DOCULENS / EQUITY RESEARCH
Equity research.
With real sources.
Earnings calls and SEC filings, with citations you can open.
by Luciano Rahal
Core Research
Choose a company, topic, and period.
Research Library
Management Memory
See which themes management keeps returning to, how the language changes, and where the exact transcript evidence lives.
Who is asking what?
Browse the captured Q&A by company, analyst, bank, or the themes analysts keep returning to.
Research Library
Your saved reports and workbooks.
Filters & tools
Completed research reports and workbooks will appear here and can be filtered by ticker, topic, year, and source.
Promise Tracking
Follow a stated commitment across quarters and see whether it was kept.
Guidance vs Actual
Choose a company and year. DocuLens automatically finds management's guidance around that year and compares it with the later reported results.
What Changed Since Last Quarter
Compares the two most recent quarters found in checks/ for this ticker.
Filing Topic Tracker
Track how a topic is discussed across selected SEC filings over multiple years.
SEC Filing Explorer + Excel Builder
Pull a company's real 10-K and 10-Q filings once, search every related table by topic, and export selected tables as real Excel ranges.
Ask a Question
Free-text question mode. It figures out which transcripts it needs on its own.
Fetch Transcripts from SEC EDGAR
Pulls call-transcript exhibits filed with the SEC into checks/, when available.
Upload / Paste Transcript
Don't have EDGAR coverage for this one? Paste the transcript text or upload a .txt file. It's saved straight to checks/ and every workflow above will pick it up.
Help
Choose a question, check the sources, and keep the report or workbook.
One question.
Three useful outputs.
Use Core Research for the full cited story, the Excel Builder when you need historical filing data in a model, and the smaller tools when you want a focused check.
SEC filings are automatic
Any workflow that searches SEC filings (Core Research, Filing Topic Tracker) pulls the real 10-K/10-Q text straight from SEC EDGAR for the ticker and year range you give it, with optional form buttons for 8-Ks, proxies, ownership filings, registrations, and any exact form code you add. There's nothing to upload or paste for filings, ever. Transcripts are the one input that sometimes needs help. DocuLens tries "Fetch Transcripts from SEC EDGAR" first (some companies file verbatim call transcripts as 8-K exhibits), and falls back to "Upload / Paste Transcript" for the rest.
SEC Filing Explorer + Excel Builder workbook
Pull a company's real 10-K and 10-Q filings, search the filed tables by theme, preview the source rows, and export a practical Excel workbook. Historical actuals are backed by SEC/XBRL data, selected filing tables stay visible as real rows and columns, and the workbook includes a Source Map so you can trace the numbers back to the filing.
Best for: building a historical model, checking a filing disclosure before you trust a number, or taking research from a narrative report into Excel. It is historical data only — no forecasts are invented for you.
Core Research deep dive
The full-picture option. It combines earnings-call commentary, forward guidance paired with the actual results that resolved it, and 10-K/10-Q filing disclosures, organized by reporting period, then closes with a longitudinal summary judging management's forecasting credibility and answering your question directly.
Best for: "Has management accurately forecasted gross margins over the last 2 years?" Anything where you want the complete, cited case rather than one data point. It combines more source types and longitudinal evidence, so runtime and API usage can vary with the ticker, date range, and source availability. Use a narrower check for a specific question.
What Changed Since Last Quarter more tools
Automatically finds the two most recent transcripts already saved for a ticker and describes how management's discussion of a topic changed (or didn't) between them. No year range needed.
Best for: "Did anything change in how they talk about FSD progress this quarter vs. last?" A fast pulse-check right after a new call, not a historical study.
Fetch Transcripts from SEC EDGAR tool
Some companies file verbatim earnings-call transcripts as exhibits to their 8-K filings
(Item 7.01/8.01, Regulation FD Disclosure). Coverage isn't universal, but when found,
it's saved directly into checks/ in the format every other tool expects.
Best for: populating checks/ before running anything else, with zero manual copy-pasting, when the company happens to file transcripts this way.
Upload / Paste Transcript tool
The fallback for whenever SEC EDGAR doesn't have a company's transcripts filed as an exhibit. Paste the text or upload a .txt file for one ticker/quarter/year at a time.
Best for: any transcript "Fetch Transcripts" couldn't find. Once it's saved, every workflow picks it up automatically.
Ask a Question more tools
Free-text question mode: it figures out the ticker and which quarters it needs on its own. Its Manual/Advanced Keywords mode lets you bypass that guesswork entirely by giving it a ticker, year range, and your own literal keywords/phrases, and it searches only those.
Best for: a quick raw evidence dump on a narrow phrase, or when the natural-language parser can't figure out which transcripts a question needs on its own (switch to Manual mode).
Promise Tracking more tools
Given a ticker, topic, and year range, retrieves every mention of the topic across the requested quarters, tags each mention's status, and produces a Fulfilled / Delayed / Revised / Abandoned / Still Pending verdict with supporting evidence.
Best for: qualitative commitments and milestones ("Cybertruck production ramp", "FSD wide release") rather than a specific number. Guidance vs Actual is the better tool once there's an actual figure attached.
Guidance vs Actual more tools
Retrieves every mention of a metric across the requested quarters and pairs forward guidance with the later actual result that resolves it, verdicting each pair Met / Exceeded / Missed / Superseded / Not Verifiable After Exhaustive Search.
Best for: concrete numeric targets (delivery growth, gross margin, capex) where management gave a specific forward number. Note: not every topic has forward guidance at all (e.g. stock-based compensation is a mechanical accounting line, not a forecast target). Core Research already folds this in if you want the full picture instead.
Filing Topic Tracker more tools
Pulls the selected SEC filing families in a given range from SEC EDGAR, searches every available section, and synthesizes how the company's disclosure of a topic has evolved. 10-K and 10-Q are selected by default; optional forms can be added from the source picker.
Best for: regulatory-language questions with no transcript angle, like "litigation reserve" or "supply chain risk factor language", where you specifically want the filings' own wording, not earnings-call commentary.