Financial research · models and dataRESEARCH / DEMO
PERSONAL PROJECT

Financial data, portfolios & risk.

QuantForge brings together company filings, portfolio modeling, quantitative research, and an authenticated investment workspace.

Reported annual financials · SEC EDGAR

Historical company filings
Historical filings · not live stock prices

Interactive portfolio example

Simulated holdings and prices
Sample portfolio value—
Cash available—
Invested—

Sample allocation

Explore virtual assets

Illustrative prices · not live quotes

Model demonstrations

Illustrative calculations · simulated financial inputs

SEC Financials

Annual financial statements, trends, and comparative metrics sourced from SEC EDGAR.

Explore a different sector:

Company analysis

SEC annual filings

Annual revenue trend

Reported · fiscal year

Annual reported figures

Company comparison

Latest available fiscal year

Rankings compare the latest available annual filing for each issuer, not a synchronized period or a sector-neutral investment signal. Missing values are unranked.

Inspect source tags and filing provenance

Source: SEC EDGAR Company Facts.

SEC company financials are real, historical disclosures. The margin scenario is hypothetical. Public portfolio, Quant, DCF and Company peers use illustrative or simulated inputs; they are not actual market results, valuations, or investment recommendations.

Portfolio simulator

A sample portfolio with simulated holdings and prices. Make hypothetical transactions in this browser session; no orders or real-time market quotes.

Total value—
Cash—
Holdings—

Positions

Virtual transaction

Assumed 0.05% transaction fee; no real orders

ETF holdings overlap

Illustrative ETF weights, not actual fund holdings

Rebalancing plan

Target weights sum to 100% including cash. Suggestions only; no transactions.

Quant

Constrained allocation and downside scenarios using illustrative returns.

Analysis settings

276 simulated sessions · 1,800 Monte Carlo paths

Valuation

Interactive discounted cash flow methodology using illustrative company assumptions. These values are not actual company valuations; SEC Financials contains the real reported figures.

Company DCF

Company peers

Compare company characteristics using standardized model inputs. The SEC Financials tab provides reported company figures.

Five features: revenue growth, operating margin, net margin, free-cash-flow margin and debt/assets.
METHODS

Methods & engineering

Data sources, analytical methods, assumptions, and application architecture.

Source dataSEC EDGAR Company Facts
Demonstration calculationsSimulated portfolio / DCF / quantitative returns
Separate private workspaceOwner-only authentication and observations

Data lineage

Historical SEC snapshot
01 · INGESTSEC EDGARCompany Facts / 10-K annual facts
02 · VALIDATEPeriods & provenanceCIK, filing dates, units, annual windows
03 · PUBLISHRead-only snapshotBuild-time JSON + protected browser scripts

The public browser does not request raw filings or private market quotes. A locally generated and reviewed snapshot is embedded when the site is built. Figures do not auto-refresh.

SEC API documentation ↗

What the figures mean

Reported vs. derived vs. hypothetical
OutputHow it is calculatedInterpretation
Revenue, operating incomeEligible annual US-GAAP facts in 10-K / 10-K/AHistorical reported data, not a stock quote
Operating marginOperating income / revenueDerived only where both fields exist
Revenue growth(Current annual revenue / prior annual revenue) − 1Reporting periods follow issuer fiscal years
FCF proxyOperating cash flow − reported cash PP&E purchasesSimple disclosure-derived proxy; not unlevered FCFF
Margin stressReported annual revenue × hypothetical adjusted marginScenario sensitivity; not an earnings forecast

Missing values remain unavailable rather than zero-filled. Company fiscal year-ends are not aligned; broad sector groupings are editorial and are not normalized industry classifications.

Model demonstrations and boundaries

Interactive · illustrative

Portfolio simulator

Virtual positions, example prices, rebalancing weights, and estimated fees. Everything stays in the browser session and does not place orders.

Quantitative modeling

Simulated returns, covariance, constrained allocation, and Monte Carlo downside. Results are not calibrated forecasts of market risk.

DCF sensitivity

Illustrative cash-flow assumptions with discounting and terminal-value sensitivity. These are not live company valuations.

Company similarity

Standardized synthetic fundamentals demonstrate nearest-neighbor comparisons. Use SEC Financials for actual company comparisons.

Engineering practices

Architecture and tests

Data engineering

Named SEC issuer identifiers, annual-period filtering, filing cutoffs, input validation, recorded sources and accession details.

Statistical modeling

Constrained optimization, covariance-based portfolio analysis, downside simulation, DCF, and nearest-neighbor feature standardization.

Application engineering

Python backend, static hosted frontend, automated Python and JavaScript checks, continuous integration, and a restrictive script Content Security Policy.

Privacy boundary

Public research data is separate from the owner-only workspace. Private holdings and Alpaca access are protected by authenticated endpoints and authenticator MFA.

The private workspace provides real market observations and virtual trading for the owner only. Public visitors cannot use that API as an open data source.

Historical financial disclosures may be updated or restated. Model scenarios are not investment advice.

My workspace

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Only the authorized owner account can sign in.

· SEC Financials uses historical filings. Public portfolio and model scenarios use illustrative inputs. Private account data and market feeds are not available in the public site. This project is not an investment recommendation.