Thesis Monitor · SEC filing alerts with a verdict · paid feature
SEC filing alerts that tell you what the filing does to your thesis
You bought for a reason. The reason changes quietly — in a 10-Q footnote, an 8-K nobody reads, a sentence in the outlook. Ordinary SEC filing alerts tell you a document landed; they do not tell you whether your reason still holds. The Thesis Monitor is a stock thesis tracker: you write what you watch for, in plain words, and every new 10-K, 10-Q and 8-K for that company is read against it.
Unlocked by any AI credit pack, or included with a paid plan. Checks draw on the same credits as the rest of the site.
What you get back: a verdict per criterion, with the filed passage
Three criteria a holder might write, checked against NVIDIA’s latest earnings exhibit. The criteria are examples; every passage is quoted from the filing and linked below.
Gross margin stays above 70%
“For the quarter, GAAP and non-GAAP gross margins were both 75.0%.”
Data-center revenue keeps growing year over year
“Data Center revenue of $89.0 billion, up 117% from a year ago.”
Data-center sales to China resume within the year
“NVIDIA is not assuming any Data Center compute revenue from China in its outlook.”
Source: sec.gov/…/1045810/000104581026000073/q2fy27pr.htm. A verdict without a filed passage behind it is not allowed — the engine returns “no evidence” instead.
Four verdicts exist: supported, at risk, contradicted, and no evidence — the last one is the honest answer when the filing simply does not address your criterion. Each carries the form, the date, the accession number and the sec.gov link of the passage it rests on, plus the direction of the underlying metric where one exists.
How the Thesis Monitor works
Three steps. You write; the filings get read; you hear only when a criterion moves.
01
Write your criteria in plain words
One per line, the way you would brief an analyst — “gross margin stays above 70%”, “backlog keeps growing”, “no new export restriction hits data-center sales”. Numbers or narrative, both work. Each becomes a checkable pillar.
02
Every new filing is judged against them
When a 10-K, 10-Q or 8-K lands on EDGAR for a company you track, the filing is searched for evidence on each pillar and a verdict is written. Citations are copied from the filing search hits, never written by the model.
03
You hear only when it matters
Email and push (with the in-app bell) when a criterion moves to at risk or contradicted. No message for “a filing exists”. Silence means the thesis held; the full history stays on your monitor page.
Why a filing alert is not the same as a thesis check
The difference is who does the reading.
| When a 10-Q lands | Generic SEC filing alert | Thesis Monitor |
|---|---|---|
| What you receive | A link to a 90-page document. | One line per criterion: supported, at risk, contradicted or no evidence. |
| Who reads the filing | You, tonight, or nobody. | The engine, against the criteria you wrote when you bought. |
| Proof | None — it is a notification. | The quoted passage, form, date, accession number and sec.gov link. |
| How often you hear | Every filing, every company. | Only when a criterion moves the wrong way. |
| What it costs you | Attention. | Credits per check — a small book runs on a few dollars a month. |
Who this is for
Holders with a written reason
You can say in a sentence why you own each name. The monitor turns that sentence into a standing check.
Small books, five to thirty names
Enough companies that reading every filing yourself stopped happening; few enough that every one matters.
Analysts who need a paper trail
Every verdict, passage and accession number stays on the page and exports with your records.
Not for: traders who need intraday signals, or anyone who wants a buy or sell call. The monitor reports what the filing says about your criteria; the decision stays yours.
Questions people ask before their first thesis
- Is the Thesis Monitor free?
- No. It is a paid feature: any AI credit pack unlocks it, and it is included with a paid plan. Each check spends credits from the same balance the rest of the site uses. The rest of EvidInvest — valuation pages, screener, calculator — stays free to use. See pricing.
- Which filings are checked?
- New 10-K, 10-Q and 8-K filings — including earnings press exhibits attached to 8-Ks — for each company you track, as they appear on EDGAR.
- Can it make something up?
- A verdict may only cite a passage returned by the filing search, by reference. If no passage supports a verdict, the engine returns “no evidence”. That rule is what makes the paper trail worth keeping.
- How do I get alerted?
- Email, and push with the in-app bell if you use the mobile app. Alerts go out only when a criterion moves to at risk or contradicted; everything else is visible on your monitor page.
- Does it tell me to sell?
- Never. It tells you the filing contradicted the reason you wrote down, and shows you the sentence. What you do with that is your call.
EvidInvest never says buy or sell. It shows what the filings say and how each number was computed. Research, not investment advice.