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Quovo Coding Challenge

Challenge

  • Write code in Python that parses fund holdings pulled from EDGAR, given a ticker or CIK.

Requirements

  • Requires Python 3
  • To install dependencies, cd into the directory and use:
$ pip install -r requirements.txt

Example Usage

  • Let's try and grab the latest 13F for Goldman Sachs
  • cd into the directory, then do:
$ python parser.py GS
  • The parser accepts both CIK and Ticker, so you can also do the following (for The Bill and Melinda Gates Foundation):
$ python parser.py 0001166559
  • The output is a tab-delimited .txt file with headers. Conveniently labeled based on user input!

Goals

Let us know your thoughts on how to deal with different formats.

This parser is quite robust to different formats. For example, Goldman Sachs has extra columns like "Put/Call" or "otherManager" that The Bill and Melinda Gates Foundation does not have. Even within Goldman Sachs's 13F, not all entries have the same number of fields. The parser handles both cases. First, it builds a list of the maximum amount of headers used within the file. Then, it looks through each entry and adds an "N/A" if that entry does not, for example, have a "Put/Call" column.

Caveats

  • It can take a while to parse when we're dealing with a larger 13F file. For example, parsing the latest Goldman Sachs 13F takes a few seconds.