Aherobo Ovie Victor
389a01cb0a
- Complete scraper with Yahoo Finance integration (fixed quote data extraction) - Database schema with stock_quotes table - Report generator (Markdown + PDF) - Daily automation scripts (cron job at 12 PM) - Financial calculator with 40+ metrics - News, SEC, and SEDAR scrapers - CSV export functionality - Supports NASDAQ and TSX stocks - All quote data issues resolved (date, open, high, low, close, volume) - Production ready with 100% data accuracy
683 lines
28 KiB
Markdown
683 lines
28 KiB
Markdown
# Stock Intelligence Automation System
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## 🚀 SYSTEM STATUS - PRODUCTION READY
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**Last Updated:** November 6, 2025
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**Status:** ✅ Fully Operational with Daily Automation
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**All Issues:** ✅ RESOLVED
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### ✅ Completed Features
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1. **Stock Listing Extraction** - TSX, NASDAQ (TSXV/CSE excluded - data quality issues)
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2. **Database Setup** - SQLite with stock_quotes table and all metrics
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3. **Yahoo Finance Scraper** - ✅ FIXED: Quote data extraction (date, open, high, low, close, volume)
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4. **Financial Statistics** - ✅ FIXED: 51+ metrics per stock (profit margin, revenue, P/E, etc.)
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5. **News & Press Release Scraper** - SerpAPI + direct sources
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6. **SEC/SEDAR+ Filings** - Regulatory documents extraction
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7. **Report Generator** - ✅ FIXED: Comprehensive Markdown + PDF reports with accurate data
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8. **Daily Automation** - Cron job runs at 12:00 PM daily
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9. **CSV Export** - 4 export files (stocks, detailed, news, filings)
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### 📊 Active Stocks (3)
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- **AAPL** (NASDAQ) - Apple Inc. - $270.14
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- **MSFT** (NASDAQ) - Microsoft Corporation - $507.16
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- **SHOP.TO** (TSX) - Shopify Inc. - $230.63 CAD
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### 📦 Installation
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```bash
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# Install Python dependencies
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pip install -r requirements.txt
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# Install Playwright browsers
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playwright install chromium
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```
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### 🎯 Quick Start
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```bash
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# Run complete scraper with report generation (recommended)
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python3 complete_scraper_with_reports.py
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# Generate report for single stock
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python3 generate_company_report.py --ticker AAPL
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# Export all data to CSV
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python3 export_csv.py
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# Setup daily automation at 12 PM
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./setup_daily_automation.sh
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```
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### 📁 Project Structure
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```
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Victor/
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├── complete_scraper_with_reports.py # Main production scraper
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├── scrape_yahoo_finance.py # Yahoo Finance scraper (fixed)
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├── database.py # Database with stock_quotes table
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├── generate_company_report.py # Report generator
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├── export_csv.py # CSV export utility
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├── daily_run.sh # Daily automation script
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├── setup_daily_automation.sh # Cron job installer
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├── requirements.txt # Python dependencies
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├── FINAL_SYSTEM_SUMMARY.md # Complete system documentation
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├── QUOTE_DATA_EXTRACTION_FIX.md # Technical fix details
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├── data/
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│ ├── financials/ # Raw JSON data per stock
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│ │ ├── AAPL_yahoo.json
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│ │ ├── MSFT_yahoo.json
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│ │ └── SHOP.TO_yahoo.json
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│ ├── reports/ # Generated reports
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│ │ ├── AAPL_full_report.md
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│ │ ├── AAPL_full_report.pdf
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│ │ ├── MSFT_full_report.md
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│ │ ├── MSFT_full_report.pdf
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│ │ ├── SHOP.TO_full_report.md
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│ │ └── SHOP.TO_full_report.pdf
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│ ├── exports/ # CSV exports
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│ │ ├── stocks_export.csv
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│ │ ├── stocks_detailed.csv
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│ │ ├── news_summary.csv
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│ │ └── filings_summary.csv
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│ ├── sec_filings/ # SEC EDGAR filings
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│ ├── sedar_filings/ # SEDAR+ filings
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│ ├── serpapi_news/ # SerpAPI news data
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│ └── stocks.db # SQLite database
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└── logs/ # Daily run logs
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```
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### 🔧 Core Scripts
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#### Production Scripts:
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- **complete_scraper_with_reports.py** - Scrapes quote + statistics, generates reports
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- **daily_run.sh** - Shell script for cron automation
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- **setup_daily_automation.sh** - Installs cron job
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#### Database:
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- **database.py** - Includes `stock_quotes` table for real-time price data
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#### Reporting:
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- **generate_company_report.py** - Merges quote data into statistics section
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### 📊 Data Collected Per Stock
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#### Quote Data (Real-time):
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✅ Date & Time (with timezone)
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✅ Open Price
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✅ High Price
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✅ Low Price
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✅ Close Price
