AI 驅動的美股投資研究平台 — 基本面分析、SEC 文件、內線交易追蹤、技術分析，全部繁體中文。
Live Site: yennanliu.github.io/finance_data
A research platform that combines SEC filings, AI-generated analysis, and automated pipelines to produce investment research reports for US equities — all in Traditional Chinese.
| Category | Description | Location |
|---|---|---|
| Analysis Reports | AI-generated fundamental analysis, insider trading reports, technical analysis | claude_code/ |
| SEC Filings | 10-K, 10-Q, 13-F, 6-K filings for 30+ companies | 10-k/, 10-q/, 13-f/, 6-k/ |
| AI Research Notes | Deep-dive notebooks via NotebookLM (defense, autonomous systems, energy) | notebook_llm/ |
| Investor Day Materials | Presentation decks and transcripts | investor_day/ |
| Market News | Daily AI-curated market news per ticker | market_news/ |
| Automation Scripts | SEC EDGAR downloaders, AI analysis generator, docs builder | scripts/ |
Analysis Reports: AAPL, MSFT, NVDA, TSLA, PLTR, ONDS, GOOG, TSM, META, AMZN, and more
SEC 10-K Filings: 30+ companies across tech, defense, energy, and financials
AI Research Notes: ONDS, RKLB, AVAV, RCAT, TSLA, NEE, AMZN
┌─────────────┐ ┌──────────────┐ ┌────────────────┐ ┌──────────────┐
│ Data Fetch │────▶│ AI Analysis │────▶│ Auto Deploy │────▶│ Browse Site │
│ yfinance │ │ Claude AI │ │ GitHub Actions │ │ GitHub Pages │
│ SEC EDGAR │ │ 繁體中文報告 │ │ Daily CI/CD │ │ MkDocs │
└─────────────┘ └──────────────┘ └────────────────┘ └──────────────┘
- Data Fetch —
yfinanceAPI pulls live financial data; scripts download filings from SEC EDGAR - AI Analysis —
scripts/generate_analysis.pysends data to Claude AI, which produces structured Markdown reports with ASCII charts - Auto Deploy — GitHub Actions runs analysis daily (10:00 AM Taipei time) and deploys via
mkdocs build - Browse Site — Reports published at yennanliu.github.io/finance_data with search, dark/light mode, and category navigation
pip install anthropic yfinance
# Set your API key
export ANTHROPIC_API_KEY="sk-..."
# Generate a fundamental analysis for AAPL
python3 scripts/generate_analysis.py AAPLOutput saved to claude_code/aapl/fundamental_analysis_YYYY-MM-DD.md
pip install requests
# Download 5 most recent 10-K reports for Apple
python3 scripts/download_10k.py AAPL
# Download for multiple companies
python3 scripts/download_10k.py AAPL MSFT TSLA
# Download 10-K PDFs
python3 scripts/download_10k_pdf.py meta-platforms-incpip install mkdocs-material mkdocs-awesome-pages-plugin mkdocs-minify-plugin
python3 scripts/build_docs.py
mkdocs servefinance_data/
├── claude_code/ # AI-generated analysis reports (Markdown)
├── notebook_llm/ # NotebookLM deep research notes
├── market_news/ # Daily AI-curated market news
├── 10-k/ # SEC 10-K annual reports (PDF)
├── 10-q/ # SEC 10-Q quarterly reports
├── 13-f/ # SEC 13-F institutional holdings
├── 6-k/ # SEC 6-K foreign issuer reports
├── investor_day/ # Investor day presentations
├── scripts/ # Automation tools
│ ├── generate_analysis.py # AI analysis generator
│ ├── build_docs.py # MkDocs content builder
│ ├── download_10k.py # SEC EDGAR downloader
│ └── download_10k_pdf.py # PDF downloader
├── docs/ # MkDocs source (auto-generated)
├── .github/workflows/
│ ├── deploy.yml # Build & deploy GitHub Pages
│ ├── daily_analysis.yml # Daily AI analysis cron
│ └── daily_market_news.yml # Daily market news cron
└── mkdocs.yml # MkDocs Material configuration
| Workflow | Schedule | What It Does |
|---|---|---|
daily_analysis.yml |
02:00 UTC daily | Generates AI analysis for configured tickers, commits to repo |
daily_market_news.yml |
Daily (staggered) | Fetches market news per ticker |
deploy.yml |
On push + 01:10 UTC | Builds docs and deploys to GitHub Pages |
- Financial Data: Yahoo Finance via yfinance (no API key needed)
- SEC Filings: SEC EDGAR
- AI Analysis: Claude AI by Anthropic
- Annual Reports: annualreports.com
All analysis is for educational and research purposes only. Nothing on this site or in this repository constitutes investment advice. Invest at your own risk.