📊 SEC 10-K Document Information Retrieval System

The financial statements of a company provide valuable insights about its performance. However, extracting crucial information from these statements can be time-consuming and cumbersome. This interactive information retrieval system allows users to query the financial information of a company, summarize SEC 10-K filings, and visualize the company's performance over the past few years. This system is ideal for investors, traders, analysts, auditors, and corporate executives.

📁 Folder Structure

.
├── Backend
│ ├── helper.py
│ ├── requirements.txt
│ └── server.py
├── Frontend
│ ├── babel.config.js
│ ├── package.json
│ ├── public
│ ├── server.js
│ ├── src
│ ├── static.json
│ └── vue.config.js
├── Other
│ ├── Notebooks
│ ├── Presentation.pdf
│ └── Report.pdf
└── README.md

Setup 🛠️

Backend

1. Install the required libraries using:

   pip install -r requirements.txt

2. Download the data folder from here and place it in the Backend directory.

Frontend

1. Install the required node modules using:

   npm install

Build ⚙️

Backend

1. Navigate to the Backend directory:

   cd Backend

2. Run the server:

   python3 server.py

Frontend

1. Navigate to the Frontend directory:

   cd Frontend

2. Run the frontend server:

   npm run serve

Features ⭐

• User can give natural language queries to search for relevant financial documents.
• Important parts of 10-K documents of a company are summarised.
• Important tables are extracted and presented to the user.
• Change in crucial financial indicators of a company are visualised using plots.
• Sentiment Analysis on Management's Decisions.

Evaluation 📊

Method	Precision@3	Precision@5	Precision@10
TF-IDF	0.78	0.74	0.54
log(TF)-IDF	0.48	0.46	0.41
BM-25	0.66	0.65	0.51