Read what management said. Check what was filed. Build from the receipts.
DocuLens turns real earnings-call transcripts, 10-K/10-Q filings, and SEC facts into
evidence-backed research you can actually audit — then packages historical numbers and
selected filing tables into a clean Excel workbook with a Source Map.
An earnings transcript analyzer and SEC filing workspace built for evidence.
DocuLens helps investors, analysts, and curious researchers move from a company question
to the underlying record. Search earnings-call transcripts, read 10-K and 10-Q disclosures,
compare management guidance with later actual results, and keep the exact quote or filed
number attached to the conclusion.
If you are looking for an earnings transcript analyzer, transcript summarizer, transcript
search tool, or SEC filing analyzer, this is the same evidence-first workspace behind each
workflow.
Build a separate, saved timeline of recurring management themes across the available earnings-call transcripts.
ANALYST LIBRARY
Who is asking what?
Browse the captured Q&A by company, analyst, bank, or the themes analysts keep returning to.
Live inventory
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Research Library
Browse, filter, open, merge, or compare up to five same-topic research runs across companies with an evidence-linked AI summary.
RESEARCH LIBRARY 0 reports
▤Your research library is ready
Completed research reports and workbooks will appear here and can be filtered by ticker, topic, year, and source.
Promise Tracking
Follow a stated commitment across quarters and see whether it was kept.
Guidance vs Actual
Choose a company and year. DocuLens automatically finds management's guidance around that year and compares it with the later reported results.
What Changed Since Last Quarter
Compares the two most recent quarters found in checks/ for this ticker.
Filing Topic Tracker
Track how a topic is discussed across selected SEC filings over multiple years.
SEC Filing Explorer + Excel Builder
Pull a company's real 10-K and 10-Q filings once, search every related table by topic, and export selected tables as real Excel ranges.
SEC filing tables · XBRL-backed actuals · Source Map included · Historical data only
1
Set scopeCompany & years
2
Pull filingsDiscover real tables
3
Build workbookReview & export
Browser compute:
Build Settings
Compare filed dataView selected tables in browserCompare selected filed tables across years and quarters before downloading Excel.
Select one or more logical tables to enable the comparison view.
Ask a Question
Free-text question mode. It figures out which transcripts it needs on its own.
Fetch Transcripts from SEC EDGAR
Pulls call-transcript exhibits filed with the SEC into checks/, when available.
Upload / Paste Transcript
Don't have EDGAR coverage for this one? Paste the transcript text or upload a .txt file. It's saved straight to checks/ and every workflow above will pick it up.
Help
A fast route from question → evidence → report or workbook.
START HERE
One question. Three useful outputs.
Use Core Research for the full cited story, the Excel Builder when you need historical filing data in a model, and the smaller tools when you want a focused check.
01Choose a ticker + topic
02Let DocuLens find the record
03Open the citations or workbook
SEC filings are automatic
Any workflow that searches SEC filings (Core Research, Filing Topic Tracker) pulls the
real 10-K/10-Q text straight from SEC EDGAR for the ticker and year range you give it,
with optional form buttons for 8-Ks, proxies, ownership filings, registrations, and
any exact form code you add. There's nothing to upload or paste for filings, ever.
Transcripts are the one
input that sometimes needs help. DocuLens tries "Fetch Transcripts from SEC
EDGAR" first (some companies file verbatim call transcripts as 8-K exhibits), and falls
back to "Upload / Paste Transcript" for the rest.
SEC Filing Explorer + Excel Builder workbook
Pull a company's real 10-K and 10-Q filings, search the filed tables by theme, preview
the source rows, and export a practical Excel workbook. Historical actuals are backed by
SEC/XBRL data, selected filing tables stay visible as real rows and columns, and the
workbook includes a Source Map so you can trace the numbers back to the filing.
Best for: building a historical model, checking a filing disclosure before you trust a number, or taking research from a narrative report into Excel. It is historical data only — no forecasts are invented for you.
Core Research deep dive
The full-picture option. It combines earnings-call commentary, forward guidance paired
with the actual results that resolved it, and 10-K/10-Q filing disclosures, organized by
reporting period, then closes with a longitudinal summary judging management's
forecasting credibility and answering your question directly.
Best for: "Has management accurately forecasted gross margins over the last 2 years?" Anything where you want the complete, cited case rather than one data point. It's slower and pricier than the tools below, so use those for a quicker, narrower check.
What Changed Since Last Quarter more tools
Automatically finds the two most recent transcripts already saved for a ticker and
describes how management's discussion of a topic changed (or didn't) between them. No
year range needed.
Best for: "Did anything change in how they talk about FSD progress this quarter vs. last?" A fast pulse-check right after a new call, not a historical study.
Fetch Transcripts from SEC EDGAR tool
Some companies file verbatim earnings-call transcripts as exhibits to their 8-K filings
(Item 7.01/8.01, Regulation FD Disclosure). Coverage isn't universal, but when found,
it's saved directly into checks/ in the format every other tool expects.
Best for: populating checks/ before running anything else, with zero manual copy-pasting, when the company happens to file transcripts this way.
Upload / Paste Transcript tool
The fallback for whenever SEC EDGAR doesn't have a company's transcripts filed as an
exhibit. Paste the text or upload a .txt file for one ticker/quarter/year at a time.
Best for: any transcript "Fetch Transcripts" couldn't find. Once it's saved, every workflow picks it up automatically.
Ask a Question more tools
Free-text question mode: it figures out the ticker and which quarters it needs on its
own. Its Manual/Advanced Keywords mode lets you bypass that guesswork entirely by giving
it a ticker, year range, and your own literal keywords/phrases, and it searches only
those.
Best for: a quick raw evidence dump on a narrow phrase, or when the natural-language parser can't figure out which transcripts a question needs on its own (switch to Manual mode).
Promise Tracking more tools
Given a ticker, topic, and year range, retrieves every mention of the topic across the
requested quarters, tags each mention's status, and produces a Fulfilled / Delayed /
Revised / Abandoned / Still Pending verdict with supporting evidence.
Best for: qualitative commitments and milestones ("Cybertruck production ramp", "FSD wide release") rather than a specific number. Guidance vs Actual is the better tool once there's an actual figure attached.
Guidance vs Actual more tools
Retrieves every mention of a metric across the requested quarters and pairs forward
guidance with the later actual result that resolves it, verdicting each pair Met /
Exceeded / Missed / Superseded / Not Verifiable After Exhaustive Search.
Best for: concrete numeric targets (delivery growth, gross margin, capex) where management gave a specific forward number. Note: not every topic has forward guidance at all (e.g. stock-based compensation is a mechanical accounting line, not a forecast target). Core Research already folds this in if you want the full picture instead.
Filing Topic Tracker more tools
Pulls the selected SEC filing families in a given range from SEC EDGAR, searches every
available section, and synthesizes how the company's disclosure of a topic has evolved.
10-K and 10-Q are selected by default; optional forms can be added from the source picker.
Best for: regulatory-language questions with no transcript angle, like "litigation reserve" or "supply chain risk factor language", where you specifically want the filings' own wording, not earnings-call commentary.
