What it is
Documents answers a single question: what has this company actually published? It is where you go to the source — to read the latest 10-K, 10-Q or 8-K (or 20-F and 6-K for foreign issuers, or Canadian SEDAR filings), to pull up an earnings-call transcript, to review the quarter’s presentation slides or press release, or to open a sustainability report — rather than to look up a pre-computed number. For the company you have open, pick a year and the page lays out every document on file for that year as a single gallery. Filter by document type, drill into a filing family, search by name, and sort the results. Click any card and the document opens in a built-in reader beside the list: PDFs and filings get page navigation, zoom and in-document find; other web-format documents get a clean Reader Mode; transcripts render as a readable speaker-by-speaker conversation. From the reader you can push the document straight into the AI assistant as context, or open the original in a new browser tab to save it. It is scoped to the single company whose workspace you are in. For a cross-company, full-text search of the same kind of documents, you use Document Search instead (see When to use something else instead).When to use it
Reach for Documents when your question is about one company’s published record and you want the actual source:- Read a specific filing — the latest 10-K annual report, 10-Q quarterly report, 8-K current report, DEF 14A proxy, a registration statement, or a foreign-issuer 20-F or 6-K (and Canadian SEDAR filings).
- Open an earnings-call transcript — read management’s exact words, by speaker, for a given quarter.
- Review the quarter’s investor materials — the earnings presentation slide deck or the earnings press release.
- Open a sustainability / ESG report — the company’s own ESG or environmental-progress disclosures.
- Hand a document to the AI — load any filing, transcript, deck or report into the assistant so it can summarize it, answer questions, or extract figures.
When to use something else instead
| If you want… | Go to |
|---|---|
| To search document text across many companies, or find a passage without knowing which document it is in | Document Search |
| The live earnings / IR event calendar, call audio, or non-earnings investor-event materials (annual meetings, conferences) | Company IR & Events |
| The same document-based question answered across many companies at once | Grids |
| A reported number rather than a document | Financials & Ratios, Estimates |
| The structured MSCI ESG rating and scores rather than the company’s own ESG report | ESG |
| A written deliverable built from the documents | Reports |
How to use it
Open Documents
Open a company in the Equities (Data Viewer) workspace and select the Documents tab. It loads that
company’s documents for the most recent available year automatically. If the newest year has nothing yet,
the view steps back one year on its own so you never land on an empty screen.
Pick a year
Use the Year selector to choose which year’s documents to browse. The five most recent years are
available; you browse one year at a time.
Filter by document type
Narrow to the kinds of documents you want with the Document Type filter — SEC Filings, SEDAR Filings,
Slides, Transcripts, Press Releases, ESG Reports. You can select several at once, and Clear all resets
them.
Drill into a filing category
When SEC or SEDAR filings are in view — or while you are still browsing all types — a matching Category
filter appears (for example annual reports, quarterly reports, current/material-event reports, proxy
statements), as long as the company has filings that year. Use it to focus on one filing family. The
categories shown are drawn from what the company actually filed that year.
Search by name or type
Type in the Search box to filter the cards by file name, document type or filing type. Matching is
forgiving of punctuation — typing “8k” finds “8-K” and “10q” finds “10-Q”.
Open a document
Click any card to open it in the in-place reader on the right. The gallery condenses to a list beside the
reader; drag the divider to rebalance the space, or collapse the list entirely to give the reader more room.
Read it in the built-in reader
PDFs and filings open with page navigation, zoom and in-document find; other web-format documents offer a
clean Reader Mode; transcripts render as a readable speaker-by-speaker conversation.
