Sifter Lens / Filing Agent

Annual report triage before the checklist.

Enter a US ticker for automatic 10-K retrieval, or upload any annual report PDF. Lens extracts citations, flags, KPIs, and a first-pass verdict so weak ideas die faster.

Machine output is a starting point, not a conclusion. Verify against the source filing before using it in research or capital decisions.

Try: AAPL GOOGL MSFT NVDA

US tickers are retrieved automatically from SEC EDGAR. For international companies, use PDF Upload.

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Drop annual report PDF here

or click to browse · Max 50 MB · Text-based PDFs only

Ticker (optional, for metrics):
How It Works
01

Retrieve or Upload

For US-listed companies, Sifter Lens fetches the most recent 10-K directly from SEC EDGAR. For any other company worldwide, upload the annual report PDF.

02

Filing Agent Reads

The model reads the full document, compares it with structured financial data where available, and turns the first pass into evidence an analyst can challenge.

03

Structured Output

Every flag includes a verbatim citation from the document. Key metrics are pulled from structured financial data where available. The verdict is written in the direct voice of a value analyst.

A note on limitations. Sifter Lens is a first-pass screening tool, not a substitute for deep fundamental research. It will miss nuance, context, and information that isn't in the filing. Use it to accelerate the first read, not to replace the full process. The verdict is machine output, not financial advice.

Founder
Alessandro Montalbano
Signed by

Alessandro Montalbano

Founder · Research Analyst, Sifter Research
A decade of personal investing · Former M&A analyst · Quantitative Finance & Management Engineering

Over the years, I've spent a lot of time on investment platforms, forums, newsletters and communities. Great ideas everywhere: tickers, theses, one-liners that make you think. But I always had the same problem: when I find something interesting, I still have to do all the research myself. Every time.

I looked for research that was actually complete, a real deep-dive where you can follow the reasoning, check the numbers and disagree with the conclusion if you want. Rarely found it. Especially on small-caps, where institutional coverage is thin and mispricing opportunities are real. So I built it myself.

Read more about the process and the checklist →
"The goal is to understand a few neglected businesses better than the market does."