Class 11
Financial Information as Data: 10-Ks and SEC Filings
Description
This session examines SEC filings as analytical datasets containing structured financial information, filing metadata, and extensive narrative disclosures. Treating filings as data is important because it allows analysts to systematically compare financial reporting choices, disclosures, and changes across firms and over time.
Motivation
How do we turn filings into analyzable datasets?
Review
Data veracity emphasized understanding where data originate and whether they provide reliable evidence. This session applies those principles to a particularly important primary source of financial information and integrates earlier skills involving APIs, structured data, regular expressions, and text analytics.