For busy professionals who invest their own money

Read any SEC 10-K in 5 minutes, not 5 hours.

FilingBrief is 8 due-diligence skills for Claude and ChatGPT. Drop in a filing, get back a clean, page-cited PDF brief — annual reports, earnings calls, insider trades, ETF holdings, structured and auditable. One-time payment. Lifetime access.

Get instant access — $97 See real output ↓

Not ready to buy? Get the 10-K Analyzer skill free →

Built and used on my own portfolio for 6 months before launch
Works on Claude.ai, Claude Code & ChatGPT (Plus, Pro)
One-time payment — no subscription, no API keys, no upsells
30-day no-questions-asked money-back guarantee
A FilingBrief 10-K analysis of NVIDIA, exported as a branded, page-cited PDF brief
The deliverable: a clean, page-cited PDF you keep, print and share.
Runs natively on Claude.ai
Works in Claude Code
ChatGPT portable
Powered by SEC EDGAR data
Python stdlib only
Why FilingBrief exists

What changes when the filing
does the work for you.

Without FilingBrief

Reading 10-Ks by hand

  • ✕4-8 hours per 10-K. You skim what you should read.
  • ✕Miss the buried Item 1A change — the one that mattered.
  • ✕Tabs across 6 SEC pages just to find one disclosure.
  • ✕ChatGPT hallucinates the page number you needed.
With FilingBrief

Reading filings with discipline

  • ✓5-minute brief on any 10-K, ranked by severity.
  • ✓Year-over-year diff surfaces every new or reworded risk.
  • ✓Watchlist scan tells you what filings dropped this week, before the price moves.
  • ✓Insider trades read with 10b5-1 detection — no false signals.
3 real workflows

What you actually do with FilingBrief.

Concrete scenarios, not abstract features. This is what most buyers use it for in the first week.

1

"Should I buy this stock?"

You heard about a name on a podcast. Drop the 10-K into Claude with FilingBrief installed, get a ranked-risk brief with page citations, 3-year revenue trend, and 5 questions worth asking. Time: 12 minutes.

→ 10-K Analyzer
2

"What did my watchlist do this week?"

Run the SEC Filings Monitor on your 10-25 tickers every Sunday. Get a chronological feed of 8-Ks (with item numbers), 10-Qs, proxy filings — surfaces the regulatory story before the price story. Time: 8 minutes.

→ SEC Filings Monitor
3

"Are insiders actually buying?"

Give the Insider Trades Scanner a ticker. Pull the last 12 Form 4 filings, separate genuine open-market buying from RSU mechanics, distinguish 10b5-1 plans from discretionary trades. Time: 4 minutes.

→ Insider Trades Scanner
What's inside

8 skills. Two archetypes.
Every retail-DD workflow covered.

Each skill is a disciplined, citation-first analytical workflow that runs natively inside your Claude or ChatGPT.

Live SEC data · runs against EDGAR

Bundled Python scripts (stdlib only, no API keys) pull current filings on demand.

Insider Trades Scanner

Live SEC Form 4 filings. Clustered buying detection, 10b5-1 plan filter, signal level with stated reason.

Live SEC data

SEC Filings Monitor

Watchlist of 1-25 tickers. 10-K, 10-Q, 8-K, S-1, proxy feed. Restatement & auditor-change alerts.

Live SEC data

ETF Holdings Drill

Real NPORT-P holdings. Top positions, concentration metrics, country & asset breakdown, hidden cash detection.

Live SEC data

Document analysis · drop any filing in

Paste or upload the source document. Get a structured brief with page citations.

10-K Analyzer

200-page annual reports compressed to ranked-risk briefs with page citations. Year-over-year diff included.

Document

Earnings Call Digest

60-minute calls in 3-minute decision briefs. Guidance changes, Q&A signals, tone shifts with verbatim quotes.

