24 read-only research tools, grouped by domain — and growing. Each one is point-in-time, idempotent, and returns provenance on every fact, so well-behaved clients can auto-approve them all.
Get the complete signal profile for a company: echo composite, distress/positive echo, profile mutation, 8-K activity, insider activity, credit signals, price data, and latest quarter fundamentals. Start here for any single-company question.
Cross-company screener. Filter on echo composite, distress echo, profile mutation, entropy surprise, SIC range, form type, specific classifier, 8-K item codes, insider buying, and credit widening. The most powerful tool for generating ideas.
Side-by-side signal comparison of 2–5 companies. Returns filing aggregates, top rising classifiers, category signals, price, insider data, and computed key differences. Great for peer analysis.
Macro-level overview for a SIC code range: average echo, mutation, distress, turnaround/crisis signals, category breakdowns, and outlier companies. Use for sector-wide questions like "what's happening in biotech?"
Financial fundamentals from SEC XBRL data — quarterly values with year-over-year growth rates and margins. Covers ~4,400 public companies, data back to ~2009. Includes COGS, capex, leases, interest, and sector-specific fields.
Search across 529 binary classifiers — FDA approvals, drill results, demand signals, risk indicators, and more — by keyword. Use this first to discover the classifier name before screening or retrieving sentences.
Retrieve the exact sentences from SEC filings that triggered a classifier. Pass a classifier name plus a ticker or accession number. Returns sentences ranked by score across 2022–2026 filings.
Find SEC filing sentences semantically similar to a natural-language query. Embeds your query and finds the most similar sentences across all filings — even when exact keywords don't appear.
Semantic search over GlobeNewswire/PRNewswire content tagged to company tickers — 2020 through 2026. Surfaces conceptually relevant articles even when exact keywords don't appear. Complements SEC filing signals with real-time market and news context.
Article-level search with deep structured enrichment: 9-class event taxonomy (M&A, legal action, regulatory, personnel, capital action, and more), materiality score, 3-day & 5-day price-move correlation, story dedup, and promotional-content filtering. Supports catalyst-ranking mode — "which news moved stocks the most." One row per article, not per sentence.
Top institutional holders of a ticker from 13F filings. Returns holder count, total institutional value, QoQ actions (add/trim/new/exit), manager classification, and v3 signals: cluster entry, quiet accumulation, sustained accumulation.
Full portfolio snapshot for a 13F manager — top positions, QoQ flows, turnover, concentration (HHI), and up to 8 quarters of history. Lookup by CIK (preferred) or exact filer name.
Reverse 13F lookup — find all institutional managers holding a given ticker in their top positions. Filter by notable managers, manager type (hedge fund, pension, activist), style (quant, value, event-driven), or AUM tier.
Compute portfolio overlap between two 13F managers from their top-50 positions. Returns shared CUSIPs with position details and overlap statistics for each side. Useful for "do BRK and Citadel agree on anything?"
Cross-company screener for institutional flow signals: cluster entries (≥3 notable funds), cluster exits, quiet accumulation, consecutive accumulation quarters, and more. The cross-cutting view that single-company tools can't provide.
Substring / case-insensitive search over 13F filer names — "pershing" resolves to Pershing Square, "baupost" to Baupost Group. Solves the "I know the fund but not its SEC CIK" problem; feeds the other 13F and activist tools.
The complete, uncapped list of institutional holders for a ticker — every 13F filer with a position, not just the top names. Use when you need the full ownership picture rather than a leaderboard.
A manager's entire 13F portfolio, uncapped — BlackRock's ~5,600 distinct securities, not the top 20. Position values, share counts, and QoQ actions across the full book.
Quarter-by-quarter trail of a single manager's position in one ticker — 26+ quarters back. Reconstructs the full build / hold / trim arc with share-based actual trading, not price-inflated values.
Aggregate flow for a cohort of managers or companies over time — net buying / selling, new entries, and exits across a defined group. The macro view of where institutional money is rotating.
A manager's disclosed-long-book replication return — trailing performance and excess vs SPY across 8 quarters, with methodology version and priced-coverage % surfaced. A 13F-clone proxy, clearly labeled as replication, not audited fund returns.
All-notable consensus on a ticker — across hundreds of notable funds, the net share-based buying / selling plus counts of exits, trims, adds, and new entries. The single-call read on whether smart money is accumulating or distributing.
Track activist campaigns and >5% ownership stakes from 13D/13G filings. Event-driven data — filed within ~10 days of crossing 5% (vs. 13F's 45-day quarterly lag) — with the stated "purpose of transaction," accumulation trail (first % → latest %), and LLM-classified intent (board representation, proxy fight, M&A, control acquisition) and tone (hostile / friendly / neutral). Filter by subject ticker, filer, intent, tone, or campaign status.
A semantic catalog meta-tool the model calls when it's unsure which tool fits — so the toolset scales without quality regression. Most MCP servers don't have this.
Issuer profiles, MD&A, material change reports, and early-warning filings from SEDAR+ — point-in-time and cited, just like our SEC coverage.
Announced and closed M&A — targets and acquirers, deal terms, premiums, and comparable-transaction screening for any company or sector.
Private and public funding activity — round sizes, lead investors, valuations, and where capital is rotating across the venture and growth landscape.
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