Powering traceable financial research
Coverage Scope: U.S. SEC EDGAR Filers (~3,000+ Issuers) • Research Plus & Research Pro

Traceable 15-Year SEC Financial Statements, Deterministic Valuation & Audited Excel Models.

Built for fundamental equity analysts and valuation professionals. Explore coordinate-cited 15-year SEC statements (10-K & 10-Q), dedicated FIG commercial banking ratios, 5-step DuPont ROE decomposition, grounded Phoebus Evidence AI, 5-Year FCFF DCF & Football Field Valuation, and Multi-Sheet OpenXML (.xlsx) & Excel 365 models—all powered by strict Decimal arithmetic with zero invented data.

Research Plus: 15Y SEC Statements • 5-Step DuPont • FIG Banking
Research Plus: Cited Evidence AI • Multi-Sheet Audited .xlsx
Research Pro: 5Y FCFF DCF & WACC • Precedent M&A Football Field
Research Pro: Microsoft Excel 365 Live Add-in (=SOLIQRA)
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Exact Decimal Math (0.00 Variance) Cited Multi-Sheet OpenXML (.xlsx) 2 Free Demo Companies • No Card Required
Research Plus & Pro • Live SEC Dossier
AAPL • Apple Inc. (CIK 0000320193)
US-GAAP • 10-K / 10-Q
Consolidated Revenue (15Y) $412,580.00M [10-K • #42]
Operating Margin / ROIC 32.40% OpM • 54.80% ROIC
5-Step DuPont ROE 148.20% (0.00 Variance)
5Y FCFF DCF & Football Field Comps $218 • DCF $234 • M&A $252
Excel 365 Live Formula =SOLIQRA("AAPL","ROIC_PCT",2025)
Phoebus Evidence AI & 10-K Citations 0% Hallucination

"Services gross margin reached 74.1% (+170 bps YoY) with 1B+ paid subscriptions, per FY2025 Form 10-K Item 7."

Strict Decimal Precision
0.00 Variance • Zero Floats
15-Year SEC Provenance
10-K / 10-Q XBRL Coordinates
DCF & Football Field
5Y FCFF DCF • WACC • M&A
Audited .xlsx & Add-in
OpenXML Workbooks • =SOLIQRA()
RESEARCH PLUS & RESEARCH PRO WORKFLOWS

Purpose-Built Capabilities for Fundamental Research & Valuation

Start with Research Plus for universal 15-year SEC statements, 5-step DuPont analytics, cited Evidence AI, and multi-sheet .xlsx workbooks—or choose Research Pro for 5-year FCFF DCF modeling, precedent M&A Football Fields, and live Excel 365 integration.

RESEARCH PLUS TIER Core Fundamental Research

Universal 15-Year SEC Statements, DuPont & Cited AI

Designed for independent equity analysts and fundamental researchers who need complete U.S. SEC filing coverage, normalized statements, and audit-ready Excel workbooks.

  • ✓
    Universal 15-Year SEC EDGAR Historical Statements: Full annual (10-K) and quarterly (10-Q) Income Statement, Balance Sheet, and Cash Flows across Corporate & FIG Commercial Banking issuers.
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    5-Step DuPont, Solvency, Margins & Cash Flow Engine: Deterministic ROIC, 5-Step DuPont ROE, Altman Z-Score, Piotroski F-Score, and FIG banking KPIs (NIM, CET1, Efficiency Ratio).
  • ✓
    Phoebus AI Evidence Synthesis & 10-K Footnote Citations: Zero-hallucination narrative explanations strictly anchored to verified SEC accession numbers and filing passages.
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    Multi-Sheet Institutional OpenXML Excel (.xlsx) Workbooks: Downloadable formula-driven 7-sheet models with 3-Layer SEC citations and cell-by-cell audit verification.
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RESEARCH PRO TIER Everything in Research Plus + Valuation Suite

5-Year FCFF DCF, Precedent M&A Football Field & Excel 365 Add-in

Built for valuation specialists, deal analysts, and portfolio managers requiring intrinsic DCF modeling, transaction multiples, and real-time Microsoft Excel 365 synchronization.

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    Includes All Research Plus Capabilities: Universal 15-Year SEC statements, 5-Step DuPont & FIG ratios, Phoebus Evidence AI, and Multi-Sheet .xlsx exports.
  • ✓
    5-Year FCFF DCF & WACC Sensitivity Matrix Engine: Unlevered free cash flow projections, CAPM WACC builder, Gordon Growth & Exit Multiple terminal values, and 5×5 sensitivity tables.
  • ✓
    Precedent M&A Deal Database & Football Field Valuation: SEC Form S-4 / DEFM14A Fairness Opinion deal multiples, control premiums, peer trading comps, and 4-Bar Valuation Football Fields.
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    Microsoft Excel 365 Live Ribbon Add-in & Real-Time Sync: Live =SOLIQRA() custom functions on Windows, Mac & Web plus one-click Freeze to Values & Citations.
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INSTITUTIONAL SECURITY & DATA TRUST • RESEARCH EDITION

Institutional-Grade Security, Workspace Privacy & Data Integrity

Every 60-Day Research Demo, Research Plus, and Research Pro workspace is protected by strict identity safeguards, zero-training AI privacy, and verifiable SEC filing lineage.

IDENTITY & ACCESS TOTP MFA

Authenticator MFA & Exclusive Session Protection

Built-in Multi-Factor Authentication (MFA) and exclusive single-session governance ensure your research account and saved valuation assumptions remain under your sole control at all times.

CONFIDENTIALITY ZERO-TRAINING AI

Private Research Workspace & Zero-Training AI Privacy

Your company watchlists, custom DCF assumptions, and Phoebus AI queries are logically isolated to your workspace and are never shared across accounts or used to train external AI models.

MODEL INTEGRITY VERIFIED .XLSX

SEC EDGAR Traceability & Verified Excel Models

All financial metrics use exact Decimal arithmetic anchored to official SEC filings, and every downloadable .xlsx workbook passes automated pre-delivery integrity and formula verification.

INFRASTRUCTURE TLS 1.3 • AES-256

End-to-End Encryption & PCI-DSS Level 1 Billing

Platform data is protected via modern transport (TLS 1.3) and at-rest (AES-256) encryption, while subscription payments are handled exclusively by PCI-DSS Level 1 certified checkout infrastructure.

INSTITUTIONAL STANDARD Zero credit card storage on Soliqra servers • Zero-hallucination SEC citation verification • Continuous automated quality governance
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BUILT FOR EQUITY ANALYSTS & VALUATION PROFESSIONALS

Start Your Verified SEC Financial Research Workflow Today

Evaluate any two U.S. public companies in our complimentary 60-day demo, or unlock full U.S. SEC coverage with Research Plus and Research Pro.

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