Foresight

SEC Event Intelligence Platform

See what's coming

January 2026 Launch

"You see things; and you say, 'Why?' But I dream things that never were; and I say, 'Why not?'"

- George Bernard Shaw

"There is one thing stronger than all the armies in the world, and that is an idea whose time has come."

- Victor Hugo

Transform SEC Filings into Actionable Intelligence

For hedge funds and asset managers. Initial release focuses on data delivery and risk management - immediate customer value with straightforward sales motion.

Speed

Events extracted within minutes of SEC filing

vs hours/days for competitors

Structure

30 event types with magnitude, timing

and strategic importance scoring

Actionable

Risk alerts with quantified impact

-8% to -30% average historical returns

Analyst Workflow Pain Points

The problems we solve for financial professionals

Equity Research

  • - 6-8 hours/week manually searching filings
  • - Miss connections between events and price moves
  • - Cannot systematically track predictive indicators

Credit Analysts

  • - Manual monitoring of distress signals
  • - Reactive rather than predictive approach
  • - Cannot correlate multiple risk factors

Hedge Fund Managers

  • - Difficulty finding non-obvious short candidates
  • - Miss subtle filing red flags
  • - Cannot validate theses with historical patterns

Risk Managers

  • - Fragmented monitoring across systems
  • - Reactive compliance reporting
  • - Cannot predict regulatory issues

Prospect Research

  • - Time-consuming manual due diligence
  • - Difficulty identifying early warning signs
  • - Cannot track patterns across company histories

Legal Firms

  • - Manual discovery of relevant SEC filings
  • - Cannot systematically track client exposure
  • - Miss early indicators of litigation triggers

Event Engine

Raw Events

Structured JSON feeds of SEC events

Features

  • By filing type (8-K, 10-K, 10-Q)
  • By company (portfolio monitoring)
  • Tiers: Delayed to Real-time

Delivery

Real-time delivery via REST API with structured JSON responses

Red-Flag Events

Ticker Company Event Type Event Date Filing Date
WLK Westlake Corp investigated_regulatory_probe 2024-10-01 2025-10-31
OBK Origin Bancorp restated_accounting_correction 2025-10-31 2025-10-31
ETR Entergy Corp investigated_sec_investigation 2024-12-01 2025-10-31
D Dominion Energy restated_financial_restatement 2025-10-31 2025-10-31
CLF Cleveland-Cliffs material_weakness_identified 2025-10-31 2025-10-31
Risk & Compliance

Risk monitoring, short-selling signals, compliance tracking, portfolio risk management

Trading Strategies

Event-driven strategies, growth catalysts, innovation milestones, partnership signals for momentum

Market Intelligence

Competitive intelligence, sector analysis, benchmark tracking

Event Engine

Event Signals

Rule-based event pattern matching for stock predictions

Example Pattern: Management action during distress = +94% recovery (Contrarian Rebound)

  • 4+ validated patterns with +94% to +47,633% returns
  • No ML required: Fast, interpretable IF-THEN rules
  • 55-60% expected accuracy
  • Patterns: Contrarian Rebound, Red Flag Recovery, Sentiment Divergence
  • Free to give away - lead generation for V9 upsell

How Pattern Mining Works

1

Analyze Every Filing

Extract all high-value events 30 days before each SEC filing. Create event signature (count, types, sentiment, IDF scores).

2

Calculate Returns

Measure stock performance 1, 3, 6, and 9 months after each filing. Classify into performance buckets.

3

Discover Patterns

Group filings by performance bucket. Find common event patterns using association rule mining.

4

Generate Rules

Create IF-THEN rules: "IF pattern X (CEO + refinancing) THEN expect +125% with Z% confidence"

5

Predict New Filings

Extract event signature → Match to patterns → Predict performance without ML models!

