Publicview

Publicview | Search and chat with SEC filings using AI is an AI-powered research tool that lets you fetch, compare, and analyze SEC filings for one or multiple companies. It supports chatting with multiple financial statements simultaneously, visualizing data with graphs and tables, performing quantitative analysis with Python code, and exporting results to common formats. The platform is designed for professional analysts and individual investors to save time and improve accuracy when researching equity filings.

How to Use Publicview

1. Enter a company name or ticker symbol. The tool fetches the latest SEC filings for that entity.
2. Open filings and chat. Interact with the documents in a chat-like interface; you can add or remove documents with the 'Selected' toggle to compare multiple statements.
3. Analyze and visualize. Use built-in features to create graphs, charts, and tables, or run Python code for custom computations.
4. Export results. Export data to CSV, Excel, JSON, or other supported formats.

FAQ Highlights

• You can chat with multiple financial statements from different companies at once.
• Python-based quantitative analysis is supported to generate custom insights.
• The original filings are linked for verification, ensuring traceability.
• If you can’t find a company or fund, contact support to add it to the database.

Features

• Multi-document chat: discuss multiple SEC filings concurrently from different companies
• Data visualization: graphs, charts, and tables built from filing data
• Quantitative analysis: run Python code to perform computations on filings
• Data export: export results to CSV, Excel, JSON, and more
• Direct link to original filings for verification
• Wide company/fund coverage with ongoing database updates
• User-friendly search by company name or ticker