What you get
The page has three working areas: the filter-and-search controls, the document gallery, and the in-place reader.Filter & search bar
The controls that scope which documents appear.| Control | What it is for |
|---|---|
| Year selector | Choose which year to browse (the five most recent years). The view defaults to the newest year that has documents. |
| Document Type filter | Multi-select across six types — SEC Filings, SEDAR Filings, Slides, Transcripts, Press Releases, ESG Reports — with Clear all. Select as many as you like to combine types. |
| SEC Categories | A filter shown when SEC filings are in view — or when no type filter is applied — to drill into a filing family (annual, quarterly, current/material-event, proxy, registration, and so on). The list reflects what the company filed. |
| SEDAR Categories | The same idea for Canadian SEDAR filings, shown when SEDAR filings are in view (or when no type filter is applied) and categories exist. |
| Sort | Order the results Newest First, Oldest First, Name A–Z or Name Z–A. |
| Search box | Free-text filter that matches file name, document type and filing type, with punctuation-insensitive matching (“8k” → “8-K”). |
Document gallery
The browsable gallery of documents for the selected company and year. Each document is a card showing:- A thumbnail — a real first-page preview when available, otherwise the company logo with a type icon (thumbnails load as cards scroll into view).
- A cleaned, human-readable file name.
- A color-coded type badge with an icon, so the document type is recognizable at a glance — SEC Filing (blue), SEDAR Filing (indigo), Slides (orange), Transcript (purple), Press Release (green), ESG Report (emerald).
- The specific filing type when present (for example 10-K, 8-K, DEF 14A).
- The quarter and year when present.
In-place document reader
Reads the selected document without leaving the page. It opens beside the now-condensed, resizable, collapsible document list. The reader header shows the document’s icon, name, type, filing type and quarter/year, plus three actions — Ask AI about this document, Open in new tab and Close — and a toggle to show or hide the document list (the list auto-collapses when both the reader and the AI assistant are open, then reopens when you close the reader). The reader adapts to the document:| Document format | How it reads |
|---|---|
| PDFs and regulatory filings | A full PDF reader with page navigation and page count, zoom from 60% to 200%, and in-document Find with a match count and next/previous (including Ctrl+F). |
| Web-format (HTML) documents | A Reader Mode that strips a non-filing web page down to clean, article-style text, with a toggle back to the Original View. Regulatory filings always open in the document reader, not Reader Mode. |
| Earnings-call transcripts | A readable transcript showing each speaker and what they said, alongside the company and period. |
| Any other format | An inline preview fallback so the document still opens in place. |
Key capabilities at a glance
| Capability | What it does |
|---|---|
| Browse by year | See every filing, transcript, slide deck, press release and ESG report on file for the ticker for a chosen year, in one place. |
| Filter by document type | Focus on just SEC filings, SEDAR filings, slides, transcripts, press releases or ESG reports (multi-select). |
| Drill into filing categories | For SEC and SEDAR filings, narrow to a filing family the company actually filed. |
| Search by name / type / filing type | Find a specific document quickly; matching ignores hyphens and spacing. |
| Sort | Order by date (newest/oldest) or by name (A–Z / Z–A). |
| Read in place | Open and read the actual document inside the workspace, without downloading or navigating away. |
| PDF reading tools | Navigate pages, zoom, and find text inside the document. |
| Reader Mode for web documents | Strip a noisy non-filing web page down to clean, readable text, with a toggle back to the original. |
| Readable transcript view | Read earnings-call transcripts as a clean speaker-by-speaker conversation, with the company and period. |
| Ask AI about this document | Send the document into the AI assistant as context to ask questions, summarize or extract data. |
| Open original externally | Open the source document in a new browser tab to view or save it outside the app. |
| Resizable / collapsible layout | Drag the divider or collapse the list to give the reader more room; the layout auto-manages space when the AI assistant is also open. |
What you can take away
- The document read on screen — as a PDF, a non-filing web document with Reader Mode, or a speaker-by-speaker transcript.
- The document handed to the AI assistant as context (its name, type, ticker, year, quarter, filing type and a link), so you can run Q&A, summarization or extraction in chat.
- The original document opened in a new browser tab, where you can use the browser to view or save it.
