Bigdata Cookbook

A comprehensive collection of financial analysis tools and report generators built on the Bigdata API and research tools. This repository contains ready-to-use notebooks for thematic screening, narrative mining, and various sector-specific analyses including pricing power, AI disruption risks, and regulatory issues in the technology sector.

Projects

🔍 Thematic Screener

Automated Thematic Analysis and Screening Tool

• Thematic identification and categorization across multiple sectors
• Automated screening based on thematic criteria
• Theme tracking and evolution analysis
• Investment opportunity identification through thematic lenses

📊 Pricing Power Analysis

Automated Analysis of Pricing Power Narratives and Competitive Positioning

• Assesses competitive positioning across company watchlists
• Provides sector-wide comparative analysis
• Tracks temporal evolution of pricing narratives
• Implements confidence scoring system for pricing power signals

🤖 AI Threats Report Generator

Automated Analysis of AI Threats and Opportunities in Technology Companies

• Evaluates AI disruption risks and proactive AI adoption
• Provides standardized scoring for cross-company comparison
• Generates investment intelligence from AI transformation narratives
• Creates structured reports ranking companies by AI resilience

⚖️ Regulatory Issues in Tech Report Generator

Automated Analysis of Regulatory Risks and Company Mitigation Strategies

• Maps sector-wide regulatory issues across technology domains
• Quantifies company-specific regulatory risks
• Extracts mitigation strategies from corporate communications
• Provides structured reporting on regulatory intensity and business impact

🎯 Risk Analyzer

Automated Risk Analysis and Assessment Tool

• Comprehensive risk assessment across multiple risk dimensions
• Quantitative risk modeling with statistical analysis
• Risk visualization and reporting capabilities
• Automated risk scoring and ranking systems

📖 Narrative Miners

Automated Narrative Analysis and Mining Tool

• Narrative extraction and pattern recognition from unstructured data
• Sentiment analysis and narrative sentiment tracking
• Narrative evolution and temporal analysis
• Automated narrative scoring and ranking systems

👥 Board Management Monitoring

Automated Analysis of Board Member and Management Activity Exposure

• Comprehensive person tracking across multiple name variations and contexts
• Company-specific filtering ensuring relevance to monitored organizations
• Multi-mode search precision from strict entity matching to broader coverage
• Temporal analysis showing how coverage patterns evolve over time
• Entity-specific monitoring using bigdata's entity tracking capabilities

Quick Start

Prerequisites

• Python 3.8 or higher
• uv package manager
• Bigdata API access
• OpenAI API key (for advanced features)

Installation

Each project has its own detailed README with specific installation and usage instructions.

Project Structure

bigdata-cookbook/
├── Pricing_Power_Analysis/                          # Pricing power analysis
│   ├── Pricing Power.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Report_Generator_AI_Threats/                      # AI risk analysis
│   ├── Report Generator_ AI Disruption Risk.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Report_Generator_Regulatory_Isses_in_Tech/        # Regulatory analysis
│   ├── Report Generator_ Regulatory Issues.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Risk_Analyzer/                                    # Risk analysis tool
│   ├── Risk_Analyzer.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Thematic_Screener/                                # Thematic analysis tool
│   ├── ThematicScreener.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Narrative_Miners/                                 # Narrative analysis tool
│   ├── NarrativeMiner.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Board_Management_Monitoring/                      # Board monitoring tool
│   ├── Board_Management_Monitoring.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
└── README.md                                        # This file

Features

• Client-Ready: Each project is self-contained with its own dependencies and documentation
• Easy Setup: Uses uv for fast, reliable dependency management
• Comprehensive Analysis: Combines multiple data sources for robust insights
• Professional Output: Generates Excel reports, HTML visualizations, and structured data
• Modular Design: Each project can be run independently

Requirements

Core Dependencies

• bigdata-client>=2.17.0 - Bigdata API client
• bigdata-research-tools==0.17.2 - Research analysis tools
• nest-asyncio>=1.6.0 - Async compatibility
• matplotlib>=3.0.0 - Data visualization
• numpy>=1.20.0 - Numerical computing
• pandas>=1.3.0 - Data manipulation
• jupyter>=1.0.0 - Notebook environment

Optional Dependencies

• seaborn>=0.11.0 - Statistical visualizations
• plotly>=5.0.0 - Interactive plots
• ipython>=7.0.0 - Enhanced Python shell

Usage

Each project follows a similar workflow:

1. Setup: Install dependencies and configure credentials
2. Data Collection: Fetch relevant data from Bigdata platform
3. Analysis: Run the analysis pipeline
4. Reporting: Generate Excel and HTML reports
5. Visualization: Create charts and insights

Support

• Each project has its own detailed README with specific instructions
• Check the individual project documentation for troubleshooting
• Ensure you have valid Bigdata API credentials before running analyses

License

This project is licensed under the terms specified in the LICENSE file.

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Note: This repository contains financial analysis tools. Please ensure compliance with relevant regulations and use appropriate risk management practices when making investment decisions based on these analyses.