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Research guide
Use this guide to check where a result came from, what was actually covered, and how to keep your research available.
A reporting period, a filing date, and a retrieval time are different dates. A successful service check does not make the underlying data current.
| Evidence | What it represents | What to check |
|---|---|---|
| SEC financial facts | Structured XBRL values reported by a company. Ratios and derived periods are calculations by EDGAR Terminal. | Unit, fiscal period, annual or quarterly basis, source accession, and whether a value was derived or restated. |
| SEC filing text | Text extracted from a source document. Search excerpts and change comparisons are bounded views of that document. | Filing date, reporting period, section, amendment status, and the original SEC document for tables and formatting. |
| Fund N-PORT reports | A historical portfolio snapshot in a public filing. Availability varies by fund and report. | Portfolio as-of date separately from filing and retrieval dates. Reported series assets can cover multiple share classes; holdings are not a live portfolio. |
| Market prices | Historical third-party price data, where displayed, from Yahoo Finance or a Stooq fallback. | Provider, date range, adjustment basis, and missing history. SEC financial facts and market prices have different sources. |
| Market aggregates | Calculations over the available company sample and selected metrics. | Sample size, successful company coverage, reporting periods, and excluded or unavailable values. A selected cohort does not represent the entire market. |
Read a number or passage with its source link open when it matters to your conclusion. Company-specific tagging, missing facts, and filing amendments can affect comparability.
A successfully reviewed document with no match differs from a failed fetch, an unsupported report, or an archive that has not been loaded. Keep those categories separate.
A term’s earliest match in a bounded search is not necessarily the company’s first disclosure. Widen the date range or load older filings to investigate further.
Check both source periods and the sections compared. A changed excerpt is evidence to review; unchanged or omitted text is not proof that the company’s situation is unchanged.
Repeated keywords and hypothetical risk language are not reported events. Read surrounding paragraphs and verify concrete claims against the source.
Saved searches, evidence, notes, and preferences use this browser’s storage. They do not automatically synchronize across devices or browser profiles. Private browsing, storage limits, or clearing site data can remove them.
Research requests are sent to the application to retrieve public data. Page usage and performance are measured with Vercel Analytics and Speed Insights. Your notebook is not an account or a cloud backup.
Workspace checks run when you request them. They do not send email, schedule background monitoring, or run while the site is closed. Review an import before confirming it and retain your backup file.
Every tool also works with visible controls. Choose your appearance in the header; reduced-motion preferences are respected for decorative movement.
Retry the current request. Check the company, date filters, and source coverage if results are empty. A source may be temporarily unavailable even when the application service responds.
Keep the page open and export your work where possible. Check browser storage permissions and available space. Do not clear site data until your notes and evidence are backed up.
The service indicator in the header checks application response and configuration only. Open it to see the last check and retry; it is not an SEC uptime monitor.
Find a report, read the original context, and compare supported reporting periods.
Inspect company financials, reporting bases, formulas, and source facts.
Review industry-aware indicators and the financial evidence behind them.
Explore the available company sample, sector fundamentals, and screener.
Check peer differences alongside period and metric compatibility.
Inspect reported portfolios, holdings changes, and fund source coverage.
Search filing language, read passages, and assemble evidence.
Return to saved research, check followed companies, and manage backups.
For the project’s purpose and methodology, see About EDGAR Terminal.