EDGAR Ledger — a single-file dashboard that pulls company financials (income statement, balance sheet, cash flow) straight from SEC EDGAR's free XBRL APIs, plus a tiny stdlib relay that satisfies the SEC's declared User-Agent requirement.
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Open
edgar_relay.pyand setIDENTITYto your contact email (the SEC wants to know who is calling). -
Run the relay from this folder — no packages needed:
python edgar_relay.pyIt serves the dashboard at http://127.0.0.1:8787/ and forwards SEC calls with the proper header.
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In the dashboard, load a watchlist: drop in your own
.jsonor click Load the example list (the bundledinvestments.json).
The dashboard asks for a .json file shaped like investments.json:
{
"investments": [
{
"company": "Micron Technology",
"category": "RAM",
"ticker": "MU",
"exchange": "NASDAQ",
"country": "United States",
"date_spotted": "01/02/2026"
}
]
}All six keys are strings. Use "NONE" where a field doesn't apply (e.g. exchange for indices, commodities, FX or crypto) and MM/DD/YYYY or "NONE" for date_spotted. Entries in the same category should sit next to each other — the sidebar groups them in order.
Open the Build a list (AI) tab in the dashboard. Copy the prompt shown there into any AI assistant (Claude, ChatGPT, Gemini, …), then paste your own list of companies / tickers / notes directly underneath the prompt and send it. Save the AI's JSON reply as a .json file and load it from the Ledger tab.
The Warren Buffett tab holds chapter notes from Warren Buffett and the Interpretation of Financial Statements (chapters 1–13). Each chapter block shows the chapter number, title, exhibit tables and summary. The source data lives in buffett_book_ch113.json and is embedded in the page so it works offline.
The dashboard uses a boxed-mosaic editorial system: black-on-white two-colour discipline (ink #111111 on paper #FFFFFF, two greys for secondary text), 1px square ink borders on every module, deep burgundy reserved for data highlights, and three type voices — Afacad Flux (uppercase micro-labels/buttons), Newsreader (body prose and italic captions), Prata (display headings). The ◐ Dark/Light button in the header toggles a pure inversion, persisted in localStorage.
| File | What it is |
|---|---|
edgar-ledger.html |
The dashboard — watchlist sidebar, financials ledger, AI prompt tab, Buffett chapter notes |
edgar_relay.py |
Local relay/server (stdlib only) that adds the SEC User-Agent header |
investments.json |
Example watchlist in the expected format |
buffett_book_ch113.json |
Chapter notes shown in the Warren Buffett tab |