SEC Filing Monitor
An automated pipeline that monitors SEC EDGAR for new filings, uses Claude AI to analyze and score them, and distributes summaries to keep investors informed.
The Problem
- •SEC processes thousands of filings daily
- •Most are routine; finding newsworthy ones is tedious
- •Filings are dense legal documents, hard to parse quickly
- •Time-sensitive — market moves fast on material news
The Solution
- •Automated hourly monitoring of 8 filing types
- •Claude AI analyzes and scores each filing 1-10
- •Plain-English summaries with key financial metrics
- •Automatic alerts for high-scoring filings
What It Monitors
Tracks 8 key filing types that drive market-moving news.
10-K
Annual reports with full financial statements
10-Q
Quarterly financial updates
8-K
Material events (earnings, M&A, leadership)
13D/13G
Activist investor stake disclosures
Form 4
Insider trading activity
S-1/S-4
IPO and merger registrations
The Automation Pipeline
End-to-end flow from SEC EDGAR to your feed.
Monitor SEC EDGAR
Hourly scheduled workflow fetches latest filings from SEC ATOM feeds
Filter & Prioritize
Skip ETFs, mutual funds, and routine filings. Boost priority companies.
Claude AI Analysis
AI reads filing, extracts financials, scores newsworthiness 1-10
Save to Database
Store analysis in markdown format with deduplication tracking
Daily Digest
Claude synthesizes all day's filings into executive briefing
Social Distribution
Post top filings to X/Twitter during market hours
AI Scoring System
Claude AI evaluates each filing on newsworthiness using consistent criteria.
| Score | Meaning | Examples |
|---|---|---|
| 9-10 | Major market-moving news | M&A announcements, >10% earnings beat/miss, CEO departure |
| 7-8 | Significant news worth attention | Guidance changes, material contracts, activist stakes |
| 5-6 | Interesting but routine | Earnings in line with expectations, standard updates |
| 3-4 | Minor news, specialists only | Small amendments, routine filings |
| 1-2 | No news value | Procedural filings, immaterial updates |
Only filings scoring 6+ are saved and distributed. Priority companies (S&P 500) get a +2 boost.
Tech Stack
Python
Core automation scripts
GitHub Actions
Scheduled cron workflows
Claude API
Filing analysis & summarization
SEC EDGAR
Official filing feeds
Tweepy
X/Twitter posting
Markdown
Git-based persistence
JSON
Deduplication tracking
pytz
Timezone-aware scheduling
Why This Matters
Time Saved
No more manually checking EDGAR for updates
Filings Processed
Automated analysis at scale
Alert Latency
From filing to your feed
Need automated monitoring?
I can build custom monitoring systems that watch data sources, apply AI analysis, and deliver insights automatically.