Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.
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A toolkit for fuzzy string matching and data reconciliation. Useful for matching entity names (companies, people) across different datasets where spelling variations, typos, or formatting differences exist.
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설치 방법 보기설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.
This skill provides methods to compare strings and find the best matches using Levenshtein distance and other similarity metrics. It is essential when joining datasets on string keys that are not identical.
from difflib import SequenceMatcher
def similarity(a, b):
return SequenceMatcher(None, a, b).ratio()
print(similarity("Apple Inc.", "Apple Incorporated"))
# Output: 0.7...
The difflib module provides classes and functions for comparing sequences.
from difflib import SequenceMatcher
def get_similarity(str1, str2):
"""Returns a ratio between 0 and 1."""
return SequenceMatcher(None, str1, str2).ratio()
# Example
s1 = "Acme Corp"
s2 = "Acme Corporation"
print(f"Similarity: {get_similarity(s1, s2)}")
from difflib import get_close_matches
word = "appel"
possibilities = ["ape", "apple", "peach", "puppy"]
matches = get_close_matches(word, possibilities, n=1, cutoff=0.6)
print(matches)
# Output: ['apple']
If rapidfuzz is available (pip install rapidfuzz), it is much faster and offers more metrics.
from rapidfuzz import fuzz, process
# Simple Ratio
score = fuzz.ratio("this is a test", "this is a test!")
print(score)
# Partial Ratio (good for substrings)
score = fuzz.partial_ratio("this is a test", "this is a test!")
print(score)
# Extraction
choices = ["Atlanta Falcons", "New York Jets", "New York Giants", "Dallas Cowboys"]
best_match = process.extractOne("new york jets", choices)
print(best_match)
# Output: ('New York Jets', 100.0, 1)
Always normalize strings before comparing to improve accuracy.
import re
def normalize(text):
# Convert to lowercase
text = text.lower()
# Remove special characters
text = re.sub(r'[^\w\s]', '', text)
# Normalize whitespace
text = " ".join(text.split())
# Common abbreviations
text = text.replace("limited", "ltd").replace("corporation", "corp")
return text
s1 = "Acme Corporation, Inc."
s2 = "acme corp inc"
print(normalize(s1) == normalize(s2))
When matching a list of dirty names to a clean database:
clean_names = ["Google LLC", "Microsoft Corp", "Apple Inc"]
dirty_names = ["google", "Microsft", "Apple"]
results = {}
for dirty in dirty_names:
# simple containment check first
match = None
for clean in clean_names:
if dirty.lower() in clean.lower():
match = clean
break
# fallback to fuzzy
if not match:
matches = get_close_matches(dirty, clean_names, n=1, cutoff=0.6)
if matches:
match = matches[0]
results[dirty] = match
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Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.
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AC branch pi-model power flow equations (P/Q and |S|) with transformer tap ratio and phase shift, matching `acopf-math-model.md` and MATPOWER branch fields. Use when computing branch flows in either direction, aggregating bus injections for nodal balance, checking MVA (rateA) limits, computing branch loading %, or debugging sign/units issues in AC power flow.
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Redact text from PDF documents for blind review anonymization
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Use when checking simplified ADA-derived plan-view bathroom accessibility constraints such as turning space, door clear width, toilet centerline, grab bars, and lavatory knee/toe clearance.
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Analyze failed GitHub Action jobs for a pull request.
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Use when extracting plan-view architectural geometry from DXF files with semantic CAD layers, especially when outputs must normalize rooms, doors, fixtures, clearances, and grab bars into machine-checkable JSON.
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