For hedge funds and asset managers

Every company you cover, the day it files.

For analysts and portfolio managers who work from what companies file. Follow your coverage in one project, see who holds a stock, and use reported KPIs with their source in your own AI assistant.

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What it reads

SEC filings · Earnings releases · Earnings calls we record · Form 4 and 13F filings · XBRL financial data

How analysts and portfolio managers use it

Your coverage in one project

Put the companies you cover in a project: its Monitor lists their new filings, earnings, press releases and insider buys and sells.

Projects · Monitor

An agent that runs when a company files

Set an agent such as Earnings Recap to run when new documents arrive; it emails you a link to its result, each point cited.

Agents

Who holds it and who trades it

The institutions that hold a stock from their 13F filings and what each added or cut, a fund’s own holdings, and Form 4 trades with those under a 10b5-1 plan marked.

Company · Ownership

Reported KPIs, also in your own assistant

KPIs as companies report them, for 480+ companies so far, each with its filing table; the dibsresearch MCP connector returns the same data to your own AI assistant.

Segments & KPIs · MCP

Questions to start with

“What did the companies I cover file since yesterday?” The Monitor of your project
“What did this fund add and cut last quarter?” The fund’s holdings, from its 13F filings
“How did this company’s segment revenue develop quarter by quarter?” Segments & KPIs, each value with its filing table

Good to know

Does it carry estimates, ratings or prices?

No. It has no analyst estimates, ratings or market prices, and no research from brokers.

Does it have every earnings call?

No. We record the calls ourselves, for 80+ companies so far.

How current are 13F holdings?

Institutions report their long US positions as of each quarter’s end and file some weeks later, so the holdings shown are always a past quarter’s.