Form D Analytics Hub

A FastAPI-based analytics dashboard for SEC Form D private placement filings, designed to integrate with OpenBB Workspace. This dashboard is based on the data source streamed on https://themarketcast.ai/.

Overview

This application provides real-time analytics of SEC Form D filings, tracking private equity, debt, and fund offerings across the US. It connects to a backend service to fetch live data and presents it through interactive charts and tables.

Features

• Latest Filings: Paginated table of recent Form D filings
• Security Type Distribution: Pie chart breakdown by Equity, Debt, and Fund
• Top Industries: Horizontal bar chart of most active sectors
• Monthly Activity: Time series charts showing filing trends over time
• Geographic Distribution: US state choropleth map of filing activity
• Top Fundraisers: Bar chart of companies with largest offering amounts
• Yearly Statistics: Annual totals and trends

Quick Start

1. Install dependencies:

   pip install fastapi uvicorn plotly pandas requests

2. Run the server:

   python main.py

3. Access the API:

   • API: http://localhost:8000
   • Widgets: http://localhost:8000/widgets.json
   • Apps: http://localhost:8000/apps.json

Configuration

• Backend URL: Set FORM_D_BACKEND_URL environment variable (defaults to Railway backend)
• Port: Set PORT environment variable (defaults to 8000)
• CORS: Configured for https://pro.openbb.co

Widget Types

• Markdown: Introduction and documentation
• Table: Paginated data with navigation
• Chart: Interactive Plotly visualizations

API Endpoints

• / - Root endpoint with service info
• /form_d_intro - Dashboard introduction markdown
• /latest_filings - Recent filings table
• /security_types - Security type distribution chart
• /top_industries - Industry activity chart
• /monthly_activity - Time series chart
• /location_distribution - Geographic distribution map
• /top_fundraisers - Top companies chart
• /yearly_statistics - Annual statistics chart

Data Source

Real-time data from SEC EDGAR database via The Marketcast backend service.

OpenBB Integration

This service is designed to work as a custom data provider in OpenBB Workspace, providing widgets and apps for private market analytics.