Portfolio Research Terminal
Know what changed across your holdings — and which assumptions no longer hold.
FAIVO watches your portfolio's SEC filings, computes the metric deltas that matter, and flags when the numbers quietly break an investment thesis — every figure traceable back to the source filing.
- Live filing detection
- Code-checked deltas
- Cited to EDGAR
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Detects filings live
New 10-Q/10-K/8-K filings are picked up and parsed the moment they hit EDGAR.
Deltas, cross-checked
Metric changes are computed in code and reconciled against audited values — not guessed.
Thesis impact
Each change is classified against your stated assumptions so you see what's actually at risk.
Every claim cited
Verbatim filing quotes and EDGAR links behind every number. Provenance, not vibes.