Analyze filings 95% faster

AI 10-K Disclosure Analysis Agent

Find the story behind the numbers

Delegate your SEC filing review to a specialized AI agent. It reads entire 10-Ks and 10-Qs to automatically compare risk factors, summarize management's discussion, and extract critical disclosures, delivering key insights in minutes.

Ideal for

Investment Analysts

Risk & Compliance

Auditors

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See AI 10-K Disclosure Analysis Agent in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See AI 10-K Disclosure Analysis Agent in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See AI 10-K Disclosure Analysis Agent in action

Play video

Quarterly 10-Q Review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See AI 10-K Disclosure Analysis Agent in action

Play video

Time comparison

Time comparison

Traditional way

2-4 hours per filing

2-4 hours per filing

With V7 Go agents

5 minutes

5 minutes

Average time saved

95%

95%

Why V7 Go

Why V7 Go

Year-over-Year Change Detection

Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.

Year-over-Year Change Detection

Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.

Year-over-Year Change Detection

Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.

Year-over-Year Change Detection

Automatically compares the latest 10-K or 10-Q against prior period filings, instantly highlighting any added, removed, or modified text in key sections like Risk Factors.

MD&A Summarization

Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.

MD&A Summarization

Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.

MD&A Summarization

Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.

MD&A Summarization

Reads and synthesizes the Management's Discussion and Analysis (MD&A) section, providing a concise, plain-language summary of management's narrative on performance and outlook.

Risk Factor Analysis

Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.

Risk Factor Analysis

Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.

Risk Factor Analysis

Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.

Risk Factor Analysis

Extracts and categorizes all stated risk factors, making it easy to track how a company's risk profile is evolving over time and compare it against peers.

Footnote & Accounting Policy Review

Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.

Footnote & Accounting Policy Review

Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.

Footnote & Accounting Policy Review

Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.

Footnote & Accounting Policy Review

Analyzes the footnotes to the financial statements to identify critical details about revenue recognition, legal contingencies, and changes in accounting policies.

Custom Topic Search

Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.

Custom Topic Search

Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.

Custom Topic Search

Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.

Custom Topic Search

Run targeted queries across an entire filing to find every mention of a specific theme, such as 'supply chain,' 'geopolitical risk,' or a particular new product.

Peer Group Comparison

Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.

Peer Group Comparison

Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.

Peer Group Comparison

Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.

Peer Group Comparison

Process the 10-Ks for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.

Customer voices

Customer voices

Connect AI to public market data.

Connect AI to public market data.

Uncover the critical narrative hidden in plain sight.

Uncover the critical narrative hidden in plain sight.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

SEC filings are long and complex. This agent is designed to navigate their unique structure, intelligently parsing data from dense text, complex financial tables, and detailed footnotes across hundreds of pages.

Input types

50+ languages

HTML Filings

200 pages

Multi-modal

Document types

PDFs

URL

Complex Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

SEC filings are long and complex. This agent is designed to navigate their unique structure, intelligently parsing data from dense text, complex financial tables, and detailed footnotes across hundreds of pages.

Input types

50+ languages

HTML Filings

200 pages

Multi-modal

Document types

PDFs

URL

Complex Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

SEC filings are long and complex. This agent is designed to navigate their unique structure, intelligently parsing data from dense text, complex financial tables, and detailed footnotes across hundreds of pages.

Input types

50+ languages

HTML Filings

200 pages

Multi-modal

Document types

PDFs

URL

Complex Tables

Graphs

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

The agent uses AI reasoning to understand the nuances of financial and legal disclosures. This allows it to accurately summarize management commentary and differentiate between a standard boilerplate risk and a newly emerging material threat.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Off

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

The agent uses AI reasoning to understand the nuances of financial and legal disclosures. This allows it to accurately summarize management commentary and differentiate between a standard boilerplate risk and a newly emerging material threat.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Off

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

The agent uses AI reasoning to understand the nuances of financial and legal disclosures. This allows it to accurately summarize management commentary and differentiate between a standard boilerplate risk and a newly emerging material threat.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Off

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

You can trust every insight the agent provides. Each summarized point or flagged change is visually linked directly back to the specific sentence or paragraph in the source 10-K or 10-Q filing, providing complete transparency.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

You can trust every insight the agent provides. Each summarized point or flagged change is visually linked directly back to the specific sentence or paragraph in the source 10-K or 10-Q filing, providing complete transparency.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

You can trust every insight the agent provides. Each summarized point or flagged change is visually linked directly back to the specific sentence or paragraph in the source 10-K or 10-Q filing, providing complete transparency.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

While SEC filings are public, your analysis of them is valuable proprietary IP. V7 Go processes all your queries and stores your insights within your secure, private environment, ensuring your investment strategy remains confidential.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

While SEC filings are public, your analysis of them is valuable proprietary IP. V7 Go processes all your queries and stores your insights within your secure, private environment, ensuring your investment strategy remains confidential.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

While SEC filings are public, your analysis of them is valuable proprietary IP. V7 Go processes all your queries and stores your insights within your secure, private environment, ensuring your investment strategy remains confidential.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

More agents

More agents

Explore more agents to help you

Explore more agents to help you

automate your financial analysis

More agents

AI Investment Analysis Agent

Delegate your research synthesis to an expert AI agent. It reads earnings call transcripts, analyst reports, and SEC filings, identifying the core bull and bear arguments to give you an instant, comprehensive view of any company.

