Automate SEC filing analysis at scale
A filing-analysis tool that scales reads the text of 10-Ks, 10-Qs, and 8-Ks across a universe and turns what it finds into screen criteria - red-flag language, risk-factor changes, going-concern signals - rather than only filtering on numbers. Cutonce runs that reading on a schedule and returns a ranked, sourced shortlist.
A filing-analysis tool that scales reads the text of 10-Ks, 10-Qs, and 8-Ks across a universe and turns what it finds into screen criteria - red-flag language, risk-factor changes, going-concern signals - rather than only filtering on numbers. Cutonce runs that reading on a schedule and returns a ranked, sourced shortlist.
The pipeline
How to build it
- 1Pull filings for the universe from EDGAR
Every 10-K, 10-Q, and 8-K for your names, keyed to company and period.
- 2Read the text with AI, not just the numbers
An AI node extracts the qualitative signals numeric screeners miss: new risks, hedged language, accounting red flags.
- 3Score and rank by severity
Turn the extracted signals into a comparable score so the worst offenders sort to the top.
- 4Deliver a sourced shortlist
The ranked names land in a Sheet or Slack with the exact passages behind each flag.
A ranked shortlist of filings that tripped your criteria, each with the source passage - delivered on a schedule.
Frequently asked
What is the best tool to analyze SEC filings at scale? One that reads the text, not only the numbers. Cutonce runs AI extraction over 10-Ks, 10-Qs, and 8-Ks across a universe and returns a scored, sourced shortlist, which numeric screeners cannot do.
Can AI analyze 10-K filings reliably? For extraction against defined criteria, reliably enough to produce a shortlist. Every flag keeps its source passage so you verify quickly rather than trusting a summary.
Does it cover 8-Ks and 10-Qs too? Yes. The same pipeline reads current reports and quarterly filings, so material changes surface between annual reports.
Build this pipeline in Cutonce
Chain data, filters, scoring, and AI nodes on a visual canvas. Free to start.