By the ThesisLoop team · Updated 2 Jul 2026
AI SEC Filing Analysis: 10-Ks and 10-Qs at Scale
How AI SEC filing analysis should work across 10-Ks and 10-Qs — and how per-claim citations guard against hallucinated numbers and missed disclosures.
Informational research only. ThesisLoop is not investment advice, a stock recommendation, or a guarantee of returns.
Who this page is for
US-focused investors and analysts working from EDGAR filings
Example assets to start with
Why this matters now
SEC filings keep getting longer while reporting cycles stay fixed, so investors want software that reads EDGAR for them — without hallucinating numbers or skipping disclosures.
ThesisLoop research prompt
Analyze [company]'s recent SEC filings and return cited findings on risk-factor changes, segment economics, MD&A claims versus reported statements, and governance items.
Start with this promptEvidence checks
Diff risk factors year over year — new, expanded, or removed language is often the earliest signal in a 10-K.
Reconcile MD&A claims against the financial statements instead of accepting the narrative section alone.
Spot-check every extracted number against the cited filing section to rule out hallucination.
Confirm the tool covers the filing types that matter — 10-K, 10-Q, DEF 14A, 8-K — not just the annual report.
Research questions
Which risk-factor changes appeared this year, and what prompted them?
Do segment disclosures support the growth story management tells in the MD&A?
What do the proxy and 8-Ks reveal about incentives, governance, and material events?
How does the tool prove it did not miss a disclosure buried deep in the filing?
Public report examples
Use these published reports as examples of source-backed research structure: claims, evidence, risks, and follow-up questions. They are educational examples, not investment advice or recommendations.
Keywords this page covers
The goal is not a keyword list. The goal is to turn a search query into a specific, source-backed research workflow.
Related research topics
Move from a broad theme into adjacent company-level diligence.