Signal8

Screen SEC filings across all companies with company-level filters (sector, industry, market cap, exchange) combined with filing-level filters (form type, date range). Returns filings enriched with company metadata: ticker, sector, industry, exchange, market cap, and price. Use this to answer questions like "find all S-1 filings from biotech companies under $500M market cap" or "show me recent 8-K filings from Technology sector companies". This is the most powerful filing DISCOVERY tool for filings — use search_sec_filings only when you already know the specific CIK. This tool returns FILINGS, not a company universe: to enumerate or COUNT companies by market cap / price / float (e.g. "find all companies under $300M market cap"), use screen_companies instead — it supports minMarketCapComputed / maxMarketCapComputed and returns a real total COUNT. Searches only the 500 largest matching companies by market cap (narrow the filters to reach smaller ones); for float, price, company-type, foreign-issuer or recent-IPO filters, full-text queries, or 8-K item codes, use search_sec_filings with its company filters. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

Analyze stock price performance after SEC filings. Returns individual filing records with pre-computed price returns at +1 day, +3 days, +7 days, and +30 days after the filing date, plus aggregate statistics (average, median, % negative, best, worst) across all matching filings. Combine company-level filters (sector, industry, market cap, exchange) with filing filters (form type, date range). Use this to answer questions like "how do biotech stocks perform after S-1 filings?" or "what is the average 7-day return after 8-K filings from companies under $500M market cap?".

Search clinical trials market-wide (cross-company). Distinct from get_clinical_trials, which is scoped to a single ticker. Filter by phase, indication, sponsor, status, and date window; sort and paginate the results.

Search for companies by name or ticker symbol in the Signal8 database. Returns matching companies with their ticker, name, CIK, and exchange. Use this as the first step to find a company before calling other tools.

Full-text search across SEC filing content that returns the MATCHING PASSAGE: one match per filing, each with the exhibit it was found in (`exhibit_id`, `exhibit_type`) and the snippet with context. Query syntax: unquoted words must ALL appear (any order, any distance); "quoted phrase" = exact wording; OR between alternatives (merger OR acquisition); -word or -"phrase" to exclude; w1 NEAR/10 w2 (also NEAR(10), or bare NEAR = within 10) = words close together; word* = prefix of 4+ letters (dilut* matches dilution, dilutive); $AAPL or a capitalised ticker scopes to that company; a form code (8-K, 10-Q, S-1), "item 5.02" / "8-K 1.05" and a bare year (2024) scope to that form / 8-K item / year. Unquoted words match anywhere in the filing, so quote multi-word phrases. When the archive states how it read the query it is in meta.understanding. Best for locating specific clauses ("change of control", "anti-dilution", "right of first refusal") and for getting the excerpt for a known filing (pass accessionNumber or filingId). Use search_sec_filings with `q` instead when you need filing-level paging (cursor), totals, date ranges, 8-K item codes, excluded forms, or company filters. Optionally filter by company (CIK), filing, accession number, or form type, restrict matching to sections (section=risk_factors, mdna, ex99 …; confirmed by meta.sections, otherwise meta.unsupported says the whole filing was searched) and filter by exhibit type (exhibitTypes=EX-10). Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the ED…

Search institutional investors (13F filers) by name. Returns matching institutions with CIK, name, AUM, holdings count, and latest filing period. Use this to find a specific fund or investment manager when you know part of their name (e.g., "Vanguard", "BlackRock", "Citadel"). Results are ranked by AUM descending.

Search the free Signal8 Academy (signal8.ai/learn) — plain-English guides that explain dilution (ATMs, warrants, convertibles, baby shelf, cash runway), how to read SEC filings (8-K items, Form 4 codes, 13D/13G, 424B5, S-1/S-3), market structure (halts, short interest, float, reverse splits, STOCK Act disclosures) and how to use Signal8. Returns matching guides with title, description, track, section, reading time, lastVerified date, the public url and the signal8:// resource uri — no bodies; call get_learn_guide for the full Markdown. Keyword match: every query word must appear somewhere in the guide; title hits rank highest. An empty query lists every guide (optionally one track) in reading order. Use this to ground an explanation of a concept the user asked about, or to cite a guide alongside data from the dilution / filing tools. Works without an API key. An empty result means no guide matched the words given — try fewer or broader words (e.g. "warrant" rather than "warrant inducement repricing") — not that the topic is unimportant.

Search and list SEC filings by company (CIK), form type, date range, 8-K item codes and excluded forms, optionally with a full-text query over filing bodies, and optionally by COMPANY FACTS (market cap, float, price, sector, industry, exchange, company type, foreign issuer, recent IPO). Returns rows with `id` (the filingId for get_filing_document / get_filing_exhibits), cik, company_name, accession_number, form_type, filing_date, acceptedAt, primaryDocument, bodyStored and itemNumbers, plus `pagination` with `total`, `totalRelation` ("eq" exact; "gte" a lower bound when the count was cut at 10,000 — then `totalEstimate`, when present, is "about N"), `hasMore` and `nextCursor`. With `q`, unfiltered rows also carry `rank` and a `snippet`. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL. Full-text `q`: Query syntax: unquoted words must ALL appear (any order, any distance); "quoted phrase" = exact wording; OR between alternatives (merger OR acquisition); -word or -"phrase" to exclude; w1 NEAR/10 w2 (also NEAR(10), or bare NEAR = within 10) = words close together; word* = prefix of 4+ letters (dilut* matches dilution, dilutive); $AAPL or a capitalised ticker scopes to that company; a form code (8-K, 10-Q, S-1), "item 5.02" / "8-K 1.05" and a bare year (2024) scope to that form / 8-K item / year. The archive's reading of the query (tickers/companies, forms, items, years, synonym expansions such as buyba…