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A web application that uses the edgartools library to provide financial data for specified companies

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Company Tracker Edgar

This project aims to create a company tracker using the Edgar API. The goal is to provide a tool that allows users to search for and track information about companies registered with the U.S. Securities and Exchange Commission (SEC).

Installation

Backend Setup

Prerequisites

You need to have Python installed on your machine. You can download Python here. This project requires Python 3.10+

Setting Up the Environment

Before you can run the project, you need to set up a virtual environment. This will keep the dependencies required by this project separate from your global Python environment.

Here's how you can set up a virtual environment:

  1. Navigate to the project server directory:

    cd ./server
  2. Create a new virtual environment:

    python -m venv env
  3. Activate the virtual environment:

    source env/bin/activate

To set your identity for the edgar rest client, create a file in the root called .env. In the file create two lines:

NAME="Your Name"
EMAIL="Your Email"

Installing

After setting up and activating the virtual environment, you can install the required dependencies:

pip install -r requirements.txt

Frontend Setup

Prerequisites

You need to have Node.js and npm installed on your machine. You can download Node.js and npm here. This project was written with the latest LTS version of Node.js as of January, 2024.

Setting Up the Environment

Before you can run the project, you need to install the required dependencies.

Here's how you can set up the environment:

  1. Navigate to the project client directory:

    cd ./client
  2. Install the required dependencies:

    npm install

Runtime

Once the dependencies are installed you can start the backend server by navigating to the server directory and starting the uvicorn server:

   cd ./server
   uvicorn company:app --reload

Start the frontend application by navigating to the client directory:

   cd ./client
   npm run dev

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A web application that uses the edgartools library to provide financial data for specified companies

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