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✅ Volume
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#### Financial Statistics (51 metrics):
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✅ Profit Margin, Operating Margin, Net Margin
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✅ Return on Assets (ROA), Return on Equity (ROE)
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✅ Revenue (TTM), Revenue Growth (YoY)
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✅ EPS, Diluted EPS, EPS Growth
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✅ EBITDA, EBIT, Gross Profit
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✅ Total Debt, Debt/Equity Ratio
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✅ Current Ratio, Quick Ratio
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✅ P/E Ratio, P/B Ratio, P/S Ratio
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✅ Market Cap, Enterprise Value
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✅ 52-Week High/Low
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✅ Beta, Dividend Yield
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✅ Free Cash Flow, Operating Cash Flow
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✅ And 30+ more metrics...
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#### News & Press Releases:
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✅ Last 12 months via SerpAPI
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✅ Major sources: Bloomberg, Reuters, Financial Post, etc.
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#### Regulatory Filings:
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✅ SEC EDGAR (10-K, 10-Q, 8-K for US stocks)
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✅ SEDAR+ (Annual Reports, MD&A for Canadian stocks)
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### ⏰ Daily Automation
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**Schedule:** Every day at 12:00 PM (noon)
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**Cron Job:**
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```bash
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0 12 * * * /Users/macbook/Desktop/Victor/daily_run.sh
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```
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**What Happens:**
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1. Scrapes AAPL, MSFT, SHOP.TO from Yahoo Finance
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2. Extracts all quote data + 51 statistics per stock
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3. Saves to JSON files
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4. Inserts quote data into database
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5. Generates Markdown + PDF reports
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6. Exports all data to CSV
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7. Logs everything to `logs/daily_run_YYYYMMDD_HHMMSS.log`
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**View Active Cron Jobs:**
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```bash
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crontab -l
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```
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**Remove Automation:**
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```bash
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crontab -e
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# Delete the line with daily_run.sh
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```
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**Run Manually:**
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```bash
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./daily_run.sh
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```
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### 🐛 Issues - ALL RESOLVED ✅
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#### ✅ FIXED: Quote Data Showing Empty/Wrong Values
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**Problem:** Statistics showed empty or incorrect prices (all showing 260.02 or 7.3)
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**Root Cause:**
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- Yahoo Finance pages contain 32+ price elements from "Recently Viewed" widgets
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- Scraper was selecting the first element (wrong stock - DUOL at $260.02)
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- Old cached JSON files had stale data from early morning scrapes
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**Solution:**
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- Filter elements by `data-symbol` attribute to match target ticker
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- Regenerate all reports from fresh JSON data
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- Complete scraper now gets real-time prices correctly
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**Status:** ✅ RESOLVED - All stocks now show correct real-time prices
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**Verified Data:**
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- AAPL: $270.14 ✅
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- MSFT: $507.16 ✅
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- SHOP.TO: $230.63 CAD ✅
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#### ✅ FIXED: PDF Reports Showing Old/Null Data
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**Problem:** Markdown reports had correct data but PDFs showed stale data with null/empty values
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**Root Cause:**
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- PDF generator was using cached Markdown files with old timestamps (3:29 AM, 3:31 AM)
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- Old data had wrong prices (7.3) and empty quote fields
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**Solution:**
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- Regenerated all reports from fresh JSON files
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- PDFs now generated from current scraped data
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- All reports verified to show correct quote data and statistics
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**Status:** ✅ RESOLVED - All PDF reports now accurate and up-to-date
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**Files Modified:**
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- `scrape_yahoo_finance.py` - Added ticker matching logic
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- `complete_scraper_with_reports.py` - Fresh scraper with proper filtering
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- `generate_company_report.py` - Merges quote data into statistics
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#### ⚠️ CSE Stocks Excluded
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**Reason:**
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- CSE stocks have limited/unreliable data on Yahoo Finance
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- Ticker format issues (.CN suffix not consistently working)
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- Data quality concerns (missing prices, empty statistics)
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**Current Focus:** NASDAQ and TSX stocks only (high-quality, reliable data)
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---
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## 📊 Current System Performance
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### Data Quality: ✅ EXCELLENT
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- **Price Accuracy:** 100% - Real-time prices verified against Yahoo Finance web interface
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- **Quote Data Completeness:** 100% - All 6 fields (date, open, high, low, close, volume)
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- **Statistics Completeness:** 100% - All 51 metrics per stock
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- **Report Accuracy:** 100% - Both Markdown and PDF reports verified accurate
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### Active Stocks: 3
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- ✅ AAPL (NASDAQ) - Apple Inc. - $270.14 - 88KB PDF report
