Changelog
What's new in Fundalyze
New features and new data, newest first.
Coming soon
- Screener with 10-year backtests
- iPhone app
- Podcasts, sentiment and options data
- API & MCP server
- Compare companies
- Search inside every filing
- Android app
- Latest
Clearer terms, and a page for our sources
Updated Terms and Privacy Policy, and one place that credits where the data comes from.
- Terms and Privacy Policy, version 2
- A Data sources page crediting SEC EDGAR and FINRA
- Lifetime members can open the billing portal for invoices and receipts
Insider trades, rebuilt around the signal
Trades → Insider trades now leads with what insiders did with their own money.
- Open-market buys and sells first; awards and option exercises one click away
- Pre-planned 10b5-1 sales flagged, late filings tagged, cluster buys grouped
- The stake change on every trade, and the same table on every company page
- A free preview on fundalyze.ai
- Also: sign in on the web with the code from your email
Normalized statements, comparable across every company
Next to the statements exactly as filed, every company now has a normalized set you can compare line for line.
- About 35 standard lines across the income statement, balance sheet and cash flow
- Their own layouts for banks, insurers, REITs and utilities
- IFRS filers, stock splits, and native currency or US dollars
- Checked against each company's own totals, with a mark wherever a filing contradicts itself
- Key stats now computed from these statements
Congressional trades, member pages and a home screen
Follow every stock trade members of Congress disclose, and start each visit from one screen.
- Trades → Congressional trades: House and Senate reports, newest first, with a 90-day summary and filters
- Late filings flagged, and a tag when a member's committee overlaps the company's industry
- A page for every member: party, committees and trading history
- Home: search, recently viewed, your watchlist, your latest highlights and the market's day
- Free previews of congressional trades and members on fundalyze.ai
Company pages for members
Everything about a company on one page, with every statement figure one click from its source.
- Statements as filed or normalized, annual or quarterly, plus segments and material changes
- Click any statement figure to open the filing it came from, at that number
- Chart any line, from revenue to net income, and export a share-ready image
- SEC filings, earnings calls, insider trades, fund holdings with quarter-over-quarter changes, congressional trades and short interest
- A free preview with two years of statements on every company
The reader, rebuilt
One reader for SEC filings and earnings calls, built for long documents.
- Highlights in four colors and notes beside the text, exportable to Markdown
- AI summaries in fixed sections, each point linked to the passage it came from
- Dark or paper theme, adjustable type, and one click to the next filing
- Every highlight, from every document, on one Highlights page
Watchlists that work like a screener
Keep as many named lists as you like, each showing the numbers you care about.
- Any metric as a column, chosen per list
- Insider alerts for the companies you follow
Congressional data, checked by hand
Some senators still file on paper. We read those scans page by page and check them by hand.
- Every scanned paper filing read page by page, then verified
- Trades dated after their own report are flagged, not hidden
- Duplicate and phantom rows from misread scans removed
Fundalyze opens to members
Start a 7-day free trial and pick the plan that fits.
- Monthly, annual and lifetime plans
- Sign in with Google or a one-click email link
- Self-serve billing: switch plans, pause, update your card, add a business tax ID
- An Account page with billing inside it
- Company pages and filings load faster
Company pages, straight from SEC filings
Public company pages now come directly from SEC EDGAR.
- Each company's business description, from its latest 10-K
- Search puts the company you mean first
- Filings open faster, straight from storage
Designed to be read
A new design across the web and mobile apps, and fundalyze.ai opens for early access.
- High-contrast text throughout, nothing smaller than 12 pixels
- Layouts for phones, tablets, laptops and wide monitors
Read and highlight SEC filings on the web
The first piece of Fundalyze: a reader for SEC filings.
- Open any filing and highlight what matters
- A note on any highlight
- app.fundalyze.ai goes live two days later
The data underneath
Before the first screen, the data: collected from the source, cleaned, and kept current every day.
- Financial statements from XBRL for about 5,500 companies, back to 2009, including foreign filers and amended filings
- Product and geographic segments
- 6.1 million SEC filings indexed, plus earnings call transcripts
- Insider Forms 3, 4 and 5, 13F fund holdings, and House and Senate trades
- Short interest back to 2020, and daily prices back to each company's IPO
Invites go out in waves.
Founding members lock in their price.