Unlevered

Unlevered — The AI SEC Platform Walkthrough (Beta) is an AI-assisted platform designed to enhance understanding of SEC filings, earnings transcripts, and investor relations updates. It provides seamless reading, personalized alerts, and an in-house large language model (LLM) to simplify financial filings, compare documents, and support due diligence. Available on macOS, Windows, and mobile with a Beta program for early access, bug reporting, and ongoing improvements.

How it Works

1. Read and interpret filings with AI. The built-in LLM breaks down complex financial jargon into digestible bullet points.
2. Enhanced search and comparison. Keyword search across filings and time periods, plus year-over-year or quarter-over-quarter comparisons to detect subtle language shifts.
3. Alerts and updates. Filing alerts and AI-powered insights help you stay updated on relevant documents.
4. Earnings and transcripts. Access 20+ years of earnings call histories with AI-powered summaries for quick context.

Core Capabilities

• Read SEC filings with simplified explanations and bullet points
• Compare filings across time periods to spot language and disclosure changes
• Keyword search across all filings and timeframes
• Filing alerts for updates and keywords
• Sector screeners to tailor alerts by tickers, industries, and sectors
• Insider trading insights from executives worldwide
• Earnings transcripts with AI-powered summaries
• Upcoming AI Search for contextual information retrieval
• Upcoming AI Alerts for tailored, beyond-exact-keyword notifications

How to Use Unlevered (Beta)

1. Access the Beta platform. Available on macOS, Windows, and mobile.
2. Load filings or transcripts. Use the in-house AI to summarize and bullet-point key items.
3. Set up alerts. Configure sector, ticker, and keyword-based alerts to stay informed.
4. Run analyses. Use the compare and search features to enhance due diligence and understanding.

— Thank you for trying the Beta. Feedback helps improve the tool.

Safety and Legal Considerations

• This tool analyzes publicly available filings and transcripts for investment due diligence. It is not financial advice. Always verify with primary sources and consult a licensed professional for decisions.

Feature Highlights

• AI-powered simplification of complex financial filings
• Document comparison across periods to detect changes
• Robust keyword search across all filings and time periods
• Automated filing alerts and tailored notifications
• Sector-specific alert customization (tickers, industries, sectors)
• Insider trading insights from global executives
• AI-enhanced earnings transcript summaries
• Upcoming AI Search for contextual retrieval
• Upcoming AI Alerts beyond exact keyword matching