FilingsIQ
HOW IT WORKS

From disclosure to decision in four steps.

FilingsIQ watches every SEC disclosure surface, filings, insider trades, congressional trades, and IPOs, and turns them into research you can act on.

STEP 01 · SIGNALS

Follow the signal.

Log in to a live dashboard of what the smart money did today: congressional PTRs, insider Form 4s, cluster buys, new 13D stakes, and fresh S-1s, the moment they hit EDGAR. When Congress and company insiders are buying the same name, overlap detection flags it first.

  • Top congressional buys & sells, Senate and House
  • Insider flow with cluster-buy detection
  • Overlap signals, PTRs cross-referenced with Form 4s
  • Watchlist alerts by email the moment a disclosure files
STEP 02 · WORKSPACES

Open a workspace.

One click on any signal, or any ticker, opens a dedicated research workspace. Company profile, live quote and chart, curated news, filings, insider history, and your notes, organized in one place per position.

  • Auto-populated company profile and sector
  • Real-time quote, interactive chart, and news feed
  • Every filing and analysis saved to the workspace
  • Quick-switch between positions in the sidebar
STEP 03 · ANALYSIS

Analyze the filing.

Pull any 10-K, 10-Q, or 8-K straight from EDGAR. The AI reads the full document and returns a structured breakdown, overview, segments, financials, risks, outlook, with a plain-language TLDR. Red flags are severity-ranked automatically, and side-by-side comparison shows exactly what changed since last period, with evidence quoted from the source.

  • One-click retrieval from SEC EDGAR
  • Structured summaries with plain-language TLDR
  • Red flags ranked High / Medium / Low
  • Period comparison: language, risk factors, guidance, line items
STEP 04 · DECISION

Decide & document.

Turn the work into output: investment theses, variant views, risk analyses, and research memos built from your filing data, fully editable, organized per workspace, and exportable when it's time to share with clients or your committee.

  • Thesis, risks, catalysts, and valuation note types
  • Editable drafts with full formatting
  • Memo-ready change bullets with source quotes
  • Export to PDF and Excel

Also in the platform.

Supporting every step, market-wide.

IPO Intelligence

A live pipeline from S-1 filings with full-text search, S-1 analysis, red-flag detection, and a personal watchlist.

Ownership Analysis

Beneficial ownership from 13D/13G and proxy filings, top holders, 30-day net activity, and AI trend signals.

Short Interest

Bi-monthly FINRA short interest market-wide: days to cover, short interest as a percent of shares outstanding, biggest movers, and a Squeeze Watch crossing high shorts with recent buying.

Market Analytics

Index proxies, most active, gainers and losers, quote search with interactive charts, and a curated news feed.

Watchlist Alerts

Email alerts the moment a PTR, Form 4, or red flag hits a name you follow, no refresh required.

Weekly Digest

A Monday-morning summary of the week's congressional trades, insider clusters, and IPO filings in your inbox.

Team Workspaces

Shared research, team-wide watchlists, and centralized billing for RIAs and research teams.

See today's signals in the next two minutes.

Free to start. No credit card. Live SEC EDGAR data.

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