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Charles-Albert Lehalle

Voici la liste de données que nous avons ou que nous pourrions avoir (cf ToC).

Il faudrait fabriquer un catalogue (via un notebookML? réfléchir à une stratégie de découpage des docs).

Il y a un autre doc partagé pour les options techniques.

Les données que nous avons

Payées

S&P Global

1. CONTRACT DESCRIPTION FOR SERVICE: MI FEEDS/API - COMPUSTAT/CIQ FINANCIALS/PIT

Service Type: Subscription

Authorized Unit/License Type: Authorized Department(s)

Description of Authorized Sites/Depts: Master "AI for market and quantitative investment"

Commencement Date of Exhibit A: December 31, 2025

Internal Contract # of Exhibit A:001279092.0

Exhibit A Name: Exhibit A - Terms and Conditions for Academic

Compustat with Market Data

Fulfillment Component: Compustat with Market Data

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Daily

History: Current + Full History

Coverage: Global

Sub-Coverage: ex-North America

Compustat with Market Data

Fulfillment Component: Market Data for Compustat with Market Data

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Daily

History: Current + Full History

Coverage: Global

Sub-Coverage: ex-North America

2. CONTRACT DESCRIPTION FOR SERVICE: MI FEEDS/API - TEXTUALS, PROFESSIONALS AND

RELATIONSHIPS

Service Type: Subscription

Authorized Unit/License Type: Authorized Department(s)

Description of Authorized Sites/Depts: Master "AI for market and quantitative investment"

Commencement Date of Exhibit A: December 31, 2025

Internal Contract # of Exhibit A: 01279092.0

Exhibit A Name: Exhibit A - Terms and Conditions for Academic

Transcripts Data

Fulfillment Component: Transcripts

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Span

History: Current

Coverage: Global

Machine Readable Filings

Fulfillment Component: Machine Readable Filings Data

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Span

History: Current + Full History

Coverage: Global

3. CONTRACT DESCRIPTION FOR SERVICE: MI FEEDS/API - CROSS REFERENCE SERVICES

Service Type: Subscription

Authorized Unit/License Type: Authorized Department(s)

Description of Authorized Sites/Depts: Master "AI for market and quantitative investment"

Commencement Date of Exhibit A: December 31, 2025

Internal Contract # of Exhibit A: 01279092.0

Exhibit A Name: Exhibit A - Terms and Conditions for Academic

GICRS

Fulfillment Component: GICRS Base

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Daily

History: Current

Coverage: Global

4. CONTRACT DESCRIPTION FOR SERVICE: MI ENTERPRISE - ESG FEEDS

ESG Services

Service Type: Subscription

Authorized Unit/License Type: Authorized Department(s)

Description of Authorized Sites/Depts: Master "AI for market and quantitative investment"

Commencement Date of Exhibit A: December 31, 2025

Internal Contract # of Exhibit A: 01279092.0

Exhibit A Name: Exhibit A - Terms and Conditions for Academic

Physical Risk

Fulfillment Component: Physical Risk - Company Financial Impact

ESG Services

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Daily

History: Current + Full History

Coverage: Global

Physical Risk

Fulfillment Component: Climate Data: Physical Risk Data - Company Level

ESG Services

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Daily

History: Current + Full History

Coverage: Global

5. CONTRACT DESCRIPTION FOR SERVICE: MI FEEDS/API - SUPPLY CHAIN

Service Type: Subscription

Authorized Unit/License Type: Authorized Department(s)

Description of Authorized Sites/Depts: Master "AI for market and quantitative investment"

Commencement Date of Exhibit A: December 31, 2025

Internal Contract # of Exhibit A: 01279092.0

Exhibit A Name: Exhibit A - Terms and Conditions for Academic

Panjiva Trade Data

Fulfillment Component: Panjiva Trade Data

Delivery Method: Xpressfeed; Distributor Platform: Xpressfeed; Distributor: SPGMI

Delivery Frequency: Daily

History: Current

Coverage: Global

Nowcasting

Narratifs

TheForecastingMachine

Les données qu’on nous donne gratuitement

Nous n’avons que des emails, il faudrait des contrats.

Textes

Fondamentaux

Tous les rapport des entreprises européennes: EuropeanReports.com

Trafic maritime

Shipfix

contact: Philippe Pagnotta <ppagnotta@veson.com>

login (au nom de charles-albert), possibilité de télécharger un .tar

A acheter (contact existant)

Macro

Nowcasting

SpaceKnow

Les données que nous pouvons négocier

Market data

Tick by tick

databento

Facteurs

choisir un provider parmi:

Premialab

email sent

https://premialab.com/about - adriengeliot@gmail.com

SocGen index

https://wholesale.banking.societegenerale.com/fileadmin/indices_feeds/ti_screen/index.html

Macro

Macrobond

Turnleaf

contact: Alex Denev + Charles-Albert

they have GDELT

Off market / OTC

Bond data

par LOB (Tradition) https://bonds.com/bond-data/ David Parker

Texts

sentiment

Ravenpack

fun: https://iran-geopolitical-risk-dashboard.fly.dev

Les données Gratuites que nous pourrions scrap

Textes

Fondamentaux

Un dataset benchmark

ARDIAN et Artefact peuvent être des partenaires (ARDIAN travaillent avec l’Ecole Polytechnique via charles-Albert) GARNIER Arthur <arthur.garnier@ardian.com>, RIGAUD Guillaume <guillaume.rigaud@ardian.com>, Charles MOSLONKA <charles.moslonka@artefact.com> discussion en cours, et notebook: https://colab.research.google.com/drive/1OGoOnfQUzadYGH32-wIVdN5pjEssfMX3

https://huggingface.co/datasets/artefactory/Argimi-Ardian-Finance-10k-text

Maritimes

ports

https://www.marinetraffic.com/en/ais/home/centerx:56.6/centery:25.5/zoom:8

https://portwatch.imf.org/pages/cb5856222a5b4105adc6ee7e880a1730

Energie et matières premières

power plants

https://openinframap.org/stats/area/Iran/plants

fertilizers

https://cjp-rbi-icis.s3.eu-west-1.amazonaws.com/wp-content/uploads/sites/7/2025/04/11171013/ICIS_FertMap2025_0325_WEB.pdf

(from https://www.icis.com/explore/resources/news/2021/09/20/10686659/topic-page-fertilizers-in-the-cross-commodity-impact-of-record-high-gas-prices/ )

Les providers à documenter

Alt data / nowcasting

Satellite

https://www.iceye.com/sar-data

Divers liens utiles

podcast + linkedin:

https://www.linkedin.com/in/francesco-cricchio-ph-d-32312716/ - https://braincompany.co/index.html#features3-1

https://www.linkedin.com/in/frank-ferstler-268096ab/ - NewMark Risk,

https://www.quant-insight.com/who-we-are

https://babbl.mydatastorefront.com