About & Methodology

What is SEC Data Investor?

SEC Data Investor is a free financial research platform that provides derived analytics from publicly available government data sources. We process SEC EDGAR filings (10-K, 10-Q, N-PORT), Federal Reserve economic data (FRED), and IRS tax publications to generate educational scores, ratings, and insights for US stocks, ETFs, and tax forms.

Data Sources

• SEC EDGAR — Company financial statements (XBRL), insider trades (Form 4), fund holdings (N-PORT), 13F filings
• Federal Reserve (FRED) — Macroeconomic indicators: yield curves, fed funds rate, unemployment, CPI, VIX
• IRS — Tax forms, publications, and schedules (1,800+ documents)

Scoring Methodology

Our platform runs 54 mathematical models on each stock, producing derived scores across these categories:

• Fundamental (17 models) — Piotroski F-Score, Financial Health, Earnings Quality, Debt Safety, Moat, etc.
• Technical (11 models) — Momentum, Trend Strength, Risk Score, Volatility, Hurst Exponent, etc.
• Comparative (5 models) — Sector Rank, Margin vs Peers, Growth Trajectory
• Macro (6 models) — Recession Probability, Inflation Regime, Rate Cycle, Credit Stress
• Behavioral (5 models) — Insider Conviction, Hedge Fund Accumulation
• Composite (5 models) — Overall Rating (A-F), Tax Efficiency, Value Trap Warning

Update Frequency

• Stock scores: every 15 minutes (200 stocks per batch, full cycle ~12 hours)
• Rankings: every 30 minutes
• Macro regime: every 6 hours
• Fundamentals (EDGAR): every 6 hours (bulk frames API)
• ETF holdings: quarterly (SEC N-PORT bulk data)
• AI Insights: twice daily (50 stocks across 9 categories)

Important Notes

• All outputs are derived scores, grades, and classifications — never raw financial advice
• EPS and margins shown are from the most recent quarterly filing, not trailing twelve months (TTM)
• We do not show real-time stock prices, trading volume, or market data
• Scores are educational tools, not buy/sell signals