Document

Sector Comparator

2-5 competitors side-by-side. Margins, leverage, segment overlap, risk overlap. Normalized currencies and fiscal years.

Document

IPO Due Diligence

S-1 prospectus, structured deal sheet. Deal mechanics, dilution math, lock-up calendar, IPO-specific risks.

Document

Cap Table Reconstructor

Real dilution surfaced. RSU overhang, in-the-money options, convertibles, warrants. Pro-forma diluted count computed.

Document
Real outputs

Every analysis exports
to a branded PDF.

Real examples from real filings. Every figure cites its page, nothing is invented — and each of the 8 skills renders the same clean, locked PDF you keep, print or share.

A FilingBrief sector comparison of NVDA, AMD and INTC, exported as a PDF brief
Sector Comparator — 3 issuers, one page, every figure cited.
Earnings Call Digest

# NVIDIA Q1 FY27 — TL;DR

• Revenue $82B (+85% YoY), 3rd consecutive acceleration
• Q2 guided $91B ±2%, implies +11% sequential
• Dividend quintupled $0.01 → $0.25; $80B new buyback
• VeraRubin production Q3 2026, 35× inference uplift
• Zero China data center compute in any guidance

Insider Trades Scan

# NVDA — 12 Form 4 filings, March 2026

• Open-market buys: 0
• Open-market sells: 6 insiders, $108M total — every sale shows 10b5-1 fingerprints (multi-lot intraday, indirect entities)
• CEO Huang's $79.7M is RSU tax withholding (F), not a sale
• Jensen Huang's 58.96M G entry is trust re-titling, zero economic change

Signal: Low, annual RSU-vest mechanics, not discretionary trading.

P

Why I built FilingBrief.

I used to spend Sunday afternoons reading 10-Ks by hand. Four hours per filing.

After a year, I'd analyzed maybe 60 companies. I knew the right questions to ask. My time was the bottleneck.

I tried Seeking Alpha for $240/year. The summaries said nothing specific. I tried ChatGPT raw, it hallucinated the page numbers I needed. Bloomberg was $25,000/year, not happening.

So I built a disciplined reading system on top of Claude — one that never invents a number, always cites the page, and never recommends a stock. After six months refining it on my own portfolio, I packaged it. FilingBrief is what I wish I had three years ago.

— Philippe, builder of FilingBrief

FilingBrief just launched, so this is still the only voice on this page. Used it on your own portfolio and have something honest to say, good or bad? hello@getfilingbrief.com, I read every note.

Try before you buy

Get the 10-K Analyzer skill free.

The most popular skill in the pack, in a lite version, instantly. No credit card. Use it on any 10-K tonight and see for yourself.

No credit card. Instant download link by email. Yours to keep — run it on any 10-K tonight.

Setup

Three minutes to install.
Years of leverage.

1

Buy & download

One zip file. All 8 skills. Instant delivery to your email after purchase.

filingbrief-pack.zip · 130 KB · No accounts, no API keys
2

Install on your AI

Upload to Claude.ai → Settings → Skills, drop into Claude Code (~/.claude/skills/), or paste into a ChatGPT Project. Three minutes total.

Works on: Claude Pro · Claude Max · Claude Code · ChatGPT Plus
3

Start analyzing

"Analyze this 10-K." · "Are insiders buying NVDA?" · "What's in QQQ?" The skills trigger automatically.

First analysis tonight. Every analysis from now on, in minutes.
Pricing

One payment. Yours forever.

No subscription. No API key. No data harvesting. Pay once, use as long as Claude and ChatGPT exist.

FilingBrief Seeking Alpha Premium Bloomberg Terminal Reading by hand
Price $97 once $240/year $25,000/year Free (your time)
Time per 10-K 5 min Their summary, your read 20-30 min 4-8 hours
Page citations on every claim ✓ — Partial If you make them
Year-over-year risk diff ✓ — — Hours
Live insider-trade scan ✓ Lagged ✓ Manual
Real ETF holdings drill ✓ Limited ✓ Hours
Recurring fee Never Forever Forever —
Runs on AI you already pay for ✓ — — —
Everything included A FilingBrief 10-K analysis, exported as a branded, page-cited PDF

FilingBrief

All 8 skills. The complete retail due-diligence desk, on the AI you already pay for.

