What is Unlevered?

Unlevered is an AI-sec platform designed to enhance financial document analysis and investor relations management. Users can access SEC filings, earnings transcripts, and public market updates through a seamless interface compatible with macOS, Windows, and mobile devices.

Key features include personalized alerts for specific keywords, enabling users to stay updated on relevant filings and market activities while simplifying complex financial jargon into digestible bullet points. The tool also offers advanced keyword searches across time periods and allows users to compare financial documents to identify subtle language shifts.

Furthermore, Unlevered includes sector screeners for customizable alerts related to specific tickers and industries, as well as insights into insider trading activities globally. Upcoming features promise improved context understanding for information retrieval and tailored alerts that extend beyond exact keyword matches, further streamlining investment due diligence workflows.

⭐ Key features

Unlevered core features and benefits include the following:

  • ✔ī¸ Financial document analysis.
  • ✔ī¸ Personalized alerts for specific keywords.
  • ✔ī¸ Advanced keyword searches across time periods.
  • ✔ī¸ Comparison of financial documents.
  • ✔ī¸ Sector screeners for customizable alerts.

⚙ī¸ Use cases & applications

  • ✔ī¸ Monitor SEC filings and earnings reports for specific companies with personalized keyword alerts that keep you informed on critical changes in a company's financial health.
  • ✔ī¸ Simplify complex financial documents by using Unlevered to transform jargon into concise bullet points, making it easier to digest crucial information for informed investment decisions.
  • ✔ī¸ Utilize sector screeners to set up customizable alerts for specific tickers and industries, enabling proactive investor relations management and timely responses to market shifts.

🙋‍♂ī¸ Who is it for?

Unlevered can be useful for the following user groups:

Investors
Financial analysts
Corporate executives
Investment bankers
Portfolio managers
Equity researchers
Compliance officers
Market analysts

ℹī¸ Find more & support

You can also find more information, get support and follow Unlevered updates on the following channels:

How do you rate Unlevered?

5 1 ratings

Breakdown 👇

Value for money:
5
Ease of Use:
5
Performance:
5
Features:
5
Support:
5
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