Today's Filings
Primary Doc:    Info Table:   

This project uses php to extract, validate and load data from institutional holdings reports from 13F filings into a MySQL database.

To avoid the fragility of parsing text files, the process requires that the xml versions of both the Primary Document, (which contains identifying information from the issuer) and the Information Table (which holds the individual positions) are parsed simultaneously.

The urls for both documents are pasted into the form fields. When the form is submitted the documents are retrieved and the data extracted. Temporary MySQL database tables are created and key information is displayed.

The two boxes on the upper left of the screen compare the total number of positions and total value of the holdings.

If the totals match it means that the totals that was reported from the Primary Document match the totals that were extracted
from the Information Table and loaded into the database.

The user then copies the data from the temporary tables to permanent ones.