Context

Ron is an investor in small-cap companies, both in the US and overseas. He often wants to review their financial filings when they are available.

Issues

Bloomberg doesn't track the small US and international companies that Ron covers, so he resorts to signing up for every company's investor relations email list. The company will blast out emails for a variety of things, some of which are things relevant to Ron, like new regulatory filings or earnings calls. Right now, Ron needs to fight through the flood of irrelevant emails in his inbox to stay on top of when his companies have relevant events. The process is extremely slow, manual, and fragmented. The chance of missing or being late to a new filing is extremely high. Once a filing is available, it is not usually made available through Bloomberg. This means that Ron needs to review the filing manually and transcribe relevant data to an Excel sheet. This process is time-consuming and error-prone. Because of the manual nature, Ron must triage the few data points that he can pull into excel, and can't make use of the full depth of information contained in the reports.

sieve solution

We built a set of tools for Ron to specify the companies and types of events (e.g., new regulatory filings, investor meetings) that he wants to track. The tool watches relevant sources for new information, and uses the sieve API to extract the desired data points from any newly available publications. With this tool, retrieving 100 data points is as easy as retrieving 1, so Ron is able to unlock the full richness and depth of the filings in a way never before possible.