Platform Capabilities

Everything you need to analyze
SEC filings at scale.

Six core intelligence modules, a risk network visualizer, and full API access — designed for institutional research teams who need depth, accuracy, and speed.

Hours of reading → seconds

Filing Intelligence

Auto-ingest and summarize 10-K, 10-Q, and 8-K filings with AI. Alfion connects directly to SEC EDGAR, pulls raw filing text, extracts structured sections, and generates institutional-grade summaries with citations back to the source.

Capabilities

  • Automatic ingestion from SEC EDGAR
  • Section extraction (Item 1A, Item 7, Item 8, etc.)
  • AI-generated summaries with source citations
  • Batch ingestion for multiple tickers
  • Filing metadata indexing and search
  • CSV export of filing data
Surface what actually changed

Semantic Comparison

Compare any two filings section-by-section using semantic diff technology. Go beyond simple text diff — Alfion understands meaning, so it can identify when risk language shifts, new disclosures appear, or management narrative changes tone.

Capabilities

  • Section-level semantic comparison
  • Similarity scoring with change-level indicators
  • Diff excerpts highlighting key changes
  • Cross-period comparison (e.g., 10-K 2023 vs 2024)
  • Cross-company comparison on the same item
  • Customizable comparison items
Portfolio-wide risk visibility

Portfolio Risk Scanner

Submit a basket of tickers and Alfion cross-references risk factors across your entire portfolio. Identify shared risks, concentration threats, and hidden correlations that would take weeks of manual review to uncover.

Capabilities

  • Multi-ticker risk cross-reference
  • Concentration scoring (0-100 scale)
  • Shared risk identification
  • Unique risk per company
  • AI-generated portfolio recommendation
  • Supports any number of holdings
Catch shifts before the market

Drift Detection

Track how a company's risk disclosure language evolves over time. Alfion computes a semantic drift score between consecutive filings, flags newly added or removed risks, and identifies tone shifts in management language.

Capabilities

  • Semantic drift scoring (0-100 scale)
  • Tone shift analysis
  • Newly added risk detection
  • Removed risk tracking
  • Historical drift trending
  • Automatic threshold alerts
Never miss a material event

Live 8-K Alerts

Set watchlists for the tickers you care about. Alfion polls SEC RSS feeds in real-time and instantly alerts you when a company files an 8-K, with AI-powered severity scoring and summary generation.

Capabilities

  • Real-time SEC RSS polling
  • Custom watchlist management
  • AI severity scoring (HIGH / MEDIUM / LOW)
  • Server-Sent Events (SSE) for live updates
  • Browser push notifications
  • Mark-as-read workflow
Hold management accountable

Earnings Call Contradiction Finder

Paste an earnings call transcript and Alfion cross-references what management said against what they legally disclosed in their most recent 10-K. Surface contradictions, inconsistencies, and omissions automatically.

Capabilities

  • Transcript vs. filing cross-reference
  • Contradiction detection with severity
  • Source citation for both documents
  • Support for any public company
  • Inconsistency classification
  • Exportable analysis reports

Additional Capabilities

Risk Contagion Network

Visualize systemic risk connections between companies with interactive force-graph network maps built from 10-K analysis.

REST API Access

Full programmatic access to all Alfion intelligence. Integrate filing analysis, summaries, and alerts into your existing tools and workflows.

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