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About CBL Analytics

Built by SJP Consulting to make SEC filings accessible through modern AI and open-source tools.

Beta Development Status

CBL Analytics is currently in active development. We're continuously improving data extraction, adding new features, and refining the user experience based on feedback.

What's Working: SEC filing analysis, knowledge base Q&A, interactive visualizations

What's Coming: Enhanced comparison/graphing/viz tools, more filing types, improved performance

Your Feedback: Contact us at stephen.parton@sjpconsulting.com

Built by SJP Consulting

SJP Consulting is an Australian-based consultancy specializing in banking, financial services, risk management, and data analytics. We work with government and private sector institutions on complex projects involving investment decisions, regulatory compliance, risk modeling, and data transformation and analysis.

CBL Analytics emerged from our work dealing with US based corporates. We found ourselves repeatedly diving into SEC filings to understand their performance, credit, capital adequacy, and risk profiles. SEC information is also a great way of understanding what sort of partners they might make - eg strategic direction and behavior (highly litigious?). The information was always there — but extracting and organizing it was time-consuming, unless you had the right, generally expensive, tools.

This tool is both a solution to that problem and a demonstration of our capabilities in AI-powered data analysis and financial systems.

Visit SJP Consulting

Technology Stack

CBL Analytics is built on modern, open-source technologies and AI models.

Core Technologies

  • Python 3.11+Core analysis engine
  • FastAPIHigh-performance API
  • Next.js 14Website framework
  • GradioInteractive application interface

AI & Data Processing

  • OpenAI GPT-4/5Analysis and synthesis across multiple agents
  • ChromaDB/SqliteVector/SQL databases for Q&A
  • edgartoolsSEC EDGAR data extraction
  • PlotlyInteractive visualizations

Infrastructure

  • RailwayApplication hosting
  • VercelWebsite hosting
  • Neon PostgresDatabase (via MCP)

Data Sources

  • SEC EDGAROfficial SEC filings database
  • Brave Search APICurrent web context

Open Source Attribution & Licensing

CBL Analytics is built on exceptional open-source projects. We're grateful to the maintainers and contributors of these libraries.

edgartools

Our SEC filing data extraction is powered by edgartools, an outstanding Python library by Dwight Gunning that makes working with SEC EDGAR data elegant and efficient.

License:

MIT License

Copyright (c) 2024 Dwight Gunning

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software.

View Full License →

Additional Open Source Libraries

We also rely on these excellent open-source projects:

  • ChromaDB (Apache 2.0) - Vector database for knowledge base Q&A
  • Gradio (Apache 2.0) - Interactive web application interface
  • Plotly (MIT) - Interactive data visualizations
  • FastAPI (MIT) - High-performance API framework
  • Next.js (MIT) - React framework for this website

For a complete list of dependencies and their licenses, see our GitHub repository.

Questions About Our Technology?

We're happy to discuss our approach and share insights about building AI-powered financial tools.

Get in Touch