BeatandRaise

SEC filing search and citation built for AI research

Intermediate API
Screenshot of BeatandRaise, SEC filing search and citation built for AI research

What is BeatandRaise?

BeatandRaise is an AI search tool. BeatandRaise indexes 18.8 million SEC filings since 1993 and serves them through a web workspace, an API and an MCP connector for Claude, ChatGPT and Codex. Its distinguishing feature is verification: quotes and figures are checked against the source document and linked to the highlighted passage, with sec.gov citations attached.

BeatandRaise is infrastructure for reading US regulatory filings, wrapped around a browsable archive of 18.8 million SEC documents filed since 1993. The Munich-based team processes and indexes everything on EDGAR, keeps the archive current within minutes of the SEC accepting a filing, and exposes it three ways: a web workspace, a search API for developers, and an MCP connector that drops the same corpus into Claude, ChatGPT and Codex. Coverage spans 10-Ks, 10-Qs, 8-Ks, proxy and registration statements, every exhibit, insider forms 3, 4 and 5, 13F holdings, 13D and 13G schedules, N-PORT fund holdings, XBRL financial statements and individual filing items located by heading. The core problem it targets is citation drift. Language models summarize filings fluently but misquote them, so every figure BeatandRaise returns carries a link that opens the original document with the exact passage highlighted, plus the sec.gov address for formal citation. The connector checks an assistant's quotes word for word and marks anything that cannot be confirmed as unverified. Documents render as filed, including XML forms using the SEC's own stylesheets, and financial tables export to Excel. The web application adds a filings browser grouped by form type, full-text search of filings since 2020 with highlighted hits and filters by form and year, statements as filed, and a chat assistant that starts with two euros of free credit. Analysts comparing periods, pulling numbers out of exhibits and following up across a session get sourced answers with the document alongside. It suits equity analysts, investment researchers, finance journalists, compliance teams and developers building filing-aware tools. The MCP route is free without sign-up and is a low-friction alternative to wiring the API. Buyers weighing it against general research chatbots should note that deep history is the differentiator: 1993 onward versus the shallower lookback most consumer assistants offer. Teams with strict data rules can ask about on-premise deployment, self-hosted local models and direct wiring into existing systems.

How do you use BeatandRaise?

  1. 1Open a company page
    Start from one of the sample companies (Apple, Nvidia, Ford, JPMorgan) or search for a ticker. The company page groups every filing by type, including annual reports, current reports, proxies and ownership forms.
    BeatandRaise — Open a company page
  2. 2Read the statements as filed
    Open the financial statements view to see the income statement, balance sheet and cash flow exactly as the company filed them, with original formatting and downloadable tables.
  3. 3Search the full text
    Use full-text search to locate a specific sentence across filings since 2020. Filter by form type and year, then jump to the hit highlighted inside the original document.
  4. 4Ask the assistant
    Pose a question to the AI research assistant, compare periods and pull figures out of exhibits. Answers arrive with the source document beside them, and the assistant starts with two euros of free credit.
  5. 5Connect the MCP server
    Add BeatandRaise to Claude, ChatGPT or Codex from the connector page, then use the verification tools to check quotes and figures your assistant produces. The connector is free and needs no sign-up.
    BeatandRaise — Connect the MCP server
  6. 6Build on the API
    Developers can pull filings, financials, holdings and insider data into their own applications through the SEC filings API instead of working in the browser.
    BeatandRaise — Build on the API

Pros and cons

Pros

  • Full-text search and browsing across filings back to 1993, broader than most consumer AI assistantsAI
  • Quote and figure verification returns a link to the highlighted passage or flags the claim as unverifiedAI
  • Free MCP connector for Claude, ChatGPT and Codex with no sign-up requiredAI
  • Hosted in Germany under GDPR, with published subprocessors and no model training on queriesAI
  • Ownership data and XBRL statements in one place, with tables exportable to ExcelAI

Cons

  • Full-text search covers filings since 2020 only, so older documents are browsable but not text searchableAI
  • Pricing is not published on the site, and the chat assistant is described only as starting with two euros of free creditAI
  • Earnings-call transcripts are labelled beta, so call-based research is not yet dependableAI
  • No native mobile apps; access runs through the browser, the API or an MCP clientAI
  • Custom deployments such as on-premise and local models are arranged by email, not self-serveAI

How much does BeatandRaise cost?

Free trial

No formal trial is described. The MCP connector is free without sign-up, and the AI chat assistant includes two euros of starting credit.

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Pricing

The homepage does not publish prices or plan tiers. It states that the MCP connector for Claude, ChatGPT, Codex and other MCP clients is free with no sign-up, that the web chat assistant starts with two euros of free credit, and that custom solutions are arranged by contacting support@beatandraise.com.

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Support

Support runs through support@beatandraise.com, which also handles custom solution enquiries about on-premise deployment, locally hosted models and integration into existing systems. No help centre or documentation portal is listed on the homepage.

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Integrations

An MCP connector works inside Claude, ChatGPT, Codex, Claude Code and any MCP client, and is listed in the Claude and ChatGPT connector directories. A separate SEC filings API is available for custom applications.

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Features

Filings browser grouped by form type, financial statements as filed with Excel export, full-text search of filings since 2020 with highlighted hits, and a sourced AI chat assistant. Coverage includes 10-K, 10-Q, 8-K, proxies, exhibits, insider forms, 13F, 13D and 13G, N-PORT, XBRL statements and beta earnings-call transcripts, with quote and figure verification linking back to the source passage.

Frequently asked questions about BeatandRaise

  • How much does BeatandRaise cost?
    The homepage does not publish prices or plan tiers. It states that the MCP connector for Claude, ChatGPT, Codex and other MCP clients is free with no sign-up, that the web chat assistant starts with two euros of free credit, and that custom solutions are arranged by contacting support@beatandraise.com.
  • Does BeatandRaise offer a free trial?
    No formal trial is described. The MCP connector is free without sign-up, and the AI chat assistant includes two euros of starting credit.
  • Does BeatandRaise have an API?
    Yes, BeatandRaise offers an API.
  • How do you use BeatandRaise?
    The walkthrough on this page covers 6 steps: 1. Open a company page 2. Read the statements as filed 3. Search the full text 4. Ask the assistant 5. Connect the MCP server 6. Build on the API.
  • What platforms does BeatandRaise support?
    BeatandRaise is available on Web App and Browser extension.
  • What does BeatandRaise integrate with?
    An MCP connector works inside Claude, ChatGPT, Codex, Claude Code and any MCP client, and is listed in the Claude and ChatGPT connector directories. A separate SEC filings API is available for custom applications.

Status

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Added10/21/2026

Platforms

Web AppBrowser extension

Pricing

FreemiumSubscription