Cik Analysis
Investment research platform — SEC EDGAR forensics, portfolio management, D3 visualizations, S&P 500 analysis, crypto tracking. SvelteKit + Svelte 5 + D3.js.
Historical Stock Data Analysis
Live Site: historical-stock-data.vercel.app (Beta)
Investment research platform combining SEC EDGAR forensics, portfolio management, and interactive D3 visualizations. Built with SvelteKit 2 and Svelte 5.
Notable Features
Portfolio Management
- Track holdings with shares, average cost, and real-time gain/loss calculations
- Watchlist management with localStorage persistence (no backend required)
- Sortable holdings table with export capabilities
Interactive D3 Visualizations
- Treemap - Portfolio allocation sized by value, colored by gain/loss
- Streamgraph - Portfolio performance over 1 year with stats overlay and hover tooltips
- Activity Graph - GitHub-style 52-week activity grid showing entity trading day density
- Price and Volume Charts - Per-stock historical analysis with computed metrics
SEC Forensic Analysis
- Entity browsing with trading data, volume metrics, and filing timelines
- CIK-level deep dives for individual SEC-registered entities
- Peak price tracking, 52-week high/low, all-time high/low, and volatility metrics
- Integration with edgar-cik-cli for full CIK filing history
Market Data
- S&P 500 autocomplete search with company profiles
- Top 25 stocks with 5-year historical OHLCV data
- BTC and ETH cryptocurrency historical data (5-year)
- Multi-provider data pipeline: Finnhub, Twelve Data, Alpha Vantage, Massive.com
Scrolling Ticker Strip
- Draggable ticker with auto-scroll and 3-second resume delay after interaction
- Velocity tracking for smooth directional scrolling
Education System
- 8 knowledge categories: Financial Analysis, Business Quality, Valuation, Portfolio, Income Investing, Capital Allocation, Derivatives, Wealth Building
- Expandable accordion sections with deep linking via hash navigation
- Contextual tooltips and badges throughout the app
Tech Stack
| Technology | Version | Purpose |
|---|---|---|
| SvelteKit | 2.x | Framework |
| Svelte | 5.x | UI ($props, $state, $derived, $effect) |
| D3.js | 7.x | Data visualization |
| Font Awesome | 6.x | Icons (thin style) |
| TypeScript | 5.x | Type safety |
| Bun | 1.x | Runtime and package manager |
Getting Started
bun install
cp .env.example .env
bun run dev
API keys are optional (for live data fetching). The app ships with prefetched static JSON data.
Data Pipeline
| Command | Description |
|---|---|
bun run prefetch:sp500 |
Fetch S&P 500 company profiles |
bun run prefetch:top25 |
Fetch top 25 stocks detailed history |
bun run prefetch:crypto |
Fetch BTC/ETH cryptocurrency history |
bun run data:pipeline |
Run full SEC forensic data pipeline |
Deployment
bun run build # Static build to build/
vercel --prod # Deploy to Vercel
Documentation
- API Providers - API documentation and rate limits
- TODO - Task tracking and roadmap
- CHANGELOG - Version history
License
Private - All rights reserved.
