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Corporate Research Assistant

Corporate Truth,
Organized

SEC filings are the most honest source of corporate information — companies face legal consequences for misleading them. We extract, organize, and summarize so you can actually read them.

All sources cited • SEC EDGAR filings + current web sources

SEC Filings: Honest, But Impenetrable

Press releases are marketing. Analyst reports are opinions. But SEC filings? Companies face legal consequences for dishonesty. That makes 10-K and 10-Q filings the most reliable window into what management actually thinks — about performance, risks, and challenges.

The catch? They're written for compliance, not communication.

200+ Pages of Dense Text

Annual reports are comprehensive by design — and overwhelming to read.

Critical Data Buried Deep

Key risks, financial details, and management insights scattered across sections.

Manual Research Takes Hours

Extracting and organizing information for just one company is a serious time investment.

We Summarize. We Organize. We Cite.

Our AI reads SEC filings and augments with current web sources — giving you both the official record and recent developments. Every statement linked back to its source.

Source-Cited Summaries

Every piece of information links back to the original SEC filing section. Verify anything instantly.

Structured Data Extraction

Financial statements, key metrics, and risk factors — organized and easy to navigate.

Knowledge Base Q&A

Ask questions in plain English. Get answers drawn from the filing, with citations.

Built for Research

You bring the judgment. We bring the organized data.

Three Steps to Organized Research

1

Enter a Company

Type any US company ticker (e.g., AAPL, MSFT) or search by name. We also support foreign filers (20-F).

2

AI Extracts from SEC Filings

Our system processes the latest 10-K, 10-Q, or 20-F filing — extracting financial data, risk factors, and key disclosures.

3

Explore and Query

Browse organized sections, view visualizations, or ask questions in plain English. Every answer cites its source.

Comprehensive Filing Coverage

Financial Statements

Balance sheet, income statement, and cash flow — extracted and organized.

Key Metrics

Important ratios and figures highlighted for quick reference.

Risk Factors

Management-disclosed risks, categorized and searchable.

Q&A Knowledge Base

Ask questions, get cited answers from the filing.

Interactive Charts

Visualize trends and comparisons.

Source Citations

Every statement links to the original SEC document.

US & Foreign Filers

Supports 10-K, 10-Q, and 20-F filings.

Export Options

Download organized data for your own analysis.

Web-Augmented Context

Recent news and developments that complement the SEC filing data.

Simple, Transparent Pricing

Free to Explore

Query the knowledge base for companies already processed — instant answers from cached data.

Most Common

Pay-Per-Filing

~$0.08–0.15

per new filing processed

Bring your own OpenAI API key — we don't mark up AI costs.

No Subscriptions

Pay only for what you use. No monthly fees, no commitments.

Built by SJP Consulting

CBL Analytics is developed by SJP Consulting, a Brisbane-based consultancy specializing in banking, financial services, risk management, and data analytics.

We built this tool because we believe the most honest corporate information shouldn't be the hardest to access.

Learn More About SJP Consulting

Ready to Explore?

Enter any company ticker. See what management actually reports.