I got tired of finding out about important 10-K and 8-K filings days late — so I built a bot that reads them for me and pushes a summary to my phone
I got tired of finding out about important 10-K and 8-K filings days late — so I built a bot that reads them for me and pushes a summary to my phone
I do most of my research by actually reading filings. Not summaries, not analyst reports — the actual 10-Ks, 10-Qs, and 8-Ks. But keeping up with filings across even 8–10 positions is tedious. I kept missing things.
So I built a small tool to solve this for myself.
It's a bot that runs on an old Android phone sitting on my desk. I send it a message — "Any news?" — and it checks SEC EDGAR for new filings across my watchlist, extracts the key sections (MD&A, risk factors, financial statements), and sends back a structured summary: financial highlights, management commentary, risks worth watching, and a quick verdict.
It also tracks Form 4 insider transactions. Seeing a CFO quietly accumulate shares in the middle of a quiet quarter is exactly the kind of signal I want to know about immediately.
A few things I think this community will appreciate:
— It reads the actual SEC source directly, not a data vendor's cleaned version
— No subscription. No algorithm deciding what's "important" for you
— You control the watchlist and the prompts
— Runs locally on your own device, nothing goes through a third-party service
It's not trying to replace your research. It's the layer that makes sure you don't miss the 8-K filed on a Friday afternoon.
Full write-up on how it works and how to set it up:
wealthybear.xyz/sec-analyze-on-android
Open source:
github.com/authorturker/sec-analyzer-ai
Happy to answer questions — about the filings it surfaces, the setup, or how I use it in my actual research process. You can also fork my tool to create your own version freely. You can change API source and prompts as you wish.