Due diligence · SEC filings
AI SEC filing analysis that reads the 10-K so you do not have to
Enter a ticker · read the research card · you decide
AI research card
Stocks · ETFs · Crypto · StartupsEnter any ticker to see a research card
Thesis, bull and bear case, key metrics, comparables and risk flags, synthesized into one structured tear-sheet.
Sample output is illustrative. Not financial advice.
Thesis
Bull case
Bear case
Key metrics
illustrative
Comparables
Risk flags
Informational only · sample output, not live market data · not financial advice.
A 10-K can run a hundred pages of dense legal and financial language, and the detail that matters, a new risk factor, a quiet change in accounting, a buried disclosure, is easy to miss in the wall of text. Reading every filing for every holding is a job in itself.
Investables.ai performs AI SEC filing analysis on 10-Ks, 10-Qs and 8-Ks. It summarizes the business and financials, pulls out and ranks the risk factors, and compares the filing to the prior one to flag exactly what changed. You get the substance of the filing, with citations, in minutes. It is informational research to support your own diligence, not investment advice.
Both sides bull and bear
Risk flags on every card
The short answer
Can AI summarize SEC filings?
Yes. AI can read a 10-K, 10-Q or 8-K, summarize the business and financial sections in plain language, rank the disclosed risk factors and compare the document to the prior filing to show exactly what changed. Investables.ai does this for any US-listed company in minutes with citations back to the source text, as informational research rather than investment advice.
Last updated July 2026
Why it works
What the filing analysis covers
The filing, distilled
The business, financials and disclosures are summarized in plain language, so a hundred-page 10-K becomes a few minutes of reading.
Risk factors ranked
Risk factors are pulled out and prioritized, so the ones that actually matter rise above the boilerplate.
What changed since last time
The filing is compared to the prior period, so a new risk or a quiet wording change does not slip past you.
What you get
A structured first pass on every name
Enter any ticker or asset and the research card synthesizes the thesis, lays out the bull and bear case, surfaces the key metrics and comparables, and flags the risks, so your own diligence starts further along.
- Summarizes 10-Ks, 10-Qs and 8-Ks
- Extracts and ranks the risk factors
- Flags changes versus the prior filing
- Surfaces accounting and disclosure red flags
- Cites the exact section behind each point
Thesis
Dominant AI accelerator supplier. The debate is the durability of data-center demand versus a cyclical capex peak.
Bull
CUDA moat, near-monopoly share
Bear
Customer concentration, cycle risk
Side by side
SEC filings, and what the analysis pulls from each
Each filing type answers a different question. Knowing which document to open saves most of the reading.
| Filing | What it is | What the analysis surfaces |
|---|---|---|
| 10-K | Annual report, the most complete disclosure | Business model, risk factors, full financials and footnotes |
| 10-Q | Quarterly update, lighter and unaudited | What moved this quarter and any new disclosures |
| 8-K | Material events reported as they happen | Acquisitions, executive changes, guidance and other events |
| DEF 14A | Proxy statement | Executive pay, incentives and shareholder proposals |
| Form 4 | Insider transactions | Insider buying and selling activity as reported |
| Year over year | The same filing versus last year | New or reworded risk factors and quiet changes |
Research only, not investment advice. Summaries cite the source text; verify anything material against the filing itself on EDGAR.
Why Investables.ai
One research card that compresses the reading
Not a wall of raw data, not a one-sided opinion, and not a six-figure terminal. The thesis, both sides of the argument and the risks, in one structured tear-sheet you can act on. You stay in control of every decision.
Both sides, every time
The bull case and the bear case sit side by side, so you weigh the argument instead of reading a single take. Informational only, never a recommendation.
Risks on the page
Valuation, concentration and regulatory risks are flagged explicitly, so the downside is visible up front rather than buried in a footnote.
Faster diligence
A structured first pass in seconds means you spend your time on judgement, not on gathering, across stocks, ETFs, crypto and startups.
Good questions
Questions about sec filings
Explore more
More ways investors research with Investables.ai
AI startup due diligence
Diligence on private companies and startups, structured.
Learn moreAI stock risk analysis
Surface the risks before they surface for you.
Learn moreDue diligence software
Run structured diligence on any asset, faster.
Learn moreAI due diligence tool
An AI that runs your diligence checklist on every name.
Learn moreBull bear case generator
Both sides of any thesis, argued in full.
Learn moreAI stock research for hedge funds
Cover more names with analyst-grade speed.
Learn moreResearch guides
How investors run this analysis by hand
- How to Write a Stock Research Report (With a Simple Structure) How to write a stock research report that holds up: the six sections every report needs, what goes in each, an...
- What Is an Economic Moat? The 5 Types and How to Spot One What is an economic moat, why does it decide long-term returns, and how do you actually identify one? The five...
- Fundamental Analysis vs Technical Analysis: Which Should You Use? Fundamental analysis vs technical analysis explained in plain English: what each one measures, when each works...
Start your research with one structured card
Enter any ticker or asset and read the thesis, both sides of the argument and the risk flags in seconds. Built to make your own diligence faster. You decide, every time.
Informational only, not financial advice · past performance does not guarantee future results