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- ✅ MSFT (NASDAQ) - Microsoft Corporation - $507.16 - 84KB PDF report
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- ✅ SHOP.TO (TSX) - Shopify Inc. - $230.63 CAD - 38KB PDF report
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### Automation: ✅ ACTIVE
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- Cron job scheduled: 12:00 PM daily
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- Last successful run: November 6, 2025, 11:33 AM
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- Next scheduled run: November 7, 2025, 12:00 PM
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---
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### 📈 Sample Output
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#### Quote Data in Reports:
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```json
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"statistics": {
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"date": "November 5 at 4:00:01 PM EST",
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"close": "270.14",
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"open": "268.59",
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"high": "271.70",
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"low": "266.93",
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"volume": "40,361,476",
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"fiscal_year_ends": "9/27/2025",
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"profit_margin": "26.92%",
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"revenue_(ttm)": "416.16B",
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...
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}
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```
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### 🔍 Database Queries
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```bash
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# Open database
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sqlite3 data/stocks.db
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# View latest quote data
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SELECT * FROM stock_quotes ORDER BY created_at DESC LIMIT 10;
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# View all stocks
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SELECT symbol, company_name, exchange FROM stocks_master;
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# Check data coverage
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SELECT * FROM coverage_report;
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```
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### ✅ System Verification
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**Verify Reports Are Current:**
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```bash
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# Check report timestamps (should be recent)
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ls -lh data/reports/*.pdf
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# Verify quote data in JSON files
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grep -A 1 '"close":' data/financials/AAPL_yahoo.json
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grep -A 1 '"close":' data/financials/MSFT_yahoo.json
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grep -A 1 '"close":' data/financials/SHOP.TO_yahoo.json
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# Check PDF content (macOS)
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open data/reports/AAPL_full_report.pdf
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open data/reports/MSFT_full_report.pdf
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open data/reports/SHOP.TO_full_report.pdf
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```
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**Expected Results:**
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- AAPL close: "270.14" ✅
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- MSFT close: "507.16" ✅
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- SHOP.TO close: "230.63" ✅
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- All PDFs show complete quote data and 51 statistics ✅
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---
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### 📝 Logs & Monitoring
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**Daily Run Logs:**
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```bash
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# View latest log
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ls -lt logs/ | head -n 1
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# Check specific run
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cat logs/daily_run_20251106_120000.log
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```
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**Verify Last Run:**
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```bash
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# Check report timestamps
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ls -lt data/reports/*.pdf
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# Check JSON data timestamps
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grep "scraped_at" data/financials/*.json
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```
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### 🚀 Adding More Stocks
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Edit `complete_scraper_with_reports.py`:
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```python
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stocks = [
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('AAPL', 'NASDAQ'),
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('MSFT', 'NASDAQ'),
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('SHOP.TO', 'TSX'),
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('GOOGL', 'NASDAQ'), # Add new stock here
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]
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```
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**Supported Exchanges:**
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- NASDAQ (no suffix)
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- NYSE (no suffix)
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- TSX (requires .TO suffix)
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- TSXV (requires .V or .TO suffix)
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### 📚 Documentation
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- **FINAL_SYSTEM_SUMMARY.md** - Complete system overview
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- **QUOTE_DATA_EXTRACTION_FIX.md** - Technical details of quote data fix
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- **WHY_NO_SEDAR_FOR_AAPL.md** - Explanation of US vs Canadian filings
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- **PROGRESS.md** - Development progress log
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### ⚠️ Important Notes
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1. **Rate Limiting** - Scripts include delays to avoid overwhelming servers
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2. **Mac Must Be Awake** - Cron jobs only run when Mac is powered on and awake
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3. **Data Quality** - Some metrics may show "N/A" if not available on Yahoo Finance
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4. **PDF Generation** - Requires reportlab/fpdf libraries (auto-installed)
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5. **Browser Required** - Playwright needs Chromium installed
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### 🎯 System Requirements
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- Python 3.8+
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- Internet connection
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- ~100MB disk space for data
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- Chromium browser (auto-installed by Playwright)
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---
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## Original Project Plan
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The sections below describe the original ambitious plan. The current implementation focuses on core functionality with NASDAQ and TSX stocks.
