https://github.com/imanassypov/section-13f-securities-pdf-to-csv

Simple Python-based toolbox to convert SEC 13F Securities filing from PDF to Excel
https://github.com/imanassypov/section-13f-securities-pdf-to-csv

Last synced: 19 days ago
JSON representation

Simple Python-based toolbox to convert SEC 13F Securities filing from PDF to Excel

• Host: GitHub
• URL: https://github.com/imanassypov/section-13f-securities-pdf-to-csv
• Owner: imanassypov
• Created: 2019-03-16T16:14:23.000Z (almost 6 years ago)
• Default Branch: master
• Last Pushed: 2023-01-05T22:48:56.000Z (almost 2 years ago)
• Last Synced: 2023-06-12T20:26:29.396Z (over 1 year ago)
• Language: Python
• Homepage:
• Size: 18.6 KB
• Stars: 3
• Watchers: 1
• Forks: 1
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

Awesome Lists containing this project

README

        
Simple Python-based toolkit to automate retrieval of Section 13(f) securities PDF, and perform PDF to CSV data extraction.

Official List of Section 13(f) Securities is published at https://www.sec.gov/divisions/investment/13flists.htm

Installation on MacOS

1. Install brew package manager

```

/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"

```

2. Install pyenv to manage Python interpreters on your machine

```

brew update

brew install pyenv

brew install pyenv-virtualenv

```

Add following lines to the bottom of your ~/.zshrc file (create a new file if one does not exist)

```

export PYENV_ROOT="$HOME/.pyenv"

export PATH="$PYENV_ROOT/bin:$PATH"

export PIPENV_PYTHON="$PYENV_ROOT/shims/python"

plugin=(

  pyenv

)

eval "$(pyenv init -)"

eval "$(pyenv virtualenv-init -)"

```

Load updated .zshrc file

```

source ~/.zshrc

```

3. Install Python, and activate it

```

pyenv install 3.11.0

pyenv global 3.11.0

```

4. Clone this repository to your machine

```

git clone https://github.com/imanassypov/Section-13F-Securities-PDF-to-CSV.git

```

Change directory to newly cloned repository:

```

Section-13F-Securities-PDF-to-CSV

```

5. Install required modules

```

pip install -r requirements

```

6. Execute the script

```

python sec13ftoolbox.py

Report selector not specified, looking for Current...

Scrubbing URL:	https://www.sec.gov/divisions/investment/13flists.htm

---

Current List (3rd quarter 2022): 	13flist2022q3.pdf

13flist2022q3.pdf: extracting pages:3-720

Expected row count:	24388

Extracted row count:	24388

```