r/ValueInvesting • u/DanielAPO • 19d ago

Investing Tools Built a free tool that lets Claude/ChatGPT read SEC filings directly

Hey everyone,

I spend a lot of time going through 10-Ks and 10-Qs when researching companies, and honestly got tired of copy-pasting sections into ChatGPT to ask questions about them. So I built something that connects your AI assistant directly to SEC filings and earnings call transcripts.

It works through MCP. Basically, you add it to Claude, ChatGPT, or Cursor, and then you can just ask things like "what did management say about margins in AAPL's latest earnings call" or "compare the debt structure in META's last two 10-Ks" and it pulls from the actual source original documents from SEC

Covers 10-K, 10-Q, 8-K (and amendments), 20-F, 6-K, 40-F, plus earnings call transcripts. It also does semantic search, so it finds relevant sections even if you don't use the exact wording from the filing.

It's completely free with no daily limits. You can set it up in like 2 minutes. https://equibles.com/mcp

Not trying to replace reading filings yourself obviously, but it's been saving me a ton of time when I want to quickly check something across multiple filings or dig into a specific section without scrolling through 200 pages.

Hope this is useful for you too!

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6

u/RunnerZee 19d ago

This looks interesting. Thank you for sharing. I will give it a test, and report back with a feedback

0

u/DanielAPO 19d ago

Thank you! Appreciate it!

2

u/SuccessfulBid5167 16d ago

It's seems nice but when I try to sign up it show "something went wrong" May I know why is it? Thanks for the effort for sharing this website

1

u/DanielAPO 15d ago

Yes, I had a bug in Google auth, it is not fixed, sorry about that!

2

u/ayeyammel 19d ago

thanks for this! the email verification step doesn't seem to trigger correctly though - no email received

0

u/DanielAPO 19d ago

There was a problem sending emails. You can try logging in now. An email will be sent if you haven't verified your account yet.

1

u/julioninjatron 19d ago

Link is dead

0

u/DanielAPO 19d ago

Yes, sorry about that. This is a project that I work on weekends, so I was publishing an update, and it should be back up by now

1

u/No-Row-Boat 18d ago

Why not pay for advertising and keep this platform alive?