Data & sources
Documents draws on the company’s primary-source disclosures and its investor-relations output, all keyed to the ticker you are viewing:- US regulatory filings — SEC filings such as 10-K annual reports, 10-Q quarterly reports, 8-K current/material-event reports, DEF 14A proxy statements, registration statements, and foreign-private-issuer forms such as 20-F and 6-K.
- Canadian regulatory filings — SEDAR filings, organized by category and filing type.
- Earnings presentation slides — the company’s investor-relations earnings slide decks, by quarter.
- Earnings-call transcripts — quarterly earnings-call transcripts, rendered speaker-by-speaker.
- Press releases — the company’s earnings / IR press releases, by quarter.
- ESG / sustainability reports — the company’s own published ESG, environmental-progress and sustainability reports (the year is taken from the document itself and matched to the year you selected).
Tips & best practices
- Set the year first, then filter. The year drives everything on the page; pick it, then narrow by type and category to cut straight to what you need.
- Combine type filters when you are comparing. Selecting Transcripts and Slides and Press Releases at once gives you the full quarter’s earnings package side by side in the gallery.
- Search forgivingly. You don’t need exact punctuation — “8k”, “10k” and “10q” all find the hyphenated filing names, so type the shorthand you’d say out loud.
- Use the category filter to find the one filing you want. For a 10-K, filter to SEC Filings and pick the annual-reports category; for the latest material event, pick the current-reports category.
- Let the AI do the first read. Open a long filing or transcript, click Ask AI about this document, and ask for a structured summary or specific figures before reading the exact words yourself.
- Use Reader Mode for messy web documents. When a non-filing web page is hard to scan, switch on Reader Mode for clean article text, then flip back to Original View if you need the exact on-page formatting.
- To save a copy, use Open in new tab. There is no in-app download button; opening the original in the browser is the way to view or save the source file.
- Resize for side-by-side reading. Drag the divider (or collapse the list) so the reader fills the space, and keep the AI assistant open alongside to ask questions as you read.
Limits & things to know
- The year picker covers the five most recent years. Older years are not selectable from this tab.
- You browse one year at a time. Documents are shown per selected year, not as a continuous multi-year stream.
- 16 documents per page. Longer years are paginated.
- The document-type filter is fixed to six types — SEC Filings, SEDAR Filings, Slides, Transcripts, Press Releases, ESG Reports.
- A document type shows only when the company has documents of that type that year. SEC filings, SEDAR filings, slides, transcripts, press releases and ESG reports each appear only when documents of that type are on file for the company and the selected year.
- ESG reports are matched to the selected year by the year detected in the report, so an ESG report appears only under the year it is dated.
- No download or print button in the reader. In-reader PDF download and print are turned off; use Open in new tab to save the original. There is also no Excel / CSV / PNG export on this surface.
- No Add to Data Room, bookmark, or note-taking on this tab. The in-place actions are read, Ask AI, open in new tab, and close.
- Non-earnings investor-relations documents are not shown here. Annual-meeting and conference transcripts, slides and press releases live on the Events side and in Company IR & Events, not in this company Documents tab, which focuses on filings, earnings materials and ESG reports.
- The AI hand-off is a one-way context push. It opens the AI assistant pre-loaded with the document; it does not itself answer — you ask your question in chat.
Availability
No special entitlement is required beyond having the company open in the Data Viewer — the tab is reachable for any ticker. What you actually see depends on what the company has on file: the six document types appear only when documents of that type exist for that company and year.Works with other features
Documents sits inside the Equities (Data Viewer) workspace, a per-company research surface that feeds the rest of the platform. The one in-place cross-feature action is Ask AI, but the documents you find here flow into several other features.Chat (AI assistant)
Ask AI about this document pushes the open document into the AI assistant as context — its name, type,
ticker, year, quarter, filing type and a link — so you can ask questions, request a summary, or extract
figures. This is the main bridge from this tab into the rest of your workflow.
Document Search
Documents is the company-scoped view of the same primary-source filings and IR materials that Document
Search covers full-text across many companies. Use Document Search when you need to search text, or find a
passage without knowing which document holds it.
