Paste a document or choose a text file. Each number the check can read is matched to the latest filing that reports its period (or the figure as first filed) and listed with a status and the filing it was checked against, in a form you can download as a PDF or CSV; numbers it cannot read are listed as not read. An evidence aid, not a compliance determination. No account is needed; a free account keeps the dated page.
Paste a document or choose a text file. Each number the check can read is matched to the latest filing that reports its period (or the figure as first filed) and listed with a status and the filing it was checked against, in a form you can download as a PDF or CSV; numbers it cannot read are listed as not read. An evidence aid, not a compliance determination. No account is needed; a free account keeps the dated page.
A research note, client letter or fund fact sheet. We find the dollar figures where the text states the company and the line item (“Apple reported net sales of $383 billion in fiscal 2023”), then match each to the company's latest SEC filing, with the filing and its date.
A check of each figure against the filing that does not use the model that wrote it, kept as one page per document. Paste the document, confirm the figures you want checked, correct any that do not match, and keep the page. Only the ticker and, for each figure you confirm, the line item, period, number and rounding precision are sent to Stockonomy to be checked, and, when you finish, the hash of the record, to ask for a timestamp. The pasted text, its sentences and the label stay in this tab and in the file you download; each confirmed sentence is printed on the record, so leave out any name you do not want on it. Do not put a client's name in the label.
A PDF you upload is sent to be read for its text (30 pages and 5 MB at most), and only a hash of it and its page count are logged. Pasted text stays in this tab.
Or paste the text:
Type a ticker, or up to 10 separated by commas (a target and its peers), to see which of its filed figures a later SEC filing reports differently: the number as first filed, the number now, and the filing each came from. Fiscal periods from the last five years are shown unless you choose longer.
Not investment advice.
See a wrong number? Report an error with the filing it should match.