For Advisors & Investors

Know what changed
before markets open.

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.

Live Analysis
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No credit card required · SEC data sourced directly from EDGAR

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⚡ View live 8-K alerts →Browse 4,800+ filing signals →
4,800+
Companies monitored daily
14 days
Early warning on SVB
50,000+
Filings analyzed
Live
Nasdaq + NYSE monitoring
Proof It Works

What if you had known about SVB
14 days before your clients called?

What Tracenotes Detected
Extensive COVID-19 risk language quietly removed
Deposit balance dropped $16B year-over-year
Risk disclosure language softened significantly
Forward-looking caution statements eliminated
The Timeline
Feb 24SVB files 10-K. Tracenotes flags High Risk signal.
Mar 8SVB announces $1.8B loss on bond sales.
Mar 9Stock drops 60%. Bank run begins.
Mar 10FDIC seizes Silicon Valley Bank.

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.

All case studies →
🏢 WeWork — $47B to bankruptcy🏬 Bed Bath & Beyond — 7 months early💊 Mallinckrodt — opioid collapse
How It Works

From filing to signal in seconds

01

Ingest

Every 10-K and 10-Q is pulled from SEC EDGAR the moment it's filed. Every company. Every quarter.

02

Compare

Our delta engine compares consecutive filings sentence by sentence AND scans P&L, balance sheet, and cash flow for significant changes.

03

Interpret

AI reads the delta like a senior analyst — categorizing risk, flagging severity, and explaining exactly what changed and why it matters.

Daily Morning Brief

Your Portfolio Morning Brief

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

Weekly · Free forever · Unsubscribe anytime

Pricing

Intelligence your clients expect.

Filing intelligence that used to cost $24,000/year. Now built for independent advisors.

Billed monthly — cancel anytime

Professional Monthly

$150/month
Personalized Morning Brief (daily 7am)
Unlimited analyses
Any SEC-listed company
Full financial statement analysis
Language delta detection
Complete signal history archive
Weekly digest included
8-K material event alerts
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Billed every 3 months — save 11%

Professional Quarterly

$397/quarter
Everything in Monthly
Save $53 vs monthly
Personalized Morning Brief (daily 7am)
Unlimited analyses
Any SEC-listed company
Full financial statement analysis
Language delta detection
Complete signal history archive
Weekly digest included
8-K material event alerts
Billed annually — save 28%

Professional Annual

$1,297/year
Everything in Monthly
Save $503 vs monthly
Personalized Morning Brief (daily 7am)
Unlimited analyses
Any SEC-listed company
Full financial statement analysis
Language delta detection
Complete signal history archive
Weekly digest included
8-K material event alerts
WHAT INVESTORS SAY

Used by investors who can't afford to miss a signal.

"

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.

Portfolio Manager
Independent RIA, Florida
"

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.

Equity Analyst
Family Office, New York
"

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.

Active Investor
Self-directed, California
2,500+
Active members
$150/mo
Starting price
4,800+
US-listed companies
4
Validated calls
FAQ

Common questions

What filings does Tracenotes analyze?+

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.

Which companies does Tracenotes cover?+

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.

How is this different from reading the filing myself?+

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.

How current is the data?+

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.

Who is Tracenotes for?+

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.

What is the Portfolio Intelligence Brief?+

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.

Is this compliance-friendly?+

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.

Is Tracenotes regulated 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.