secinsights.ai

• Allows queries across SEC 10-K and 10-Q documents using natural language
• Supports simultaneous analysis of multiple documents
• Provides paragraph-level citations to support responses
• Transparent reasoning: shows how answers were derived
• Document selector allowing users to choose specific years/types
• Comparison and contrast across documents
• Integration with LlamaIndex / Retrieval Augmented Generation backend
• Open source code and architecture available to developers
• Ability to ingest or seed additional SEC filings beyond the built-in corpus
• Chat style interface linking questions to the underlying text

SEC Insights is an AI-driven tool designed to demystify and streamline the process of analyzing U.S. Securities and Exchange Commission filings, particularly 10-K (annual) and 10-Q (quarterly) reports. Using modern techniques in Retrieval Augmented Generation (RAG) and the LlamaIndex project, SEC Insights allows users to pose natural language questions about one or more financial documents and get structured, well-cited responses.

Users begin by selecting documents (up to 10 at once) — for example, specific years of 10-Ks or 10-Qs from different companies. The system then ingests and indexes those documents, enabling queries that span across them. A user might ask, “Compare debt levels for 2022 vs 2023” or “What risk factors did the company mention in the latest 10-K?” The AI responds by pulling evidence from relevant paragraphs, presenting the answer in narrative form, and showing paragraph-level citations so users can trace how the AI arrived at its conclusions.

One of the strengths of SEC Insights is transparency: it not only provides answers but also surfaces intermediary reasoning steps and source links, letting users inspect the underlying content. Because it is open source (MIT license), developers and researchers can examine its architecture, deploy custom versions, or seed additional SEC documents to expand its corpus.

While primarily focused on SEC filings, the tool is positioned more broadly as a business intelligence aid: helping analysts, compliance professionals, researchers, and investors to digest dense regulatory documents faster and more accurately. By enabling comparisons across periods or firms, it helps spot trends or anomalies that might otherwise be hidden in wall-to-wall text.

Because SEC Insights is open source and does not appear to have paid tiers, its usage is free. It does not present itself as a financial advice service, and users must interpret results cautiously and use them as supportive, not definitive, inputs.