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.
- Client-Ready: Each project is self-contained with its own dependencies and documentation
- Easy Setup: Uses Docker for containerized deployment or 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
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
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
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
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
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
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
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
Automated Analysis of Liquid Cooling Technology Providers and Adopters
- Dual-role classification distinguishing technology providers from adopters
- Network analysis mapping provider-customer relationships in the cooling ecosystem
- Temporal tracking of adoption patterns and market evolution
- Market positioning analysis with confidence scoring for investment decisions
- Comprehensive ecosystem mapping for infrastructure investment intelligence
- Docker installed on your system
- Bigdata API access
- OpenAI API key (for advanced features)
- Python 3.8 or higher
- uv package manager
- Bigdata API access
- OpenAI API key (for advanced features)
Clone the repository to your local computer. Please follow the below steps:
- Navigate your local computer to the folder where you want to clone the repo and run the following command:
git clone https://github.com/Bigdata-com/bigdata-cookbook.gitEach project supports both Docker and local installation methods:
- Docker Installation: Each project includes a Dockerfile for containerized deployment
- Local Installation: Traditional installation using Python and uv package manager
Each project has its own detailed README with specific installation and usage instructions for both methods.
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
├── Liquid_Cooling_Market_Watch/ # Liquid cooling analysis
│ ├── Liquid_Cooling_Market_Watch.ipynb
│ ├── src/
│ ├── requirements.txt
│ └── README.md
└── README.md # This file
bigdata-client>=2.17.0- Bigdata API clientbigdata-research-tools==0.17.2- Research analysis toolsnest-asyncio>=1.6.0- Async compatibilitymatplotlib>=3.0.0- Data visualizationnumpy>=1.20.0- Numerical computingpandas>=1.3.0- Data manipulationjupyter>=1.0.0- Notebook environment
seaborn>=0.11.0- Statistical visualizationsplotly>=5.0.0- Interactive plotsipython>=7.0.0- Enhanced Python shell
Each project follows a similar workflow:
- Setup: Install dependencies and configure credentials
- Data Collection: Fetch relevant data from Bigdata platform
- Analysis: Run the analysis pipeline
- Reporting: Generate Excel and HTML reports
- Visualization: Create charts and insights
- 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
This project is licensed under the terms specified in the LICENSE file.
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.