BeatandRaise

beatandraiseThe free alternative to BamSec for SEC filings researchThe Research Tool for those that really read company filingsAccess every SEC filing since 1995. View original financial statements. Ask questions with AI-powered analysis.18M+SEC Filings30Years of Data100%CoverageBrowse FilingsFree ForeverEvery filing for every companyAccess the complete filing history for any public company. 10-Ks, 10-Qs, 8-Ks, proxy statements — all organized and instantly accessible.Financial StatementsFree ForeverView the actual financial statementsSee financial statements exactly as they were filed. Original formatting preserved, download tables to Excel, all exhibits included.AI-Powered SearchFree ForeverFind exactly what you're looking forSearch across all filings for a company with semantic search. Find specific disclosures, risk factors, or any mention across years of filings.AI Chat AssistantFree in BetaAsk questions, get answersLeverage the full power of a sandboxed Claude Code environment to analyze filings. Ask complex questions, compare periods, and extract insights.An MCP server to use with your own tokensmcp.beatandraise.com/mcp --- beatandraisebetaNotesSupportabouttermsbeatandraise.combeatandraise.combetaNotesSupportabouttermsbeatandraise.combetaNotesSupportabouttermsAn MCP Server to use with LLMsUse the MCP server to access filings with your preferred AI model or in the terminal, if you are building applications with SEC filings data.MCP Server URL:https://mcp.beatandraise.com/mcpView Setup GuideAvailable MCP Toolssearch_filingsFull-text search across all SEC filing content. Find filings mentioning specific topics like "revenue growth", "cybersecurity risk", or "stock buyback" with relevance-ranked results and highlighted snippets.search_companiesSearch for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols. Use this to find a company's CIK before using other tools.get_filingsQuery SEC filings by form type (10-K, 10-Q, 8-K, 13F-HR, S-1, etc.), date range, and CIK. Returns filing metadata sorted by date with the content_object listing all documents.get_filing_detailGet full filing metadata including the parsed content_object — a list of every document in the filing with filename, doc_type, description, and whether a markdown version exists.get_documentFetch a filing document's content as clean markdown or raw HTML. Read the actual text of a 10-K, 8-K, exhibit, or any other filing document.search_documentSearch within a filing's documents for specific terms. Returns matching lines with surrounding context. Automatically searches the primary documents if no filename is specified.get_holdingsGet parsed 13F-HR institutional holdings. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority.get_insider_transactionsGet parsed Form 4 insider transactions. Returns insider buy/sell transactions with owner details, transaction date, code (Purchase, Sale, Award, Exercise), shares, price, and post-transaction holdings.get_financial_statementsExtract structured financial statements from 10-K or 10-Q filings. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income as structured data.get_companyLook up a company by CIK number to get its name(s) and ticker symbol(s).← Back to Home --- beatandraise.comTerms of UseYou can find our privacy policy here:privacy policy By continuing to use our platform (beatandraise.com), you agree to these terms and conditions below: Payment and Refunds Iterative Works GmbH is the owner of beatandraise.com ('Our Sites') and charges for the usage of beatandraise.com on a monthly subscription basis. We may change our pricing, pricing policies, features and access restrictions at any time. Payment processing is done by Stripe Inc. Please check their terms and conditions. No payment details are held by Iterative Works. Users can cancel their subscription at any time. Service will continue until the end of the billing period, pro-rata refunds are not supported. Limitation of Liability Iterative Works GmbH via beatandraise.com answers questions related to finance, economics and other related areas based on existing information on the web, public filings and other documents. Information can be incorrect, incomplete or both. Iterative Works is not liable for any losses related to incorrect, incomplete or missing information. No Financial Advice is provided beatandraise.com does not provide or intend to provide any financial advice. Nothing on the website should be construed as financial advice. Please contact your financial advisor for any investment related questions. Content By posting Content to Our Sites, you grant Us the right and license to use, modify, publicly perform, publicly display, reproduce, and distribute such Content on and through the Sites. You retain any and all of your rights to any Content you submit, post or display on or through the Sites and you are responsible for protecting those rights. You agree that this license includes the right for Us to make your Content available to other users of Our Sites, who may also use your Content subject to these Terms.Links to other Sites Iterative Works through beatandraise.com often, but not always, provides links when answering questions. These are external links for which Iterative Works is not responsible and are only provided as a convenience. TerminationIterative Works may terminate or suspend subscription at any time, with or without cause or notice to you.Terms may change at any timeWe reserve the right to change / amend the policy at any time. --- beatandraise.comPrivacy PolicyLast Updated: 17 May 2024 Iterative Works GmbH via beatandraise.com collects some Personal Data from its Users.Owner and Data ControllerIterative Works GmbH, c/o WeWork, Oskar-von-Miller Ring 20, 80333 MunichOwner contact email: support@beatandraise.comTypes of Data collectedAmong the types of Personal Data that this Application collects, by itself or through third parties, there are: payment info; first name; last name; billing address; purchase history; Trackers; Usage Data; Data communicated while using the service.Complete details on each type of Personal Data collected are provided in the dedicated sections of this privacy policy or by specific explanation texts displayed prior to the Data collection.Personal Data may be freely provided by the User, or, in case of Usage Data, collected automatically when using this Application.Unless specified otherwise, all Data requested by this Application is mandatory and failure to provide this Data may make it impossible for this Application to provide its services. In cases where this Application specifically states that some Data is not mandatory, Users are free not to communicate this Data without consequences to the