Automated Financial Table Extraction from 10-Ks and Earnings Reports

import { Mixpeek } from 'mixpeek';

const client = new Mixpeek({ apiKey: process.env.MIXPEEK_API_KEY });

// Process financial document
const result = await client.extract({
  url: 'https://sec.gov/archives/edgar/data/company/10-K.pdf',
  extractors: [
    'financial-table-extraction',
    'xbrl-mapping',
    'numerical-extraction'
  ],
  settings: {
    document_type: '10-K',
    extract_footnotes: true,
    preserve_formatting: true
  }
});

// Access extracted tables
const tables = result.tables;

tables.forEach(table => {
  console.log(`Table: ${table.title}`);
  console.log(`Location: Page ${table.page}`);

  // Access structured data
  table.rows.forEach(row => {
    console.log(`${row.label}: ${row.values.join(', ')}`);
  });

  // Access XBRL mappings
  table.xbrl_mappings.forEach(mapping => {
    console.log(`${mapping.concept}: ${mapping.value}`);
  });
});

// Calculate financial metrics
async function calculateMetrics(documentId: string) {
  const data = await client.query({
    document_id: documentId,
    query: "Calculate YoY revenue growth, gross margin, and operating margin for the last 3 fiscal years"
  });

  return {
    revenue_growth: data.calculations.revenue_growth,
    gross_margin: data.calculations.gross_margin,
    operating_margin: data.calculations.operating_margin,
    source_tables: data.source_references
  };
}

// Export to Excel/CSV
const exported = await client.export({
  document_id: documentId,
  format: 'xlsx',
  include_xbrl: true,
  include_formulas: true
});

// Or push to database
await client.push({
  document_id: documentId,
  destination: 'snowflake',
  table: 'financial_statements',
  mapping: {
    ticker: 'symbol',
    fiscal_year: 'year',
    revenue: 'us-gaap:Revenue'
  }
});