Guide

How to Use SignalX

SEC EDGAR and Korean DART filing intelligence for smarter investment research.
Learn how to use each feature to track insider trades, fund holdings, material events, and the Korean market.

What is SignalX?

SignalX automatically collects, parses, and analyzes SEC EDGAR and Korean DART filings for 2,400+ publicly traded companies. Instead of manually reading through lengthy filings, you get AI-powered bullet summaries, structured financial data, and cross-signal detection, all in real time.

50,000+ Filings

Collected and parsed

8 Filing Types

10-K, 10-Q, 8-K, 20-F, 6-K, 13F, Form 4, SC 13D/G

AI-Powered

Bullet summaries for every section

Overview Dashboard

All signals at a glance

The main dashboard shows a real-time summary of SEC filing activity. You can see filing counts by type, recent insider transactions, fund holding changes, and 8-K event distribution: all in one view.

Key Features

  • Filing activity timeline: visualize submission patterns over time
  • Insider sentiment gauge: net buy/sell ratio across all tracked companies
  • Cross signals: detect when multiple filing types converge on one company
  • 8-K event distribution: see which event types are trending
Tip

Check the Overview first thing in the morning to catch overnight filings from international companies (20-F, 6-K).

Overview · Activity Feed
Live
Recent Activity0
6/11NVIDIA8-K filed

Item 2.02: Q1 FY26 results, revenue up 262% YoY

6/11TeslaForm 4

CEO Elon Musk: disposition 35,000 shares

6/10Microsoft10-K filed

Annual report: AI revenue contribution detailed

6/10Berkshire13F-HR filed

Q1 2026 holdings: increased AAPL, trimmed BAC

6/10Apple8-K filed

Item 5.02: CFO transition announced

6/09PalantirForm 4

Director Karp: acquired 12,000 shares

6/09BoeingSC 13D filed

Activist Engine Capital:5.4% stake disclosed

Companies

Deep dive into individual entities

Search and browse 2,400+ tracked companies (S&P 500, Nasdaq 100, Russell 2000). Each company page shows stock price charts, XBRL financials, AI-generated summaries, insider transactions, and fund holdings.

Key Features

  • Stock chart with filing date markers: see price impact of disclosures
  • XBRL financials: revenue, net income, EPS extracted automatically
  • AI summaries: bullet-point analysis of each filing section
  • Insider & holdings tabs: who's buying/selling, which funds hold the stock
Tip

Add companies to your Watchlist to track them across all filing types in one place.

Companies · Search & Detail
Search
Search companies…
AAPLApple Inc.
Technology · Consumer Electronics
$214.86
+1.42%
AI summary · 10-K FY2024
  • Services revenue hit $96B, 24% of total revenue mix
  • iPhone unit volumes flat YoY, ASP up 4%
  • $110B buyback authorized, dividend raised 4%

Annual Reports (10-K / 20-F)

Comprehensive yearly disclosures

10-K filings contain a company's complete annual financial story: business overview, risk factors, MD&A (Management Discussion & Analysis), and audited financial statements. 20-F is the equivalent for foreign private issuers.

Key Features

  • Section-by-section AI analysis: Business, Risk Factors, MD&A parsed separately
  • XBRL financial extraction: key metrics pulled from structured data
  • Multi-period comparison: analyze changes across fiscal years
  • Full document viewer: read the original SEC filing inline
Tip

Use the AI Analyze button to generate bullet summaries. The system extracts XBRL financials automatically: no manual data entry needed.

Annual Reports · 10-K Analyze
Ready
10-KNVIDIA Corp.FY2024 · filed 2024-02-21
Loading 10-K sections0%
Business
  • Data center revenue $115B FY24, up 217% YoY on Hopper and Blackwell ramps
  • Networking attached to AI clusters grew to $13B run rate from $10B
  • Auto and robotics segment $1.7B, up 55% on advanced driver-assist wins
Risk Factors
  • China export controls on H20 and successor SKUs may reduce addressable market
  • Customer concentration: top four hyperscalers account for ~46% of revenue
  • Supply concentration on TSMC CoWoS packaging creates single-source risk
MD&A
  • Gross margin 75.0% non-GAAP, up 240bps YoY on Blackwell mix and pricing
  • Opex grew 44%, materially slower than 126% revenue growth, operating leverage on display
  • Operating cash flow $64B, capex $3.2B, $34B returned via buyback and dividend

Current Reports (8-K)

Material events as they happen

8-K filings report material events: earnings releases, executive changes, M&A announcements, asset acquisitions, and more. These are the most time-sensitive SEC filings.

