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
Automated Analysis of Corporate Perspectives on Electoral Outcomes
- Positive vs. negative impact assessment distinguishing companies that expect benefits from those anticipating challenges under new elected officials' policies
- Sector-wide political exposure mapping revealing industry patterns in positioning toward electoral results
- Temporal positioning tracking showing how political expectations evolve over time
- Corporate-political topic networks identifying key policy themes and company concerns through relationship analysis
Automated Detection and Analysis of Credit Rating Events
- Event detection and classification for credit rating updates, outlook changes, and watch list events
- Entity relationship mapping distinguishing between rating agencies and rated entities with validation workflows
- Multi-feature extraction capturing credit ratings, outlooks, watchlist status, debt instruments, and key drivers
- Timeline analysis generating chronological reports showing rating evolution over time
- Interactive visualizations creating HTML reports with charts for rating timeline analysis
Automated Analysis of AI Cost Cutting Providers and Users
- Dual-role classification distinguishing companies developing AI cost cutting solutions from those implementing them
- Technology ecosystem mapping revealing relationships between solution providers and corporate users
- Adoption timeline tracking showing how AI cost cutting implementation evolves across different sectors
- Market positioning analysis quantifying each company's role and exposure in the AI cost cutting ecosystem
Automated Analysis of AI Revenue Generation Providers and Users
- Dual-role classification distinguishing companies developing AI revenue generation solutions from those implementing them
- Technology ecosystem mapping revealing relationships between solution providers and corporate users
- Adoption timeline tracking showing how AI revenue generation implementation evolves across different companies
- Market positioning analysis quantifying each company's role and exposure in the AI revenue generation ecosystem
Automated Macroeconomic Inflation Analysis Tool
- Automated theme breakdown into specific inflation components and drivers
- Systematic document analysis using embeddings-based search and classification
- Economic categorization that turns narrative signals into structured insights
- Comprehensive reporting with analytical summaries for each inflation driver covering demand-pull, cost-push, wage increases, global factors, and monetary policy impacts
Automated Central Bank Announcements Monitoring and Analysis Tool
- Lexicon generation of monetary policy and central bank-specific terminology
- Real-time content retrieval via Bigdata API with parallelized keyword searches
- Topic clustering and selection with AI-powered verification and ranking
- Custom report generation with configurable ranking systems for trending topics
- Market impact assessment scoring topics for trendiness, novelty, and magnitude
Automated Crude Oil Market Monitoring and Analysis Tool
- Lexicon generation of crude oil industry-specific terminology and jargon
- Real-time content retrieval via Bigdata API with parallelized keyword searches
- Topic clustering and selection with AI-powered verification and ranking
- Custom report generation with configurable ranking systems for trending topics
- Market impact assessment scoring topics for trendiness, novelty, and magnitude
Automated Brief Generation for Large Company Portfolios
- Batch processing for hundreds or thousands of companies in configurable batches
- CSV-based input for easy portfolio management
- Customizable topics and research questions tailored to analysis needs
- Progress tracking with status polling and error handling
- Multiple export formats including JSON and Excel for further analysis
- Source attribution with full metadata including URLs, headlines, and publication dates
Automated Analysis of Trade Tariff Risks and Corporate Mitigation Strategies
- Generates sector-wide and company-specific risk reports
- Extracts mitigation plans from SEC filings and earnings transcripts
- Produces executive and detailed HTML reports
- Exports structured CSVs for further analysis
Analyzing Spillover Risks from Rising Bond Spreads in Western Europe
- Risk taxonomy generation with LLM-powered mind mapping
- Country-level risk scoring across bond spread sub-scenarios
- Rolling sentiment indicators and volume tracking
- Interactive dashboards with AI-powered narrative summaries
Automated Cryptocurrency Thematic Screening and Analysis Tool
- Automated theme taxonomy generation using LLM to break down complex investment themes
- Systematic cryptocurrency screening against specific thematic criteria
- Cross-crypto comparison enabling portfolio-level thematic assessment
- Interactive visualizations with heatmaps, bar charts, and scatter plots
- Structured output generating Excel reports and HTML visualizations for investment intelligence
MCP Server Integration for Bigdata Research Tools
- Integration of Bigdata research tools with MCP (Model Context Protocol) server
- Watchlist creation and management through MCP interface
- Thematic screening of companies via MCP tools
- Compatible with Cursor, Claude Desktop, and other MCP clients
- Enables AI agents to interact with Bigdata platform for research and analysis
Python Client for Research Agent API with Citation Support
- Simple synchronous interface wrapping the Research Agent streaming API
- Bigdata.com standard citation format with full source metadata
- Inline citation markers
[1],[2]with numbered reference lists - Multiple output formats: plain answer, citations JSON, or combined results
