Stock market, ETFs, bonds, and investment strategies
Building FinanceTrackDaily on the SEC EDGAR API, I see Form 144 confused with Form 4 constantly. This 2026 guide explains the Rule 144 affiliate notice, the 5,000 share / $50K threshold, holding periods, EDGAR mandate, and how engineers read these filings.
An engineer's guide to reading the SEC Form S-1 IPO prospectus. Covers risk factors, use of proceeds, underwriting, dilution, EDGAR access, and 2026 IPO context. Educational only — not investment advice.
An engineer's guide to reading SEC DEF 14A proxy statements in 2026 — executive pay tables, shareholder proposals, director elections, and how to monitor filings via EDGAR. Educational only, not financial advice.
An engineer's guide to SEC Schedule 13D and 13G filings: when each is required, the 2024 deadline changes, how activist investors disclose 5%+ stakes, and how to read these filings on EDGAR. For educational purposes only.
From the engineer building FinanceTrackDaily on SEC EDGAR: a complete 2026 walkthrough of Form 13F institutional holdings disclosures, the 45-day reporting lag, what is and is not reported, and how to read filings without drawing conclusions the data does not support.
Every public company files a 10-Q with the SEC three times a year. As an engineer aggregating EDGAR data, I break down what each section means and how to use quarterly reports to understand a company's financial health.
An engineer's guide to reading SEC Form 4 insider trading disclosures: transaction codes, EDGAR access, what the data shows, and common interpretation mistakes to avoid.
Building a SEC EDGAR aggregator for 3,400+ companies taught me that 8-K filings are the most underused free financial data resource available. Here is what every investor should know about the Current Report — and how to read it.
When I built FinanceTrackDaily on the SEC EDGAR API, processing thousands of 10-K filings taught me more about corporate financial health than I expected. Here is what the data actually reveals — from an engineer's perspective.
Market swings don't have to stop you from building wealth. Dollar-cost averaging is a time-tested strategy that lets you invest consistently through volatility and often come out ahead.
Index funds vs. actively managed funds: what does 20+ years of data actually show? This guide covers performance records, expense ratios, tax efficiency, and a clear framework to help you decide which strategy fits your 2026 portfolio.
Many people hear the phrase “let your money work for you,” but it remains vague until they use a compound interest calculator with monthly contributions . That is the moment long-term saving becomes visible. A small star...