Unlevered
Simplify SEC filings analysis with AI-powered insights and alerts
Overview
Unlevered helps investors and analysts quickly understand complex financial documents using AI. It breaks down SEC filings, earnings calls, and investor updates into clear summaries while tracking important changes over time. The tool saves hours of manual research by providing keyword alerts and sector-specific monitoring.
Key Features
Simplified Filings
Transforms complex SEC documents into digestible bullet points
Filing Comparison
Detects subtle language changes across reporting periods
Keyword Search
Finds specific terms across 20+ years of filings
Sector Screeners
Custom alerts for specific industries and tickers
Earnings Transcripts
AI summaries of 20+ years of earnings calls
Use Cases
Analyze complex SEC filings
Track insider trading activity
Screen specific sectors/industries
Summarize earnings call transcripts
Monitor regulatory filing changes
Pros & Cons
Pros
- Democratizes access to complex financial data
- Saves time with AI-powered document summarization
- Provides historical context through filing comparisons
- Customizable alerts for specific investment criteria
Cons
- Currently in beta (may have bugs)
- Focuses only on public market data
- No native mobile apps yet (web-only access)
Frequently Asked Questions
How does Unlevered handle complex financial jargon?
Uses in-house LLM to break down complex terms into simple bullet points
Can I get real-time alerts for filings?
Yes, offers customizable alerts for SEC filings and keyword mentions
What platforms does it support?
Works on web browsers, macOS, Windows, and mobile devices
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