START SMALL
EarlyFirm Free $0 / month
A small selection of filings every few days, delayed by 2 days from publication.
Follow 1 investor and 1 firm. No emails, live updates, or notifications.
Planned for launch.
A CLEARER VIEW OF THE MARKET
Latest investor moves.
See what firms disclosed, when they reported it, and why it matters.
Newly disclosed firm investments, quarterly stock holdings, and company leaders buying shares.
YOUR STOCKS. THE UPDATES THAT MATTER.
My Stocks.
Add the stocks you own. See what changed, why it matters, and what to watch.
Interactive preview
Try adding or removing stocks. Every event below is an invented scenario—not actual company news. Live monitoring and notifications are not connected.
Your stocks
Your company updates
High importance means an update deserves attention. It can be good or bad news.
BUILD YOUR OWN PERSPECTIVE
Investors to explore.
Start with a firm you know. Learn from the context behind its disclosures.
These are real firms shown as profile examples. This sample does not show their actual holdings or activity.
Your followed investors
Your choices stay here while this page is open.
YOUR RESEARCH, IN ONE PLACE
Saved moves.
Save an interesting move. Come back with a fresh perspective.
Saved moves and notes stay here until this page is refreshed or closed.
A LITTLE CONTEXT GOES A LONG WAY
Investing, in plain English.
Understand the filings, words, and labels you see on EarlyFirm.
Scores from 1–100, explainedWhat does a 60 mean? Is a higher score better?
These are EarlyFirm’s illustrative ranges for this sample. They are not a tested investment rating system. Both scores run from 1 to 100 and measure different things.
Signal score
Higher means the disclosed event may deserve more research attention. It can describe positive or negative developments.
| Score | Meaning in this sample |
|---|---|
| 1–20 | Limited signalLittle new information to examine. |
| 21–40 | Some signalUseful background, with limited new detail. |
| 41–60 | Moderate signalA development worth understanding in context. |
| 61–80 | Noteworthy signalA more substantial development to investigate. |
| 81–100 | Very noteworthy signalA major development deserving close attention. |
Signal: 60/100
Moderate signal, at the upper end of that range. It is worth reading the details, but the score does not mean the stock is a good buy.
Risk score
Higher means more uncertainty and potential downsides to examine. Lower means fewer concerns highlighted by this sample assessment, not a safe investment.
| Score | Meaning in this sample |
|---|---|
| 1–20 | Lower riskFewer concerns highlighted; losses are still possible. |
| 21–40 | Mild riskSome uncertainties to review. |
| 41–60 | Moderate riskMeaningful uncertainties or business concerns. |
| 61–80 | Elevated riskSubstantial concerns or an uncertain outcome. |
| 81–100 | High riskMajor uncertainties and potential downsides. |
Risk: 60/100
Moderate risk, at the upper end of that range. Review the stated concerns carefully. It does not mean a 60% chance of losing money or a predicted 60% loss.
What counts as a “good” score?
A higher signal score means more noteworthy information; a lower risk score means fewer highlighted concerns. Neither establishes that an investment is good. For example, signal 78 + risk 72 means a noteworthy event with elevated uncertainty. Read the reasons behind both scores.
The ranges are rough labels: 60 and 61 are close, even though they sit in different bands. Missing information can make an assessment incomplete.
Put it into practice
Use the definitions to understand an actual report’s context.
Three questions. A clearer picture.
1
What actually changed?
Look for a new stake, a change in reported holdings, or an insider purchase. A filing tells you what was disclosed.
2
Why might it matter?
Read the possible reason it deserves attention. Separate facts in the filing from the interpretation of those facts.
3
What could go differently?
Check the risks and the dates. A prominent investor’s involvement does not guarantee a good outcome.
New disclosure. Older decision.
A fund’s quarterly holdings report, called a 13F, describes positions at quarter-end. It is generally due within 45 days after that quarter ends. It does not give you the exact purchase date or the full portfolio.
Holdings snapshotJune 30
Example filing dateAugust 14
An activist move can involve an investor seeking changes at a company. A 13D disclosure can explain a major stake and the investor’s intentions; it does not mean the proposed changes will happen.
Context over a “buy” button.
Use the summaries as a starting point for research. “Signal” means how noteworthy the disclosed event is; “Risk” describes uncertainty. Neither is a predicted return or a probability of making money.
EARLYFIRM MEMBERSHIPS
Clear research. A plan for you.
Start with the essentials. Go Max for the complete EarlyFirm experience.
Plan previewSubscriptions open at launch. Features below are planned; live news, prices, and alerts are not connected in this sample.
MAX · $12 MORE PER MONTH
Explore the sample inbox →Every alert type. Your most important events first.
EarlyFirm Priority Alerts will prioritize high-importance events for the companies and investors you follow, with email and push delivery as soon as an event is processed.
Planned delivery. This sample sends no messages. Timing will depend on source availability and processing; it cannot reveal trades before they are disclosed.
Great for most investors
EarlyFirm Basic
The core tools to understand investor moves and keep up with the firms you follow.
$32.99/ month
Billed monthly
Your everyday research, covered
- Track up to 25 stocks in My Stocks
- Company news, filing updates & AI summaries
- New 13D filings, amendments & activist alerts
- Plain-English AI briefs & company summaries
- Signal scores, risk levels & key catalysts
- Big-investor profiles & quarterly 13F holdings
- Watchlists & saved research
- Email alerts: 6 of 8 categories (75%)Company news, SEC filings, followed-investor activity, earnings, analyst changes, and leadership updates.
- Search, core filters & beginner-friendly guides
A complete starting point for everyday research.
All access
EarlyFirm Max
Every EarlyFirm tool, deeper research, and every future feature as it launches.
$44.99/ month
Billed monthly · $12 more than Basic
Everything in Basic, plus
- Track unlimited stocks in My Stocks
- Email alerts: all 8 categories (100%)Everything in Basic, plus unusual price or volume moves and deals or legal developments—including acquisitions, lawsuits, and investigations.
- EarlyFirm Priority AlertsHigh-importance events prioritized for email and push as soon as they are processed. Planned; no delivery-time guarantee.
- Push notifications for all alert categories
- Portfolio-wide analysis & advanced risk signals
- Bear, base & bull scenario analysis
- Investor history & past campaign comparisons
- Advanced screening, filters & data exports
- 13G, insider buys & company-event coverage
- Unlimited watchlists & custom investor alerts
- All future EarlyFirm features, as they launch
One membership. The full EarlyFirm experience.
Exactly which alerts are included?Basic covers 6 of 8 email categories. Max covers all 8.
| Email alert type | Free | Basic | Max |
|---|
Free has no notifications. Basic offers email for its included categories; Max adds every category and push notifications. Live delivery is planned.
What’s coming with Max?All planned additions are included as they launch.
A wider view of investor activity
13G ownership disclosures, Form 4 insider buys, 8-K company events, mergers, tender offers, and spin-offs.
More context behind the move
Investor performance trackers, historical campaign comparisons, advanced scenarios, and screening for potential activity before a 13D filing.
Tools that grow with your research
API access, mobile tools, team features, and feeds you can use under your own brand.
These additions are planned and are not live in this sample. Release dates have not been announced.