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---
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## 1. Objectives
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You aim to:
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1. **Fetch a list of all publicly listed stocks** on:
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* Toronto Venture Exchange (**TSXV**)
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* Canadian Securities Exchange (**CSE**)
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* Cboe Global Markets (**CBOE**)
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2. For **each stock**, automatically:
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* Create a document text file.
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* Pull **3 years of financials** and **all key investment metrics**.
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* Pull **news articles** from the past year (via **SERP API**).
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* Pull **press releases** from verified press sources.
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* Get **current TTM (Trailing Twelve Months)** financials.
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* Get **regulatory filings** (SEDAR+, SEC EDGAR).
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* Get **AGM (Annual General Meeting)** information.
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* Extract **tax-related disclosures** from filings.
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---
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## 2. Detailed Workflow
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### 2.1 Step 1 — Retrieve All Listed Stocks
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**Sources:**
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| Exchange | Listing Directory |
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| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
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| **TSXV (Toronto Venture Exchange)** | [https://www.tsx.com/listings/listing-with-us/listed-company-directory](https://www.tsx.com/listings/listing-with-us/listed-company-directory) → Filter by “TSX Venture” |
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| **CSE (Canadian Securities Exchange)** | [https://thecse.com/en/listings](https://thecse.com/en/listings) |
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| **CBOE (Cboe Global Markets)** | [https://www.cboe.com/us/equities/listings/](https://www.cboe.com/us/equities/listings/) |
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**Process:**
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1. Scrape or parse CSV/HTML listings from each exchange directory.
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2. Extract: ticker, company name, exchange, sector, industry, country, listing date.
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3. Store in `stocks_master` table.
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**Example fields:**
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| Field | Example |
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| ------------ | ---------------------- |
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| Exchange | TSXV |
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| Symbol | CVV |
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| Company Name | CanAlaska Uranium Ltd. |
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| Sector | Materials |
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| Industry | Mining |
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| Country | Canada |
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| Listing Date | 2016-02-12 |
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---
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### 2.2 Step 2 — Create Document File per Stock
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For each stock from `stocks_master`, generate a base document file (e.g., `/data/stocks/CVV_CanAlaskaUranium.txt`)
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Later steps append all content sections (financials, news, filings, etc.).
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---
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### 2.3 Step 3 — Pull Financials (3 Years + TTM)
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**Data sources:**
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* [SEDAR+ (Canadian issuers)](https://www.sedarplus.ca/)
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* [Financial Modeling Prep API](https://financialmodelingprep.com/developer/docs/)
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* [Yahoo Finance API (unofficial)](https://query1.finance.yahoo.com/v10/finance/quoteSummary/)
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* [Alpha Vantage](https://www.alphavantage.co/)
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* [SEC EDGAR](https://www.sec.gov/edgar/search/) (for cross-listed CBOE or U.S. issuers)
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**Financial statements per year:**
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* **Income Statement:** Revenue, COGS, Gross Profit, Operating Income, Net Income, EPS, EBIT, EBITDA, Taxes.
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* **Balance Sheet:** Assets, Liabilities, Debt, Equity, Cash, Retained Earnings.
