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Methodology

How Wiseek processes SEC filings and market news into structured, scored insights.

What Wiseek produces

Every filing or news event Wiseek surfaces carries four pieces of analysis:

  • Importance score (1–10) — a single number estimating how market-moving the event is, considering filing type, deal size, parties involved, and historical patterns. Wiseek displays only events scoring 7 or higher to keep the feed signal-dense.
  • Sentiment label — positive, negative, or neutral, reflecting the tone of the source content and the likely directional implication for the named ticker. This is a tone label, not a price forecast.
  • Plain-English summary — a short rewrite of the headline plus a paragraph explaining what happened, why it matters, and what specific numbers, parties, or terms appear in the underlying filing or report.
  • Key events — a structured list of discrete factual claims (e.g., "Director acquired 10,000 shares at $42.10," "Company guides full-year revenue $1.2–1.3B"). These are extracted verbatim where possible.

Where the data comes from

Wiseek processes two source streams:

  • SEC EDGAR — every public 8-K, 10-K, 10-Q, Form 4, Form 144, DEF 14A, Schedule 13D/A, and related disclosures filed by U.S.-listed companies. Wiseek does not edit the underlying filing; the original document is always linked from each article.
  • Licensed financial news — wire-service reporting (Reuters, Dow Jones Newswires, Moneycontrol, and similar) covering ticker-attributable events. Wiseek aggregates and scores headlines; the source publisher retains the underlying reporting.

Wiseek's models

Wiseek operates its own financial-event analysis stack. The production pipeline combines large language models tuned with Wiseek's proprietary financial-disclosure prompts, scoring rubrics calibrated against historical filing-and-market-reaction data, and structured-output schemas that enforce ticker-aware extraction. The result is a domain-specific system built for SEC filings and market news — not a generic chatbot summarizing arbitrary text.

Three Wiseek-tuned layers run per filing:

  • Importance scorer — a 1–10 score produced by Wiseek's scoring model, calibrated on filing type, deal magnitude, insider-participation patterns, and historical market reaction across thousands of comparable filings. Items below 7 are dropped from the feed.
  • Summary and key-event extractor — Wiseek-tuned LLM passes that produce the plain-English headline, summary paragraph, and verbatim key-event list. Output schemas are enforced so every article is structurally comparable across thousands of filings per day.
  • Sentiment classifier — calibrated on corporate-disclosure language to distinguish, for example, a beat-and-raise 8-K from a going-concern 8-K when both share neutral phrasing.

Coverage is uniform: every U.S.-listed ticker that hits EDGAR runs through the same model stack with the same rubric. Wiseek does not operate a separate "premium" pipeline for paying users — paying subscribers receive different surface access (alerts, filters, scanner), not different scores.

How the scoring works

Importance scores are produced by Wiseek's in-house scoring model under a fixed rubric. The rubric weights factors such as:

  • Filing type and historical market-impact baseline (10-K cover earnings, Form 4 cover insider trades, etc.)
  • Magnitude — dollar amounts, percentage changes, share counts, deal valuations
  • Material event flags — guidance changes, executive transitions, M&A, going-concern warnings, restatements
  • Insider participation and ownership concentration on Form 4 filings
  • Recency and clustering — multiple related filings on the same ticker within a short window

The scoring runs autonomously the moment a filing or news item is ingested. Items are not re-scored once published unless Wiseek pushes a methodology or model revision.

What Wiseek does not claim

  • Not financial advice. Importance scores and sentiment labels are descriptive, not prescriptive. Nothing on Wiseek is a recommendation to buy, sell, or hold a security.
  • Not real-time at the millisecond level. Wiseek processes filings and news with a typical latency of 30–90 seconds from EDGAR/wire publication. For trading decisions that require deterministic millisecond latency, use a direct exchange feed.
  • Not exhaustive. Wiseek covers U.S.-listed equities and the majority of SEC filing types. Some niche filings, foreign issuers, and OTC tickers are out of scope.
  • Not a substitute for the source. Wiseek's summary is an interpretation. Investors making decisions should read the linked source document.

Limitations

Three honest constraints worth knowing:

  • Model output can have errors. Summaries and scores are produced autonomously by Wiseek's models. Errors, omissions, and edge-case mis-classifications occur. Report mistakes to contact and we will correct them.
  • English is the primary surface. Source filings and reporting are processed in English. Translations into other languages are machine-generated and best-effort.
  • Score thresholds are calibrated, not perfect. The 1–10 scale reflects relative impact within Wiseek's universe, not an absolute measure of market reaction. A score of 9 does not guarantee price movement.

Editorial policy: details on AI disclosure, source policy, independence, and the correction process are on the editorial policy page.