Overview:

Data Simply gives you an information edge.

Our Financial Intelligence Engine takes unstructured data, like words, and interprets them like a financial analyst.

We run our engine on the SEC Edgar database and turn company filings into signals, so investment professionals know when something good or bad happens with companies they follow, and even get it sent right to their phone.

Company and Investment Monitoring:

Our new ESG data lets you see words related to Environment, Social, and Governance topics and tracks related companies and tickers. 

Our new ESG data lets you see words related to Environment, Social, and Governance topics and tracks related companies and tickers. 

Documents are interpreted and important elements are tagged and their frequency is measured, based on the underlying meaning of the document from a financial analyst's perspective.

Documents are interpreted and important elements are tagged and their frequency is measured, based on the underlying meaning of the document from a financial analyst's perspective.

Track topics mentioned in filings, including disclosures about Trump exposure.

Track topics mentioned in filings, including disclosures about Trump exposure.

Filings are interactive and shown in the app with the highlighted text. You can also build the financial tags you wish to see yourself, or highlight them all at once.

Filings are interactive and shown in the app with the highlighted text. You can also build the financial tags you wish to see yourself, or highlight them all at once.

You can track your own portfolio within the 3 major US Exchanges, or use our Market Portfolio of top widely held and trending companies.

You can track your own portfolio within the 3 major US Exchanges, or use our Market Portfolio of top widely held and trending companies.

See data trends over time including when a company started melting down.

See data trends over time including when a company started melting down.

Track the IPO market with new filings and updates such as pricings.

Track the IPO market with new filings and updates such as pricings.

Who this is for: * STOCK ANALYSTS * ASSET MANAGERS * Financial Advisors * BANKERS * Investor Relations * 

We're solving the information overload problem. On a typical day, to do your job (and not get fined by the SEC) you have to wade through: 20 million Edgar filings, including a 189 page HP !0k, and 100,000 alerts from your current software. And you're wondering "What am I missing?"

Who is this for and how does it help you?

For Stock Analysts, you can track the companies you follow, to know where you should get deep into the details.

For Asset Managers and Traders, it delivers insights on companies you care about, to monitor positions and discover trade opportunities.

For Financial Advisors, it helps reduce liability and litigation from securities that are unsuitable for clients, by monitoring portfolios for needed changes and client communication.

For Bankers, it helps you track important but hard to find information about your clients, and see new opportunities, so you can be proactive.

For Investor Relations professionals, it helps you track the competition or even learn more about your own company.

Don't wonder what you are missing. Let us help you save time, reduce risk, and make better decisions.

How It Works:

Data Simply turns SEC filings into signals by machine-reading information like a financial analyst then analyzing those into trends, patterns, and flags. We do this at a scale and speed that humans can’t. The results can be consumed through a dashboard, alerts, and an API (coming soon) directly to your firm's back office. We can even alert you via text message right to your phone.

You use it to evaluate securities for buy lists and to monitor portfolios. This lets you know when you should change a portfolio or contact a client. Is LL melting down? AT&T reducing dividends?

Our proprietary engine takes unstructured data (written words), then machine-reads them like an analyst, and turns them into financial signals.

Our proprietary engine takes unstructured data (written words), then machine-reads them like an analyst, and turns them into financial signals.

Why This is Better:

  • You can focus on your business.
  • You don't have to build it.
  • You don't have to maintain it.

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© Data Simply, Inc. 2017