INVESTMENT INTELLIGENCE
Smart feeds for every Feeds for every 8-K filing you care about you care about
Investment professionals waste hours manually checking SEC filings and corporate disclosures for material events. Changeflow's AI creates intelligent feeds of market-moving signals filtered to your portfolio and watchlist. Get your information edge before markets react.
Trusted by investment professionals and research firms
AI-powered investment intelligence
Set up in seconds with company tickers, SEC filing types, and a simple prompt explaining what events matter to you. Sit back and let Changeflow intelligently monitor markets for you.
- ✓ AI understands SEC filings, material events, and what moves markets
- ✓ Automatically filters noise, surfaces only significant corporate signals
- ✓ Summarizes filings and provides context on investment implications
- ✓ Aggregate hundreds of companies and filing types into a unified feed
- ✓ Track SEC Edgar, investor relations pages, board changes, and proxy statements
The Changeflow advantage for investment research
Financial Intelligence AI
Our AI is optimized for understanding SEC filings, regulatory language, and corporate disclosures. It understands what constitutes a material event vs. routine filing.
Natural language setup
No complex queries. Tell us: 'Alert me when portfolio companies file 8-Ks about leadership changes' or 'Track insider buying for my watchlist'. We handle the rest.
Intelligent summarization
Don't waste time reading full 10-Ks. Get AI-generated summaries of filings with key takeaways and investment implications.
Multi-company monitoring
Track your entire portfolio, watchlist, or sector in one unified feed. Monitor 50, 100, or 500+ companies simultaneously for material events.
Real-time alerts
Get notified within minutes of SEC filings. Critical for time-sensitive trading decisions and getting ahead of market reactions.
Materiality filtering
Our AI automatically filters for significant events. You only see filings and changes that could move markets or impact valuations.
Optimized for tracking key investment sources
Changeflow has been optimized and rigorously tested to reliably monitor SEC filings, corporate disclosures, and investor relations sources. Our AI understands regulatory language, materiality, and what constitutes actionable investment intelligence.
SEC Edgar 8-K
sec.gov/edgar
Form 4 Insider Trading
sec.gov/cgi-bin/browse-edgar
13F Holdings
sec.gov/form13f
10-K Annual Reports
sec.gov/edgar
10-Q Quarterly Reports
sec.gov/edgar
Proxy Statements
sec.gov/proxy
Investor Relations
company.com/investors
Board Composition
company.com/board
Earnings Transcripts
seekingalpha.com
Corporate Governance
company.com/governance
M&A Databases
mergermarket.com
Activist Campaigns
13d.com
Plus any other website or data source you need to track. If it's online, Changeflow can monitor it.
How investment professionals use Changeflow
Material event monitoring
Portfolio managers and equity analysts
Challenge: Missing material 8-K filings means slower reaction time and lost alpha when events move markets
Solution: Monitor SEC Edgar for 8-K filings across your portfolio with AI filtering for significant events like leadership changes, acquisition announcements, and material agreements.
Outcome: React to material events within minutes, not hours. Make informed decisions before markets fully digest news.
A hedge fund caught an unexpected CEO departure 8-K filing 15 minutes after submission, exiting their position before the stock dropped 12% the next day.
Insider trading signals
Quantitative analysts and investment researchers
Challenge: Tracking Form 4 insider trading across hundreds of companies manually is impossible
Solution: Set up feeds for Form 4 filings filtered by transaction type, insider role, and transaction size. Track insider buying patterns as early signals of value.
Outcome: Identify conviction signals from insider buying before broader market awareness. Spot red flags from executive selling.
An investment research firm tracks Form 4s for 200 mid-cap companies and identified unusual director buying that preceded a 40% run-up over 3 months.
Portfolio company tracking
Private equity and venture capital investors
Challenge: Staying informed on governance changes, board appointments, and strategic shifts across portfolio companies
Solution: Monitor portfolio company investor relations pages, proxy statements, and corporate governance updates for board changes, compensation shifts, and strategic announcements.
Outcome: Stay informed on portfolio developments without constant check-ins. Identify issues early before they impact valuations.
A PE firm tracks 25 portfolio companies and caught an unexpected board resignation that signaled internal conflict, prompting early intervention before operational issues escalated.
From setup to intelligence on auto-pilot in 60 seconds
A URL and brief description of what you care about is all you need.
