Filings and earnings calls

Company filings and earnings calls are the primary sources behind most investment research. A 10-K can run to hundreds of pages, and a quarter brings a wave of calls, slides and 8-Ks at once. The tools here help you find the right document, read it faster and keep track of what management said.

They work at different levels. The SEC's own full-text search finds every filing that mentions a phrase. Transcript and call apps put the audio, transcript and slides of an earnings call side by side. AI document platforms read many filings at once and answer questions in a grid or a chat, with citations to the page they used.

AI reading is useful for a first pass: listing risk factors, comparing what was said about margins across four calls, or finding every mention of a customer. It is also where errors creep in. Models can mix up periods, drop a word like "excluding" or misread a table, so go back to the original filing for any number you will use in a model or a decision.

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4 AI research tools for investors in filings and earnings calls

EDGAR full-text search

by U.S. Securities and Exchange Commission

The SEC's free search across the text of public company filings, useful for finding a phrase in 10-Ks, 10-Qs and 8-Ks.

  • Free plan or free tier
  • Works with SEC filings

Quartr

App and platform for listening to earnings calls live or on demand, with transcripts, slides and reports from listed companies.

  • Free plan or free tier
  • Earnings call transcripts
  • Mobile app

Hebbia

AI platform that reads large sets of documents, such as filings and data rooms, and lays answers out in a grid with citations.

Rogo

AI research assistant built for bankers and investors, answering questions from filings, transcripts and market data.

A simple workflow covers most needs: use search to find the documents, an AI tool to make a first list of points, and the original filing to confirm each one before it goes into notes or a model. Keep the document link with every note, so you or a colleague can check it later in a few seconds. Expect short delays on very new filings, since some tools take time to index them.

Check coverage before you commit. U.S. filings are public and easy to index, but transcripts and calls for smaller or non-U.S. companies vary by provider. Nothing here is investment advice.

Questions about filings and earnings calls

Is there a free way to search SEC filings?

Yes. The SEC's EDGAR full-text search is free, needs no account and searches the text of filings back to 2001. It has no AI summaries, so you read the original documents directly.

Can I trust AI answers about a 10-K?

Use them as a starting point. Check every figure and quote against the filing itself, including the period and any adjustments, because AI tools can misread tables or mix up quarters.

Where can I listen to earnings calls?

Company investor relations sites post most calls, and apps such as Quartr collect them in one place with transcripts and slides. Professional research platforms also carry transcripts.

Do these tools cover companies outside the U.S.?

Coverage varies. SEC search covers companies that file with the SEC, while transcript apps and document platforms differ by region. Check the companies you follow during a trial.

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