Analysts
Investigate earnings, cash flow, funding and business exposures, with a path back to the reported inputs.
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About EDGAR Terminal
EDGAR Terminal is a free financial research platform that brings company filings, public broker-dealer filings, financial statements, portfolio holdings and futures market context into one place.
The goal is simple: make public information easier to find, compare and understand, while keeping the original sources close at hand.
Why it exists
Public filings contain a wealth of information, but answering a question often means moving between reports, reconciling dates and rebuilding the same comparisons. EDGAR Terminal brings that work together in a connected research workspace.
Use it to read financial statements, compare peers, search disclosure language, explore company risk and look inside reported fund portfolios. Portfolio tools connect those company insights to a group of holdings; CFTC data adds relevant market context.
The site helps you investigate a question and form your own judgment. Financial figures, calculations and passages stay connected to their reporting context and source documents.
Who it is for
You do not need an institutional terminal to begin asking better questions.
Investigate earnings, cash flow, funding and business exposures, with a path back to the reported inputs.
Compare companies, understand fund holdings and explore the businesses behind a portfolio.
Connect financial concepts to real statements, reporting periods and company disclosures.
Find what a company reported, examine changes and check the original document.
The beginning
April2026First recorded version
How can public financial data become easier to use for everyday research?
The project’s recorded history begins on April 18, 2026, with company filings and financial analysis. It has since expanded into peer comparisons, disclosure search, portfolio research, fund holdings and CFTC market context.
Development continues around the same priorities: useful analysis, clearer presentation, reliable data mapping and free access to public information.
View the first recorded versionWhere the data comes from
The core data comes from the U.S. Securities and Exchange Commission and the U.S. Commodity Futures Trading Commission.
Company disclosures
& reported holdings
SEC submission records, structured XBRL financial data and filing documents supply company statements, reporting history and disclosure text, including annual, quarterly and current reports.
Public Form X-17A-5 filings connect a broker-dealer’s legal filer name and CIK to its original financial-statement PDFs. Filings provides document access and available extracted text; Analysis organizes disclosed statements, capital and funding ratios, financial trends across the latest five reports, adjustable period selections and legal-entity peer comparisons. Dated CFTC Treasury futures positioning provides separate market context. Every mapped financial figure retains its original source, and undisclosed income or cash-flow statements remain unavailable. Part III annual reports are classified separately from periodic FOCUS Parts II, IIA and Schedule I. Audit evidence, reporting frequency and disclosed statements are assessed independently from the form code. An annual filing does not by itself establish an auditor opinion or a full set of public statements. Confidential periodic submissions are not sourced. A parent company and its broker-dealer subsidiary can have different SEC identities. Coverage depends on the public documents and readable disclosures in each filing.
SEC form references: Part III annual reports, Part II FOCUS and Part IIA FOCUS.
Public N-PORT filings supply fund portfolio snapshots. Form 13F filings supply institutional managers’ holdings of reportable securities. These describe historical positions with their own reporting dates and coverage.
Futures positioning
& broker financial reports
Official futures-only Traders in Financial Futures and Disaggregated reports show positioning by participant group. The site uses these as dated market context, keeping the report categories distinct.
CFTC financial reports provide reported capital and customer-funds information for the futures broker capital view. These firm-level financial reports are separate from market-wide positioning.
What the site adds
Connect companies, broker-dealers and funds to their SEC identities, filings, reporting periods and supported data fields.
Turn reported inputs into ratios, growth measures, peer comparisons and portfolio summaries, with formulas and source context available.
Show reporting dates, distinguish reported figures from calculations, and leave unsupported or incompatible inputs unavailable.
Reporting periods, filing dates and retrieval times mean different things. Company definitions can differ, fund holdings are historical, and CFTC positioning does not reveal an individual company’s exposure. The original record remains the place to verify a consequential figure or claim.
Public research is free and does not require an account. Dedicated paid data endpoints offer x402 access for compatible crawlers and agents at 0.01 USDC per successfully settled request. Existing public summaries remain free.
Saved portfolios and preferences use this browser profile and do not automatically sync across devices. Share links preserve supported page selections, while an export provides a separate record of the results. Export local work before clearing site data.
Research requests are sent to the application to retrieve public data. Vercel Analytics and Speed Insights measure page usage and performance. Read the privacy notice and service terms.
Coverage depends on the company, filing, reporting period and supported data fields. A missing value is not zero, and an empty search result does not establish that an event or exposure is absent. Retry failed requests and check dates and source coverage when something does not load.
EDGAR Terminal is an independent research and educational project, not an SEC or CFTC service. Its calculations and scenarios support research and do not constitute investment advice.