No ML

Rule-based only

Fast

Instant predictions

Clear

Interpretable rules

V9 Intelligence

Company Scoring

Multi-dimensional company health assessment

Event Score

0-100

Quality of recent SEC filing events (90-day window)

  • • Distress events (bankruptcy, delisting)
  • • Growth events (M&A, expansion)
  • • Capital events (financing, buybacks)
  • • Governance & insider trading

Fundamental Score

0-100

Financial quality and valuation metrics

  • • Profitability (ROIC, ROA, ROE)
  • • Valuation (EV/EBITDA, P/E, P/B)
  • • Growth (revenue, earnings)
  • • Leverage & cash flow metrics

Regime Score

-50 to +50

Special situations and market regime detection

  • • Distress recovery detection
  • • Momentum regimes
  • • Volatility cascades
  • • Sector rotation signals

Return Score

0-100

3-month predicted return (percentile-ranked)

  • • Model's raw prediction
  • • Normalized to 0-100 scale
  • • Relative to full universe
  • • Updated with each rebalance

Confidence Score

0-100

Model reliability and data quality

  • • Feature completeness
  • • Prediction variance (tree consensus)
  • • Historical track record
  • • Data freshness indicators

Overall Score

0-100

Weighted combination of all dimensions

80-100:STRONG BUY
60-80:BUY
40-60:HOLD
20-40:SELL
0-20:STRONG SELL

Company Scoring Applications

How teams use scoring intelligence

Prospect Research

Screen potential investments using event-driven signals. Identify companies with positive catalysts before they're priced in.

Legal Research

Track SEC investigations, material weaknesses, and regulatory probes. Monitor litigation risk and compliance issues across portfolios.

Investor Relations Insights

Benchmark against peers, track competitor filings, and understand market perception through event analysis.

Risk Management

Real-time alerts on red-flag events. Portfolio-wide monitoring for distress signals, restatements, and governance issues.

Quantitative Research

Build alpha factors from structured event data. Backtest event-driven strategies with historical impact analysis.

Competitive Intelligence

Track sector trends, M&A activity, and strategic moves. Monitor competitor filings for early signals.

V9 Intelligence

Stock Recommendations

Q2 2026 - XGBoost meta-learning system

XGBoost model predicts 3-month stock returns with 0.1518 correlation (professional quant fund level)

5 Rating Levels
STRONG BUY · BUY
HOLD
SELL · STRONG SELL
1.8 - 2.3
Expected Sharpe Ratio
Top-tier performance
2,117
Companies Covered
Full universe
  • 78 STRONG BUY recommendations (top 3.7%)
  • 71 features: 48 event signals, 18 fundamentals, 5 regime
  • Monthly rebalancing with quarterly out-of-sample testing

Top Stock Picks

78 STRONG BUY Recommendations

Top 3.7% of the 2,117-company universe. These companies combine excellent SEC event signals, strong fundamentals, and favorable market positioning.

Rank Ticker Overall Score Event Fundamental Predicted Return Confidence
1 RXN 94/100 99 86 +21.9% 78%
2 FHI 90/100 100 100 +6.4% 93%
3 ATEN 87/100 95 92 +8.9% 93%
4 LOGI 87/100 84 98 +9.7% 93%
5 FTDR 86/100 91 98 +6.3% 93%

SEC Oracle

Ask questions in plain English

The Innovation: AI generates structured intent (not unreliable SQL) - we query multiple data sources - AI synthesizes actionable insights

  • Natural language: Ask complex questions like you're talking to an analyst
  • 19 data sources: Events, stock prices, financials, insiders, news, transcripts
  • Beats Fintool: We own the data + AI synthesis = deeper insights
  • Demo example: "Show defaults + stock moves" revealed 75% had warning signs

System Architecture

1

Intent Analysis (LLM)

Claude Sonnet understands user question semantically

2

Multi-Source Query

Queries all relevant data sources in parallel

3

Result Correlation

Matches events to stock data by CIK/ticker/date

4

AI Synthesis

Claude Sonnet generates narrative insights

5

Report Generation

Executive-ready output with citations

Why Competitors Fail

  • Fintool/Koyfin: Single-source only, can't correlate across datasets
  • Bloomberg: Shows data, doesn't answer "Why?" with AI
  • Text-to-SQL tools: Unreliable, breaks on complex queries
  • Vendor lock-in: Competitors don't own the data

SEC Oracle Advantages

  • We own the data: No API limits, no vendor lock-in
  • Multi-source intelligence: Correlate events, stocks, financials
  • AI synthesis: Answers "Why?" with actionable insights
  • Reliable architecture: Intent-based, not fragile SQL generation

What Can You Ask?

With 19 data sources, the possibilities are endless. Here are just a few examples:

"Show me companies that defaulted in 2024 and their stock performance"

AVAILABLE Result: 75% showed warning signs 30 days before

"Which executives sold stock before earnings misses?"

