Fredgar AI

Django + React app for exploring SEC EDGAR company data and FRED macro series, with AI-assisted summaries.

Overview

Fredgar AI (FRED + EDGAR, with AI) is a Django + Django REST Framework backend with a Vite/React UI for SEC EDGAR company data and optional FRED macro series, with AI-assisted interpretation and summaries. A weekly GitHub Pages build publishes a static, no-login mirror of the warehouse at bamr87.github.io/fredgar-ai.

Features

• SEC EDGAR company data through direct SEC APIs (sec_edgar app), cached DB-first to respect SEC fair-access limits
• Optional FRED macro series (public_data app, needs FRED_API_KEY)
• Versioned REST API at /api/v1/ built with Django REST Framework, with an OpenAPI schema and Swagger UI
• React + TypeScript (Vite) frontend in frontend/
• AI-assisted interpretation and summaries of the data, grounded in SEC filing text
• A static "Wikipedia of company financials" site (generate_static_site) and an auditable enrichment pipeline for customer/vendor lists (enrich_*)

Quick start

Clone bamr87/fredgar-ai, then from the repo root (Python 3.12+, Node 20+):

# install
python3 -m venv .venv && source .venv/bin/activate
pip install -r requirements.txt -r requirements-dev.txt
cp src/.env.example src/.env        # set USER_AGENT_EMAIL (SEC requires it)

# run the API on http://127.0.0.1:8000/api/v1/
(cd src && python manage.py migrate && python manage.py runserver)

# run the UI on http://127.0.0.1:5173 (proxies /api to :8000)
(cd frontend && npm ci && npm run dev)

# test and lint (from the repo root)
pytest -q
ruff check src tests
(cd src && python manage.py makemigrations --check --dry-run)
(cd frontend && npm run lint && npm run build)

The legacy /api/ path mirrors the same routes. Set VITE_API_BASE to point the UI at another API; see frontend/README.md.

Stack

• Backend: Python 3.12+, Django 6, DRF, sec_edgar (direct SEC APIs), public_data (FRED), Celery + Redis for async sync jobs
• Frontend: React + TypeScript (Vite) in frontend/
• Database: SQLite by default; set DATABASE_URL for PostgreSQL

Environment

See src/.env.example. Important:

• USER_AGENT_EMAIL: SEC requires a descriptive User-Agent identifying you.
• FRED_API_KEY: needed for sync_series_bundle / FRED observations.
• DJANGO_SECRET_KEY: set a strong value when DJANGO_DEBUG=false.

Common tasks

Typical flows, from src/:

cd src
python manage.py sync_submissions --ticker AAPL
python manage.py sync_company_facts --ticker AAPL
python manage.py sync_derived_metrics --ticker AAPL
python manage.py ingest_htm --url 'https://www.sec.gov/Archives/edgar/data/.../file.htm' --ticker AAPL
python manage.py generate_static_site --ticker AAPL --output ../site   # static "Wikipedia" site
python manage.py publish_static_site --output ../site   # sync the default cohort from SEC + render (the GitHub Pages build)
python manage.py refresh_series_bundles            # register + FRED-sync all series bundles
python manage.py sync_series_bundle --slug core    # or sync one bundle by slug (needs FRED_API_KEY)

The same sync actions are on the API, for example POST /api/v1/companies/{id}/sync-submissions/. Every route and command is listed in the generated docs/reference/, and docs/api-and-cli.md explains how they fit together. The static site renders offline HTML — one page per company with statements, derived metrics, filings and facts, each with copy and CSV/JSON downloads — and .github/workflows/pages.yml publishes it weekly; see docs/static-site.md.

Series bundles are JSON under src/public_data/bundles/. A small CRM-style sample lives in data/samples/companies-sample.csv; large exports go under the gitignored data/local/ (see data/README.md).

Docker Compose

From the repo root, PostgreSQL + the API on port 8000, with ./data mounted for reference JSON and HTM artifacts:

docker compose up -d --build
curl -s http://127.0.0.1:8000/api/v1/health/
docker compose --profile dev up -d --build    # + Vite dev UI on :5173, proxying /api to the API container
docker compose --profile prod up -d --build   # + static UI behind nginx on :8080, same-origin /api
docker compose --profile ci run --rm test     # CI-style checks against Postgres

Optional env (shell or a .env next to docker-compose.yml): DJANGO_SECRET_KEY, USER_AGENT_EMAIL, DJANGO_DEBUG, CORS_ALLOWED_ORIGINS. The container scripts are described in docker/README.md. A single-image build without Compose also works: docker build -t fredgar-ai . then docker run -p 8000:8000 -e [email protected] fredgar-ai.

Documentation

• docs/README.md — the index of every document in the repo.
• docs/architecture.md — apps, data flow, DB-first SEC caching.
• docs/api-and-cli.md — how the REST API and manage.py commands fit together, with the generated route and command reference.
• PRD.md — product vision and roadmap (its scope table separates shipped from planned).

Project structure

• src/config/ — Django settings and URLs
• src/warehouse/ — every model: Company, Filing, Fact, DerivedMetric, peers, CRM staging, enrichment
• src/sec_edgar/ — SEC client, HTM parser, ingest + sync services
• src/public_data/ — external series catalog + FRED sync
• src/enrichment/ — the claim-based enrichment framework
• src/api/v1/ — versioned REST API
• frontend/ — the Vite/React UI
• tests/ — pytest + pytest-django
• docs/ — topic docs, ADRs and the generated reference

Development

Build, test and lint commands are in Quick start; make all runs the blocking CI checks (lint, migrations, tests with the coverage gate). .github/workflows/ci.yml runs Ruff, migration checks, manage.py check, pytest (SQLite and PostgreSQL) and the frontend build. After changing a route, a view docstring or a command, regenerate the reference with python3 tools/gen_reference.py --write. Agents and contributors: start with AGENTS.md.

Contributing

Contributions are welcome via pull request. Use Conventional Commits and keep the CI checks green. See CONTRIBUTING.md for the workflow; AI agents start with AGENTS.md.

Changelog

Notable changes are recorded in CHANGELOG.md, written by release-please (docs/releasing.md). Tagged versions are on the releases page.

License

Released under the MIT License.

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Part of the bamr87 portfolio — browse every project on Amr's GitHub profile.