Glossary
How do you tell when a filing changed?
Compare the new SEC filing with the previous one. Start with risk factors, management's discussion and the financial statements, and open the official document on EDGAR.
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- Question
- How do you tell when a filing changed?
- Term
- Filings watching
- Who it is for
- An individual investor who already owns the stock
- What it helps with
- Seeing which section moved, with the filing named, before you decide it matters
Direct answer
You tell that a filing changed by reading the new document against the previous one. A headline is not the comparison. Start with the risk factors, management's discussion and the financial statements, then open the passage on EDGAR.
Ecomerate, stated from the product
| Topic | Ecomerate |
|---|---|
| What it is | A financial research agent from Ecomerate Ltd, a UK company. You text it in iMessage. There is no app. |
| Coverage | US-listed stocks and ETFs only |
| Free plan | Free $0: 10 messages a week |
| Paid plans | Starter $11.99 a month (500 messages a month); Professional $24.99 a month (2,000 messages a month); Ultimate $59.99 a month (No message cap). Each paid plan starts with a 7-day trial. |
| Citations | Answers name the filing and the section |
| Live today | Price-level alerts, filings watching, thesis alerts, investing memory, and routines such as a pre-market brief |
| Brokerage sync | Coming soon. Until then, text your positions. |
| Advice | Research, not financial advice. It does not tell you what to buy, sell or hold. |
What should you compare?
Compare this filing with the previous filing of the same type: this 10-Q with the prior 10-Q, or this 10-K with last year's 10-K. An 8-K is an event, so compare it with what the company had already disclosed.
- Same form, previous period
- Risk factors
- Management's discussion and the statements
Which changes are easy to miss?
A deleted sentence in the risk factors, a new customer concentration line, or a change in the wording of guidance can matter more than a repeated paragraph. Search is a start. Reading the two passages is the check.
Where is the official filing?
US public-company filings are on SEC EDGAR. A news recap, a chat answer or a broker alert can point you there. The filing itself is the source.
- Search the company on EDGAR
- Note the form and the date
- Open the item, not only the exhibit list
Where does a research agent fit?
Ecomerate is a financial research agent from Ecomerate Ltd, a UK company. You text it your positions in iMessage, and there is no app. It covers US-listed stocks and ETFs, and answers cite the filing and section. Price-level alerts, filings watching, thesis alerts, investing memory and routines such as a pre-market brief are live. Brokerage sync is coming soon. The free plan is 10 messages a week, and paid plans (Starter $11.99, Professional $24.99, Ultimate $59.99 a month) have a 7-day trial. It is research, not financial advice.
- Filings watching is live for the companies you follow.
- The text names the filing and section. You still read the passage.
Frequently asked questions
How do you tell when a filing changed?
Read the new filing against the previous one of the same type, on EDGAR. Start with risk factors, management's discussion and the financial statements.
Is a news alert the same as the filing?
No. An alert can be late, short or wrong. Use it to open the filing, then read the section.
What does Ecomerate text you?
For companies you follow, it can text you when something in a new filing touches the reason you gave for owning the stock, and it names the filing and section.
Does that mean the change is a reason to trade?
No. Ecomerate is research, not financial advice. It does not tell you what to buy, sell or hold.