Methodology & Data Integrity

Primary Data Sources

• SEC EDGAR filings (10‑K/10‑Q/8‑K, proxies, transcripts)
• Real‑time and delayed market data for prices/volumes
• ETF holdings and sector breakdowns from issuer disclosures
• Public social streams (volume/velocity only, no PII)

How Analysis Works

1. Ingest and normalize raw documents with citations and timestamps
2. Extract key entities (segments, risks, KPIs) with guardrails
3. Fuse fundamentals, technicals, and sentiment for context
4. Generate summaries with links back to the original source

Quality Controls

• Data lineage preserved — each statement is traceable
• Outlier checks and missing‑data fallbacks
• Human‑reviewed prompts for regulated content patterns
• Clear disclaimers: this is not investment advice

Known Limitations

• Point‑in‑time lag on issuer disclosures
• Corporate actions may shift holdings between refreshes
• Sentiment is noisy; we use it directionally, not deterministically

Questions? Contact support. We welcome peer review.