Insight Engine: Filing & Document Analysis

API Key Authentication

Securely connect to the analysis engine using your API key.¹

Status: No API key configured/validated.

Company Ticker (Optional for Upload-Only): Leave blank or if search fails, use 'Context Name' in Step 2 for uploaded documents.

Filing History Depth (Max: 100):³

Select Filing Types for Analysis (if Ticker provided):⁴

10-K

10-Q

20-F

6-K

Other Filings

Operating in 'Upload Only' mode. Please provide a 'Context Name'.

Context Name (Required if no public company targeted): Provide a name for your analysis context when not using a public company.

Choose the documents the AI should analyze collectively.⁶

No documents have been uploaded yet.

No data sources available. Please retrieve public filings (if applicable) or upload documents.

Guide the AI: Ask specific questions or define focus areas.⁷

The AI will address this in addition to the standard structured analysis.

Gemini API Key Needed: This app uses your Google Gemini API Key for all AI analysis. It's handled securely and not stored by us. Get your own API Key here.
This action clears any saved API key configuration within your current session.
Specify the maximum number of recent filings to retrieve from SEC EDGAR for the target company.
Select the SEC form types (e.g., 10-K Annual Report, 10-Q Quarterly Report, 8-K Current Report) you wish to include in the analysis. Choosing relevant types focuses the scope.
Upload your own documents (e.g., internal reports, pitch decks, research notes) in PDF format to be analyzed alongside public filings. Your files are processed securely for immediate AI analysis and are not stored by this application. Confidentiality is maintained.
You must select at least one public filing or uploaded document to enable the analysis engine. The AI will synthesize information *only* from the selected sources.
Direct the AI to investigate specific themes, answer precise questions, or compare elements across the selected documents. This provides targeted insights within the 'Specific Focus Analysis' section of the report.