AI equity research, grounded in the filings themselves
Your thesis, watched continuously — not a dashboard you have to remember to check.
TickerTrac reads new SEC filings, news, and price moves against the investment thesis you write for each ticker, and only speaks up when something in them actually challenges it.
Ask, explain, and screen any tracked ticker free, always. Continuous thesis monitoring and reverse matching start with a 14-day free trial.
Not another data terminal
Bigger research platforms give you more data to look at. TickerTrac looks at it for you.
The core loop
ProWrite a thesis once. It gets checked every day, not just when you look.
Most research tools wait for you to open them. TickerTrac's daily sweep reads every new 10-K, 10-Q, and news item against the thesis you wrote for each ticker, and only emails you when something actually challenges it — not on every headline.
Grounded, not guessed
Answers cite the actual filing section, not a summary of a summary.
Ask a plain-language question about any tracked company and get an answer built from retrieval over the real 10-K/10-Q/20-F text, with citations back to the specific section and fiscal period it came from.
Cause, not just the number
"Why did it move" gets a real answer, grounded in filings and news.
A price move triggers a causal explanation synthesized from the filing itself when the cause is direct, or clearly-labeled market context when it isn't — not just a headline restated as an explanation.
Find, don't just check
ProMatch a thesis shape to tickers you haven't looked at yet.
Screening usually requires picking a ticker first. TickerTrac can run the other direction: given a thesis shape, it scores your tracked universe and confirms the top matches with the same agentic, filing-grounded reasoning used for a direct screen.
Judgment, not just numbers
Screen a thesis shape — Quality Compounder, Turnaround, and more — against the filing itself.
Not a ratio threshold. TickerTrac weighs the filing's actual language — moat claims, competitive risk, margin trend commentary — alongside the financials, and returns a pass/fail/partial verdict with its reasoning.
Not a mockup
A real question, answered by TickerTrac, straight from the filing.
“What does Apple's 10-K say its main risk factors are?”
Apple's FY2025 10-K (Item 1A, Risk Factors) identifies several categories of material risk to its business, reputation, results of operations, financial condition and stock price: Dependence on global and regional economic conditions, given that international sales represent a majority of total net sales and the supply chain is largely located outside the U.S. Adverse conditions cited include slow growth or recession, high unemployment, inflation, tighter credit, higher interest rates, and currency fluctuations, which can affect consumer confidence and spending.
[1] AAPL · risk_factors · FY ending 2025-09-27How it works
Three steps, and the watching happens on its own after that.
Add a ticker
Search any SEC-registered company. Filings get ingested automatically the first time anyone tracks it.
Write your thesis
A few sentences in plain English — why you're watching this one, what would change your mind.
Get told when it matters
The daily sweep checks new filings and price moves against that thesis, and emails you only the relevant ones. Free for 14 days, then $29/month.
Add your first ticker in under a minute.
Free to sign up, no card required. Ask, explain, and screen any tracked ticker on demand at no cost. Continuous thesis monitoring and reverse matching are TickerTrac Pro — 14 days free, then $29/month, card required to start, cancel anytime before the trial ends.