Finance

Investment Thesis Synthesis

Earnings Call Analysis

Bull/Bear Case Generation

Explore

AI Investment Analysis Agent

Delegate your research synthesis to an expert AI agent. It reads earnings call transcripts, analyst reports, and SEC filings, identifying the core bull and bear arguments to give you an instant, comprehensive view of any company.

Finance

Investment Thesis Synthesis

Earnings Call Analysis

Bull/Bear Case Generation

Explore

AI Investment Analysis Agent

Delegate your research synthesis to an expert AI agent. It reads earnings call transcripts, analyst reports, and SEC filings, identifying the core bull and bear arguments to give you an instant, comprehensive view of any company.

Finance

Investment Thesis Synthesis

Earnings Call Analysis

Bull/Bear Case Generation

Explore

AI Investment Analysis Agent

Delegate your research synthesis to an expert AI agent. It reads earnings call transcripts, analyst reports, and SEC filings, identifying the core bull and bear arguments to give you an instant, comprehensive view of any company.

Finance

Investment Thesis Synthesis

Earnings Call Analysis

Bull/Bear Case Generation

Explore

AI Financial Statement Analysis Agent

Delegate the tedious work of financial statement analysis. This AI agent reads any financial report, extracts key line items, calculates standard and custom ratios, and flags anomalies, delivering a perfectly structured analysis to your custom template.

Finance

Financial Spreading

Ratio Calculation

Trend Analysis

Explore

AI Financial Statement Analysis Agent

Delegate the tedious work of financial statement analysis. This AI agent reads any financial report, extracts key line items, calculates standard and custom ratios, and flags anomalies, delivering a perfectly structured analysis to your custom template.

Finance

Financial Spreading

Ratio Calculation

Trend Analysis

Explore

AI Financial Statement Analysis Agent

Delegate the tedious work of financial statement analysis. This AI agent reads any financial report, extracts key line items, calculates standard and custom ratios, and flags anomalies, delivering a perfectly structured analysis to your custom template.

Finance

Financial Spreading

Ratio Calculation

Trend Analysis

Explore

AI Financial Statement Analysis Agent

Delegate the tedious work of financial statement analysis. This AI agent reads any financial report, extracts key line items, calculates standard and custom ratios, and flags anomalies, delivering a perfectly structured analysis to your custom template.

Finance

Financial Spreading

Ratio Calculation

Trend Analysis

Explore

Market Competition Analysis Agent

Delegate your competitive monitoring to a specialized AI agent. It continuously scans competitor websites, SEC filings, and product announcements to build a real-time, 360-degree view of their strategy and performance.

Business

Competitive Intelligence

Website Change Detection

SEC Filing Analysis

Explore

Market Competition Analysis Agent

Delegate your competitive monitoring to a specialized AI agent. It continuously scans competitor websites, SEC filings, and product announcements to build a real-time, 360-degree view of their strategy and performance.

Business

Competitive Intelligence

Website Change Detection

SEC Filing Analysis

Explore

Market Competition Analysis Agent

Delegate your competitive monitoring to a specialized AI agent. It continuously scans competitor websites, SEC filings, and product announcements to build a real-time, 360-degree view of their strategy and performance.

Business

Competitive Intelligence

Website Change Detection

SEC Filing Analysis

Explore

Market Competition Analysis Agent

Delegate your competitive monitoring to a specialized AI agent. It continuously scans competitor websites, SEC filings, and product announcements to build a real-time, 360-degree view of their strategy and performance.

Business

Competitive Intelligence

Website Change Detection

SEC Filing Analysis

Explore

AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

Finance

Data Room Automation

Financial Spreading

Red Flag Detection

Explore

AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

Finance

Data Room Automation

Financial Spreading

Red Flag Detection

Explore

AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

Finance

Data Room Automation

Financial Spreading

Red Flag Detection

Explore

AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

Finance

Data Room Automation

Financial Spreading

Red Flag Detection

Explore

Financial Valuation Agent

Delegate the mechanical work of valuation to an AI agent. It reads financial documents, finds the best comparable companies from your database, and populates your DCF and comps templates with all the necessary historical and projected data.

Finance

DCF Model Automation

Comparable Company Analysis

Precedent Transaction Analysis

Explore

Financial Valuation Agent

Delegate the mechanical work of valuation to an AI agent. It reads financial documents, finds the best comparable companies from your database, and populates your DCF and comps templates with all the necessary historical and projected data.

