Every material filing, read and routed before your client calls you.
SEC Intelligence surfaces every 8-K, 10-Q, S-1, Form 4, and 13D the moment it hits EDGAR, filtered to your book and ranked by materiality. An AI analyst reads each one, and the signal lands wherever you need it, your phone, your team, your own downstream agents.
CFO exit 4 days before the 10-Q is a timing flag. Harborview holds 11% in ATLX, queue the call.
The filing that moves your book is already public before you read it.
You find out too late
A material 8-K can move a position before you have read past the headline. By the time it reaches your inbox, your client has already seen the price.
Filings are dense and slow
An 8-K Item 5.02 or a 10-Q footnote change is buried in legal language. Reading every filing across a book of names by hand does not scale.
Alerts live in the wrong place
The signal that matters needs to reach you on your phone, your team by email, and your downstream systems, not just one dashboard you have to remember to check.
The terminal
Built for people who answer to clients.
Real-time filing feed
Every 8-K, 10-Q, S-1, Form 4, and 13D the moment it hits EDGAR, filtered to your book and ranked by materiality.
OpenAI that reads the filing
Each filing comes with a plain-English read: what changed, why it matters, and what to tell your clients, cited to the exact item.
OpenRoute to anyone, anything
Send alerts to email, SMS, a phone call, or straight to your downstream AI agents over a webhook. You set the rules.
OpenBuilt for your role
Flip between a wealth-manager view of clients and exposure and a trader view of positions and speed. One product, two lenses.
OpenInsider & ownership radar
Cluster insider buying, 13D activist stakes, and 13F rotation across your names, surfaced as signals not noise.
OpenTrack what's going on with AI
A theme tracker scans every filing for AI exposure, capex, and risk disclosures, so you see where the AI story is moving across your book.
OpenFrom EDGAR to your phone in seconds.
Add your book
Drop in the tickers you trade or the clients you advise. SEC Intelligence pulls every filing, ownership change, and insider transaction automatically.
Let the AI read
The moment a filing lands, an AI analyst reads it, flags materiality, and writes a plain-English summary cited to the exact item.
Route the signal
Set rules once: email the routine, call me on the material, and fan the structured event out to your downstream agents. It runs itself.
A modern, type-safe terminal: a Next.js front end, an AI layer on Anthropic Claude with tool use and RAG over EDGAR full-text, a Postgres brain fed by real-time filing ingest, and delivery across email, voice, push, and agent webhooks.
- Next.js 16
- React 19
- Tailwind v4
- Terminal UI
- Anthropic Claude
- Filing summarization
- Tool use
- RAG over EDGAR
- SEC EDGAR full-text
- FMP · Polygon
- Real-time ingest
- Postgres + pgvector
- Resend (email)
- Twilio (SMS + voice)
- Web push
- Agent webhooks / MCP
Open the terminal.
Click through every screen on sample data. Nothing here talks to a live server.
Open the terminal