Financial data / Autofill · Independent project
FinanceLens Analyst: SEC and Market Data Workspace
Dmitri Derevjanko built FinanceLens Analyst, a financial analysis workspace that autofills fundamentals from SEC filings, market data, and OpenFIGI, with links back to each source.
Open live demo Back to portfolio
Problem
Equity prep still means copying numbers from EDGAR, a market page, and an identifier tool. Missing fields get filled from memory. Analysts need speed without losing the audit trail.
Solution
One pipeline that resolves CIK and filings, extracts XBRL facts, enriches with Yahoo and OpenFIGI in parallel, and uses confidence-gated AI only for remaining gaps, with source URLs on the result.
System Architecture
Primary data and decision flow
- Issuer resolution Company input resolves to CIK, filings, and canonical identifiers.
- Parallel sources SEC, Yahoo, and OpenFIGI retrieval runs with timeouts and fallbacks.
- Controlled enrichment Deterministic extraction runs first; AI fills only qualified gaps.
- Auditable workspace Every populated field retains its source link and confidence state.
- Docker
- Nginx
- CI/CD
- Timeouts and fallbacks
- Coverage diagnostics
- SEC EDGAR submissions and companyfacts drive annual series, latest values, and derived metrics such as EBITDA.
- Yahoo snapshots and OpenFIGI identifiers run in parallel with timeouts and fallbacks.
- Unresolved manual fields stay visible; AI may fill them only above explicit confidence thresholds.
- Each filled field can point at SEC, Yahoo, OpenFIGI, or a filing URL.
- Docker, Nginx, and CI/CD support a repeatable server deploy.
What Dmitri Derevjanko built
Dmitri built the FastAPI routes, CIK/filing resolution, deterministic SEC extraction, Yahoo scrape resilience (retries, consent wall, Playwright fallback), OpenFIGI mapping, AI fill-empty with JSON validation, coverage diagnostics, and the analyst UI.
Technologies
- Python
- FastAPI
- SEC EDGAR
- OpenFIGI
- Playwright
- OpenAI API
- Docker
- Nginx
Result and Impact
Faster U.S. equity data prep with explicit unresolved fields and source links instead of a black-box financial chatbot.
Limitations
- Focused on U.S. SEC-style issuers; coverage follows what EDGAR, Yahoo, and OpenFIGI return.
- Yahoo HTML can change; Playwright fallback helps but does not guarantee every snapshot.
- AI-filled gaps are labelled and thresholded; they are not a replacement for the filing.
Live demo and source
Live demo: https://finance.dmitriderevjanko.com/
Source code: Private. The live demo is the public artifact for this project.
Portfolio case study: https://dmitriderevjanko.com/projects/financelens/
This is one of 10+ independent public projects by Dmitri Derevjanko. 100+ additional workflows were delivered professionally, mostly under confidentiality, and are not documented here.