Financial documents
Filings, reports and statements bury the number you need inside notes, tables and long sections. These guides cover each document type and the sections people look for most, the questions worth asking, and how to check every cited passage. Search+ helps you read the document; it is not investment, tax or accounting advice.
60 guides across 18 document types
10-K filings
- 10-K filingsRead a 10-K with AI and check every answer against the filing
- Compare 10-K filingsCompare two 10-K filings and see where the wording moved
- Critical accounting estimatesFind the judgment calls behind a company's reported numbers
- Cybersecurity disclosureRead how a company says it manages and oversees cyber risk
- Human capitalSee what a company tells investors about its workforce
- Legal proceedingsTrack down every lawsuit a 10-K discloses, and what it might cost
- LiquidityFind out how a company says it will pay for the next year and beyond
- MdnaAsk the MD&A why the numbers moved, in management's own words
- Revenue by segmentFind out which parts of the business the revenue really comes from
- Risk factorsGet through dozens of pages of risk factors and find the ones that matter
- Share repurchasesSee how much stock a company bought back, and how much room is left
10-Q filings
- 10-Q filingsAsk a 10-Q what changed this quarter, and check the answer in the filing
8-K filings
- 8-K filingsFind out what an 8-K actually announces, down to the exhibit
Annual reports
- Annual reportsAsk questions of an annual report and read the passages behind each answer
- Compare annual reportsCompare two or more annual reports and see where they differ, with sources
- Themes across annual reportsFind the patterns that run through a stack of annual reports
- Key risksFind the principal risks in an annual report and read how each is handled
- Outlook and guidanceFind what an annual report says about next year, and how firmly it says it
- Segment performanceSee how each division performed, from the review pages to the segment note
- Sustainability sectionRead the sustainability section of an annual report and check each target at its source
Audit reports
- Audit reportsUnderstand what the auditor actually said, one cited paragraph at a time
Bank statements
- Bank statementsAsk questions of your bank statements and check each answer against the line it came from
- Income depositsFind and read the income deposits on your bank statements
- Large transactionsSpot the large transactions in your bank statements and read the line behind each one
- Overdraft feesFind every overdraft fee on your bank statements and the transaction behind it
- Recurring chargesFind the recurring charges hiding in your bank statements
Confidential information memorandums
- Confidential information memorandumsRead a confidential information memorandum and test it against the data room
Credit card statements
- Credit card statementsMake sense of your credit card statements, one cited answer at a time
- Foreign transaction feesFind the foreign transaction fees on your credit card statements
- Interest chargesRead the interest charges on your credit card statement and see where each comes from
- SubscriptionsTrack down every subscription billing your credit card
Credit reports
- Credit reportsGo through your credit report with cited answers instead of guesswork
- Compare credit reportsCompare credit reports from different bureaus or dates and see each difference in the source
Earnings call transcripts
- Earnings call transcriptsAsk an earnings call transcript what management said, and see where they said it
- Compare earnings call transcriptsPut two earnings calls side by side and see what management changed
- Themes across earnings call transcriptsFind the themes running through a season of earnings calls
- Analyst questionsRead the analyst Q&A on an earnings call, one exchange at a time
- Capital allocationFind what management plans to do with its cash, in its own words
- GuidanceFind the outlook on an earnings call and the assumptions attached to it
- Margin commentarySee how management explains its margins on an earnings call
ESG reports
- ESG reportsGet through a long ESG report and check each claim against its data
Financial statements
- Financial statementsWork through a set of financial statements and check each figure at its source
- Compare financial statementsCompare two sets of financial statements without losing track of the source
- Cash flowFind and read the cash flow statement in a set of financial statements
- DebtFind out what a company owes, when it is due and on what terms
- FootnotesRead the notes to the financial statements without paging through all of them
- Related party transactionsFind the dealings between a company and the people and entities close to it
- Revenue trendsFollow how revenue moved from one period to the next, and why
Investment memos
- Investment memosCheck an investment memo against the documents it was built from
Pitch decks
- Pitch decksRead pitch decks closely and see which slide each answer comes from
Prospectuses
- ProspectusesWork through a prospectus with questions and cited answers
- Compare prospectusesCompare two prospectuses and read where they differ
- Lock up termsFind who is locked up after an offering, and until when
- Risk factorsRead the risk factors in a prospectus without losing the ones that matter
- Use of proceedsSee what a company says it will do with the money it raises
Proxy statements
- Proxy statementsFind out what a proxy statement asks you to vote on, and why
Shareholder letters
- Shareholder lettersRead a shareholder letter for what it promises, admits and leaves out
Tax returns
- Tax returnsAsk plain questions of a filed tax return and see the line each answer comes from
- DeductionsFind the deductions on a tax return and read where each one is claimed
- Income sourcesSee every source of income a tax return reports, and the line each one sits on
Questions
Can Search+ read a 10-K or annual report?
Yes. Upload the filing and ask about a section, such as risk factors or segment results, and open the citation to read the passage the answer used.
Does it calculate figures for me?
It answers from the text in your document and cites it. Check any figure against the cited passage before you rely on it, because answers can be incomplete or wrong.
Can I compare two years of filings?
Yes. Put both filings in one workspace and ask what changed; the answer cites each filing it draws on.
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