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Add SQL-based Portfolio Analytics Module

enhancementNew feature or requestNew feature or request

Status: Open.

#31 In pmatorras/financial-ml;

· pmatorras opened on Jan 26, 2026

[Enhancement] Add LLM-based sentiment features from earnings transcripts

enhancementNew feature or requestNew feature or request

Status: Open.

#30 In pmatorras/financial-ml;

· pmatorras opened on Dec 15, 2025

Monthly to weekly/daily data non trivial

warningNot an issue now, but might be if code modifiedNot an issue now, but might be if code modified

Status: Open.

#27 In pmatorras/financial-ml;

· pmatorras opened on Oct 28, 2025

Generalise get_dir to accomodate all folders

enhancementNew feature or requestNew feature or request

Status: Open.

#25 In pmatorras/financial-ml;

· pmatorras opened on Oct 27, 2025

TKO has very limited fundamental data history

SEC issueMissing in SEC dataMissing in SEC data

wontfixThis will not be worked onThis will not be worked on

Status: Open.

#24 In pmatorras/financial-ml;

· pmatorras opened on Oct 26, 2025

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EDGAR Dataset limitations

STZ does NOT report CommonStockSharesOutstanding

SEC issueMissing in SEC dataMissing in SEC data

wontfixThis will not be worked onThis will not be worked on

Status: Open.

#23 In pmatorras/financial-ml;

· pmatorras opened on Oct 26, 2025

·  

EDGAR Dataset limitations

Visa lacking CommonStockSharesOutstanding info

SEC issueMissing in SEC dataMissing in SEC data

wontfixThis will not be worked onThis will not be worked on

Status: Open.

#22 In pmatorras/financial-ml;

· pmatorras opened on Oct 26, 2025

·  

EDGAR Dataset limitations

PSKY Has No Historical SEC Fundamental Data

SEC issueMissing in SEC dataMissing in SEC data

wontfixThis will not be worked onThis will not be worked on

Status: Open.

#21 In pmatorras/financial-ml;

· pmatorras opened on Oct 26, 2025

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EDGAR Dataset limitations

ERIE not containing any CommonStockSharesOutstanding values

SEC issueMissing in SEC dataMissing in SEC data

wontfixThis will not be worked onThis will not be worked on

Status: Open.

#19 In pmatorras/financial-ml;

· pmatorras opened on Oct 25, 2025

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EDGAR Dataset limitations