Get alerts on new SEC filings for companies

New 8-K, 10-Q and 10-K filings for your companies, with the key facts in a few lines.

  • On a schedule: Every weekday at 18:30

What it does

The task

Search SEC EDGAR for filings by companies since the last run, of these types: form types. For each filing, read the document and write at most 4 lines: what happened, the numbers that matter, and what changed since the last filing of the same type. Send me the filings with a link to each, the most important first. Send nothing when there are no new filings.

  • It works in SEC EDGAR, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs every weekday at 18:30 (cron 30 18 * * 1-5).

What you give it

BlankWhat to giveExample
companiesCompany names or ticker symbolsHLVR, BWF, CRVN
form typesThe filing types you want8-K, 10-Q, 10-K, S-1

What you get back

An example run with the example values above. Your run uses your own data.

New filings on 28 Oct

  • Brightwater Foods (BWF), 10-Q for Q3: revenue 1.42 billion USD, up 6% from a year ago. Gross margin 31.2%, down from 33.0%.

The full-year revenue guidance is now 5.6 billion USD, down from 5.8 billion USD. Link

  • Halvorsen Robotics (HLVR), 8-K: a 5-year supply contract with a car maker, worth about 210 million USD. Link

No new filings: CRVN

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type companies and form types. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it every weekday at 18:30, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Get alerts on new SEC filings for companies" --schedule "30 18 * * 1-5" --time-zone Europe/Berlin \
  "Search SEC EDGAR for filings by HLVR, BWF, CRVN since the last run, of these types: 8-K, 10-Q, 10-K, S-1. For each filing, read the document and write at most 4 lines: what happened, the numbers that matter, and what changed since the last filing of the same type. Send me the filings with a link to each, the most important first. Send nothing when there are no new filings."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Get alerts on new SEC filings for companies" template with companies = HLVR, BWF, CRVN; form types = 8-K, 10-Q, 10-K, S-1.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Get alerts on new SEC filings for companies",
    "task": "Search SEC EDGAR for filings by HLVR, BWF, CRVN since the last run, of these types: 8-K, 10-Q, 10-K, S-1. For each filing, read the document and write at most 4 lines: what happened, the numbers that matter, and what changed since the last filing of the same type. Send me the filings with a link to each, the most important first. Send nothing when there are no new filings.",
    "schedule": "30 18 * * 1-5",
    "time_zone": "Europe/Berlin"
  }
}
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