A comprehensive collection of financial analysis tools and report generators built on the Bigdata API and research tools. This repository contains ready-to-use notebooks for thematic screening, narrative mining, and various sector-specific analyses including pricing power, AI disruption risks, and regulatory issues in the technology sector.

• Client-Ready: Each project is self-contained with its own dependencies and documentation
• Easy Setup: Uses Docker for containerized deployment or uv for fast, reliable dependency management
• Comprehensive Analysis: Combines multiple data sources for robust insights
• Professional Output: Generates Excel reports, HTML visualizations, and structured data
• Modular Design: Each project can be run independently

Automated Thematic Analysis and Screening Tool

• Thematic identification and categorization across multiple sectors
• Automated screening based on thematic criteria
• Theme tracking and evolution analysis
• Investment opportunity identification through thematic lenses

Automated Analysis of Pricing Power Narratives and Competitive Positioning

• Assesses competitive positioning across company watchlists
• Provides sector-wide comparative analysis
• Tracks temporal evolution of pricing narratives
• Implements confidence scoring system for pricing power signals

Automated Analysis of AI Threats and Opportunities in Technology Companies

• Evaluates AI disruption risks and proactive AI adoption
• Provides standardized scoring for cross-company comparison
• Generates investment intelligence from AI transformation narratives
• Creates structured reports ranking companies by AI resilience

Automated Analysis of Regulatory Risks and Company Mitigation Strategies

• Maps sector-wide regulatory issues across technology domains
• Quantifies company-specific regulatory risks
• Extracts mitigation strategies from corporate communications
• Provides structured reporting on regulatory intensity and business impact

Automated Risk Analysis and Assessment Tool

• Comprehensive risk assessment across multiple risk dimensions
• Quantitative risk modeling with statistical analysis
• Risk visualization and reporting capabilities
• Automated risk scoring and ranking systems

Automated Narrative Analysis and Mining Tool

• Narrative extraction and pattern recognition from unstructured data
• Sentiment analysis and narrative sentiment tracking
• Narrative evolution and temporal analysis
• Automated narrative scoring and ranking systems

Automated Analysis of Board Member and Management Activity Exposure

• Comprehensive person tracking across multiple name variations and contexts
• Company-specific filtering ensuring relevance to monitored organizations
• Multi-mode search precision from strict entity matching to broader coverage
• Temporal analysis showing how coverage patterns evolve over time
• Entity-specific monitoring using bigdata's entity tracking capabilities

Automated Analysis of Liquid Cooling Technology Providers and Adopters

• Dual-role classification distinguishing technology providers from adopters
• Network analysis mapping provider-customer relationships in the cooling ecosystem
• Temporal tracking of adoption patterns and market evolution
• Market positioning analysis with confidence scoring for investment decisions
• Comprehensive ecosystem mapping for infrastructure investment intelligence

Automated Analysis of Corporate Perspectives on Electoral Outcomes

• Positive vs. negative impact assessment distinguishing companies that expect benefits from those anticipating challenges under new elected officials' policies
• Sector-wide political exposure mapping revealing industry patterns in positioning toward electoral results
• Temporal positioning tracking showing how political expectations evolve over time
• Corporate-political topic networks identifying key policy themes and company concerns through relationship analysis

Automated Analysis of AI Cost Cutting Providers and Users

• Dual-role classification distinguishing companies developing AI cost cutting solutions from those implementing them
• Technology ecosystem mapping revealing relationships between solution providers and corporate users
• Adoption timeline tracking showing how AI cost cutting implementation evolves across different sectors
• Market positioning analysis quantifying each company's role and exposure in the AI cost cutting ecosystem

Automated Analysis of AI Revenue Generation Providers and Users

• Dual-role classification distinguishing companies developing AI revenue generation solutions from those implementing them
• Technology ecosystem mapping revealing relationships between solution providers and corporate users
• Adoption timeline tracking showing how AI revenue generation implementation evolves across different companies
• Market positioning analysis quantifying each company's role and exposure in the AI revenue generation ecosystem

Automated Macroeconomic Inflation Analysis Tool

• Automated theme breakdown into specific inflation components and drivers
• Systematic document analysis using embeddings-based search and classification
• Economic categorization that turns narrative signals into structured insights
• Comprehensive reporting with analytical summaries for each inflation driver covering demand-pull, cost-push, wage increases, global factors, and monetary policy impacts

