SEC EDGAR Filings Extract & Excel — CALIO

Extract 10-K, 10-Q, 8-K, Form 4 & more from SEC EDGAR. Compare periods, export Excel/PDF, watchlist. Private, on-device.

Overview CALIO is a browser-based SEC EDGAR research terminal that turns public regulatory filings into structured, audit-ready financial models. Extract data from 10-K, 10-Q, 8-K, Form 4, 13D/G, and DEF 14A filings, run instant valuations, compare reporting periods, and export multi-sheet Excel models — processed 100% privately on your device. Built for fundamental equity researchers, investment banking associates, private equity/credit analysts, portfolio managers, and serious value investors who require institutional-grade SEC data without terminal fees or cloud data risk. KEY CAPABILITIES & VALUATION ENGINES 1. Automated 5-Year DCF Valuation & Intrinsic Value Calculator • Instantly builds a 5-Year Free Cash Flow to Firm (FCFF) discounted cash flow model directly from audited 10-K and 10-Q filings. • Interactive sliders for revenue growth, operating margin (EBIT %), discount rate (WACC), and terminal growth rate (g). • Dynamic Enterprise Value (EV) bridge with cash and debt adjustments to compute implied intrinsic fair value per share. 2. Forensics & Quality of Earnings (QoE) Suite • Beneish M-Score: 8-variable probabilistic accounting model to detect earnings manipulation risk (DSRI, GMI, AQI, SGI, DEPI, SGAI, TATA, LVGI). • Altman Z-Score: 5-ratio credit solvency and bankruptcy predictor distinguishing safe vs. distressed balance sheets. • Piotroski F-Score: 9-point fundamental health and operational profitability scoring system. • Sloan Accrual Anomaly: Measures the Net Income vs. Operating Cash Flow (CFO) spread to detect non-cash earnings inflation. 3. Industry Peer Benchmarking Matrix (25 Sectors) • Compare operational performance across 25 sectors (Semiconductors, Cloud Software, Healthcare, Banking, Automotive, Energy, and more). • Strict Audited Annual (Form 10-K / 20-F) vs. Single-Quarter (Form 10-Q) reporting period toggles. • Add any custom SEC-registered ticker to benchmark side-by-side against industry leaders using live XBRL facts. 4. Form-Aware Structured Financial Extraction • Form 10-K & 10-Q: Multi-period balance sheets, income statements, cash flows, and operating ratios (Gross, Operating, Net margins, and FCF conversion). • Form 4, 3 & 5: Real-time insider transactions, executive option exercises, open-market buys/sells, and direct vs. indirect holdings. • Schedule 13D & 13G: Institutional beneficial ownership stakes and activist investor positions. • Form 8-K: Material corporate events, earnings releases, executive changes, and credit agreements. • Form DEF 14A: Executive compensation tables (Base Salary, Stock Awards, Option Grants, Non-Equity Incentives), CEO Pay Ratio, and Say-on-Pay voting approval. • Segment Disclosures (ASC 280 / ASC 606): Business unit revenue disaggregation and geographic exposure. 5. Click-to-Source Audit Trail & Dynamic Formulas • Click-to-Source Verification: Click any extracted line item to jump directly to the exact source paragraph in the official SEC EDGAR filing. • Structured Spreadsheet Integration: Export pre-configured `=CALIO("TICKER", "METRIC", "PERIOD")` formula bridges directly inside workbook models. 6. Multi-Period Variance & Qualitative Redlines • Side-by-side filing comparison highlighting line-item variances, YoY percentage deltas, and qualitative disclosure text diffs. 7. Institutional Exports & Watchlist Monitoring • Export clean, multi-sheet Excel (.xlsx) financial models with audit timestamps and verified SEC source hyperlinks. • Generate print-ready executive summary PDFs. • Local watchlist with automated EDGAR filing alerts. WHO USES CALIO? • Equity Research & Hedge Fund Analysts conducting deep fundamental diligence. • Investment Banking & Private Equity Associates building peer comps, DCFs, and screening M&A targets. • Value Investors seeking institutional SEC parsing without a $25, 000/year terminal subscription. • Finance & Accounting Professionals auditing disclosures, footnotes, and earnings quality. PRIVACY & ZERO-CLOUD ARCHITECTURE • 100% On-Device Processing: Filing text, XBRL data, and financial models are parsed locally in browser memory. • Zero Cloud Data Collection: Your research watchlists, searches, and exported models are never stored or logged on remote servers. • Direct SEC EDGAR Connection: Communicates directly with sec.gov using fair-access pacing compliant with SEC rate limits. • No Account Required: Instant access with zero forced signups. DISCLAIMER • CALIO is an analytical research software tool and does not provide financial or investment advice. • CALIO is not a broker-dealer or trading execution platform. Support & Feedback: caliointel@gmail.com