Free calculators, SEC-verified stock data, and expert personal finance guides.
Form ATS-N is the SEC disclosure that reveals how off-exchange equity venues (dark pools) actually work. An engineer's walkthrough of the four-part filing structure, EDGAR variants, and what the data does and does not tell you.
A software engineer's walkthrough of SEC Form N-1A — the registration statement behind every US mutual fund prospectus. Covers the three parts of N-1A, the standardized fee table, the Statement of Additional Information (SAI), and what investors should actually look for when reviewing a fund.
Form ADV is the SEC registration document every US investment adviser must file. Here's how to read Parts 1A, 2A, and Form CRS like an engineer, what AUM thresholds matter, and the 7-step due-diligence checklist before signing an advisory agreement.
Form CRS is the 2-page retail-investor disclosure broker-dealers and RIAs have filed since June 30, 2020. Here is what aggregating it on SEC EDGAR taught me about the form, its structure, and how investors should read it.
Form N-PORT is the SEC's monthly portfolio disclosure form for registered mutual funds, ETFs, and closed-end funds. After the August 2024 amendments, all three monthly reports per quarter become public on a 60-day lag — fully phased in by May 2026.
Form C is the SEC filing every Regulation Crowdfunding offering starts with. An engineer's plain-English walkthrough of the $5M cap, the C / C-U / C-AR family, and what to read on EDGAR before backing a Reg CF offering.