All work →
01Case study

Financial Data Automation

An investor was maintaining a stock-fundamentals model by hand. Wired a market-data API straight into the sheet, so balance sheet, income statement and cash flow arrive per ticker and the return metrics compute themselves rather than being typed in.

  • Balance sheet, income statement and cash flow pulled per ticker
  • Return on invested capital computed from NOPAT and invested capital
  • Gaps in the vendor's data found and sourced from another statement
Sector
Investment research · Market data
Scope
Market data integration, metric computation
Stack
Google Apps Script, REST APIs
Status
Ongoing
  • Google Apps Script
  • REST APIs
  • JavaScript
  • Financial data
3 statements
arriving per ticker, with the return metrics computed from them