Read a filing

SECSift rebuilds each filing into one clean page, without changing a word or a number. This page covers navigation, the find bar, table views, and reading settings.

Navigation

The left sidebar lists everything in the filing:

  • Contents: Every section of the filing. Select a section to jump there.
  • Tables: Every table in the filing, with a filter by item. Select a table to jump there.
  • Exhibits: The images and charts the filing carries.

Select a list's title to open or close the list. Links inside the filing work too, so a table-of-contents line in the filing takes you to the right spot in SECSift.

Press Ctrl+F (Cmd+F on a Mac), or select "Find in filing" (magnifier icon) in the top bar, to open the find bar. The find bar searches the whole filing, text and tables, not only the part on screen.

Press Enter for the next match and Shift+Enter for the previous one.

Type these operators in capitals to combine terms:

  • AND: Both terms, in the same paragraph, list, or table, like revenue AND margin.
  • OR: Either term, like revenue OR sales.
  • NOT: Skip any paragraph, list, or table that holds the term, like revenue NOT deferred. A minus works the same way, like revenue -deferred.
  • Quotes: An exact phrase. Quotes also let you search for the word AND itself, like "research AND development".

Only capital AND, OR, and NOT work as operators. In lowercase they're ordinary words, so research and development finds that exact phrase. The find bar highlights each operator as you type.

You can change the default search options:

  • Match word variations: "increase" also finds increases and increasing. This option turns off "Whole word" and "Match case".
  • Whole word: "rate" stops matching corporate.
  • Match case: "GAAP" stops matching gaap.
  • Skip routine text: Ignores the text Sift marked as routine. Needs Sift run, with routine text set to "Fade" or "Hide".
  • Search tables only: Skips the prose and searches only the tables.

Growth and common-size views

Most financial tables get two extra views in their toolbar, next to "As filed":

  • Growth: How each line changed from the period before, as a percent under each number, green for up and red for down. Needs at least two periods.
  • Common-size: Each line as a percent of a base line, like every income-statement line as a percent of revenue. Needs a total, revenue, or assets line. Select a row's label to make that row the base.

The original numbers stay on screen, with the percent under each one.

Reading settings

Select "Settings" (gear icon) in the top bar to change how the filing looks. Apart from the AI model, these settings change only the view, never the filing itself.

Under "Reading":

  • Reading progress bar: A thin gold bar under the header that fills as you scroll.
  • Page break markers: Marks where the original filing's printed pages end, with the page number.
  • Hide images: Hides every image and exhibit graphic. Exports still include them.
  • Striped table rows: Shades every other table row, so a long row is easier to follow across to its numbers.

Under "Tables":

  • Period order: Shows each table's dated columns as filed, newest first, or oldest first.
  • Show values in: Shows table numbers as filed, or scaled to thousands, millions, or billions. Per-share amounts, prices, years, and ratios stay as filed. A table saved as an image uses the scale you choose, while "Copy", CSV, Excel, and filing exports keep the filed values.
  • Wrap wide tables: Wraps long cell text so wide tables fit instead of scrolling sideways.
  • AI table names: Gives each uncaptioned table a short, plain name in the sidebar's table list. Needs a paid plan.
  • AI exhibit names: Names the filing's images in the sidebar's exhibit list. Needs a paid plan.

Under "AI model", choose Standard, Pro, or Max for Sift, Ask AI, and table analysis. Pro and Max need a paid plan. See Sift analysis for what each model costs.