Company research, grounded in the filings.
Read any 10-K or 10-Q, ask questions in plain English, and get answers that point to the exact section they came from.
Filings
Condensed statements of income
Three months ended July 26, 2026
In millions of USD. Current quarter and prior year.
Product
Everything you need to understand a business.
Built around the primary source. Finvest AI reads the filings so you can spend your time on judgement.
SEC Explorer
Search any US-listed company and read its 10-K and 10-Q filings side by side with an analyst that has read them too.
Answers with citations
Every answer points back to the section of the filing it came from, so checking a number takes seconds.
SWOT and summaries
Generate a structured SWOT or an executive summary from the documents you have indexed for a company.
Ratios and trends
Pull multi-year figures from XBRL data and compute margins, returns and growth rates without a spreadsheet.
Research sessions
Keep a running conversation per company, with full history, so your work builds up instead of starting over.
Table extraction
Lift balance sheets and income statements out of any PDF, correct a cell if needed, and export to Excel.
How it works
From ticker to insight in four steps.
No setup, no data pipelines. Add a company and start reading.
- 01
Pick a company
Search by name or ticker. Profile, sector and filings come straight from SEC EDGAR.
- 02
Bring in the filings
Import 10-K, 10-Q or 8-K filings, or add your own documents. Each one is indexed for search.
- 03
Ask questions
Revenue drivers, risk factors, guidance. Get answers that cite the section they came from.
- 04
Build the analysis
Generate a SWOT or summary, compare ratios over time, and keep it all in one workspace.
Use cases
Built for people who read filings for a living.
Investment research
Work through a 10-K in minutes. Find the revenue drivers, risk factors and competitive position without reading every page.
Due diligence
Ask targeted questions across a company’s filings and surface material risks and key metrics quickly.
Academic research
Study strategy, governance or industry trends using SEC filings as the primary source, with citations to match.
Competitive intelligence
Ask the same question of several competitors and build a clear picture of the landscape.
FAQ
Questions, answered.
SEC 10-K, 10-Q and 8-K filings, fetched directly from EDGAR. You can also add annual reports, earnings call transcripts or any other text you paste in.
Answers are generated only from the filing or documents you are working with, and each one cites the section it relies on. When the source does not cover a question, the assistant says so instead of guessing.
Most filings are indexed in under two minutes. Importing runs in the background, so you can keep working while it finishes.
Yes. Your companies, documents and research sessions are scoped to your account and are not visible to anyone else.
Yes. Each company gets its own workspace with documents, research sessions and analysis.
No. Finvest AI is a research tool. Verify important figures against the original filing before relying on them.