RIA desk
Evidence aid, not a compliance determination. Requires review and sign-off by the firm's CCO.
Built only from public SEC filings, public ADV data and the firm's own public website. Free pilot. No client data is sent.
Upload a PDF to check
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.
What is sent, and what you keep
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.
Open the figure checker on its own page for a single figure, saved checks and the error record (the same checker).
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Holdings brief and meeting prep
What each holding filed with the SEC in the last 90 days. For prices and the stored theses use the Daily Brief; for a client's book use Clients.
Covers 8-K, 10-K, 10-Q and late-filing notices only; a short list does not mean nothing happened. A fund or ETF ticker may resolve to a trust with no such filings.