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Handles reading, populating, and saving .docx files using the python-docx library. Use this skill for any tasks involving template filling or modifying Word documents.
Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.
This skill includes search capability in 13F, such as fuzzy search a fund information using possibly inaccurate name, or fuzzy search a stock cusip info using its name.
基于 SOC 职业分类
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| name | file-data-extraction |
| description | Techniques for parsing TSV/JSON files for financial reporting data (13F). |
When dealing with 13F financial data, the primary data formats encountered are TSV (Tab Separated Values) and JSON.
TSV files (like COVERPAGE.tsv and INFOTABLE.tsv) should be treated as structured datasets. Use pandas in Python to quickly aggregate, filter, and compare data.
Example snippet:
import pandas as pd
# Load TSV
df = pd.read_csv('COVERPAGE.tsv', sep='\t')
# Filter for specific fund
fund_data = df[df['name'].str.contains('RENAISSANCE TECHNOLOGIES', case=False)]
Metadata files often use JSON. Use the standard json library or pandas.read_json for consistency with TSV processing.