Automated Central Bank Announcements Monitoring and Analysis Tool

• Lexicon generation of monetary policy and central bank-specific terminology
• Real-time content retrieval via Bigdata API with parallelized keyword searches
• Topic clustering and selection with AI-powered verification and ranking
• Custom report generation with configurable ranking systems for trending topics
• Market impact assessment scoring topics for trendiness, novelty, and magnitude

Automated Crude Oil Market Monitoring and Analysis Tool

• Lexicon generation of crude oil industry-specific terminology and jargon
• Real-time content retrieval via Bigdata API with parallelized keyword searches
• Topic clustering and selection with AI-powered verification and ranking
• Custom report generation with configurable ranking systems for trending topics
• Market impact assessment scoring topics for trendiness, novelty, and magnitude

• Docker installed on your system
• Bigdata API access
• OpenAI API key (for advanced features)

• Python 3.8 or higher
• uv package manager
• Bigdata API access
• OpenAI API key (for advanced features)

Clone the repository to your local computer. Please follow the below steps:

• Navigate your local computer to the folder where you want to clone the repo and run the following command:

git clone https://github.com/Bigdata-com/bigdata-cookbook.git

Each project supports both Docker and local installation methods:

• Docker Installation: Each project includes a Dockerfile for containerized deployment
• Local Installation: Traditional installation using Python and uv package manager

Each project has its own detailed README with specific installation and usage instructions for both methods.

bigdata-cookbook/
├── Pricing_Power_Analysis/                          # Pricing power analysis
│   ├── Pricing Power.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Report_Generator_AI_Threats/                      # AI risk analysis
│   ├── Report Generator_ AI Disruption Risk.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Report_Generator_Regulatory_Isses_in_Tech/        # Regulatory analysis
│   ├── Report Generator_ Regulatory Issues.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Risk_Analyzer/                                    # Risk analysis tool
│   ├── Risk_Analyzer.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Thematic_Screener/                                # Thematic analysis tool
│   ├── ThematicScreener.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Narrative_Miners/                                 # Narrative analysis tool
│   ├── NarrativeMiner.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Board_Management_Monitoring/                      # Board monitoring tool
│   ├── Board_Management_Monitoring.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Liquid_Cooling_Market_Watch/                      # Liquid cooling analysis
│   ├── Liquid_Cooling_Market_Watch.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Election_Monitor/                               # Elecion Monitoring tool
│   ├── Trump_Reelection_Impact_Analisys.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── AI_Cost_Cutting_Market_Analysis/                # AI cost cutting analysis
│   ├── AI_Cost_Cutting_Market_Analysis.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── AI_Revenue_Generation_Market_Analysis/          # AI revenue generation analysis
│   ├── AI_Revenue_Generation_Market_Analysis.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Tracking_Inflation_Drivers/                     # Inflation analysis tool
│   ├── Tracking_Inflation_Drivers.ipynb
│   ├── src/
│   ├── requirements.txt
│   └── README.md
├── Daily_Digest_Central_Banks/                      # Central bank monitoring
│   ├── Daily_Digest_Central_Banks.ipynb
│   ├── src/
│   ├── assets/
│   ├── report/
│   ├── requirements.txt
│   ├── Dockerfile
│   └── README.md
├── Daily_Digest_Crude_Oil/                          # Crude oil market analysis
│   ├── Daily_Digest_Crude_Oil.ipynb
│   ├── src/
│   ├── assets/
│   ├── report/
│   ├── requirements.txt
│   ├── Dockerfile
└── README.md                                        # This file

• bigdata-client>=2.17.0 - Bigdata API client
• bigdata-research-tools==0.17.2 - Research analysis tools
• nest-asyncio>=1.6.0 - Async compatibility
• matplotlib>=3.0.0 - Data visualization
• numpy>=1.20.0 - Numerical computing
• pandas>=1.3.0 - Data manipulation
• jupyter>=1.0.0 - Notebook environment

• seaborn>=0.11.0 - Statistical visualizations
• plotly>=5.0.0 - Interactive plots
• ipython>=7.0.0 - Enhanced Python shell

Each project follows a similar workflow:

1. Setup: Install dependencies and configure credentials
2. Data Collection: Fetch relevant data from Bigdata platform
3. Analysis: Run the analysis pipeline
4. Reporting: Generate Excel and HTML reports
5. Visualization: Create charts and insights

• Each project has its own detailed README with specific instructions
• Check the individual project documentation for troubleshooting
• Ensure you have valid Bigdata API credentials before running analyses

This project is licensed under the terms specified in the LICENSE file.

Note: This repository contains financial analysis tools. Please ensure compliance with relevant regulations and use appropriate risk management practices when making investment decisions based on these analyses.