Key Features

  • Event type classification: Item 1.01 (Agreements), 2.02 (Earnings), 5.02 (Leadership), etc.
  • AI event summaries: bullet points focused on investor impact
  • Event distribution chart: see which event types dominate
  • Real-time collection: new 8-Ks appear within hours of SEC submission
Tip

Filter by event type (e.g., Item 2.02 for earnings) to focus on the signals that matter to your strategy.

Current Reports · 8-K Events
Real-time
Today's 8-K filings8-K
AppleItem 5.02:Departure / Election of Officers
  • CFO Luca Maestri to transition end of FY24, succeeded by VP of Finance Kevan Parekh
  • Maestri remains as Vice President leading Corporate Services through 2025
TeslaItem 2.02:Results of Operations and Financial Condition
  • Q1 revenue $21.3B, down 9% YoY on lower ASPs across all vehicle programs
  • Automotive gross margin 16.4% ex-credits, lowest since Q4 2020
  • Energy storage deployments up 102% to record 9.4 GWh
BoeingItem 1.01:Entry into a Material Definitive Agreement
  • Agreement to acquire Spirit AeroSystems for $4.7B in stock, total enterprise value $8.3B
  • Closing expected mid-2025 subject to regulatory approval and SPR shareholder vote

Insider Trading (Form 4)

Track what executives are doing with their own stock

Form 4 filings reveal when company insiders (CEOs, CFOs, directors, and 10% owners) buy or sell shares. These transactions must be reported within 2 business days.

Key Features

  • Transaction details: shares, price, value, and transaction type
  • Role-based filtering: see activity by CEOs, CFOs, directors separately
  • Weekly sentiment: aggregate buy/sell ratio over time
  • Company-level insider summary: net insider activity per company
Tip

Insider purchases are generally more informative than sales. Executives sell for many reasons (diversification, taxes), but they buy for one reason: they think the stock is going up.

Insider Trading · Form 4
Streaming
DateInsider · CompanySharesValue
6/09
Karp, AlexBUY
CEO · Palantir
+ 12,000$298K
6/09
Huang, Jen-HsunSELL
CEO · Nvidia
− 240,000$31.5M
6/08
Buffett, WarrenAWARD
Chairman · Berkshire
+ 50,000n/a
6/07
Taneja, VaibhavSELL
CFO · Tesla
− 7,500$1.4M
6/07
Sandberg, SherylBUY
Director · Meta
+ 8,200$4.3M

Fund Holdings (13F-HR)

See what institutional investors own

13F-HR filings are quarterly snapshots of institutional investment managers' equity holdings. Funds managing $100M+ must disclose their positions within 45 days of quarter-end.

Key Features

  • Cross-fund analysis: see which stocks multiple top funds own
  • Position changes: new positions, increased/decreased stakes, exits
  • Fund portfolio overview: browse holdings by fund
  • Historical tracking: compare holdings across quarters
Tip

Focus on new positions and significant increases: these represent the fund's highest-conviction current ideas.

Fund Holdings · 13F-HR
Q1 2026
Berkshire Hathaway
Portfolio
$315.8B
AAPLApple Inc.$135.4B42.9%
AXPAmerican Express$46.0B14.6%
BACBank of America$31.3B9.9%
KOCoca-Cola Co.$23.0B7.3%
CVXChevron Corp.$18.3B5.8%
OXYOccidental Petroleum$13.9B4.4%
KHCKraft Heinz$11.4B3.6%

Activist Filings (SC 13D/G)

Detect activist investor campaigns

SC 13D filings are required when an investor acquires 5%+ of a company's shares with an activist intent. SC 13G is the passive version. Both signal significant ownership concentration.

