Martin N. Garcia
Former analyst, Portfolio Analytics, HarbourVest Partners
I build the systems an investment team would otherwise run by hand: get the data right, know the day it changes, and hand the team something it can act on.
Three of those systems are below, each in a short walkthrough where I share my screen and narrate. Everything shown runs on public SEC filings: annual and quarterly reports, current reports, Form ADV and Form 13F.
- Brookline, MA
- (617) 956-2368
- mngarcia@gmail.com
- linkedin.com/in/martin-nahra
Each system starts from a primary source, validates every figure before it reaches a workbook, and runs on a cadence so the output stays current. That is the discipline portfolio analytics, valuation, fund operations and manager research all depend on, and it is the part of the job I most enjoy.
Fundamentals monitoring across a 1,066-company coverage universe
Financial statement analysis at scale, with every figure validated before it reaches the workbook.
Walkthrough, about 90 seconds. Screen shared and narrated.
The system reads 8,573 annual and quarterly reports (10-K and 10-Q) filed by 1,066 public companies and isolates the three core statements in each one: the income statement, the balance sheet and the cash flow statement.
From those it extracts seven line items for every annual period — revenue, operating income, net income, operating cash flow, cash, shareholders' equity and total assets — and eleven for every quarter, covering both the quarter and the year to date. The result is one validated dataset and a master Excel workbook with screens the team can sort and filter.
Controls come first. Every figure is read a second time by an independent AI-assisted reader. The two readings agree 99.7% of the time, and every disagreement is flagged as an exception and resolved by hand, case by case, so nothing reaches the workbook unreviewed.
A full refresh of the universe runs in about four minutes.
- Coverage universe
- 1,066 public companies
- Filings processed
- 8,573 10-K and 10-Q
- Line items
- 7 annual, 11 quarterly
- Second-reader agreement
- 99.7%
- Exceptions
- Resolved case by case
- Full refresh
- About 4 minutes
- Source
- SEC EDGAR
- Output
- Excel workbook and screens
Where this applies
- Portfolio monitoring and quarterly reporting
- Public comparables for valuation
- Screening and investment research
- Any process where financial statement data has to be right before it is used
Manager research from Form ADV and Form 13F
Who a manager is, what it holds, and how closely it fits a defined profile, built from the two filings every registered adviser produces.
Walkthrough, about 75 seconds. Screen shared and narrated.
Form ADV describes who a manager is: registration, size, client types and the private funds it advises. Form 13F describes what it holds: positions, concentration and how much the book turns over from one quarter to the next. The system joins the two across every SEC-registered adviser and scores each manager against a defined profile.
The profile in the walkthrough is a smaller, concentrated stock picker: at least half of reported value in individual companies rather than funds or ETFs, ten to sixty positions, and the same shape of book across consecutive quarters. 718 managers passed, ranked into three tiers by how completely their filings confirm the fit.
Change the profile and the same system produces a different universe. The same joins extend to the ADV private-fund schedule and to Form D, which is where private-markets manager research begins.
- Sources
- Form ADV, Form 13F
- Universe screened
- Every SEC-registered adviser
- 13F history
- Four most recent quarters
- Profile tests
- Holdings mix, concentration, consistency
- Managers passing
- 718
- Ranking
- Three tiers by confirmed fit
- Refresh
- Monthly, as filings post
- Output
- Excel workbook, one sheet per tier
Where this applies
- Manager research and due diligence
- Sourcing and competitive mapping
- Regulatory filings and compliance (ADV, 13F, Form D)
- Any team that needs a defensible, repeatable manager universe instead of a hand-built list
Same-day event monitoring on EDGAR
A monitor that runs around the clock, so the coverage universe is never a quarter behind.
Walkthrough, about 70 seconds. Screen shared and narrated.
The monitor watches SEC EDGAR continuously. When any company in the universe files a 10-K, a 10-Q or an 8-K, the filing is captured the day it posts and sent into the fundamentals system, so new numbers and new events show up without anyone having to check.
It is built to extend to other forms: 13F, Form D, proxy statements, insider filings (Forms 3, 4 and 5) and ownership reports (13D and 13G). The same monitor can serve portfolio monitoring, manager research or compliance, depending on what the team needs to know the day it happens.
- Watches today
- 10-K, 10-Q, 8-K
- Extends to
- 13 filing types
- Cadence
- Continuous, 24/7
- Latency
- Same day as filing
- Feeds
- The fundamentals system above
- Source
- SEC EDGAR
Where this applies
- Portfolio monitoring and event-driven work
- Compliance monitoring
- Keeping any coverage list current without a manual check
How they are built
All three systems are written in Python and run on a single workstation. Data is captured directly from SEC EDGAR and the SEC's public bulk files. Extracted figures are read a second time by an independent AI-assisted reader, every disagreement is reviewed by hand, and the outputs are Excel workbooks, so the team works in the tools it already uses.
Open to analyst and associate roles in Boston
Portfolio analytics, investment and fund operations, valuation, investment research and manager research. Finance and Data Science, American University, 2025. Most recently an analyst in Portfolio Analytics at HarbourVest Partners.