10-K AI Reader

An AI-powered tool for analyzing SEC 10-K filings, providing financial metrics and insights for S&P 500 companies.

Features

• Download and analyze 10-K filings from SEC EDGAR
• Extract key financial metrics
• Generate AI-powered summaries using GPT-4
• Compare multiple years of data
• Modern web interface with responsive design

Prerequisites

• Python 3.8 or higher
• Redis server (optional, for caching)
• SEC EDGAR access credentials
• OpenAI API key

Installation

1. Clone the repository:

git clone https://github.com/yourusername/10K_AI_Reader.git
cd 10K_AI_Reader

2. Create and activate a virtual environment:

python -m venv .venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate

3. Install dependencies:

pip install -r requirements.txt

4. Set up environment variables: Create a .env file in the project root with:

SEC_EMAIL=your.email@example.com
OPENAI_API_KEY=your_openai_api_key

Usage

1. Start the Flask application:

python app.py

2. Open your browser and navigate to http://localhost:8080

3. Enter a stock ticker (e.g., AAPL) and click "Analyze"

Project Structure

• app.py - Main Flask application
• analyze_10k.py - 10-K analysis engine
• download_10k.py - SEC EDGAR filing downloader
• templates/ - Frontend templates
• static/ - Static assets
• config.py - Configuration settings

Dependencies

• Flask - Web framework
• OpenAI - AI analysis
• BeautifulSoup4 - HTML parsing
• Redis - Caching (optional)
• Bootstrap - Frontend styling
• Marked.js - Markdown rendering

Contributing

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Push to the branch
5. Create a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

• SEC EDGAR for providing filing data
• OpenAI for GPT-4 API
• S&P 500 companies data