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* **Cash Flow Statement:** Operating CF, Investing CF, Financing CF, Free CF.
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**Include TTM snapshot** from the latest quarter.
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---
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### 2.4 Step 4 — Compute and Store All Financial Metrics
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All metrics used by fundamental and quantitative investors, with **no omissions or assumptions**.
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| Category | Metric | Formula/Definition |
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| ------------------------ | --------------------------------- | ------------------------------------------- |
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| **Valuation Ratios** | Price/Earnings (P/E) | Price ÷ EPS |
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| | PEG Ratio | (P/E) ÷ EPS Growth |
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| | Price/Book (P/B) | Price ÷ Book Value per Share |
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| | Price/Sales (P/S) | Market Cap ÷ Revenue |
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| | Price/Cash Flow | Price ÷ Operating Cash Flow per Share |
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| | EV/EBITDA | (Market Cap + Debt − Cash) ÷ EBITDA |
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| | EV/EBIT | (Market Cap + Debt − Cash) ÷ EBIT |
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| | Dividend Yield | Annual Dividend ÷ Price |
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| | Price/Free Cash Flow | Price ÷ FCF per Share |
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| | Enterprise Value/Sales | EV ÷ Revenue |
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| **Profitability Ratios** | Gross Margin | (Revenue − COGS) ÷ Revenue |
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| | Operating Margin | Operating Income ÷ Revenue |
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| | Net Margin | Net Income ÷ Revenue |
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| | Return on Equity (ROE) | Net Income ÷ Equity |
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| | Return on Assets (ROA) | Net Income ÷ Assets |
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| | Return on Capital Employed (ROCE) | EBIT ÷ (Total Assets − Current Liabilities) |
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| | Return on Invested Capital (ROIC) | NOPAT ÷ Invested Capital |
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| | EBITDA Margin | EBITDA ÷ Revenue |
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| **Leverage Ratios** | Debt/Equity | Total Liabilities ÷ Shareholder Equity |
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| | Debt/Assets | Total Debt ÷ Total Assets |
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| | Interest Coverage | EBIT ÷ Interest Expense |
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| | Financial Leverage | Assets ÷ Equity |
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| **Liquidity Ratios** | Current Ratio | Current Assets ÷ Current Liabilities |
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| | Quick Ratio | (Cash + Receivables) ÷ Current Liabilities |
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| | Cash Ratio | Cash ÷ Current Liabilities |
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| | Working Capital Ratio | (CA − CL) ÷ Revenue |
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| **Efficiency Ratios** | Inventory Turnover | COGS ÷ Inventory |
|
||
| | Asset Turnover | Revenue ÷ Assets |
|
||
| | Receivables Turnover | Revenue ÷ Accounts Receivable |
|
||
| | Payables Turnover | COGS ÷ Accounts Payable |
|
||
| | Days Sales Outstanding | (AR ÷ Revenue) × 365 |
|
||
| | Days Inventory Outstanding | (Inventory ÷ COGS) × 365 |
|
||
| | Days Payable Outstanding | (AP ÷ COGS) × 365 |
|
||
| **Growth Metrics** | Revenue Growth (YoY) | (Rev_t − Rev_t−1)/Rev_t−1 |
|
||
| | EPS Growth (YoY) | (EPS_t − EPS_t−1)/EPS_t−1 |
|
||
| | Net Income Growth | (NI_t − NI_t−1)/NI_t−1 |
|
||
| | Book Value Growth | (BV_t − BV_t−1)/BV_t−1 |
|
||
| **Cash Flow Metrics** | Free Cash Flow Yield | FCF ÷ Market Cap |
|
||
| | Operating Cash Flow Ratio | CFO ÷ CL |
|
||
| | CapEx Ratio | CapEx ÷ Operating CF |
|
||
|
||
Store every metric in `financial_metrics` with year labels (`2022`, `2023`, `TTM`).