availability or the functioning of the Service.Users who are uncertain about which Personal Data is mandatory are welcome to contact the Owner - support@beatandraise.comAny use of Cookies – or of other tracking tools — by this Application or by the owners of third-party services used by this Application serves the purpose of providing the Service required by the User, in addition to any other purposes described in the present document and in the Cookie Policy, if available.Users are responsible for any third-party Personal Data obtained, published or shared through this Application and confirm that they have the third party's consent to provide the Data to the Owner.Mode and place of processing the DataMethods of processingThe Owner takes appropriate security measures to prevent unauthorized access, disclosure, modification, or unauthorized destruction of the Data.The Data processing is carried out using computers and/or IT enabled tools, following organizational procedures and modes strictly related to the purposes indicated. In addition to the Owner, in some cases, the Data may be accessible to certain types of persons in charge, involved with the operation of this Application (administration, sales, marketing, legal, system administration) or external parties (such as third-party technical service providers, mail carriers, hosting providers, IT companies, communications agencies) appointed, if necessary, as Data Processors by the Owner. The updated list of these parties may be requested from the Owner at any time.Legal basis of processingThe Owner may process Personal Data relating to Users if one of the following applies:Users have given their consent for one or more specific purposes. Note: Under some legislations the Owner may be allowed to process Personal Data until the User objects to such processing (“opt-out”), without having to rely on consent or any other of the following legal bases. This, however, does not apply, whenever the processing of Personal Data is subject to European data protection law;Provision of Data is necessary for the performance of an agreement with the User and/or for any pre-contractual obligations thereof;Processing is necessary for compliance with a legal obligation to which the Owner is subject;Processing is related to a task that is carried out in the public interest or in the exercise of official authority vested in the Owner;Processing is necessary for the purposes of the legitimate interests pursued by the Owner or by a third party.In any case, the Owner will gladly help to clarify the specific legal basis that applies to the processing, and in particular whether the provision of Personal Data is a statutory or contractual requirement, or a requirement necessary to enter into a contract.PlaceThe Data is processed at the Owner's operating offices and in any other places where the parties involved in the processing are located.Depending on the User's location, data transfers may involve transferring the User's Data to a country other than their own. To find out more about the place of processing of such transferred Data, Users can check the section containing details about the processing of Personal Data.Users are also entitled to learn about the legal basis of Data transfers to a country outside the European Union or to any international organization governed by public international law or set up by two or more countries, such as the UN, and about the security measures taken by the Owner to safeguard their Data.If any such transfer takes place, Users can find out more by checking the relevant sections of this document or inquire with the Owner using the information provided in the contact section.Retention timePersonal Data shall be processed and stored for as long as required by the purpose they have been collected for.Personal Data collected for purposes related to the performance of a contract between the Owner and the User shall be retained until such contract has been fully performed.Personal Data collected for the purposes of the Owner’s legitimate interests shall be retained as long as needed to fulfill such purposes. Users may find specific information regarding the legitimate interests pursued by the Owner within the relevant sections of this document or by contacting the Owner.The Owner may be allowed to retain Personal Data for a longer period whenever the User has given consent to such processing, as long as such consent is not withdrawn. Furthermore, the Owner may be obliged to retain Personal Data for a longer period whenever required to do so for the performance of a legal obligation or upon order of an authority.Once the retention period expires, Personal Data shall be deleted. Therefore, the right of access, the right to erasure, the right to rectification and the right to data portability cannot be enforced after expiration of the retention period.The purposes of processingThe Data concerning the User is collected to allow the Owner to provide its Service, comply with its legal obligations, respond to enforcement requests, protect its rights and interests (or those of its Users or third parties), detect any malicious or fraudulent activity, as well as the following: Handling payments, Interaction with live chat platforms and Traffic optimization and distribution.For specific information about the Personal Data used for each purpose, the User may refer to the section “Detailed information on the processing of Personal Data”.Detailed information on the processing of Personal DataPersonal Data is collected for the following purposes and using the following services:Subprocessor: OpenAI LLC, Processing Questions and Generating Text Unless otherwise specified, this Application uses the api service provided by OpenAI, L.L.C., 3180 18th Street, San Francisco, CA 94110. Questions or part thereof posted by the user may be sent to OpenAI's api to receive output that might be necessary to provide services to the user. Place of Processing: United States The terms and conditions and their privacy policy can be found at https://openai.com/policies/privacy-policySubprocessor: Stripe, Handling payments Unless otherwise specified, this Application processes any payments by credit card, bank transfer or other means via external payment service providers. In general and unless where otherwise stated, Users are requested to provide their payment details and personal information directly to such payment service providers. This Application isn't involved in the collection and processing of such information: instead, it will only receive a notification by the relevant payment service provider as to whether payment has been successfully completed. Stripe (Stripe Payments Europe, Limited) Stripe is a