Export Excel, CSV and PDF. Organize saved research, team notes and account access.
Search indexed filings and exhibits with exact snippets. Open the evidence-anchored reader, compare passages and inspect selected tables, source inventories and related filings. Availability depends on retained records; none of these views implies complete extraction.
Search & screeningAdd SEC-directory tickers, request bounded onboarding and see queue and indexing states. Save searches and financing screens for repeatable research. Enable saved-search or saved-screen email alerts explicitly. Screen alerts go to the creator for newly indexed matches and follow enabled organization Monitoring. Configure supported company alerts and review delivery history. Quiet hours, provider retries and indexing delays remain visible.
Coverage and alertsCreate source-linked Excel workbooks, CSV exports and PDF reports. Organize private folders, tags, saved views and mandatory-citation memo drafts. Team evidence notes and plan-capped members and roles keep research within account permissions.
Analyst workspaceCreate and rotate scoped API keys, review monthly usage, manage active sessions and configure MFA or passkeys. Account verification and recovery use protected, single-use email links; provider acceptance is monitored, while inbox receipt still depends on the recipient mail path. Hosted billing is available through the customer workspace.
Account dashboardThe integrations workspace includes private RSS/Atom feeds and provider-bound Slack and Teams channels. Customer S3 and Google Sheets delivery depend on destination-specific authorization and configuration. Downloadable Excel and Google Sheets clients are separate from marketplace publication; an installed client is not evidence of configured delivery. Lifecycle, maturity, covenant and default disclosure alerts are available by explicit opt-in in Monitoring. They compare newly indexed source passages, skip unchanged evidence and preserve citations; they are not maturity countdowns or independent legal conclusions. Saved-screen emails are available by explicit opt-in and require enabled organization Monitoring. Supported financing-change email categories are debt, liquidity and going concern; new-filing, saved-search and delayed-ingestion alerts remain available within account and coverage limits.
Review integration requirements