Faculty Advisor

Abraham, Jon P.

Faculty Advisor

Ciaraldi, Michael J.

Faculty Advisor

Sweeney, Kevin M.

Abstract

The goals of this project were to produce a research database of financial documents for Angelo Gordon to support the firm in deciding their future investments and to simplify the comparison and analysis of these documents. Using a combination of Python and R programming, we created a central structured database of financial reports containing information regarding both public and private companies. We simplified the analysis process by automating the extraction of specific values from some PDF reports of public companies. We demonstrated the extraction by testing it on a representative set of reports from 13 companies. This project will significantly reduce the time an investment analyst needs to collect and review large amounts of information.

Publisher

Worcester Polytechnic Institute

Date Accepted

December 2018

Major

Actuarial Mathematics

Major

Computer Science

Project Type

Major Qualifying Project

Accessibility

Unrestricted

Advisor Department

Mathematical Sciences

Advisor Department

Computer Science

Advisor Department

Business

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