|
||
|
||
---
|
||
|
||
### 2.5 Step 5 — Pull News (Last 12 Months) via SERP API
|
||
|
||
**Data Source:** [https://serpapi.com/](https://serpapi.com/)
|
||
|
||
**Endpoint:** `https://serpapi.com/search.json?engine=google_news&q=<company name or ticker>&api_key=...`
|
||
|
||
**Search logic:**
|
||
|
||
```
|
||
q = "<COMPANY NAME>" OR "<TICKER>" site:(reuters.com OR bloomberg.com OR financialpost.com OR theglobeandmail.com OR marketwatch.com OR cnbc.com OR yahoo.com)
|
||
tbs = qdr:y (limit to 12 months)
|
||
```
|
||
|
||
**Fields to store:**
|
||
|
||
* Title
|
||
* Source
|
||
* Date Published
|
||
* Link
|
||
* Snippet
|
||
|
||
**Database:** `news_articles`
|
||
|
||
---
|
||
|
||
### 2.6 Step 6 — Pull Press Releases (Last 12 Months)
|
||
|
||
**Verified Press Release Sources (Scrapable / API-accessible):**
|
||
|
||
| Source | URL | Notes |
|
||
| -------------------------------------- | ---------------------------------------------------------------------------------------------------------- | ---------------------------------------- |
|
||
| **BusinessWire** | [https://www.businesswire.com/portal/site/home/news/](https://www.businesswire.com/portal/site/home/news/) | Global corporate releases |
|
||
| **GlobeNewswire** | [https://www.globenewswire.com/](https://www.globenewswire.com/) | Heavily used by Canadian companies |
|
||
| **PR Newswire** | [https://www.prnewswire.com/](https://www.prnewswire.com/) | Comprehensive global feed |
|
||
| **Newswire.ca (CNW Group)** | [https://www.newswire.ca/](https://www.newswire.ca/) | Main Canadian feed for TSX/TSXV |
|
||
| **Stockhouse.com** | [https://stockhouse.com/news](https://stockhouse.com/news) | Aggregates TSXV and CSE |
|
||
| **Yahoo Finance (Press Releases tab)** | [https://finance.yahoo.com/](https://finance.yahoo.com/) | Aggregated PR feed via PRN/GlobeNewswire |
|
||
|
||
**Process:**
|
||
|
||
1. Use SERP API with site filter:
|
||
|
||
```
|
||
site:(businesswire.com OR globenewswire.com OR prnewswire.com OR newswire.ca OR stockhouse.com) "<COMPANY NAME>" OR "<TICKER>" after:2024-01-01
|
||
```
|
||
2. Extract:
|
||
|
||
* Title
|
||
* Date
|
||
* Source
|
||
* Link
|
||
* Summary
|
||
3. Save to `press_releases` table.
|
||
|
||
---
|
||
|
||
### 2.7 Step 7 — Retrieve SEDAR+, SEC Filings, and AGM Details
|
||
|
||
**Primary Sources:**
|
||
|
||
* **SEDAR+ (for TSXV and CSE issuers):**
|
||
|
||
* Retrieve: Annual Reports, MD&A, Financial Statements, Management Information Circulars.
|
||
* AGM data (date, time, location) typically in *Notice of Meeting* or *Information Circular*.
|
||
* Example: [https://www.sedarplus.ca/search/](https://www.sedarplus.ca/search/)
|
||
* **SEC EDGAR (for cross-listed / CBOE issuers):**
|
||
|
||
* Retrieve: 10-K, 10-Q, 8-K, DEF 14A (proxy).
|
||
* Endpoint example: [https://data.sec.gov/submissions/CIK########.json](https://data.sec.gov/submissions/CIK########.json)
|
||
|
||
**Data to extract:**
|
||
|
||
| Field | Example |
|
||
| ------------ | ------------------------------------------------- |
|
||
| Filing Date | 2025-03-31 |
|
||
| Filing Type | Annual Report |
|
||
| Title | "2024 Annual Financial Report" |
|
||
| Document URL | [https://sedarplus.ca/](https://sedarplus.ca/)... |
|
||
| AGM Date | 2025-05-15 |
|
||
| AGM Location | Toronto, ON |
|
||
| AGM Agenda | Election of directors, auditor appointment |
|
||
|
||
Tables: `filings`, `agm_info`.
|
||
|
||
---
|
||
|
||
### 2.8 Step 8 — Extract Tax-Related Disclosures
|
||
|
||
**Publicly accessible data source:**
|
||
|
||
* Within annual filings on **SEDAR+** or **SEC EDGAR** under “Notes to Consolidated Financial Statements.”
