Question 1

Is there a free trial?

Accepted Answer

Every paid plan starts with a 7-day trial at $0. You get full access to every Max-tier feature during the trial — unlimited company tracking, first-priority filing processing, and every filing type we support.

Question 2

Can I cancel anytime?

Accepted Answer

Yes. Cancel from your dashboard in two clicks, no phone calls or emails required. You keep access through the end of your billing period.

Question 3

How accurate are the summaries?

Accepted Answer

Summaries are AI-generated from the official EDGAR filing text and link back to the source so you can verify any figure. Always confirm material details against the primary filing before acting.

Question 4

What's the difference between Pro and Max?

Accepted Answer

Pro is built for focused investors tracking a specific watchlist — up to 25 companies with standard AI summaries on a priority queue. Max is built for analysts and research teams who need every edge — unlimited companies, first-priority processing ahead of every other tier, and summaries enriched with live web context (recent news, market reaction, analyst takes) that Pro and Free don't get.

Question 5

Which SEC filings do you cover?

Accepted Answer

All major SEC filings — annual reports (10-K, 20-F, 40-F), quarterlies (10-Q, 6-K), material events (8-K), insider transactions (Forms 3, 4, 5, 144), beneficial ownership (SC 13D/G, 13F), proxies (DEF 14A, PRE 14A), and registrations (S-1, S-3, F-1, 424B). If EDGAR publishes it, we cover it.

Question 6

How quickly are filings processed?

Accepted Answer

Filings are processed on a priority queue as soon as EDGAR publishes. Speed depends on EDGAR availability and filing size.