Turn SEC filings into daily investment signal reports

Scans new SEC filings each day and emails you a summary of notable institutional and insider moves.

How the work actually flows

A straight line. Runs once per each new filing.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["daily schedule"]):::trigtime s0["Pull new SEC filings"]:::task s1[["Scan each filing for activity"]]:::mi s2["Flag notable signals"]:::task s3["Email signals report"]:::svc trig --> s0 s0 -->|"one per each new filing"| s1 s1 --> s2 s2 --> s3 out[/"daily signal report emailed"/]:::out pay{{"spot institutional moves without reading filings"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
Research & Market IntelligenceGeneral Automation
Connects
Gmail

The problem it solves

Institutional and insider filings can hint at where big money is moving, but reading raw SEC filings every day isn't realistic. By the time most people notice a filing, the signal is old news.

Who it fits

An investor or analyst who tracks institutional ownership and insider activity.

How it works

  1. Runs on a daily schedule to pull new SEC filings
  2. Scans 13F, 13D/G, and Form 4 filings for notable activity
  3. Flags position changes, activist stakes, and insider trades as signals
  4. Emails a report summarizing the day's actionable signals
What you get

Insider moves flagged before the market reacts

You get a daily summary of notable institutional and insider filing activity pulled straight from new SEC filings.

What you get

A daily email report listing notable filings and the investment signals extracted from them.

What you need

An email account and access to SEC filing data.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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