Edgar SEC Filings

• You want to analyze a company's annual or quarterly financials, MD&A tone, and risk factor changes from 10-K or 10-Q filings.
• You need to assess the significance of a material event disclosed in an 8-K, such as a CEO departure, restatement, or M&A announcement.
• You want to score insider buying and selling patterns from Form 4 filings to gauge management conviction.
• You are building a composite fundamental view by combining financial health, institutional flows, and governance signals across multiple filing types.

• You need real-time or intraday market data — EDGAR filings are backward-looking and subject to reporting lags (13F data is 45 days delayed; Form 4 is up to 2 business days).
• You are analyzing non-US companies that do not file with the SEC.
• You need analyst estimates or forward earnings models — this skill works with disclosed filing data only, not consensus forecasts.

Supports 10-K, 10-Q, 8-K, DEF 14A, Form 4, 13F, and SC 13D/G filings. Each filing type has a dedicated signal framework covering frequency, key content, and investment relevance.

Extracts and scores revenue growth, gross margin trends, operating leverage, FCF conversion, balance sheet liquidity, and capital return strategy from income statements, balance sheets, and cash flow statements.

Scores management language in the MD&A section by tracking frequency changes in positive, negative, and cautious words versus the prior filing — surfacing deteriorating or improving outlooks before they show up in numbers.

Compares risk factors across consecutive 10-K filings to flag new risks added, risks removed, language intensification, and changes in risk ordering — each mapped to a signal type and recommended action.

Classifies Form 4 activity into signal tiers based on transaction type (open-market purchase vs 10b5-1 plan sale), cluster patterns, dollar value, and role (CEO/CFO vs other insiders).

Aggregates six scoring dimensions — financial health, management tone, risk factor changes, insider activity, institutional flow, and event catalysts — into a single scored output ranging from strong bullish to fundamental caution.

Pull a company's latest 10-K to assess full-year financial health, extract MD&A commentary, and compare risk factors against the prior year filing for a comprehensive fundamental view.

Classify an incoming 8-K by item number to determine time sensitivity and likely price impact — distinguishing high-priority events like restatements or C-suite departures from lower-signal disclosures.

Score Form 4 cluster buying activity across a watchlist, filtering out 10b5-1 plan sales and option exercises to isolate high-confidence open-market purchase signals.

Detect quarter-over-quarter changes in 13F holdings to identify new positions initiated or closed by Tier 1 institutional investors, flagging potential accumulation or distribution patterns.