Data Sources

Everything we publish traces back to public data. Here's where each piece comes from — and the limits of each source.

SEC EDGAR — Form 4 filings

Insider transactions come directly from the SEC's EDGAR system, parsed from the raw Form 4 XML. This is the authoritative, legally required disclosure that corporate insiders must file within two business days of a transaction.

Limits: filings can be amended or filed late; XML parsing can occasionally misclassify a transaction; we map transaction codes conservatively and exclude anything ambiguous. Always refer to the original filing on SEC.gov as the source of truth.

Yahoo Finance — prices

Entry prices, current prices, and SPY benchmark prices come from Yahoo Finance market data. These drive the target/stop-loss mechanics and all portfolio performance figures.

Limits: prices are end-of-day or delayed, not tick-level; corporate actions (splits, dividends) may not be perfectly reflected; a missing quote can briefly stale a position's mark.

AI analysis layer

The six-factor scoring and written analysis are generated by a large language model with access to real-time market data and public financial information, applied through our fixed methodology.

Limits: AI-generated content can contain errors, outdated figures, or hallucinations. It is a structured opinion, not verified fact. We publish the reasoning so it can be checked against the primary sources above.

What we don't use

• No paid or non-public "insider" information of any kind.
• No tips, rumors, or social-media sentiment.
• No third-party signal vendors — the pipeline is ours, end to end.

Update cadence

Filings are scanned hourly on weekdays; analysis runs shortly after; prices and the portfolio update each morning. The performance report recomputes from live position data (cached up to an hour) and carries an "as of" date.

Not financial advice. For educational purposes only.