SEC Account Briefs
Pricing
from $350.00 / 1,000 account brief (extractive or your own key)s
Turn a company's SEC filings into a decision-ready account brief: recent material events, leadership changes, financial signals, and risks — every sentence cited to an 8-K item with a sec.gov link. No-AI, bring-your-own-key, or managed modes.
One to ten companies by SEC CIK (1–10 digits, normalized to ten). Ticker and legal name are optional display hints.
Inclusive end of the evidence window (YYYY-MM-DD). Defaults to today.
Length of the evidence window ending at the as-of date (1–1095).
Synthesized sections to include. Coverage, citations and limitations are always included.
[ "material-events", "governance", "financial", "risks"]How many events each section may draw on: brief (5) or standard (12).
extractive: no model, every line cited. byok: your Anthropic key synthesizes each section. managed: the operator's model does, within the per-brief cost cap.
Required for byok mode. Stored as a secret; never written to the dataset.
Optional model for byok mode.