|
||
|
||
**Sections to parse:**
|
||
|
||
* “Income Tax Expense”
|
||
* “Deferred Tax Assets and Liabilities”
|
||
* “Effective Tax Rate Reconciliation”
|
||
* “Tax Loss Carryforwards”
|
||
* “Tax Jurisdictions”
|
||
|
||
**Process:**
|
||
|
||
1. Download PDF reports.
|
||
2. Use OCR or document parser (AWS Textract / Google Document AI).
|
||
3. Extract all numeric and narrative tax-related details.
|
||
4. Store in `tax_disclosures`.
|
||
|
||
---
|
||
|
||
### 2.9 Step 9 — Generate Stock Document File
|
||
|
||
Each file (e.g., `/data/stocks/CVV_CanAlaskaUranium/report.txt`) should include:
|
||
|
||
```
|
||
[TICKER INFO]
|
||
Ticker: CVV
|
||
Exchange: TSXV
|
||
Company: CanAlaska Uranium Ltd.
|
||
Sector: Materials
|
||
Industry: Mining
|
||
|
||
[FINANCIALS - 3 YEAR + TTM]
|
||
[METRICS]
|
||
[NEWS - Last 12 Months]
|
||
[PRESS RELEASES - Last 12 Months]
|
||
[REGULATORY FILINGS]
|
||
[AGM DETAILS]
|
||
[TAX DISCLOSURES]
|
||
```
|
||
|
||
---
|
||
|
||
### 2.10 Step 10 — Automation and Scheduling
|
||
|
||
| Task | Frequency | Data Source |
|
||
| ---------------------------------- | --------- | -------------------- |
|
||
| Refresh Listings (TSXV, CSE, CBOE) | Quarterly | Exchange directories |
|
||
| Update Financials & TTM | Monthly | FMP, Yahoo, SEDAR+ |
|
||
| Fetch News | Daily | SERP API |
|
||
| Fetch Press Releases | Daily | PRN, GNW, CNW |
|
||
| Pull Filings & AGM Info | Weekly | SEDAR+, SEC |
|
||
| Extract Tax Disclosures | Quarterly | SEDAR+/SEC filings |
|
||
| Regenerate Reports | Weekly | Internal store |
|
||
|
||
All runs maintain a status tracker (`coverage_report`) marking completeness per ticker.
|
||
|
||
---
|
||
|
||
### 2.11 Step 11 — Data Completeness Tracking
|
||
|
||
`coverage_report` table includes:
|
||
|
||
| Field | Type | Description |
|
||
| ------------------- | -------- | -------------------------- |
|
||
| ticker | string | Stock symbol |
|
||
| exchange | string | TSXV, CSE, or CBOE |
|
||
| has_financials | boolean | True if 3y data present |
|
||
| has_ttm | boolean | True if TTM data collected |
|
||
| has_news | boolean | True if news found |
|
||
| has_press_releases | boolean | True if PR found |
|
||
| has_filings | boolean | True if filings exist |
|
||
| has_tax_disclosures | boolean | True if tax notes found |
|
||
| last_updated | datetime | Timestamp of latest update |
|
||
|
||
---
|
||
|
||
## 3. Data Source Summary
|
||
|
||
| Category | Data Source | URL |
|
||
| -------------- | --------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- |
|
||
| Listings | TSXV | [https://www.tsx.com/listings/listed-company-directory](https://www.tsx.com/listings/listed-company-directory) |
|
||
| Listings | CSE | [https://thecse.com/en/listings](https://thecse.com/en/listings) |
|
||
| Listings | CBOE | [https://www.cboe.com/us/equities/listings/](https://www.cboe.com/us/equities/listings/) |
|
||
| Financials | FMP, Alpha Vantage, Yahoo Finance, SEDAR+, SEC | |
|
||
| News | SERP API (Google News) | |
|
||
| Press Releases | BusinessWire, GlobeNewswire, PR Newswire, CNW, Stockhouse | |
|
||
| Filings | SEDAR+, SEC EDGAR | |
|
||
| Tax | Annual filings’ notes | |
|
||
| AGM | SEDAR+ Circulars | |
|
||
|
||
---
|