Standardized SEC financials you can trace and model

Move from SEC filings to usable analysis faster with standardized statements, direct source links, flexible period views, and spreadsheet-ready exports built for real research workflows.

Traceable to SEC filingsAnnual to LTM viewsSpreadsheet-ready exports

Standardized from filings

Compare income statements, balance sheets, and cash flow data in a consistent format built from SEC filings, with automatic handling of amended and restated periods.

Traceable by design

Move from cleaned financials back to the underlying SEC filing when you need to verify a number.

Flexible period analysis

Switch between annual, semi-annual, quarterly, LTM, and semi-annual LTM views without rebuilding your workflow each time.

Built for models

Export tables to spreadsheets, copy clean data into models, and download charts without reworking the underlying numbers.

Annual Membership

One plan for filing-traceable financial analysis.

Built for investors and independent analysts who want cleaner SEC statement data, faster model prep, and direct traceability behind every number they use.

Early member price

$149 /year

✓Up to 10 years of financials sourced directly from SEC filings, depending on data availability

✓Standardized financial statements, including segment data

✓Annual, semi-annual, quarterly, and last twelve months financial views

✓Quarterly data in quarter-only or YTD format

✓Direct links back to original SEC filings for source verification

✓Company context including 8-Ks, proxy details, subsidiaries, and 13F holdings

✓Built-in valuation tools including DCF and DDM

✓Export model-ready data to CSV or copy directly into spreadsheets

✓Built-in charting with PNG and SVG downloads

✓Paid-plan weekly digest with profile-level email controls

✓Coverage of 1,000+ public companies listed in the U.S., with more added continuously

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Create an account to start your 3-day trial with access to the first 10 companies.

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