- Follow-up conversation support with chat ID continuation
- Configurable research effort levels (lite/standard) for speed vs. depth tradeoff
Modular Framework for Building AI Agents with Bigdata.com Integration
- Multi-source AI agent integrating Bigdata.com Search, Knowledge Graph, and Research Agent APIs
- Internal data integration with SQLite databases and FAISS vector stores
- Hierarchical agent architecture with smart tool routing (internal-first, external escalation)
- LangSmith observability for production monitoring and tracing
- Reusable core module for building custom agent workflows
- Citation support with inline markers and numbered references
High-Performance Portfolio Search Tool
- Entity resolution with CSV caching for ticker-to-entity ID mapping
- Parallel processing with ThreadPoolExecutor for searching hundreds of tickers
- Multi-layered rate limiting (sliding window + concurrency semaphore + auto-retry)
- SQLite storage with indexed queries for fast result retrieval
- Customizable research topics with company name placeholders
- Query interface to filter results by ticker, topic, or custom criteria
Automated M&A Analysis and Report Generation Tool
- M&A news search for specified tickers using Bigdata.com API
- AI-powered executive briefs summarizing key M&A developments
- Structured deal analysis tables identifying acquisition targets
- Desk notes per ticker with source attribution
- Automated report generation with deal tables, summaries, and source links
Optimized Semantic Search with Intelligent Query Planning and Large-Scale Execution
- Two-Step System: Planning phase creates optimized baskets, execution phase performs search with proportional sampling
- Query Optimization: Reduces API queries by 67-99% (varies by topic specificity) through intelligent company grouping
- Niche topics: Up to 99.86% reduction (e.g., "Customer Trust Erosion": 16 queries vs 11,357 naive)
- Specialized topics: 96-97% reduction (e.g., "Higher ESG Compliance Costs": 437 queries)
- Broad topics: 32-67% reduction (e.g., "Earnings": 3,699 queries)
- Large-Scale Search Execution: Follows Search_Large_Scale pattern with:
- Parallel processing using ThreadPoolExecutor for high-throughput searches
- Multi-layered rate limiting (sliding window algorithm + concurrency semaphore)
- Automatic retry with exponential backoff for robust error handling
- Proportional sampling to retrieve percentage of results while preserving distribution
- Volume-Based Batching: Automatic granularity determination and basket creation maximizing efficiency
- Production Ready: Comprehensive error handling, logging, and plan persistence for reuse
- Scalable: Efficiently handles universes with 10,000+ companies
- 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
├── Election_Monitor/ # Elecion Monitoring tool
│ ├── Trump_Reelection_Impact_Analisys.ipynb
│ ├── src/
│ ├── requirements.txt
│ └── README.md
├── Credit_Ratings_Monitoring/ # Credit rating event monitoring
│ ├── Credit_Ratings_Monitoring.ipynb
│ ├── src/
│ ├── requirements.txt
│ └── README.md
├── AI_Cost_Cutting_Market_Analysis/ # AI cost cutting analysis
│ ├── AI_Cost_Cutting_Market_Analysis.ipynb
│ ├── src/
│ ├── requirements.txt
│ └── README.md
├── AI_Revenue_Generation_Market_Analysis/ # AI revenue generation analysis
│ ├── AI_Revenue_Generation_Market_Analysis.ipynb
│ ├── src/
│ ├── requirements.txt
│ └── README.md
├── Tracking_Inflation_Drivers/ # Inflation analysis tool
│ ├── Tracking_Inflation_Drivers.ipynb
│ ├── src/
│ ├── requirements.txt
│ └── README.md
├── Daily_Digest_Central_Banks/ # Central bank monitoring
│ ├── Daily_Digest_Central_Banks.ipynb
│ ├── src/
│ ├── assets/
│ ├── report/
│ ├── requirements.txt
│ ├── Dockerfile
│ └── README.md
├── Daily_Digest_Crude_Oil/ # Crude oil market analysis
│ ├── Daily_Digest_Crude_Oil.ipynb
│ ├── src/
│ ├── assets/
│ ├── report/
│ ├── requirements.txt
│ ├── Dockerfile
│ └── README.md
├── Briefs_Generation_Large_Scale/ # Large-scale portfolio briefs generation
│ ├── portfolio_briefs_generation.ipynb
│ ├── static/
│ │ └── data/
│ ├── requirements.txt
│ └── README.md
├── Report_Generator_Specialized_Report_Tariffs/ # Tariffs risk report generator
│ ├── Report_Generator_Specialized_Report_Tariffs.ipynb
│ ├── src/
│ ├── requirements.txt
│ ├── Dockerfile
│ └── README.md
├── Rising_Bond_Spread_Risks/ # Bond spread spillover analysis
│ ├── Rising_Bond_Spread_Risks.ipynb
│ ├── src/
│ ├── requirements.txt
│ ├── Dockerfile
│ ├── .dockerignore
│ └── README.md
├── Screener_for_Crypto/ # Cryptocurrency thematic screening
│ ├── Screener_for_Crypto.ipynb
│ ├── src/
│ ├── requirements.txt
│ ├── Dockerfile
│ ├── .dockerignore
│ └── README.md
├── Build_Your_Own_MCP/ # MCP server integration
│ ├── build_your_mcp.py
│ ├── assets/
│ ├── Dockerfile
│ └── README.md
├── Research_Agent_Sync_Response/ # Research Agent API client
│ ├── research_client_usage.ipynb
│ ├── research_client.py
│ ├── output/
│ └── README.md
├── Agent_To_Bigdata/ # AI agent framework with Bigdata.com integration
│ ├── agent_to_research_agent.ipynb
│ ├── agent_to_search.ipynb
│ ├── langgraph_core.py
│ ├── research_client.py
│ ├── requirements.txt
│ ├── static/
│ └── README.md
├── Search_Large_Scale/ # Large-scale portfolio search
│ ├── large_search.ipynb
│ ├── output/
│ └── README.md
├── Index_MA_Activity_Report/ # M&A activity report generation
│ ├── index_ma_report.ipynb
│ ├── config/
│ ├── services/
│ ├── requirements.txt
│ └── README.md
├── Smart_Batching/ # Optimized query planning
│ ├── ...
│ └── README.md
└── README.md # This file
bigdata-client>=2.17.0- Bigdata API clientbigdata-research-tools>=0.17.3- 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.