Research Guides

These guides explain how public disclosures work and how to interpret them responsibly. They are written for education and research support, not as personal investment advice.

New? Start here → — A 10-minute reading path through the public research library before you open live data. (Watch intro video)

Why we publish these guides

Financial headlines often compress complex filings into a single bullish or bearish story. Our guides slow that process down: they define terms, list common mistakes, and show a repeatable reading order. They are not substitutes for your own judgment, tax advice, or professional counsel.

Topics in this library

All guides are reviewed periodically for clarity and accuracy of definitions. See our methodology page for data handling and editorial standards.

New? Start here

A 10-minute reading path through the public research library before you open live data.

Open guide

Sample research walkthrough

A fictional issuer worked example: 13F snapshot, Form 4 line, and a forecast claim—without a buy/sell conclusion.

Open guide

Forecast scoring & backtests

How InsightMeter defines horizons, hit rates, benchmarks, and what Pro backtests do and do not prove.

Open guide

SEC filing calendar

When 10-K, 10-Q, 8-K, 13F, and Form 4 typically appear—and what each filing is not.

Open guide

How to Read 13F Filings (Without Overfitting a Story)

What quarterly institutional disclosures show, what they omit, and how to avoid common misreads.

Open guide

Insider Transactions: Context Beats Headlines

How to separate routine activity from potentially informative trades, and why timing and role matter.

Open guide

Evaluating Forecast Track Records Fairly

A practical framework for measuring prediction quality with clear windows, definitions, and limitations.

Open guide

Combine 13F, Insider, and Forecast Signals

A practical workflow: start with a question, map institutional exposure, add insider context, score forecasts with fixed rules, and document what would change your view.

Open guide

Form 4 Insider Codes Explained

What Form 4 reports, how to read common transaction codes (P, S, M, A), and why footnotes matter more than a headline “buy” or “sell.”

Open guide

Open the research glossary

Methodology & Editorial Policy  ·  FAQ

English | 繁體中文 | 简体中文