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IPO Investment Insights

Track institutional investor performance across IPOs to make smarter investment decisions.

Home Screenshot

Live Site

https://ipo-investor-tracker.vercel.app/

What This Does

When a company goes public, institutional investors (VCs, PE firms, hedge funds) often hold significant stakes. This platform helps you answer: "How have this investor's past IPO picks performed?"

The site aggregates SEC filing data, extracts shareholder information, and tracks post-IPO stock performance to rank investors by their historical returns.

Features

Search IPOs and Investors

Search for any company or institutional investor. Company results show:

  • Stock price chart (first 90 days post-IPO)
  • Major shareholders and their stake percentages
  • 3-month return since IPO
  • Link to SEC S-1 filing

Company Search

Investor results show:

  • Portfolio of IPO investments
  • Performance metrics (avg return, success rate, best/worst picks)

Investor Search

Investor Leaderboard

See which institutional investors have the best track records. Filter by date range to focus on recent performance.

Leaderboard

Email Updates

Subscribe to receive updates on new IPOs and investor performance. Double opt-in verification.

Community Forum

Discuss IPOs and investment strategies with other users. Requires account creation.

How It Works

When a User Searches

User types "ACME Corp"
        ↓
Frontend debounces input, shows autocomplete suggestions
        ↓
On submit, calls /api/search/companies and /api/search/investors
        ↓
API queries Supabase for matching companies/investors
        ↓
For each company: batch fetch shareholders + stock prices
        ↓
Calculate 3-month returns, group data
        ↓
Return JSON → Frontend renders cards with charts

When Data Gets Updated

1. COLLECT: Python script queries SEC EDGAR for new S-1 filings
        ↓
2. PARSE: Download filing HTML, extract shareholder tables with BeautifulSoup
        ↓
3. STRUCTURE: Send tables to GPT to extract investor names, stakes, share counts
        ↓
4. MATCH: Fuzzy-match investor names to existing records (handle variations)
        ↓
5. STORE: Insert companies, shareholders, and relationships into Supabase
        ↓
6. ENRICH: Fetch daily stock prices from Yahoo Finance
        ↓
7. CALCULATE: Compute returns at various intervals post-IPO

Leaderboard Calculation

User selects date range (e.g., last 12 months)
        ↓
API filters IPOs by date range
        ↓
For each investor with IPOs in range:
  - Calculate avg 3-month return across their picks
  - Calculate success rate (% of picks with positive returns)
        ↓
Sort by avg return, return top performers

Tech Stack

Layer Technology
Frontend Next.js, React, TailwindCSS, Recharts
Database Supabase (PostgreSQL)
Data Pipeline Python, BeautifulSoup, OpenAI API, YFinance
Hosting Vercel

Project Structure

├── pages/              # Next.js pages
├── components/         # React components
├── lib/                # Shared utilities
├── pipeline/           # Python data scripts
└── supabase/           # Database migrations

License

All rights reserved.

About

A platform that aggregates SEC filing data, extracts shareholder information, and tracks post-IPO stock performance to rank investors by their historical returns

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