Q1 2026 Insider trading + events correlation

"Find companies with rising debt and declining revenue"

Q1 2026 Financials + events + debt schedules

"Show M&A deals where target stock rose before announcement"

Q2 2026 M&A database + stock + news sentiment

Demo Query Result: "75% of defaulting companies showed warning signs 30 days before announcement with an average stock decline of -17.4%"

Stock Movement Scanner (V15)

Find stocks with interesting price movements

  • 7,704 US stocks: 2015-2025 data (~15M records)
  • Movement patterns: Drops, spikes, rebounds, breakouts
  • Fast queries: ~3 seconds real-time, <100ms with precompute
  • Test prediction models: Validate against COVID crash, FDA approvals
  • Event validation: Statistical correlation analysis

What Can You Find?

📉

Sudden Drops

Stocks that plummeted >15% in a single day. Find sell-offs, bad news reactions, or market panics.

Example: FVTI dropped 85% on Oct 11, 2024

📈

Sudden Spikes

Stocks that surged >15% in one day. Acquisitions, FDA approvals, breakthrough products.

Example: EFSH spiked 199% on Oct 18, 2024

🔄

Quick Recoveries

Stocks that dropped hard but bounced back fast. Oversold reversals, market over-reactions.

Example: TWOU recovered 75% in just 2 days

How It Works

1

Query Stock Database

Fast SQL queries on 15M daily price records. Self-joins to calculate day-over-day changes.

2

Apply Filters

Filter by movement type, threshold (>15%), price range ($1+), and volume (>10K).

3

Rank Results

Sort by magnitude. Get the most dramatic drops and spikes first.

4

Fetch Context

Get 30 days before/after for detailed analysis of each movement.

<5s

Query Speed

100%

Real Data

10 yrs

Historical Coverage

Market Opportunity

Large addressable market with clear customer segments

$45B

TAM

Financial Data & Analytics

$12B

SAM

Alternative Data & AI Analytics

$500M

SOM

SEC-focused Intelligence Tools

Target Customer Segments

Click any segment to see targeting strategy →

🏦

Hedge Funds

Event-driven strategies, short selling, alpha generation

~3,500 firms

📊

Asset Managers

Risk monitoring, portfolio screening, due diligence

~5,000 firms

💰

Wealth Management

Client portfolio monitoring, risk alerts, research

~15,000 firms

🏛️

Investment Banks

M&A research, compliance, deal sourcing

~500 firms

⚖️

Legal & Compliance

Securities litigation, regulatory research

~2,000 firms

🔍

Prospect Research

Donor screening, foundation research, due diligence

~8,000 orgs

Research & Development

2026 Ideas

Exploring the next frontier of SEC intelligence

Event Prediction V11

10-20 years historical data for better rare event detection

Alternative Data V14

Proprietary SEC table extraction for competitive edge

IPO Modeling

Predict IPO performance from S-1 filings

Event Prediction (V11)

IN DEVELOPMENT

Q1 2026 - Major upgrade with 10-20 years historical data

V8 Baseline: 0.25 correlation, F1 0.64 on 45K samples (3 years). V11 targets 0.28-0.32 correlation (+12-28%) with 10x more training data.

  • Historical Scaling: 300K-800K samples (2005-2024)
  • Rare Event Coverage: 10x more bankruptcy examples
  • Economic Cycles: 2008 crisis + COVID + bull markets
  • Status: Planning phase, Dec 2025 training

Alternative Data Intelligence (V14)

IN DEVELOPMENT

Q3 2026 - Proprietary SEC table extraction

Competitive Edge: Proprietary data not available in FMP, Bloomberg, or FactSet APIs. Forward-looking indicators that predict performance before it shows in standard financials.

  • Segment-level insights: Geographic/product revenue breakdown
  • Debt maturity schedules: Predict distress 6-12 months early
  • Deferred revenue: Leading indicator 3-6 months ahead
  • 50-80 new features: Customer concentration, A/R aging, CapEx
  • Expected impact: +10-20% model improvement

IPO Performance Modeling (V13)

PLANNING PHASE

Predict IPO performance - client-requested research

Client Request: Getting asked about IPO modeling capability. Early-stage feasibility study in progress.

  • The challenge: Pre-IPO = 0-3 years data vs decades for mature stocks
  • S-1 filing mining: Extract events from prospectuses
  • Cross-sectional signals: Pricing, underwriters, VC backing
  • Prediction targets: Day 1 pop, quality scores, risk stratification
  • Success target: R2 > 0.15 on Day 1 pop