Pro
$9.99/month
- SEC-grounded AI analyst
- Deep financials and knowledge graph
- Company monitoring and filing alerts
- IPO research and lifecycle trackers
Overview
PublicView is an intelligence platform designed to streamline the analysis of public company SEC filings. It leverages AI-powered chat, visual knowledge graphs, relationship maps, and timelines to help users extract critical information. The platform addresses challenges associated with traditional workflows, such as the time spent searching lengthy 10-Ks, missed 8-K updates, fragmented relationship data, and overlooked Form 4 activity.
How PublicView Works
The workflow begins by allowing users to select companies by ticker, CIK, or name. Users can then choose between "Quick Mode" for fast Q&A and fact extraction, "Deep Mode" for comprehensive company research including visual knowledge graphs and event timelines, or "Track Mode" for real-time monitoring of critical updates, filing alerts, and insider trade tracking.
Under The Hood
PublicView processes SEC documents through several phases: fetching new filings, resolving issuer context, parsing and chunking legal text into searchable evidence, using AI for retrieval and grounding answers with inline citations, and extracting entities and relationships for graph visualization. This structured approach aims to transform complex legal documents into actionable intelligence.
Key features
- Grounded AI chat over SEC filings
- Visual knowledge graph extraction
- Real-time filing alerts and monitoring
- Relationship mapping and timelines
- Form 4 insider tracking
- Multi-company research capabilities
- Cited answers with source excerpts
- Quick, Deep, and Track analysis modes
Who uses it
Investors, analysts, founders, lawyers, journalists, and operators who rely on SEC filings for research and decision-making.
Pros
- Provides cited answers from SEC filings in seconds.
- Offers real-time monitoring for new disclosures and critical updates.
- Visualizes entity relationships and event timelines.
- Organizes and summarizes insider trading activity (Form 4).
- Streamlines research by allowing questions instead of manual skimming.
Cons
- Daily limits apply to analyses, AI calls, and charged tokens.
- Requires a credit card for the 3-day free trial.
- No permanent free tier available.
Our take
This tool offers a structured approach to analyzing public company SEC filings, providing AI-powered insights and real-time monitoring to support various professional research needs. It aims to simplify complex document review and enhance decision-making with evidence-backed information.
Pricing plans
Pricing details are provided for reference and may differ from the vendor's current plans.
Comments
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