Guide

How to Use SignalX

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

What is SignalX?

SignalX automatically collects, parses, and analyzes SEC EDGAR filings for 2,400+ publicly traded companies. Instead of manually reading through lengthy SEC documents, 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

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Tip

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

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

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Tip

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

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

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Tip

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

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

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Tip

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

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

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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.

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

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Tip

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

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

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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.

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

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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?'

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