The portfolio

EDGAR Analyst

An AI research tool for SEC filings, with citations to the source text.

AI research for public filingsLiveSince 2025edgaranalyst.com ↗
What it is

Search SEC EDGAR by ticker, open a filing in the reader and ask questions about it. Answers are drawn from the filing text and cite the paragraph they came from.

Also includes XBRL financial ratios, Form 3/4/5 insider activity, footnote extraction, filing-to-filing comparison, peer analysis, watchlists, and email agents that monitor a ticker for new filings.

What it is for

Analysts reviewing filings

Each answer cites the source paragraph, so it can be checked against the document.

Diligence

Compare a filing against the prior quarter, extract the footnotes that changed, and review the peer set in one pass.

Monitoring a position

Email agents watch a ticker and send an alert when a new filing or insider transaction is posted.

How it got here
  1. Background

    SEC filings are public and free, but reviewing them at volume is time-consuming.

  2. Build

    Retrieval over filing text with citations, XBRL parsing for the financial data, and agents for monitoring. Marketing site at edgaranalyst.com, application at app.edgaranalyst.com.

  3. Now

    Live, including the reader, the ratios, the filing comparisons and the watchlists.

Built with
Next.jsFastifyPostgresRAGXBRLSEC EDGAR