Self-hosted AI · SEC filings · Boston

Every SEC filing for your holdings — read, analyzed, and in your spreadsheet, automatically.

8,573 filings across 1,066 companies in about four minutes. Watch what it does, then book 15 minutes and I'll run it live on your own top holdings.

Want the entire run, start to finish? Watch the full 9-minute version →

Pick a 15-minute slot

Tell me your firm and I'll have the pipeline running on your top holdings before we talk.

✓Martin Nahra — former analyst, HarbourVest Partners, Boston.

✓Self-hosted. Runs on hardware you control. Your holdings and your research never leave your machines.

✓30-day pilot, no contract. Trained on your universe, your filings, your thesis — fundamentals updates or event-driven agents, whichever fits how you invest.