AI-Powered 10-K Report Summarizer

MoneySense AI uses large language models to parse the full text of 10-K filings. It identifies the most important sections (Risk Factors, MD&A, Financial Statements) and extracts key data points, risks, and management commentary into a concise summary.

While direct side-by-side comparison is on our roadmap, you can analyze each year's 10-K separately and review the AI-generated summaries to spot differences in risk factors, financial metrics, and management language.

Yes, MoneySense AI works with 10-K filings from any public company that files with the SEC, including large-cap, mid-cap, small-cap, and foreign filers (20-F).

For most investors, our AI summary captures the essential insights. However, for your largest holdings or before making a major investment, we recommend using the AI summary as a starting point and then diving into specific sections that the AI flags as important.