01/Section
Read
Workflows for getting through a single filing fast — 10-K, earnings release, risk-factor diff. One ticker at a time.
- You know the stock reaction. You don't know why.Earnings Release Decoder — Read the 8-K, Not the Stock ReactionDecode the latest earnings release from the 8-K — reconcile the adjusted headline to GAAP, weigh growth quality and cash conversion, read the guidance delta.
material_eventsfiling_section - Item 1A changed. The company won't tell you where.Risk-Factor YoY Diff — What Changed in Item 1A This YearYoY diff of Item 1A across two 10-Ks. Buckets added / removed / expanded / tightened risks, cross-references 8-Ks, surfaces 2-3 load-bearing changes.
company_filingsfiling_sectionmaterial_events - The 10-K is 180 pages and the meeting is in 20 minutes.10-K Speedrun — Load-Bearing Facts of Any Annual Report in 5 MinutesSix-step workflow for triaging a 10-K fast — business, numbers, real risks, capital allocation, post-10-K 8-Ks — grounded in primary-source MCP fetches.
company_filingscompany_brieffiling_sectionfinancial_snapshot+2 - Your comp sheet is a quarter out of date and re-keying it is the job.Workbook Refresh — Fill Your Own Spreadsheet from the Filings, With CitationsFills an existing comp sheet or monitoring book from as-filed XBRL — input cells only, an accession beside every figure, UNKNOWN where the filing is silent.
company_filingsfinancial_statementsfinancial_snapshot
02/Section
Track
Workflows for monitoring a watchlist or pipeline — 8-K triage, insider activity, material event triagers. Many tickers, recurring cadence.
- Forty filings hit your watchlist this week. Three matter.8-K Event Triager — What Among These Filings Actually MattersWeekly workflow for triaging a watchlist's 8-Ks: load-bearing vs context vs noise via SEC item codes and high-impact flags from material_events.
material_eventsfiling_section - You sell to fund managers and want the launches before the databases do.Fund Launch Radar — Who Launched a Private Fund This MonthMonthly sweep of first-time Form D notices by strategy: drops amendments and SPVs, opens each launch for terms and principals, resolves the manager to Form ADV.
search_filingsfiling_detailssearch_entitiesadviser_profile - You read Form 4 headlines, not Form 4s.Insider Activity Interpreter — Read Form 4 Like a Watchlist, Not a HeadlineWeekly Form 4/3/5 triage — strips mechanical noise (A/C/F/M/G + 10b5-1), ranks by role, flags clusters, cross-references the full 8-K list. Surfaces stale data.
insider_activitymaterial_eventsanalyze_filing
03/Section
Research
Deeper, longer analyses with framework- or super-investor-style output — FORGE, DCF, Piotroski, Buffett-style, Klarman-style. Grounded in real filings via peer comparison and multi-tool composition.
- The sector guess isn't the list. The 10-Qs name who's hit.Canada Trade Exposure — Who the US–Canada Tariff Break Actually HitsFinds filers whose own 10-Q/10-K name the US–Canada tariff break, drops boilerplate, classifies exposure, pulls disclosed numbers and first mentions.
search_filingsdisclosure_searchfiling_sectionmaterial_events+1 - Your compounder checklist ignores SBC and per-share economics.F.O.R.G.E. Framework — Compounding Engine Analysis12-factor framework for grading compounders. Treats SBC as a real cost, mandates owner-earnings analysis, hard-gates broken per-share economics.
company_brieffinancial_trendsfinancial_snapshotfiling_section+3 - You have a bad feeling and no falsifiable bear case.Short-Seller Forensics — Build the Falsifiable Bear Case on Any TickerForensic bear-case framework — earnings quality, cash vs. accruals, solvency, disclosure red flags, insider selling — grounded in filings, never invented.
company_filingscompany_brieffinancial_trendsfinancial_statements+5
Audits
Fixed procedures that end in a filed, cited report — run them, don't read them.
- A firm was sanctioned or merged and you can't tell who it still signs.Audit Firm Client Book — Which Public Companies Does This Auditor Sign, and Who Just Left?Builds an audit firm's public-company client book from cover-page facts, verifies each member against its own filing, files the departures as a cited dossier.
screen_companiescompany_briefcreate_report - New name on your desk and the PM wants the primer by tomorrow.Company Primer — Get Up to Speed on Any Public Company, Every Number From the FilingsThe first-day dossier on a public company — fiscal-year series, segments, capital structure, what changed, insiders, pay — every cell cited, filed as a report.
search_companiescompany_filingscompany_brieffinancial_statements+9 - Reported leverage looks fine and you suspect the footnotes disagree.Off-Balance-Sheet Commitments Audit — How Much Has This Company Promised That Its Balance Sheet Doesn't Show?Builds the series of what a filer has promised but not recorded — leases not yet commenced, purchase commitments, VIEs — and files it as a cited dossier.
search_companiescompany_filingsfinancial_statementsdisclosure_search+2 - The same name keeps turning up in Form Ds and you can't tell if it's one story.Form D Shell Fan-Out Audit — The Same Odd Name Keeps Turning Up. Is It One Story?Assembles the person-keyed Form D cluster across every wave since 2001, tests whether money moved, sweeps counterparties, files a cited dossier.
search_filingssearch_entitiesfiling_detailsperson_intel+2