1 Describe what matters
Tell our AI what URLs to monitor and a brief description of what you care about. No technical setup, no CSS selectors, no configuration files required.
2 Let our AI track the pages
Our platform navigates to pages, checks for changes and uses AI to determine the relevance of the changes. Your personalized feed surfaces only what matters.
3 Stay informed
Get clear AI summaries as soon as changes happen, explaining the updates and why they matter. Timely intelligence delivered straight to your inbox or feed.
Simple pricing, for your team
Our software is 100% focussed on business. All plans offer comprehensive features and support.
Professional
Ideal for getting started with change detection, 20 to 300 pages monitored.
$14/mo
-
Track
20pages
- Email & chat support
- Onboarding calls & fast troubleshooting
- Hourly, daily & weekly checks
- 10 versions saved
- 2 notification addresses
- Centralized user admin & billing
Business
Ideal for teams that need to monitor changes on more web resources.
$14/mo
-
Track
20pages
- Everything in Professional, plus
- Expert email & chat support
- 20 versions saved
- 5 notification addresses
- Import from CSV, Excel & Site crawl
- Premium page unblocker
Enterprise
Ideal for teams that need to monitor and organise many web sources.
from$249/mo
-
Track
unlimitedpages
- Everything in Business, plus
- Allows 10 minute check frequency
- 50 versions saved
- 10 users included
- 40 notification addresses
- Concierge setup service
- Dedicated support, training & onboarding
- Custom plans & payment methods
Have a question? Get in touch. Not ready to pay? Try for free.
Frequently asked questions
If you can't find what you're looking for, email our support team and we'll get back to you with answers quickly.
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Which SEC filing types can Changeflow monitor?
Changeflow can monitor all SEC Edgar filing types including 8-K (material events), 10-K (annual reports), 10-Q (quarterly reports), Form 4 (insider trading), 13F (institutional holdings), proxy statements (DEF 14A), S-1 (IPO registrations), and more. You can filter by specific filing types or track all filings for your companies.
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How quickly are new SEC filings detected?
Changeflow checks SEC Edgar as frequently as every 15 minutes for time-sensitive monitoring. Most filings are detected within 15-30 minutes of submission to Edgar. You can adjust check frequency based on your needs and trading strategy.
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Can I track insider trading (Form 4 filings)?
Yes! Form 4 insider trading filings are one of our most popular use cases. Set up prompts like 'Alert me when executives buy shares' or 'Track insider selling above $1M for my watchlist'. Our AI can filter by transaction type, insider role, transaction size, and more.
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Does Changeflow provide filing summaries?
Yes, our AI automatically generates summaries of SEC filings highlighting key information, material changes, and investment implications. This saves you from reading full 10-Ks or parsing dense 8-Ks to find what matters for your investment thesis.
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Can I monitor my entire portfolio at once?
Absolutely. Upload your portfolio tickers and specify which filing types or events you care about. Changeflow will monitor all companies simultaneously and aggregate material events into one unified feed. Many funds monitor 100-500+ companies this way.
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What about non-SEC sources like investor relations pages?
Yes! Beyond SEC Edgar, Changeflow can monitor company investor relations pages, corporate governance pages, board composition pages, and proxy statements. This catches updates that don't require SEC filings like advisory board appointments or ESG disclosures.
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Can I track institutional holdings (13F filings)?
Yes. Track 13F filings to see which institutional investors are buying or selling specific stocks. Set up alerts for when major funds change positions in your watchlist companies or when new investors take significant stakes.
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How does materiality filtering work?
Our AI is trained on thousands of SEC filings and corporate events to understand what typically moves markets. It filters for significant events like leadership changes, M&A activity, material agreements, restatements, and regulatory issues while suppressing routine administrative filings.
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Can I share feeds with my investment team?
Yes. Share feeds with team members, export filing reports, or integrate with Slack/Teams for automatic notifications to research channels. Set up role-based access so analysts see detailed feeds while PMs see summaries.
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Is this legal for investment research?
Yes, Changeflow only monitors publicly available information from SEC Edgar and company websites. All filings and disclosures we track are public information required by securities regulations. This is standard investment research practice used by institutional investors.
START MONITORING MARKET-MOVING EVENTS IN 60 SECONDS
Join over 300 investment professionals who never miss material events
- 30-day free trial, no credit card required
- Setup takes 60 seconds with AI assistance
- Cancel anytime, no long-term contract
Questions? Our specialists are here to help, just email [email protected]