Every morning, Tracenotes reads every SEC filing on the stocks you follow and tells you what changed — material events, risk signals, and financial shifts across 4,800+ companies.
No credit card required · SEC data sourced directly from EDGAR
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The signal was there. In the filing. Hiding in plain sight. Tracenotes found it automatically — 14 days before the collapse — by comparing SVB's 2023 10-K against their 2022 filing sentence by sentence.
Every 10-K and 10-Q is pulled from SEC EDGAR the moment it's filed. Every company. Every quarter.
Our delta engine compares consecutive filings sentence by sentence AND scans P&L, balance sheet, and cash flow for significant changes.
AI reads the delta like a senior analyst — categorizing risk, flagging severity, and explaining exactly what changed and why it matters.
Every morning at 7am ET — material events, new filings, and risk signals on your clients' holdings. Personalized to your watchlist.
8-K alerts · Filing changes · Financial anomalies · Risk signals
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Filing intelligence that used to cost $24,000/year. Now built for independent advisors.
A client called about an 8-K on one of their holdings. I already knew — Tracenotes briefed me that morning. That one moment justified the entire subscription.
As a solo RIA, I can't afford a research team. Tracenotes gives me the same filing intelligence that institutional desks have — at a fraction of the cost.
Before Tracenotes, I was reactive — clients would call about news I hadn't seen yet. Now I'm proactive. The Morning Brief means I start every day knowing exactly what happened overnight.
Tracenotes analyzes 10-K annual reports and 10-Q quarterly reports filed with the SEC via EDGAR. We compare consecutive filings for language changes and scan P&L, balance sheet, and cash flow statements for significant financial changes.
Tracenotes monitors 4,800+ Nasdaq and NYSE listed companies. Every 10-K and 10-Q is analyzed the moment it hits SEC EDGAR. For Portfolio Intelligence Briefs, any ticker with SEC filings can be included.
A typical 10-K is 200+ pages. Manually comparing it to last year's version sentence by sentence would take days. Tracenotes does this in seconds for every company you follow, surfacing only the changes that matter — language quietly removed, risk disclosures softened, financial shifts buried in footnotes.
The signal archive is updated daily. New 10-K and 10-Q filings are pulled from SEC EDGAR and analyzed automatically, typically within hours of filing. For companies not in the standard archive, analysis runs on-demand when you enter a ticker.
Tracenotes is built for independent financial advisors, RIAs, and portfolio managers who need to stay ahead of material events on their clients' holdings without a Bloomberg terminal or dedicated research team. The Morning Brief delivers personalized filing intelligence every day at 7am ET.
A professional report covering every holding in your portfolio — signal strength, key language changes, financial shifts, and an AI-generated executive summary. Delivered as a shareable link your team or clients can view without logging in. Available on all Advisor plans.
Tracenotes sources all data directly from SEC EDGAR filings. Every signal links back to the original filing for your records. The platform creates a natural audit trail of the filings you reviewed and when — useful for documenting due diligence. Nothing in Tracenotes constitutes investment advice.
No. Tracenotes provides information and analysis tools for research purposes only. Nothing on this platform constitutes investment advice, a recommendation to buy or sell securities, or any form of regulated financial advice.