Publicview

You ask a question the way you'd ask a colleague, and PublicView retrieves relevant filing excerpts before writing an answer. Every claim carries an inline citation, and you can open the source passage to verify it. Follow-up questions keep the context, so a session can move from revenue mix to a specific legal matter without restating the company. This is the core of its SEC filing AI research, and it's what separates cited AI answers from a general chatbot asked about a stock.

Three processing modes set how much work the system does. Quick mode handles fast Q&A and single-fact lookups. Deep mode adds the visual knowledge graph, the relationships table, and the event timeline for full company research. Track mode runs continuously in the background, watching for new filings and insider trades. Choosing wrong is the main source of disappointment here: Quick answers won't come with a relationship map, and Deep mode takes longer to finish.

Deep mode extracts entities and connections from filings and lays them out as an explorable network. Companies, people, products, ownership stakes, strategic priorities, and risk topics all become nodes you can click for details. Each relationship links back to the filings it came from, so the map works as an index rather than a decorative graphic. It's the fastest way to see who is connected to a company and why, which is hard to reconstruct from separate documents.

The connections table answers a narrower question than the graph: who is linked to whom, and through what. You can search extracted relationships, filter by category, and inspect the underlying passage without reading the full legal text. Insider activity and ownership tracking sit in the same view. For anyone doing public company research across suppliers, subsidiaries, or executives, this replaces a lot of manual cross-referencing.

The timeline places dated relationships and material events in filing order. Executive changes, corporate events, and risk disclosures line up against the dates they were filed, which makes a strategy shift or a leadership shake-up easier to follow. You can see what changed and when, without rebuilding the chronology yourself from a stack of PDFs.

Add companies to a watchlist and PublicView monitors new 8-K, 10-Q, and Form 4 filings. When something lands, you get an AI summary rather than a bare link. Alert management lets you decide which filing types deserve attention. Filing alerts are the part of the product that keeps working while you're away from the dashboard, and they're the reason Track mode exists as a separate tier of service.

The IPO calendar lists upcoming and recently priced offerings, with each S-1 and prospectus structured from SEC EDGAR data and market figures sourced from Finnhub. The companion IPO Stream publishes AI-drafted briefs that an analyst fact-checks before release. Both pages show their sources, so you can trace a number back to the filing. It's a useful entry point if your research starts before a company has a trading history.