Finance

DCF Model Automation

Comparable Company Analysis

Precedent Transaction Analysis

Explore

Financial Valuation Agent

Delegate the mechanical work of valuation to an AI agent. It reads financial documents, finds the best comparable companies from your database, and populates your DCF and comps templates with all the necessary historical and projected data.

Finance

DCF Model Automation

Comparable Company Analysis

Precedent Transaction Analysis

Explore

Financial Valuation Agent

Delegate the mechanical work of valuation to an AI agent. It reads financial documents, finds the best comparable companies from your database, and populates your DCF and comps templates with all the necessary historical and projected data.

Finance

DCF Model Automation

Comparable Company Analysis

Precedent Transaction Analysis

Explore

Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

Legal

Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

Explore

Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

Legal

Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

Explore

Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

Legal

Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

Explore

Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

Legal

Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

Explore

Next steps

Next steps

Can you spot a critical new risk factor in seconds?

Give us a company you follow. We'll show you how the AI agent can analyze its latest filing and deliver a summary of key changes and insights instantly.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Answers

Answers

What you need to know about our

AI 10-K Disclosure Analysis Agent

Where does the agent get the SEC filings from?

The agent can be connected to the public SEC EDGAR database to automatically pull new filings as they are published. Alternatively, you can upload PDF or HTML versions of the filings directly.

+

Where does the agent get the SEC filings from?

The agent can be connected to the public SEC EDGAR database to automatically pull new filings as they are published. Alternatively, you can upload PDF or HTML versions of the filings directly.

+

Where does the agent get the SEC filings from?

The agent can be connected to the public SEC EDGAR database to automatically pull new filings as they are published. Alternatively, you can upload PDF or HTML versions of the filings directly.

+

How does the year-over-year comparison work?

It performs a sophisticated 'diff' of the text. The agent understands the document structure, so it intelligently compares the Risk Factors section from this year's 10-K to the same section from last year's, highlighting only the meaningful changes.

+

How does the year-over-year comparison work?

It performs a sophisticated 'diff' of the text. The agent understands the document structure, so it intelligently compares the Risk Factors section from this year's 10-K to the same section from last year's, highlighting only the meaningful changes.

+

How does the year-over-year comparison work?

It performs a sophisticated 'diff' of the text. The agent understands the document structure, so it intelligently compares the Risk Factors section from this year's 10-K to the same section from last year's, highlighting only the meaningful changes.

+

Can it summarize specific sections of the filing?

Yes. You can instruct the agent to focus its analysis on specific sections, such as 'Item 1A: Risk Factors', 'Item 7: MD&A', or the footnotes on legal proceedings, to get a targeted summary.

+

Can it summarize specific sections of the filing?

Yes. You can instruct the agent to focus its analysis on specific sections, such as 'Item 1A: Risk Factors', 'Item 7: MD&A', or the footnotes on legal proceedings, to get a targeted summary.

+

Can it summarize specific sections of the filing?

Yes. You can instruct the agent to focus its analysis on specific sections, such as 'Item 1A: Risk Factors', 'Item 7: MD&A', or the footnotes on legal proceedings, to get a targeted summary.

+

How is this different from services that provide redlines of filings?

Redlines show you *every* text change, creating a lot of noise. This agent uses AI to *summarize* the most significant changes in plain language, saving you from having to read through hundreds of minor wording adjustments.

+

How is this different from services that provide redlines of filings?

Redlines show you *every* text change, creating a lot of noise. This agent uses AI to *summarize* the most significant changes in plain language, saving you from having to read through hundreds of minor wording adjustments.

+

How is this different from services that provide redlines of filings?

Redlines show you *every* text change, creating a lot of noise. This agent uses AI to *summarize* the most significant changes in plain language, saving you from having to read through hundreds of minor wording adjustments.

+

What is the final output?

The agent delivers a summary report (e.g., in Word or PDF) that includes the narrative summary of key sections, a redline of specific changes (like in Risk Factors), and extracted data tables, with everything cited back to the source filing.

+

What is the final output?

The agent delivers a summary report (e.g., in Word or PDF) that includes the narrative summary of key sections, a redline of specific changes (like in Risk Factors), and extracted data tables, with everything cited back to the source filing.

+

What is the final output?

The agent delivers a summary report (e.g., in Word or PDF) that includes the narrative summary of key sections, a redline of specific changes (like in Risk Factors), and extracted data tables, with everything cited back to the source filing.

+

Can it track filings for a whole portfolio of companies?

Yes. You can provide a list of company tickers and schedule the agent to run automatically whenever a new 10-K or 10-Q is filed by any company in your portfolio, delivering alerts on the most important updates.

+

Can it track filings for a whole portfolio of companies?

Yes. You can provide a list of company tickers and schedule the agent to run automatically whenever a new 10-K or 10-Q is filed by any company in your portfolio, delivering alerts on the most important updates.

+

Can it track filings for a whole portfolio of companies?

Yes. You can provide a list of company tickers and schedule the agent to run automatically whenever a new 10-K or 10-Q is filed by any company in your portfolio, delivering alerts on the most important updates.

+