Open research
Two questions that come up constantly among people who pick their own stocks, and that nothing on the open web answers properly. We answer them here, free, from statements filed with the SEC, with the submission behind every figure linked by accession number.
Would this rule have broken?
You pick a number as your line in the sand: return on equity stays above 15 percent, debt never exceeds equity. The obvious next question is whether the company has ever crossed it, and the obvious next question has no answer anywhere. These pages take one named condition and one company and report the fiscal years it would have broken in, each year linked to the annual report the figure was read from.
For example: The Coca-Cola Company against “Return on equity stays at or above 15 percent”, which would have broken in FY2017.
25 published, on companies with a full decade of filed accounts.
Why the same ratio has different values
Open three sites and read one company's debt-to-equity ratio and you will get three numbers. None of the three usually says which definition it used. All of them can be right at once, because “debt” names several different lines on a balance sheet and the ratio changes with the one you pick. These pages compute every published definition from the same filed statements and print them side by side, so you can see which one you were looking at.
For example: Microsoft Corporation's debt to equity, where the definitions span a factor of 10.18 on one balance sheet.
20 published.
Free tools
No account, no card, no email.
- Retro-test a condition
- Write one numeric condition on one US-listed company and see every fiscal year it would have been false, read out of the accounts filed with the SEC. The pages in this section are that question already answered on companies we chose; the tool answers it on the company you own.
- Coverage checker
- Paste your ticker symbols and find out, before you pay anything, how many filed fiscal years we hold for each company, when the most recent one was filed, and which of them we cannot watch at all. If the answer is bad we would rather you knew now.
What limits this section
A previous version of this site published tens of thousands of pages generated from one template over a list of companies. Almost none of them were ever indexed, and they deserved not to be. So this section is governed by rules that are enforced in the code that builds it, not by intention:
- A page exists only if it carries something you cannot get by reading a screener: the years a rule broke, or the reconciliation of definitions. If it does not, the template is not built.
- A page exists only if the filings support it. A company without a full decade of filed accounts, or a figure its filings do not carry, produces no URL at all rather than a page with an empty table.
- Every published figure is recomputed from a document filed with the SEC and names the accession number it came from. Nothing here is passed through from a data vendor.
- New pages ship in batches of at most 50, with 21 days between batches so that indexing can be read before more are added. The next batch cannot be authorised before 2026-09-23.
- No page here tells you what to do. Each one reports what filed documents say and stops.
Everything in this section is research, not advice. It is not a view on any security and not a recommendation. See our methodology for how the filings are read and what the product refuses to compute.