Methodology
How a report is built
Each run resolves the company in SEC EDGAR, gathers evidence from the sources below, scores ten categories with published rubrics, and composes the 22-section report, the executive dashboard and an 18-table workbook. Every figure carries a source id that links to the registry.
Sources
- SEC EDGAR
- Legal identity, filings index, 8-K item codes, XBRL company facts (financial statements, shares, float), full-text search, Form 3/4/5 XML, the latest annual report and prospectus text, Exhibit 21, XBRL frames for peers.
- Nasdaq
- Quote, summary (market cap, average volume, 52-week range), two years of daily bars, FINRA short interest, 13F institutional ownership, company profile.
- Newswires via Google News
- Company press releases on GlobeNewswire, PR Newswire, Business Wire, ACCESS Newswire, Newsfile and EIN Presswire; general and major-editorial coverage. Headlines only.
- Company web properties
- Home page, robots.txt, sitemap, llms.txt, structured data, security headers, a broken-link sample, the IR site and the social accounts it links.
- Public social streams
- Stocktwits symbol stream (no key). Reddit and X when API keys are configured.
- Entity records
- Wikipedia and Wikidata, used as AI-visibility signals.
- Claude (optional)
- Standardized AI-visibility questions and the analyst narrative, written only from the report’s evidence and labelled as AI-generated.
Standards the engine enforces
- Reported facts, derived figures (our arithmetic, with the formula shown) and market data are labelled separately.
- Service providers are Confirmed only when a filing’s structured data, the EDGAR submission record or publication proves the relationship; text matches are Probable; technology fingerprints are Unverified.
- Allegations (for example law-firm notices) are kept apart from confirmed findings and company disclosures.
- Price reactions around events are measured, never attributed.
- Valuation is withheld when revenue or peers are insufficient; no discounted-cash-flow model is invented.
- A category with no usable evidence scores N/A and its weight is redistributed, so missing data never reads as poor performance.
- Social follower counts and AI platforms other than Claude are reported as not measured rather than estimated.
Scorecard weights
| Financial Health | 20% |
| Capital Markets Position | 10% |
| Corporate Governance | 10% |
| Investor Relations | 10% |
| Public Relations | 10% |
| Digital Visibility | 10% |
| Social Media Effectiveness | 5% |
| AI Search Visibility | 5% |
| Competitive Position | 10% |
| Disclosure & Transparency | 10% |
Bands: 80+ Strong · 65–79 Sound · 50–64 Mixed · 35–49 Weak · below 35 Critical. Each category’s criteria and evidence are shown in Section 19 of every report.