beatandraise

beatandraise is a free SEC filings research platform that replaces tools like BamSec. It offers comprehensive access to the EDGAR database, covering all filings since 1995 for every public company. Users can browse complete filing histories, view financial statements in their original formatting, and export data to Excel. AI-powered capabilities include semantic search across filings and a chat assistant built on Claude that can answer questions, compare periods, and extract insights. An MCP server is also available for developers who want to bring their own tokens. The service is free forever, with the chat assistant currently in beta.

Key Features

• Complete Filing Access: Instantly retrieve 10-Ks, 10-Qs, 8-Ks, proxy statements, and more for any company.
• Original Financial Statements: View statements as filed, with tables downloadable to Excel.
• AI Semantic Search: Find specific disclosures, risk factors, or mentions across years of filings.
• AI Chat Assistant: Ask complex questions and get answers from the full filing history using Claude.
• MCP Server: Use the provided MCP server with your own tokens for custom workflows.

Use Cases

• Conducting due diligence on public companies
• Analyzing financial trends over multiple reporting periods
• Researching specific disclosures or risk factors
• Extracting structured data from filings for further analysis

Who It’s For

• Financial analysts
• Investment researchers
• Portfolio managers
• Anyone who needs to read and interpret SEC filings