Filing-watch for self-directed investors
You did the research.
Then what?
You bought it for a reason. We watch the filings and tell you when they stop supporting it.
Early access rolls out in waves — waitlist subscribers get 30% off their first year on any paid plan. One email when it's your turn; no newsletters before that.
MERIDIAN INDUSTRIAL CORP · MRDN · 10-Q FILED TODAY
Gross margin contracted 340bps quarter on quarter, to 71.2%
Your recorded assumption: “gross margin expanding.” Status: Contradicted repeated breach — second consecutive quarter of contraction.
10-Q Ops. statement · filed with the SEC today · every number from the filing, none from a model
What this alert does not tell you: whether it matters to your position. That call stays yours.
The gap
Discovery is crowded. Conviction is empty.
Month 0
You screen, you read the 10-K, you take a position. Your reasons are sharp: margins expanding, debt coming down, insiders buying.
Month 4
Two quarters of filings land. The reasons are still in your head — nowhere else. Nothing is checking them against what the company actually reported.
Month 9
The margin story quietly broke in the spring 10-Q. You find out from the price, months late. The evidence was public the whole time.
How it works
Write it down. We will watch it.
Write
Record why you own each name as checkable assumptions — “gross margin expanding,” “net debt declining.” Paste tickers, upload a CSV, or import a Finviz screen.
Watch
We monitor the filings — 10-Q, 10-K, 8-K, Form 4, XBRL — and score each new fact against the thresholds you set. Deterministically. Every number cited to its table.
Hear
One morning digest. Most days it is short. Some days it is empty. That is the point. Interrupts only for material contradictions.
The never-do list
Six things this product will never do.
Not fine print. The design constraint the whole product is built around.
Tell you what to buy or sell
Give a price target
Call a company cheap or expensive
Rank stocks by how good they look
Suggest names you did not pick
Take money to cover or rank a company
For screener people
Keep your screener. Add the other half.
Screeners answer “what should I look at?” Theserio answers “do the filings still support it?” Export your Finviz screen, tell us which criteria are your actual reasons, and we hold every future filing against them — including telling you when a name would no longer pass the screen that found it.
FINVIZ EXPORT · DETECTED CRITERIA
“Which of these are actual reasons you hold?”
Plans at launch
Not open yet. Join the waitlist and your first year of any paid plan is 30% off when we launch.
Free
$0 forever
5 tickers · cited briefs · morning digest
Pro
$19/mo
50 tickers · same-day interrupts · Finviz import
Portfolio
$49/mo
250 tickers · rollup · triage controls
Early access
Be first through the door.
We're opening access in waves. Leave your email and you'll get one message when it's your turn — and 30% off your first year on any paid plan, locked in from today.
No spam, no drip campaign. Quiet is the product.