即刻试用Try a live brief

输入股票代码,直接看样例摘要。Enter a ticker and preview a filing brief.

输入 AAPL、TSLA 或 NVDA 可查看内置 brief。配置 API key 后,其它有效美国 ticker 会生成 live GPT-5.4 filing brief。 Enter AAPL, TSLA, or NVDA for seeded briefs. Other valid U.S. tickers generate a live GPT-5.4 filing brief when API keys are configured.

Live generation 按 ticker 缓存 24 小时,并按 IP 限流。Live generation is cached per ticker for 24 hours and limited per IP.

带凭证的 SEC 披露SEC filings with receipts

FilingDeltaFilingDelta

在 X 上出现讨论串之前,先知道发生了什么变化。Know what changed before the thread hits X.

FilingDelta 追踪 SEC 披露、earnings calls、13F 和 insider disclosures,然后发送带来源链接的 brief,说明哪里变了、变化是什么、为什么可能重要。没有评级,没有目标价,只有被认真比较过的公开披露。 FilingDelta watches SEC filings, earnings calls, 13Fs, and insider disclosures, then sends source-linked briefs showing what changed, where it changed, and why it may matter. No ratings. No price targets. Just public disclosures, compared carefully.

也可以从现成 watchlist 开始。Or start with a ready-made watchlist.

选择一个投资主题,填写邮箱,FilingDelta 会在发送时解析当前 ticker。 Pick a thesis, enter an email, and FilingDelta will resolve the current tickers at send time.

Magnificent 7Magnificent 7

Track the seven names that often set the market's growth narrative.Track the seven names that often set the market's growth narrative.

7 个当前 ticker7 current tickers

AAPLAAPL AMZNAMZN GOOGLGOOGL METAMETA MSFTMSFT

AI Infrastructure Pure PlaysAI Infrastructure Pure Plays

Track AI capex leverage across chips, racks, networks, power, and security.Track AI capex leverage across chips, racks, networks, power, and security.

8 个当前 ticker8 current tickers

ANETANET AVGOAVGO MRVLMRVL NVDANVDA PANWPANW

Defense PrimesDefense Primes

Monitor defense budget exposure through large prime contractors.Monitor defense budget exposure through large prime contractors.

5 个当前 ticker5 current tickers

BABA GDGD LMTLMT NOCNOC RTXRTX

打开完整 watchlist 目录Open the full watchlist catalog

为会读来源的人而建。Built for people who read the source.

早期 beta 状态:0 个付费客户,0 个已验证基金用户,第 1 周 beta 进行中。只有出现真实使用后,才替换信任声明。 Early beta status: 0 paying customers, 0 verified fund users, week 1 beta in progress. Replace trust claims only when real usage exists.

引用来源的披露 diffFiling Diffs That Cite the Source

每份 10-K、10-Q 和 8-K brief 都包含并排变更说明、引用来源链接,以及对上一期差异的清晰解释。 Every 10-K, 10-Q, and 8-K brief includes side-by-side change notes, quoted source links, and a plain-English explanation of the delta from the prior period.

为那些会问“这里什么是新的,而不是这家公司是什么?”的人而建。Built for people who ask: "What is new here, not what is this company?"

13F 与 insider change 提醒13F and Insider Change Alerts

追踪基金、ticker、insider 和 watchlist。当新的 13F、13D/G 或 Form 4 改变持仓图景时收到提醒。 Track funds, tickers, insiders, and watchlists. Get alerts when a new 13F, 13D/G, or Form 4 changes the ownership picture.

为 5 月、8 月、11 月、2 月的披露高峰设计,不是随便浏览用的。 Designed for the May/August/November/February disclosure bursts, not casual browsing.

Audit trail 优先,AI 其次Audit Trail First, AI Second

每份 brief 都会链接回披露、transcript 或来源表。如果模型无法用来源支持一个判断,就不发布这个判断。 Every brief links back to the filing, transcript, or source table. If the model cannot support a claim with a source, it does not ship the claim.

把它当作第一遍分析师,不要当作投资建议。Use it as a first-pass analyst, not as investment advice.

样例 briefSample briefs

来自当前 pipeline 的 dry-run brief。格式是明确标记的 demo data,方便你在注册前判断输出质量。 Dry-run briefs from the current pipeline. The format is demo data, clearly marked, so the output can be judged before signup.