Company IR & Events
For the live earnings / IR event calendar, call audio, and non-earnings investor-event materials, use
Company IR & Events — those documents are not shown in this tab.
Grids
After reading a document on one company here, take the same document-based question to a Grid to answer
it across the company’s peers at once.
Reports
Use the filings, transcripts and reports you read here as factual grounding for a generated stock research
report; the Equities workspace can kick one off for the ticker you are viewing.
Fundamentals tabs
Pivot from the source document to the numbers on the same name —
Financials & Ratios, Estimates and
ESG.
Example workflow
Goal: get to the source on one company’s latest quarter, then scale the read across its peers and write it up.- Open the company in the Equities (Data Viewer) workspace and select Documents. Leave the year on the most recent, and filter the Document Type to Transcripts, Slides and Press Releases to see the whole earnings package for the quarter.
- Open the earnings-call transcript in the reader, then click Ask AI about this document and ask the assistant for a structured rundown — key takeaways, guidance, the metrics management cited, and the main Q&A points. The transcript is already loaded as context.
- Switch the filter to SEC Filings, pick the annual- or quarterly-report category, and open the 10-K or 10-Q. Use in-document Find to jump to the sections you care about, and send the filing to the AI to reconcile the written disclosures with the spoken guidance.
- Cross-check the reported figures and consensus on Financials & Ratios and Estimates, and review the MSCI profile on ESG.
- To scale it, run a Grid that asks the same document-based questions across the company’s peer group at once.
- Generate a Report on the company grounded in these filings and transcripts, and use Open in new tab to save any original document for your own files.
FAQ
What kinds of documents are in the Documents tab?
What kinds of documents are in the Documents tab?
For the company you are viewing: SEC filings (10-K, 10-Q, 8-K, DEF 14A, registration statements, and
foreign-issuer forms such as 20-F and 6-K), Canadian SEDAR filings, earnings presentation slides,
earnings-call transcripts, press releases, and ESG / sustainability reports.
How far back can I go?
How far back can I go?
The year picker covers the five most recent years. Pick the year you want; if the newest year has nothing
yet, the view steps back one year on its own so you don’t land on an empty screen.
How do I find a specific filing like the 10-K or the latest 8-K?
How do I find a specific filing like the 10-K or the latest 8-K?
Filter to SEC Filings, optionally pick the matching category (for example annual or current reports),
or just type in the search box — it understands “8k”, “10k” and “10q” even without the hyphen.
Can I read the document here, or do I have to download it?
Can I read the document here, or do I have to download it?
Read it right here. Click a card and it opens in the built-in reader — page navigation, zoom and
in-document find for PDFs and filings, a clean Reader Mode for non-filing web documents, and a
speaker-by-speaker view for transcripts. To save the original, use Open in new tab.
Can I ask the AI about a document?
Can I ask the AI about a document?
Yes. Open the document and click Ask AI about this document — it loads the document into the AI side
chat as context so you can ask for a summary, key figures, or specific answers.
Why don't I see a particular document type for a company?
Why don't I see a particular document type for a company?
Each document type — SEC filings, SEDAR filings, slides, transcripts, press releases and ESG reports —
appears only when documents of that type are on file for the company and the selected year. If a type isn’t
showing, there are no documents of that type for that company and year.
Why isn't an annual shareholder meeting or investor-conference transcript here?
Why isn't an annual shareholder meeting or investor-conference transcript here?
Can I download, print, or export to Excel from here?
Can I download, print, or export to Excel from here?
There is no in-app download, print, or Excel / CSV export on this tab (in-reader download and print are
turned off). Use Open in new tab to view the original in your browser, where you can save it.
Can I add a document to a Data Room or generate a report from here?
Can I add a document to a Data Room or generate a report from here?
Not directly from the Documents tab. The available actions on a document are read in place, Ask AI, open
the original in a new tab, and close. Data Room and report workflows are handled in their own areas of the
platform.