Secure access required
Universal SEC EDGAR research downloads with standardized filing names, live progress/ETA, flexible portfolio monitoring, debt classification and IR research
Manage authorized normal users, review portal access and download activity, and administer all saved portfolios. This panel is visible only after an administrator logs in.
Portal access and the two cost-sensitive features are controlled independently. Existing enabled users keep both features after the V31 migration; newly added users start with Latest Filing Intelligence and Email Alerts turned off until you grant them.
All authorized normal-user email IDs use this shared password. Changing it invalidates normal-user sessions when they are next validated.
Recent successful logins and research downloads. The log records the authenticated email ID, role, time and downloaded package details.
Searches the local ticker list first and then the SEC CIK Lookup for all public EDGAR filers. You may also enter an exact CIK directly.
The app identifies the EDGAR filer profile and shows the most research-relevant recurring forms for that profile. Existing domestic 10-K/10-Q/qualified 8-K and foreign 20-F/40-F/qualified 6-K logic is preserved. Other profiles include funds, Regulation A issuers, asset-backed trusts, foreign governments, employee plans and other EDGAR filers. Select Primary, TXT and/or PDF for each exact filing. The date range below does not apply to this section.
Hybrid source detection: use a previously verified URL, an SEC-provided or automatically suggested IR page, or enter the official Investor Relations URL manually. The scanner checks Financial Results plus Events & Presentations sections, reads official year/archive filters, page rows/cards and embedded metadata, and preserves official presentation/event names. Investor Relations documents use the same From Date and To Date entered in Bulk Download by Date Range below. Native PDF, XLSX, PPTX, HTML and webcast formats are retained.
The existing bulk downloader remains available below. It uses the date range and filing-package selections.
Optional exact-form bulk selection. This panel is populated from the filer's actual SEC history in the selected date range. It provides a universal fallback for any public EDGAR filer or form not covered by the curated packages. Exact-form selections are additive and may overlap a package selected above.
Select an existing saved portfolio from your login and run the filing monitor immediately, or upload/paste companies to create a new portfolio. Saved portfolios no longer require an Excel upload to unlock the monitoring controls.
Saved portfolios load automatically from Cloudflare D1 for the signed-in user. Select one here to populate the Portfolio Filing Monitor without uploading Excel. Administrators may separately grant or revoke Latest Filing Intelligence and Email Alerts for each normal user; regular saved-portfolio monitoring remains available. Do not save keeps a new list session-only; Save this portfolio stores its companies and permitted alert settings.
No Alert Manager Key is required in the browser. Normal users see only portfolios they own. Administrators see and can manage all portfolios.
Saved portfolios will load automatically for the signed-in user.
Each numbered box is a separate recipient. Every saved recipient receives the same filing alert.
Recipients do not need Cloudflare verification. Save or update the portfolio after changing recipients. Send Test Email sends a separate Gmail API test to every saved recipient.
Scheduled alerts: configure the Cloudflare Cron Trigger as */5 * * * *. The alert Worker scans the SEC current-filings feeds every scheduled run, while a round-robin safety sweep catches missed filings and completes any unfinished baseline.
No saved portfolio is selected.
Generate a filing-grounded institutional summary for selected companies in the active saved portfolio. This is independent from automatic alerts and does not change filing baselines, seen-filings state or delivery deduplication.
Select a saved portfolio above to choose companies.
Use ticker, company name or CIK. Excel/CSV headers may include Company Name, Ticker, CIK, Portfolio Name, Alert Email columns and alert preferences. After resolution, choose whether this remains session-only or is saved to the alert database.
The first worksheet is used. Recognized company columns: Company Name, Ticker/Symbol and CIK. Optional alert columns are included in the portfolio template.
Use one company, ticker or CIK per line.
Review the resolved ticker, company and CIK before scanning. Unresolved or ambiguous rows will be reported in the Excel output and will not be downloaded.
The selected date itself is excluded. For example, choosing 2026-07-01 returns filings dated 2026-07-02 onward.
The expected next filing date is an estimate based primarily on the company's prior fiscal-calendar sequence and historical SEC filing lag. It is not a company-announced filing date.
Search by ticker or company, load the verified issuer and Investor Relations sources from the portal index, then optionally review the top web results produced from Investor Relations, earnings-presentation, lender-presentation and earnings-call phrases.
Select the company from the same SEC ticker / company / CIK database used by Bulk Download. The portal immediately adds verified official sources from the analyst-maintained issuer index. The discovery Worker can add ranked web candidates, and the scanner uses only the websites you explicitly select.
Official link text, row/card metadata and published filenames are preserved where available. Direct HTML fetch is attempted first; Browser Run is used only when a JavaScript page is empty or incomplete, including ASP.NET and vendor-hosted IR pages.
Review the statement directly in the period grid. V52.3 commits Output Groups only after Enter or leaving the field, keeps IS/BS/CFS evidence separated, shows live code-driven checks, and binds exact reported EBITDA reconciliation values before requesting analyst inputs. The final Excel places code-driven formula checks in rows 1–10, then annuals, discrete fiscal quarters, LTM, two spacer columns and reported YTD periods.