Ask a question, get the number and the filing it came from. Angreal is a research workspace I'm building that turns SEC filings and Federal Reserve data into answers, from the economy down to a single company's 10-K.
Type a question like "META pe ratio trend over time" and it pulls the figures straight from SEC filings, adds market prices, and shows where each number came from.
Researching a company means jumping between a lot of sites: EDGAR for filings, a data provider for financials, a chart site for prices, FRED for the economy. Angreal puts all of it in one desktop app with a single search bar.
You type a question like "META pe ratio trend over time" or "MSFT retained earnings over time". Angreal pulls the figures straight from companies' SEC filings, combines them with market prices, and answers in seconds. Each answer cites where its numbers came from.
I designed and built every part of it: the interface, the query engine that turns a sentence into the right SEC data request, the local API server, and the macOS packaging.
Here is how a research session flows, from the big picture down to the source document. Every screenshot comes from the desktop app with live data. Click any image to enlarge it.
Angreal opens on a single search bar. You can type a plain-English question or click one of the starter prompts. Past research stays in the sidebar, grouped into chats and projects.
Use TICKER: to look up a company or FUND: to look up an investment manager.
Before looking at a company, check the backdrop. The Economic Indicators dashboard pulls live data from FRED, BLS, BEA and the World Bank. It covers rates, inflation, jobs, GDP, markets, housing and global growth.
Open Commands → Economic Indicators and pick a group.
If you don't know the ticker, search by name. Ticker Lookup covers every US-listed company in the SEC's ticker file and updates as you type.
Click Ticker in the top bar.
Ask who runs the company, where it's based or what industry it's in, and you get a short profile card with the CEO, founding year, headquarters and a one-line description.
Every figure on the income statement, balance sheet and cash flow statement is one question away. Angreal reads the company's XBRL data from EDGAR, picks the latest annual or trailing-twelve-month value, and shows the period it covers.
Dozens of line items and ratios, from total assets to effective tax rate.
A single year can mislead, so Angreal shows the history too. Trend commands list each fiscal year with its year-over-year change and the compound annual growth rate (CAGR) across the whole period.
Try MSFT net income trend or MSFT retained earnings over time.
This is the heart of Angreal. P/E Trend lines up 7 years of earnings per share from SEC filings against each year-end stock price, then gives two fair-value estimates:
25× the 7-year average EPS, a through-the-cycle view, and 20× the latest year's EPS, a view based on the most recent year.
Type META pe ratio trend over time. Add last 10 years to change the window.
See what a company gives back to its owners and what it costs them. Dividends and buybacks show the cash returned. Stock-based compensation shows how much of employees' pay comes from shareholders' slice.
The risk check gives four solvency ratios, each graded: current ratio, debt-to-equity, debt-to-assets and interest coverage. It's a quick way to see whether a company could get through a bad year.
Ask How risky is TSLA? or MSFT financial health.
Put two companies side by side, either on a full set of metrics or on one specific line item.
Type Compare MSFT vs META net income.
Numbers only tell part of the story. The Reports tab opens any filing a company has made with the SEC (10-Ks, 10-Qs, 8-Ks, proxies, S-1s, 13Fs and about 150 other form types) and renders it inside the app, with a clickable table of contents, search and full-screen reading.
Open Reports, enter a ticker, and pick a form type.
You don't need to memorize any phrasing. The Commands panel lists all 71 commands by category. Each one shows a description and an example, and runs with one click.
I started Angreal on iPhone, moved it to the desktop when the research workflow needed more screen space, and I'm now rebuilding part of it for the web.
The full product shown on this page, packaged as a native Mac app.
A focused web version built around one job: searching 13F filings, the quarterly reports where large investors disclose their holdings.
The first version of Angreal, built as an iPhone portfolio tracker.
Financial software is only useful if its numbers are right, so I'm checking Angreal's answers against what companies actually reported. That audit turned up a few edge cases in how public data is published, and fixing them is my priority before releasing the app publicly.
Angreal is in private beta. If you'd like a demo or want to talk about how it works, send me an email.