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Glossary

SEC EDGAR

EDGAR (Electronic Data Gathering, Analysis, and Retrieval) is the SEC's public database of company filings, including 10-Ks, 10-Qs, and Form 4s. It is the primary source of record for verified financial and ownership data, and most serious fundamental research - automated or manual - traces back to it.

Monitoring 8-K filings at scale
Related terms
Scoring ModelA scoring model assigns a numerical score to each stock in a universe based on a weighted combination of factors - such as valuation, growth, quality,...SignalIn investing, a signal is any single data point or pattern used as input to a decision - a valuation ratio, an insider purchase, an earnings surprise,...Rules-Based InvestingRules-based investing means following a predefined, explicit set of criteria to make decisions - rather than discretionary, case-by-case judgment...Stock ScreenerA stock screener is a tool that filters a universe of stocks down to those meeting specific criteria - like a minimum ROIC, maximum P/E, or positive...
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