payment service provided by Stripe Payments Europe, Limited. Personal Data processed: billing address; first name; last name; payment info; purchase history. Place of processing: European Union Subprocessor: Render, Traffic optimization, Distribution and Server ProvisionThis type of service allows this Application to distribute their content using servers located across different countries and to optimize their performance. Which Personal Data are processed depends on the characteristics and the way these services are implemented. Their function is to filter communications between this Application and the User's browser. Considering the widespread distribution of this system, it is difficult to determine the locations to which the contents that may contain Personal Information of the User are transferred. Render (Render Inc.) Render is a virtual machine provider, traffic optimization and distribution service provided by Render Inc. The way Render is integrated means that it filters all the traffic through this Application, i.e., communication between this Application and the User's browser, while also allowing analytical data from this Application to be collected. Personal Data processed: various types of Data as specified in the privacy policy of the service. You can find their privacy policy here : https://render.com/privacyPlace of processing: United States.Subprocessor: Clerk, Inc, User AuthenticationThis service allows developers to integrate user authentication services in their applications. Please check Clerk's privacy policy here: https://clerk.com/legal/privacy Place of processing: United States.Subprocessor: Microsoft Clarity, Behavioral Metrics, Heatmaps and Session Replay We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.The rights of UsersUsers may exercise certain rights regarding their Data processed by the Owner.Withdraw their consent at any time. Users have the right to withdraw consent where they have previously given their consent to the processing of their Personal Data.Object to processing of their Data. Users have the right to object to the processing of their Data if the processing is carried out on a legal basis other than consent. Further details are provided in the dedicated section below.Access their Data. Users have the right to learn if Data is being processed by the Owner, obtain disclosure regarding certain aspects of the processing and obtain a copy of the Data undergoing processing.Verify and seek rectification. Users have the right to verify the accuracy of their Data and ask for it to be updated or corrected.Restrict the processing of their Data. Users have the right to restrict the processing of their Data. In this case, the Owner will not process their Data for any purpose other than storing it.Have their Personal Data deleted or otherwise removed. Users have the right to obtain the erasure of their Data from the Owner.Receive their Data and have it transferred to another controller. Users have the right to receive their Data in a structured, commonly used and machine readable format and, if technically feasible, to have it transmitted to another controller without any hindrance.Lodge a complaint. Users have the right to bring a claim before their competent data protection authority.Details about the right to object to processingWhere Personal Data is processed for a public interest, in the exercise of an official authority vested in the Owner or for the purposes of the legitimate interests pursued by the Owner, Users may object to such processing by providing a ground related to their particular situation to justify the objection.Users must know that, however, should their Personal Data be processed for direct marketing purposes, they can object to that processing at any time, free of charge and without providing any justification. Where the User objects to processing for direct marketing purposes, the Personal Data will no longer be processed for such purposes. To learn whether the Owner is processing Personal Data for direct marketing purposes, Users may refer to the relevant sections of this document.How to exercise these rightsAny requests to exercise User rights can be directed to the Owner through the contact details provided in this document. These requests can be exercised free of charge and will be answered by the Owner as early as possible and always within one month, providing Users with the information required by law. Any rectification or erasure of Personal Data or restriction of processing will be communicated by the Owner to each recipient, if any, to whom the Personal Data has been disclosed unless this proves impossible or involves disproportionate effort. At the Users’ request, the Owner will inform them about those recipients.Additional information about Data collection and processingLegal actionThe User's Personal Data may be used for legal purposes by the Owner in Court or in the stages leading to possible legal action arising from improper use of this Application or the related Services.The User declares to be aware that the Owner may be required to reveal personal data upon request of public authorities.Additional information about User's Personal DataIn addition to the information contained in this privacy policy, this Application may provide the User with additional and contextual information concerning particular Services or the collection and processing of Personal Data upon request.System logs and maintenanceFor operation and maintenance purposes, this Application and any third-party services may collect files that record interaction with this Application (System logs) or use other Personal Data (such as the IP Address) for this purpose.Information not contained in this policyMore details concerning the collection or processing of Personal Data may be requested from the Owner at any time. Please see the contact information at the beginning of this document.How “Do Not Track” requests are handledThis Application does not support “Do Not Track” requests.To determine whether any of the third-party services it uses honor the “Do Not Track” requests, please read their privacy policies.Changes to this privacy policyThe Owner reserves the right to make changes to this privacy policy at any time by notifying its Users on this page and possibly within this Application and/or - as far as technically and legally feasible - sending a notice to Users via any contact information available to the Owner. It is strongly recommended to check this page often, referring to the date of the last modification listed at the bottom.Should the changes affect processing activities performed on the basis of the User’s consent, the Owner shall collect new consent from the User, where required.