Financial research, backed by real filings.
Explore a limited public dataset of SEC-reported financials for 12 major companies. Interactive portfolio and quantitative tools use clearly labeled simulated inputs; the private workspace has separate authenticated market-data access.
Reported annual financials · SEC EDGAR
12 companies · up to 3 fiscal yearsInteractive portfolio example
Simulated holdings and pricesSample allocation
Explore virtual assets
Illustrative prices · not live quotesModel demonstrations
Illustrative calculations · simulated financial inputsSEC Financials
Real annual SEC financial statements for a curated set of 12 companies. Historical reporting periods and an illustrative margin scenario; this limited public dataset does not include live quotes or personal holdings.
Company analysis
SEC annual filingsAnnual reported trends
Peer snapshot
Fiscal year-end dates may differSource: SEC EDGAR Company Facts.
Portfolio simulator
A sample portfolio with simulated holdings and prices. Make hypothetical transactions in this browser session; no orders or real-time market quotes.
Positions
Virtual transaction
ETF holdings overlap
Rebalancing plan
Quant
Demonstrate portfolio optimization and modeled downside using simulated returns, not historical market observations. For real reported financials, explore SEC Financials.
Analysis settings
Valuation
Interactive discounted cash flow methodology using illustrative company assumptions. These values are not actual company valuations; SEC Financials contains the real reported figures.
Company DCF
Company peers
Explore nearest-neighbor methodology using simulated company fundamentals. For comparisons based on actual filings, visit SEC Financials.
My workspace
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Positions
Market observation and virtual trade
IEX stock/ETF trades or Alpaca crypto venue observations. Transactions require a fresh timestamp. No brokerage order is placed.
Research notes
Watchlist: None
Quant / valuation / ML
The other tabs currently run the public fictional demonstration models. They do not use your private market observations. Full server-backed analysis is a separate integration milestone.