AAPLAAPL

AAPL 10-Q changed in Item 1. Financial Statements, Item 2. Management's Discussion and Analysis, Item 3. Risk FactorsAAPL 10-Q changed in Item 1. Financial Statements, Item 2. Management's Discussion and Analysis, Item 3. Risk Factors

打开样例Open sample

TSLATSLA

TSLA 10-Q changed in Item 1. Financial Statements, Item 2. Management's Discussion and Analysis, Item 3. Risk FactorsTSLA 10-Q changed in Item 1. Financial Statements, Item 2. Management's Discussion and Analysis, Item 3. Risk Factors

打开样例Open sample

NVDANVDA

NVDA 10-Q changed in Item 1. Financial Statements, Item 2. Management's Discussion and Analysis, Item 3. Risk FactorsNVDA 10-Q changed in Item 1. Financial Statements, Item 2. Management's Discussion and Analysis, Item 3. Risk Factors

打开样例Open sample

本周最活跃的 10 个 Smart Watchlist10 most active Smart Watchlists this week

来自当前 watchlist store,在页面渲染时解析。Live from the current watchlist store, resolved at page render time.

  1. Magnificent 7Magnificent 7 7 个 ticker · quarterly 7 tickers · quarterly
  2. Scion Asset Management Top HoldingsScion Asset Management Top Holdings 0 个 ticker · quarterly 0 tickers · quarterly
  3. Berkshire Hathaway Top 10Berkshire Hathaway Top 10 0 个 ticker · quarterly 0 tickers · quarterly
  4. Pershing Square Top HoldingsPershing Square Top Holdings 0 个 ticker · quarterly 0 tickers · quarterly
  5. Insider Buying Clusters: Last 30 DaysInsider Buying Clusters: Last 30 Days 0 个 ticker · on-filing 0 tickers · on-filing
  6. S&P 500 Biggest 13F Changes QoQS&P 500 Biggest 13F Changes QoQ 0 个 ticker · quarterly 0 tickers · quarterly
  7. Recent Short-Seller TargetsRecent Short-Seller Targets 10 个 ticker · weekly 10 tickers · weekly
  8. Announced Spin-Offs: Next 12 MonthsAnnounced Spin-Offs: Next 12 Months 4 个 ticker · weekly 4 tickers · weekly
  9. AI Infrastructure Pure PlaysAI Infrastructure Pure Plays 8 个 ticker · quarterly 8 tickers · quarterly
  10. Defense PrimesDefense Primes 5 个 ticker · quarterly 5 tickers · quarterly

定价Pricing

当前版本没有真实计费。付费档位先登记等候名单,Stripe 接通后再开放付款。 No real billing in this slice. Paid plans stay in waitlist mode until Stripe is wired.

免费Free

$0$0

  • 每天 3 份 brief3 briefs/day
  • 3 个 ticker3 tickers
  • 延迟 24 小时的 watchlist 摘要24h delayed watchlist digest
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常见问题FAQ

这是投资建议吗?Is this investment advice?

不是。FilingDelta 汇总和比较公开信息,不提供评级、目标价、投资组合建议,也不提供买卖建议。No. FilingDelta summarizes and compares public information. It does not give ratings, price targets, portfolio advice, or buy/sell recommendations.

你们使用哪些来源?What sources do you use?

SEC 披露,例如 10-K、10-Q、8-K、13F、13D/G 和 Form 4;可用时也会使用公开公司 earnings materials。SEC filings such as 10-K, 10-Q, 8-K, 13F, 13D/G, and Form 4, plus public company earnings materials where available.

这和披露提醒有什么不同?How is this different from a filing alert?

披露提醒告诉你有文件提交了。FilingDelta 告诉你相较上一期发生了什么变化,并把每个判断链接回来源。A filing alert says something was filed. FilingDelta tells you what changed from the prior period and links each claim back to the source.

我能把它用于 newsletter 吗?Can I use this for a newsletter?

可以。付费界面面向清爽 brief 和导出。发布内容时应保留来源链接。Yes. The paid surface is designed for clean briefs and exports. Source links should remain in published work.

支持所有上市公司吗?Do you support every public company?

Beta 先从美国上市公司和 SEC 披露开始。只有当来源质量可靠时,覆盖范围才会扩大。The beta starts with U.S.-listed companies and SEC filings. Coverage expands when source quality is reliable.

AI 不确定时会怎样?What happens when the AI is uncertain?

brief 应说明不确定性、链接来源,或省略该判断。产品承诺是减少无来源支持的判断。The brief should say so, link the source, or omit the claim. The product promise is fewer unsupported claims.