Read Filings Like a Pro
Track your portfolio and read SEC filings like a pro. Highlight, annotate, and research 10-K, 10-Q, 8-K, and insider filings — all in one place.
Everything in One Place
Your portfolio, your smart filing feed, and your research — all connected
Portfolio Tracking
Build your portfolio with up to 3 US stocks, plus crypto and commodities. See your holdings and real-time prices at a glance.
Smart Filing Feed
Enriched filing cards for your portfolio stocks with key data extracted and expandable exhibits. Filter by form type or ticker. Read exhibits in the Smart Filing Reader right in the feed.
Smart Filing Reader
Read filings in-app with a clean reader, auto-generated table of contents, dark mode, and scroll position memory. No more squinting at SEC.gov.
Crypto & Commodities
Track Bitcoin, Ethereum, gold, oil, and more alongside your US stocks. All your assets in one portfolio.
Go deeper with Pro
Unlock annotations, a research hub, and more
Unlimited Stocks
Remove the 3-stock limit and track your entire portfolio.
Inline Annotations
Highlight any text in a filing and attach a note. Your highlights persist every time you revisit — like marking up paper, but smarter.
Research Hub
All your annotations and notes organized by company. Jump straight from a research note back to the exact highlight in the filing.
Dividend Tracking
Track dividend income across your portfolio with updated payout amounts and portfolio metrics.
Archive Filings
Mark filings as reviewed to keep your feed clean and your research organized.
Watchlist
Keep an eye on companies you don't hold yet. Set buy price targets and plan your portfolio allocations.
See It in Action
From portfolio tracking to annotation-powered research
Portfolio at a Glance
Add your holdings and see your portfolio breakdown instantly. Stocks, crypto, and precious metals — all in one view with real-time prices.
Your Smart Filing Feed
Every SEC filing for your portfolio stocks, delivered automatically. Filter by form type, read filings in-app, and never miss an important disclosure.
Highlight & Annotate Filings
Select any text in a filing and attach a note. Highlights are saved and restored every time you revisit — like marking up a document, but in your browser.
Research Hub
Every annotation you've made, organized by company and filing. Click any note to jump straight back to the exact highlight in the filing.
Dividend Tracking
See dividend history and upcoming payments for your portfolio stocks. Track yield, payout dates, and annual income at a glance.
Simple Pricing
Get started for free. Upgrade when you need more.
- Portfolio with up to 3 US stocks
- Smart Filing Feed with enriched filing cards
- Smart Filing Reader with table of contents and dark mode
- Crypto & commodities tracking
- Unlimited stocks
- Inline annotations — highlight & annotate any filing
- Research Hub — all your notes organized by company
- Dividend tracking
- Watchlist — track companies you don't hold
- Archive filings to keep your feed clean
- Everything in Pro
- AI summaries of 10-K, 10-Q, and 8-K filings — section by section
- Facts and numbers extracted, no corporate fluff
- Risk factor tracking — new risks flagged, dropped risks surfaced
- Value investing lens: FCF, ROE, debt, moat indicators
- Monthly credits included — generate on demand
- Shared index: if a filing's already been summarized, you get it free