Workflow
SEC & EDGAR Analysis
Auto-extract risks, margin adjustments, and management commentary from decades of 10-Ks, 10-Qs, and 8-Ks across entire sectors instantly.
How Underlying automates SEC Analysis
1
Direct Integration
Underlying connects directly to the SEC EDGAR database. Select a specific ticker, a cohort of peers, or an entire industry sector.
2
Semantic Search & Extraction
Define your query—such as "find all mentions of supply chain disruptions in the last 5 years"—and the engine extracts the specific passages across all filings.
3
Comp Table Generation
Export a beautifully formatted matrix that compares how different companies framed the same macroeconomic risk, complete with exact source citations.
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