Due diligence · SEC filings
AI SEC filing analysis that tells you where to look in the 10-K
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Thesis, bull and bear case, key metrics, comparables and risk flags, synthesized into one structured tear-sheet.
Thesis
Bull case
Bear case
This name is not publicly listed, so there is no market data to show. The card covers the thesis, both sides of the argument and the risk flags.
Key metrics
Comparables
Risk flags
Market data from public sources, as of . Informational only, not financial advice. Qualitative card, no public market data for this name. Informational only, not financial advice.
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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.
On Pro and Team, Investables.ai gives you a short summary and points you at the source. The research card for a US-listed company summarizes revenue, margins, net income and the first Item 1A risk factors from the latest 10-K or 10-Q, and links the latest 10-K, 10-Q and earnings release on SEC EDGAR with their filing dates, next to the thesis, the bull and bear case and the risk flags. The risk flags tell you which sections to read first, usually Item 1A risk factors and the MD&A. 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, a general purpose AI model can summarize a 10-K, 10-Q or 8-K you give it, but it can misread tables and footnotes, so check every figure against the filing. On Pro and Team, Investables.ai summarizes the latest 10-K or 10-Q for any US-listed company (revenue, margins, net income, the outlook sentence and the first Item 1A risk factors, all taken from the filing) and links the latest 10-K, 10-Q and earnings release, next to the thesis, both sides and the risk flags, so you know where to start reading.
Why it works
What the card gives you for the filings
Filings linked on the card
On Pro and Team the latest 10-K, 10-Q and earnings release are linked with their filing dates, so you open the right document first.
Risk flags as a reading list
The card lists the risks that matter for the name, so you know which risk factors to look for in Item 1A instead of reading all of them.
Both sides before the detail
The bull and bear case frame what each filing has to confirm or disprove, so the reading has a purpose.
What you get
The latest filings one click from the card
On Pro and Team, a card for a US-listed company links the most recent 10-K, 10-Q and earnings release on SEC EDGAR with filing dates, next to the thesis, both sides of the argument and the risk flags that tell you which sections to read first.
- Latest 10-K and 10-Q linked on Pro and Team
- Latest earnings release (8-K, item 2.02) linked
- Filing dates shown so you know how fresh they are
- Risk flags that tell you which sections to read
- Thesis and both cases to read the filing against
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 to look for in each
Each filing type answers a different question. Knowing which document to open saves most of the reading.
| Filing | What it is | What to look for in it |
|---|---|---|
| 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. Investables.ai links the latest 10-K, 10-Q and earnings release on Pro and Team; read and verify anything material in the filing itself on EDGAR.
Why Investables.ai
The important disclosure is usually the one that was not there last year
A new risk factor or a small shift in accounting language never announces itself. It sits inside a hundred pages that mostly repeat last year, so it helps to know what you are looking for before you open the document.
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
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Informational only, not financial advice · past performance does not guarantee future results