Can AI analyze SEC filings?

AI can help summarize and compare SEC filing content, surface accounting and risk questions, and organize evidence. Results should be checked against the original filing and should not replace professional review.

Which SEC filings can Quan help review?

Quan can support research workflows around 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and related company disclosures when relevant evidence is available.

SEC filing AI reader API

Read the filing.
Find the change.

Use Quan to build 10-K, 10-Q, and 8-K research workflows that look for risk-factor changes, earnings quality, liabilities, working capital, guidance, and the evidence behind each conclusion.

Start with a free key See implementation examples

Google Search is opt-in
Premium research from $10
MCP filing tool included

filing-review.sh

curl https://stockup.cc/v1/query \
  -H "x-api-key: $STOCKUP_API_KEY" \
  -H "content-type: application/json" \
  -d '{
    "model": "quan-3.4",
    "messages": [{
      "role": "user",
      "content": "Review META’s latest filing. Identify\nearnings-quality and liability risks. Cite evidence."
    }],
    "googleSearch": true,
    "stream": false
    }'

Optional Tavily search costs $0.015 per executed query.

10-KAnnual risk and accounting review

10-QQuarterly changes and quality

8-KMaterial-event context

Deep ResearchMulti-stage filing workflows

A better review checklist

Ask the questions a summary skips.

Changes

What changed since last period?

Compare language around risks, outlook, commitments, margins, liquidity, and management priorities.

Quality

How durable are earnings?

Inspect cash conversion, working capital, capitalized costs, adjustments, stock compensation, and one-time items.

Balance sheet

Where can pressure build?

Look for debt maturities, lease obligations, contingent liabilities, customer concentration, and liquidity constraints.

Guidance

What is management signaling?

Separate explicit outlook, changed assumptions, qualitative tone, and analyst interpretation.

Evidence

What supports the claim?

Ask Quan to distinguish filing evidence, calculation, interpretation, and unavailable data in the response.

Automation

How does this enter an agent?

Call the REST endpoint, import the OpenAPI spec, or expose the filing workflow through the StockUp MCP server.

Model routing

Use depth deliberately.

A fast model can classify or summarize. A flagship model can reason across valuation and filing evidence. Deep Research is for longer, bounded investigations.

Quan Lite: extraction, triage, and prompt development.
Quan 3.4: filing review, comparison, and investor-impact analysis.
Deep Research: multi-stage audits and portfolio-wide review.

Filing AI FAQ

Use it with judgment.

Can Quan ingest my own filing PDF?

Document upload and PDF-generation endpoints currently require an enabled Enterprise rollout cohort; self-service developer document billing is not yet available. Public developers can still ask filing questions through /v1/query with optional grounded research.

Does the answer replace reading the SEC filing?

No. Treat the output as research assistance. Verify claims in the original filing, especially for investment, accounting, legal, or compliance decisions.

Can I compare two reporting periods?

Yes. Ask explicitly for changed wording, changed values, removed disclosures, new risks, and evidence for each difference.

Start with one filing question

Find the detail that changes the thesis.

Prototype for free with Quan Lite, then unlock Quan 3.4 with a $10 prepaid balance.

Create a free developer account →