Earnings & SEC Filings with AI Analysis
Stay on top of fundamentals for every stock you're selling premium on. Beat/miss indicators, EPS data, and AI-powered deep dives into 10-K and 10-Q filings.
Earnings and filings, one view
Every stock in your portfolio gets an earnings card with beat/miss history and SEC filing badges. See at a glance which companies beat expectations and which have recent filings worth reading.
- •Earnings beat/miss with color-coded indicators
- •EPS actual vs estimate and surprise percentage
- •Fiscal quarter and report date
- •10-K, 10-Q, and 8-K filings from SEC EDGAR
- •Direct links to original SEC documents
AI reads the filings so you don't have to
Every 10-K and 10-Q is automatically analyzed by AI with actionable insights for options sellers.
Revenue & Profitability
AI extracts revenue trends, margin analysis, and profitability metrics from the filing. Understand the financial health at a glance.
Risks & Red Flags
Key risks and red flags are surfaced from the filing. Know what could affect your positions before the market reacts.
Action Recommendation
Each analysis concludes with a concrete recommendation tailored for options sellers. Bullish, bearish, or mixed signal badges help you scan fast.
How it works
Sync
Earnings data and SEC filings sync automatically for every stock in your portfolio. No configuration needed.
Analyze
AI reads every 10-K and 10-Q and produces a structured analysis: revenue, risks, red flags, and a recommendation.
Decide
Review beat/miss history and AI signals to make informed decisions about selling premium and managing your positions.
Frequently Asked Questions
How are earnings tracked?
ThetaPal syncs earnings data from Finnhub for every stock in your portfolio. You see the actual EPS vs estimate, surprise percentage, beat/miss indicator, fiscal quarter, and report date.
What SEC filings does ThetaPal cover?
ThetaPal tracks 10-K (annual reports), 10-Q (quarterly reports), and 8-K (current event reports) filings from SEC EDGAR. Direct links to original documents are provided.
How does AI analyze 10-K filings?
Each filing is automatically analyzed by AI covering revenue trends, profitability, balance sheet health, top risks, red flags, and a concrete action recommendation tailored for options sellers.
Is this real-time?
Earnings data syncs daily before market open. SEC filings are pulled from EDGAR and typically appear within hours of being filed. AI analysis is generated automatically when new filings are detected.