Primary Source Research Pack

Make your AI cite the filing every time it gives you a number.

You ask an AI about a stock. It tells you insiders are buying, revenue grew 30% and the company is "financially healthy". Some of that is real, some of it is made up, and it's hard to tell which.

The Primary Source Research Pack is eight ready-to-install AI skills that work only from SEC EDGAR, the official record of what US-listed companies file. Every number comes with the form, the date and a link to the filing. When the filings don't answer the question, your AI says so.

It's built and tested as a Claude Code plugin. The skills use the open Agent Skills format, so other agents that read it (such as Codex, Cursor or Gemini CLI) may load them too, but we haven't tested those. The included command-line tool also runs on its own, with no AI required.

WHAT YOU GET

- sec-filing-finder: finds the exact 10-K, 10-Q, 8-K, proxy or prospectus page that answers your question, and quotes it.

- annual-report-red-flags: going-concern doubt, material weaknesses, auditor changes, late filings, delisting notices and debt acceleration. Boilerplate is filtered so a clean company screens clean.

- earnings-release-digest: the company's own earnings release on one page, with guidance changes found by comparing it with the previous quarter.

- insider-activity-check: separates real open-market buying from grants, tax withholding and option exercises recorded as "purchases".

- dilution-tracker: share count over time, stock-based pay, shelf registrations, at-the-market programmes and offerings.

- fact-check-two-sources: paste a claim from X, Reddit, a newsletter or another AI and get Confirmed, Partly true or Not supported, with evidence.

- bull-bear-memo: a balanced write-up with a pre-mortem, built only from filings.

- filing-event-timeline: what was filed and when, plus the next likely earnings window estimated from past filing dates.

Plus a dependency-free Python command-line tool, a quick-start guide, a Claude Code plugin, one zip per skill for the Claude apps, worked examples on real filings and a test suite.

WHY IT'S DIFFERENT

- Numbers come with receipts: an accession number and link on every figure. Calculated numbers are labelled "derived" and show their formula.

- Foreign filers are handled: 20-F and 6-K companies are detected, so your AI doesn't go looking for 10-Ks that don't exist.

- Free data, no subscription: it uses the SEC's own public APIs, with no API key and no monthly data bill.

WHO IT'S NOT FOR

If you want buy or sell signals, price targets or chart analysis, this isn't it. EDGAR has no price data, and the pack never gives advice.

REQUIREMENTS

Python 3.9 or newer (standard library only), internet access to sec.gov, and your own name and email in one setting (the SEC asks every user to identify themselves). Covers only companies that file with the SEC. No earnings-call transcripts (they aren't on EDGAR).

Personal licence: one person, all your own devices and AI tools. Instant download. Free updates for version 1.x.

Refunds: if it isn't right for you, email support@sourcedtrading.com within 14 days of purchase with your order number for a full refund, no questions asked. Refund policy: https://sourcedtrading.com/refund-policy/

Support: support@sourcedtrading.com · https://sourcedtrading.com

Sold by Daniel Collins, trading as Sourced Trader.

Not financial advice. Research and education tool only. The seller is not a registered investment adviser or broker-dealer, and no claim is made that using this product will improve investment results. Data comes from public SEC filings as filed and may be amended; always verify figures in the linked filing. The SEC does not endorse this product.