Platform
The evidence. The numbers. Your perspective.
Disclosure brings company filings, financial statements and research together, with a direct route back to the source.
01 / Platform
Filings, in context.
Find a company’s disclosures and keep the related reporting documents together.
- Search by company, ticker or CIK and choose a reporting period.
- Open annual and quarterly reports, earnings releases and available filing exhibits.
- Search indexed filing text and return to the original document when you need the full context.
Start with an earnings release, then open the associated annual report to investigate the accounting behind the headline.
Coverage depends on the documents indexed for each company. Original document formatting is preserved in the filing reader.
Search filings →02 / Platform
Financials you can trace.
Read statements across selected periods and carry the figures into your own analysis.
- Choose income statement, balance sheet or cash flow, then select periods and scale.
- Select a figure to inspect its reported inputs, source filing and any supported calculation.
- Export the selected view to Excel, keeping period choices explicit.
Compare annual sales across available periods, inspect the evidence for a change, then export the same selection.
As-filed values and latest-filed comparatives are distinct choices. Missing values remain visibly unavailable; currencies and units stay explicit.
Explore financial statements →03 / Platform
Know who reported what.
Distinguish company insiders, institutional managers and major beneficial owners.
- Read insider cards with the reported name, company role, transaction and source.
- Inspect institutional reported positions separately from insider activity.
- Open beneficial ownership disclosures and available supporting documents.
Investigate an officer’s transaction without mixing it with a fund manager’s quarterly holdings report.
These filings do not identify every shareholder. Institutional reports have reporting lags; compatible history appears only when available.
Explore ownership →04 / Platform
Research with evidence beside it.
Ask source-scoped questions and inspect the indexed passages used in the response.
- Choose the companies or indexed documents you want to investigate.
- Read the answer alongside exact source passages and their document versions.
- Save the research and supported calculations to a project for later review.
Ask what the selected filings say about a business risk, then read the cited passage in the document before using the conclusion.
AI requires a configured provider and available usage allowance. Unsupported questions and unavailable sources are shown explicitly; citations still need your review.
Open cited research →05 / Platform
Keep your companies close.
Bring new filings and supported ownership updates into one morning view.
- Follow the companies you research from their company pages.
- Review the watchlist’s recent disclosures and separate ownership feeds.
- Choose available email-alert options on your verified account.
Start the day with your followed companies and open the new documents that deserve attention.
Delivery depends on the active ingestion schedule and configured email service. This is not an intraday ownership feed.
Open your watchlist →06 / Platform
Keep the thread of your thinking.
Organise observations, working theses and source references in a research project.
- Create a personal project or an authorised organisation project.
- Write notes and attach the documents behind them; review competing edits before saving.
- Download saved research as portable JSON, including notes and source references.
Keep the supporting evidence and the questions that could change your view beside your working thesis.
Project downloads contain saved writing and references. Original source documents are linked rather than bundled.
Open projects →07 / Platform
Compare with the context intact.
Bring supported financial concepts across companies into a shared view.
- Choose the companies and periods relevant to your comparison.
- Inspect the units, reporting dates and source context for each available number.
- Investigate differences in definitions before drawing a conclusion.
Use the comparison view to identify questions for deeper statement and filing research.
A common label does not guarantee identical accounting treatment. Unsupported concepts remain unavailable.
Compare companies →Make it your workflow
Bring a company. Start with a question.
We’ll walk through the filings, figures and research tools that matter to your work, with a clear view of the available coverage.
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