publicview
PublicView helps investors and research teams analyze SEC filings with cited AI answers, relationship maps, timelines, and filing alerts. It turns filing content into source-linked research and monitored updates.
Who it's for
- Investors researching public companies who want cited answers and Form 4 insider activity from SEC filings.
- Analysts comparing company strategies or mapping relationships across public-company filings.
- Lawyers, journalists, and operators tracking legal matters, corporate events, or the financial health of companies they work with.
Not the right fit if…
- People seeking investment advice or predictions: PublicView says it is a research tool and does not provide financial advice, and it says information should be verified independently.
How it fits your workflow
Search for a company by ticker, CIK, or name, then choose Quick Mode for focused questions or Deep Mode for broader research. Ask questions in plain English and review answers alongside cited filing excerpts.
In Deep Mode, explore extracted entities and relationships in a knowledge graph, search relationship tables, and follow events across filing periods. Add companies to a watchlist to receive AI-summarized alerts when new 8-K, 10-Q, or Form 4 filings arrive.
Pricing
Free: Three-day free trial of PublicView Pro; a card is required.
PublicView Pro
$9.99 USD per month after a three-day free trial; a card is required and taxes may apply.
- · SEC-grounded AI analyst
- · Deep financials and knowledge graph
- · Company monitoring and filing alerts
- · IPO research and lifecycle trackers
Prices checked on Oct 30, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- Grounded filing chat
- Ask plain-English questions about company filings. PublicView retrieves relevant excerpts, streams answers with citations, and supports context-aware follow-up questions and company comparisons.
- Visual knowledge graph
- Deep Mode maps entities and relationships found in SEC filings, including companies, people, products, ownership, strategy, and risk. Graph nodes and relationships link back to their sources.
- Relationships table
- Search extracted filing relationships to identify who or what is connected and inspect the supporting source material.
- Event timeline
- Follow dated relationships and material events across filing periods, including corporate events, executive changes, and changes in risk.
- Filing alerts and watchlists
- Monitor selected companies for new 8-K, 10-Q, and Form 4 filings, with AI-summarized alerts and filing management.
- Research modes
- Quick Mode is intended for fast questions and specific facts; Deep Mode combines grounded chat with graphs, relationship tables, and timelines; Track Mode focuses on filing alerts, insider trades, and material event detection.
Limitations to know
- PublicView Pro has daily limits: 5 Quick analyses, 5 Deep analyses, 50 AI calls, 250,000 charged tokens, and one active analysis.
- PublicView states that it is a research tool and does not provide financial advice; users should verify information independently before making investment decisions.
Alternatives to consider
-
AlphaResearch
Choose it if you want filing and transcript research combined with institutional-grade fundamentals, estimates, and financial modeling.
Getting started
- Search for a company by ticker, CIK, or company name.
- Choose Quick Mode or Deep Mode based on the research task.
- Ask a question and inspect the cited filing excerpts; use graphs, relationship tables, or timelines for deeper research.
- Add companies to a watchlist to monitor new filings.