A list with the company name, similarity score, and date published will be displayed on the right.

Company Data (Second tab)

  • To view a company's principal strategies/risks, copy it's name from the table in the excerpt search output.
  • Paste it into company name and select the excerpt you want to retrieve.

About

Search for matching or similar 485BPOS reports, with their similarity score.

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