Raw SEC filings are technically public and practically unusable: a 13F is a table inside an HTML document inside an accession, and a Form 4 is worse. Getting holdings back with CUSIP and FIGI attached, or an income statement as structured fields, removes the part of the job that eats an afternoon. search_document with context lines is the other quiet win — finding the sentence about a risk factor inside a long 10-K without pulling the whole thing into context.
A server over SEC filing data, open at the time we called it — the handshake identified Beat & Raise 3.1.0 and listed 11 tools without asking for credentials.
- search_filings — full text across filing content, relevance-ranked with highlighted snippets
- search_companies and get_company — resolve a name or ticker to a CIK
- get_filings and get_filing_detail — filings by form type and date range, then every document inside one
- get_document and search_document — read a filing as markdown or raw HTML, or search inside it with context lines
- list_filing_tables — every R*.htm financial table in a 10-K or 10-Q
- get_holdings — parsed 13F-HR institutional positions with issuer, CUSIP and FIGI
- get_insider_transactions — parsed Form 4 buys and sells with the owner's name and title
- get_financial_statements — balance sheet, income statement and cash flow extracted from a filing
None at the point we probed it. The service advertises a free-forever tier for browsing filings, statements and search, with the AI chat assistant free in beta.
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