A research platform for investors.
Platform Overview
Built for Investors Who Already Read Filings
ActaClear extracts structured insights from public filings (10-Ks, 10-Qs, 8-Ks, etc.) for investors and analysts. This allows users to identify material changes, compare disclosures, and benchmark companies within industries.
Preserving Integrity
Output derives directly from filed documents, preserving integrity without opinions, news sources, or trading recommendations. This significantly reduces extraction time while maintaining source material accuracy.
Precision and Completeness
Users can navigate disclosures by topic, track amendments, and view side-by-side comparisons. The interface prioritizes precision and completeness, designed for professionals needing accurate attribution and comprehensive coverage of material items.
ActaClear is designed for efficient, critical filing review when time is limited.
Data Sources
Derived Purely From Statutory Filings
The platform's data originates exclusively from regulatory filings, including annual reports, quarterly filings, and proxy materials. No third-party news, social media, or analyst commentary is incorporated.
Each insight is traceable to a specific section of a filed document, with citation information provided for verification. This ensures audit trails consistent with institutional research standards.
By focusing solely on regulatory filings, the platform aligns with the documentation investment professionals require for due diligence.
Core Functions
What the Platform Does
Change Detection
Identifies modifications in disclosure language, risk factors, and financial notes. Highlights additions, deletions, and substantive revisions across filing periods.
Comparative Analysis
Enables side-by-side review of filings across time or between peer companies, revealing how disclosure topics evolve or vary.
Topic Navigation
Organizes content by subject matter (e.g., revenue recognition, legal proceedings). Provides direct access to disclosure areas, eliminating manual searching.
Industry Benchmarking
Aggregates disclosure patterns across companies in defined groups. Reveals common practices, outliers, and evolving reporting standards.
Design Principles
Efficiency, Clarity, Trust
Efficiency
The interface optimizes navigation, reducing time to locate and compare disclosure information. Direct access to specific filing sections or topics.
Clarity
Information is presented without interpretation, structured to reflect the original filing's organization. Changes are clearly attributed to source documents.
Trust
Every insight links to the underlying filing. Users can verify all information against original regulatory source material.
These principles guide the platform's design. The system is built for professionals who require precision and verifiable information.
Use Cases
Applications in Investment Research
01
Portfolio Monitoring
Track disclosure changes in regulatory filings to identify emerging risks or operational shifts.
02
Due Diligence
Review historical filings and disclosure evolution for pre-investment analysis, ensuring consistency and completeness.
03
Peer Comparison
Evaluate company disclosures within a sector to identify outliers in accounting, risk, or operational metrics.
04
Research Coverage
Maintain systematic coverage of filing activity to promptly identify material disclosure changes.
What ActaClear Does Not Do
Boundaries of the Platform
1
No Opinions or Recommendations
The platform does not generate investment recommendations or opinions. It provides factual extraction solely from filed documents.
2
No News or Market Data
News, social media, or market data are not incorporated. The system works exclusively with regulatory filings.
3
No Predictive Modeling
The platform does not forecast performance or project valuation. It presents only disclosed information, not future predictions.
ActaClear extracts and organizes public disclosure information. It augments, rather than replaces, the analytical judgment of investment professionals, offering efficient access to source material.
Target Users
Who Uses ActaClear
Institutional Investors
Designed for institutional investors, research analysts, and other professionals who regularly review regulatory documents.
Research-Oriented Retail Investors
Retail investors seeking factual information from regulatory filings for self-directed analysis.
Users with Financial Acumen
Users require familiarity with financial reporting standards and disclosure requirements.
Efficiency-Driven Professionals
For those needing to review more filings faster, without compromising thoroughness or accuracy.
Technical Approach
How the System Works
ActaClear uses structured data extraction to parse regulatory filings, identifying sections, extracting content, and tracking modifications across versions and reporting periods.
1
Document Acquisition
Filings are retrieved from regulatory databases upon publication.
2
Content Extraction
Content (text, tables, structural elements) is parsed and classified.
3
Change Analysis
Filings are compared to prior periods to identify changes and modifications.
4
User Interface
Extracted data is presented via a query interface with links to source documents.
The extraction process preserves meaning and context for efficient retrieval. All extracted content retains attribution to its source, allowing users to verify accuracy.
Contact
ActaClear, Inc.
Contact ActaClear for platform access and institutional arrangements: hello@actaclear.com.
© ActaClear, Inc.