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What are Briefs in Bigdata?

Briefs are concise, automated reports generated by Bigdata’s platform that help users stay informed about their watchlists and areas of interest. They are personalized market updates that deliver only the most relevant insights based on your watchlist, helping you stay informed without information overload. Unlike traditional newsfeeds or generic newsletters, they’re tailored to your interests and can be delivered when you prefered, whether that’s daily, weekly or any other frequency you choose.

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Deploy your own Briefs service

To support users building with Bigdata, we’ve released a pre-built Docker image that lets you run your own financial brief generation service. This service uses the Bigdata API to generate insights from the latest news and market data, serving as a foundational component you can easily integrate into your application to deliver timely updates on the companies that matter to you. If you prefer to just receive scheduled briefs on your desired set of companies, you can use the Bigdata.com Briefs feature on our app.

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Setup

Some pre-requisites are required to run the service:
  • A Bigdata.com account that supports programmatic access.
  • A Bigdata.com API key, which can be obtained from your account settings.
  • An LLM and embeddings provider, currently the service supports OpenAI.
To build and run the Docker image, you need to have Docker installed on your machine.

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Quickstart

To quickly get started, you have two options:
  1. Build and run locally: You need to build the docker image first and then run it:
# Clone the repository and navigate to the folder
git clone git@github.com:Bigdata-com/bigdata-briefs.git
cd "bigdata-briefs"

# Build the docker image
docker build -t bigdata_briefs .

# Run the docker image
docker run -d \
  --name bigdata_briefs \
  -p 8000:8000 \
  -e BIGDATA_API_KEY=<bigdata-api-key-here> \
  -e OPENAI_API_KEY=<openai-api-key-here> \
  bigdata_briefs
  1. Run directly from GitHub Container Registry:
docker run -d \
  --name bigdata_briefs \
  -p 8000:8000 \
  -e BIGDATA_API_KEY=<bigdata-api-key-here> \
  -e OPENAI_API_KEY=<openai-api-key-here> \
  ghcr.io/bigdata-com/bigdata-briefs:latest
This will start the brief service locally on port 8000. You can then access the service http://localhost:8000/ and the documentation for the API http://localhost:8000/docs.
For custom enterprise-ready solutions, please contact us at support@bigdata.com. If you are interested in using a different LLM provider—whether enterprise-grade or self-hosted solutions let us know by opening an issue on the Bigdata.com GitHub repository or through our support channels.

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Usage

The service provides a simple API to generate briefs for the companies in your watchlist. Once the service is running, you can access it on port 8000 by default. You can find the API documentation at http://localhost:8000/docs, but the easiest way to get started is through a simple user interface built into the service at http://localhost:8000/. To create a brief in a programmatic way, just send a GET request to the /briefs/create endpoint with the following parameters:
  • watchlist_id: The ID of the watchlist you want to generate briefs can be created programatically using the Bigdata.com SDK or through the app.
  • report_start_date: The start date of the report in ISO format (e.g., 2024-01-01).
  • report_end_date: The end date of the report in ISO format (e.g., 2024-01-31).
  • novelty: Optional, default is true. If set to true, the service will remember previously generated briefs and will only include novel information in following reports.
Example using curl: 
curl -X 'GET' \
  'http://localhost:8000/briefs/create?watchlist_id=db8478c9-34db-4975-8e44-b1ff764098ac&report_start_date=2024-01-01&report_end_date=2024-01-31&novelty=true' \
  -H 'accept: application/json'

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Built on top the briefs service

Some functionality you may want to build on top of the briefs service are:
  • Scheduled briefs: Automatically generate and send briefs to users on a regular basis.
  • Automatic watchlist management: Automatically add or remove companies from the watchlist based on a theme or risk exposure.