Key Features

  • Ownership percentage tracking: see exact stake sizes
  • Purpose of transaction: activist intent vs. passive investment
  • Amendment tracking: follow changes in activist positions
  • Company impact view: see all activist investors targeting one company
Tip

SC 13D (not 13G) is the one to watch: it signals the investor has plans to influence the company. Look for 'Purpose of Transaction' language about board seats or strategic changes.

Activist Filings · SC 13D / 13G
Live
5%+ ownership disclosures
SC 13DEngine Capital6/10
acquiredBABoeingstake5.4%· 33.2M

Plans to engage board on capital allocation and operational restructuring

SC 13D/A2Elliott Investment Management6/08
acquiredTXNTexas Instrumentsstake5.0%· 45.4M

Continues to advocate for free cash flow discipline and capex review

SC 13G/A14Vanguard Group6/07
acquiredMSFTMicrosoftstake8.7%· 646.7M

Passive holding, no intent to influence control

Korean Filings (DART)

Track the Korean market alongside U.S. filings

Beyond SEC EDGAR, SignalX collects Korean corporate disclosures from DART (Data Analysis, Retrieval and Transfer System), the official repository operated by South Korea's Financial Supervisory Service. Follow KOSPI and KOSDAQ companies with the same AI-powered analysis you get for U.S. filings.

Key Features

  • Korean annual and quarterly reports (사업보고서, 분기보고서) parsed and summarized
  • Material event disclosures (주요사항보고서) surfaced as they are filed
  • Cross-market view: research Korean and U.S. companies in one place
  • AI summaries available in both English and Korean
Tip

Use DART coverage to research Korean names and cross-listed ADRs without switching platforms or languages.

Screenshot

AI Research Chat

Ask questions about SEC filings

The AI Chat feature lets you ask natural language questions about SEC filings, company financials, and market signals. It searches across all collected data to provide sourced answers.

Key Features

  • Natural language queries: 'What did Apple's CEO say about AI in their latest 10-K?'
  • Cross-filing search: finds relevant information across multiple filing types
  • Sourced responses: every answer links back to the original SEC filing
  • Follow-up conversations: refine your research interactively
Tip

Be specific in your questions. Instead of 'Tell me about Tesla', try 'What are Tesla's key risk factors from their latest 10-K?'

AI Research Chat
Ready
AI Research Chat

Screener

Filter the whole market by signal, not by ticker

The Screener scans every tracked company at once, ranking and filtering by the signals that matter. Three dedicated screens cover insider trading, institutional holdings, and financial metrics: all built on the same SEC data as the rest of SignalX.

Key Features

  • Insiders screener: rank recent Form 4 buys and sells by role and period
  • Holdings screener: find the stocks held by the most institutional funds
  • Financials screener: sort by revenue, net income, gross margin, and ROE
  • Publicly accessible: explore and share a screen without logging in
Tip

Start broad in the Screener to build a shortlist, then open a company page for the deep dive.

Screenshot

Sector Hubs

See filing activity grouped by industry

Sector hubs group companies by industry so you can spot themes across a whole sector at once: which technology names are reporting earnings, where insider buying is clustering, or how a group of banks compares on the numbers.

Key Features

  • Curated company lists for each major sector
  • Sector-level filing activity and recent disclosures
  • Jump straight from a sector hub to any company page
  • Public pages optimized for discovery and sharing
Tip

Use sector hubs for top-down research: pick a sector view first, then drill into the standout companies.

Screenshot

Public Stock Pages

A shareable overview for every company

Every tracked company has a public stock page with its overview, AI filing summaries, XBRL financials, and full filings history. These pages are open to everyone with no login required, so you can reference or share your research freely.

Key Features

  • Company overview with stock chart and key financials
  • AI summaries for 10-K, 10-Q, and 8-K filings
  • Full filings table with links to the original SEC documents
  • FAQ and structured data optimized for search engines
Tip

Bookmark a company's stock page to keep its latest AI summaries and filings one click away.

Screenshot

Ready to get started?

Sign up for free and start tracking SEC filings with AI-powered intelligence.

Get Started