This SaaS product provides AI-powered tools for public market analysis. It offers personalized alerts for SEC filings, investor updates, and earnings transcripts. Features include simplified financial documents, comparison of filings, keyword search, filing alerts, sector screeners, insider trading insights, and access to earnings transcripts. It supports macOS, Windows, and mobile platforms.
Features
Filing Alerts
Stay updated with automated alerts for filings and keywords, keeping you informed about relevant changes.
Sector Screeners
Customize alerts for specific tickers, industries, and sectors to receive information tailored to your interests.
Insider Trading
Gain insights into the trading activities of top executives globally, allowing for more informed investment decisions.
Earnings Transcripts
Access over 20 years of earnings call histories, with AI-powered summaries for efficient analysis.
AI Search (Coming Soon)
Leverages AI to understand context for better information retrieval beyond basic keyword searches.
AI Alerts (Coming Soon)
Receive alerts tailored to your needs, utilizing AI to determine relevancy beyond exact keyword matches.
Simplify Financial Filings
Break down complex financial jargon into simple, digestible bullet points for easier understanding.
Compare Financial Filings
Detects subtle language changes year-over-year or quarter-over-quarter with AI support.
Keyword Search in Filings
Efficiently search for specific keywords across all filings and time periods for targeted research.
Bug Reporting
Allows users to report bugs by describing what happened and how to replicate it. Users can fill in details in provided text boxes and then submit using a 'Report' button.
Wingman
An in-house LLM (Language Model) feature.
Analytics
Allows comparison of filings and downloading of more data.
EX Filings
Provides access to credit agreements, bylaws, etc.
Form 10-KT/A Explained
Detailed explanation of Form 10-KT/A, a form used by companies to provide adjusted annual reports.
Form 10-Q/A Explained
Detailed explanation of Form 10-Q/A, a form used by companies for quarterly financial performance updates.
Form 10-QSB Explained
Detailed explanation of Form 10-QSB, a form used by small businesses for similar quarterly updates.
Form 10-QT Explained
Detailed explanation of Form 10-QT, a transitional form used for quarterly performance reports.
Form 11-K Explained
Detailed explanation of Form 11-K, aimed at employee stock purchases, savings, and similar plans.
Form 11-KT Explained
Detailed explanation of Form 11-KT, a transitional form for the previously mentioned plans.
Form 15-12B Explained
Detailed explanation of Form 15-12B, used for notifying withdrawal of securities from registration.
Form 15-12G Explained
Detailed explanation of Form 15-12G, similar to Form 15-12B with specific exceptions.
Form 15-15D Explained
Detailed explanation of Form 15-15D, documenting the suspension of duty to file the reports.
Form 15F-12B Explained
Detailed explanation of Form 15F-12B, focusing on termination of registration.
Form 15F-12G Explained
Detailed explanation of Form 15F-12G, another form dealing with termination of registration similar to 15F-12B.
Form 15F-15D Explained
Detailed explanation of Form 15F-15D, used for documenting the suspension of an obligation to file reports.