$ 97
one-time · lifetime access · no subscription
  • All 8 skills: 10-K Analyzer, Earnings Call Digest, Insider Trades Scanner, Sector Comparator, IPO Due Diligence, Cap Table Reconstructor, SEC Filings Monitor, ETF Holdings Drill
  • Branded, page-cited PDF export on every analysis
  • Claude + ChatGPT versions of every skill
  • Bonus: 50 ready-to-use prompts, a 1-page cheatsheet, and 5 worked case studies on real tickers
  • 30-day money-back guarantee
Get FilingBrief — $97
Just want the basics? Starter is the 3 core skills (10-K, earnings call, insider trades) for $47. Get Starter →

If FilingBrief doesn't save you 3 hours in the first week, I refund you.

30 days, no questions asked. Email me, I refund. I'd rather have a happy refund than an unhappy customer, and the product is good enough that I rarely have to.

FAQ

Honest answers.

How quickly do I get the files after purchase?

Instantly. Gumroad delivers the download link to your email within seconds of payment confirmation. From there, installation takes about 3 minutes.

Will this work on free Claude or free ChatGPT?

No. The skill format requires Claude Pro / Max / Code, or ChatGPT Plus. If you're not already on one of those, FilingBrief isn't for you yet, but you probably already pay for one (or both). FilingBrief makes that subscription dramatically more useful.

Do I need to know how to code?

No code required for 5 of the 8 skills. For the 3 live-data skills (Insider Trades Scanner, SEC Filings Monitor, ETF Holdings Drill), there's a single Python script you run with one command, no setup, no packages to install. If you can copy-paste, you can use it.

Is this investment advice?

Explicitly no. FilingBrief is educational tooling. It analyzes documents and public data, it does not recommend buying or selling anything. Page citations included so you can verify everything yourself.

What if Claude or ChatGPT updates and breaks the skills?

Highly unlikely. Claude's skill format is a stable Anthropic product. ChatGPT Project Instructions have been supported for years. The Python scripts use the free public SEC EDGAR API, which has been stable since the 1990s. If anything breaks, I push a free update.

What's the difference between Starter and Complete?

Starter ($47) is the 3 core skills (10-K, earnings call, insider trades), enough for most single-name research. Complete ($97) adds the 5 advanced skills (sector comparison, IPO due diligence, cap-table reconstruction, watchlist monitor, ETF holdings drill) — the full retail-DD desk — plus the bonus playbook (50 ready-to-use prompts and 5 worked case studies on real tickers) included at no extra charge. Most buyers choose Complete.

Can I share with friends or colleagues?

The license is single-user, no redistribution. If a friend wants it, the easiest path is for them to buy a copy directly. I'll likely launch an affiliate program at 40% commission soon. If you're interested, email me.

What's the refund policy?

30 days, no questions asked. Email me, I refund. Genuinely, I'd rather have a happy refund than an unhappy customer.

Who built this and why?

I'm a retail investor who spent too many Sunday afternoons reading 10-Ks by hand and got tired of paying $240/year for Seeking Alpha summaries that said nothing specific. FilingBrief is the tool I built for my own portfolio. After six months of refining it on real filings, I packaged it because everyone I know who invests their own money has the same problem.

Stop reading 10-Ks like it's 1999.
Start tonight.

3-minute install. First analysis in under 10 minutes. 30-day money-back guarantee.

Yes, get me FilingBrief
✓ Instant download ✓ Lifetime access ✓ No subscription ✓ Works with Claude & ChatGPT
Get FilingBrief — $97