Shortcut connects to EDGAR SEC filings, databases, APIs, and cloud storage, automatically pulling 10-Ks, 10-Qs, and financial data into Excel models without manual downloads or data entry.
Analyzing public companies means hours on SEC.gov downloading 10-Ks and 10-Qs, then manually transcribing data into Excel. Shortcut's data integrations eliminate this entirely with automatic connections to multiple data sources.
Pull SEC filings directly from the EDGAR database. Prompt "pull Adobe's last three 10-Ks" and Shortcut handles fetching, parsing, and populating your model with SEC data.
All of this happens in seconds, triggered by a simple natural language prompt.
Building Models from Scratch
"Build a DCF model for Salesforce using their last 10-K"
Updating Existing Models
"Update my Microsoft model with Q3 2024 10-Q results"
Comparative Analysis
"Compare revenue growth and margin trends for Snowflake, Databricks, and MongoDB over the last 3 years"
Connect to external APIs and data services to pull real-time market data, financial metrics, and business intelligence.
Connect directly to SQL databases and data warehouses to pull structured data into your models.
Access files stored in cloud platforms and automatically sync data to your spreadsheets.
Upload documents directly and extract structured data automatically.
All data pulled from EDGAR is directly from official SEC filings—no third-party data providers, no delayed feeds. You're analyzing the same source documents that institutional investors use.
Shortcut includes source citations showing exactly which filing and page number data came from. Verify any number by clicking through to the original filing.
Determine which data source you need: EDGAR for public company filings, API for real-time data, database for internal data, or file upload for documents.
Simply describe what data you need in plain English:
"Pull Microsoft's last 3 years of 10-K filings and create a revenue trend analysis"
Shortcut automatically connects to the data source, extracts relevant information, and populates your spreadsheet with properly formatted data.
Review the imported data with source citations. Click any cell to see where the data originated and verify accuracy.
Dive deeper into how Shortcut's EDGAR integration works with our comprehensive blog post.
Read: EDGAR Integration Guide →All public companies that file with the SEC. This includes every publicly traded company in the US, plus many international companies with US listings. Simply use the company name or ticker symbol in your prompt.
Shortcut pulls data directly from SEC EDGAR in real-time. As soon as a company files a new 10-K, 10-Q, or other document with the SEC, it's available through Shortcut—typically within minutes of public filing.
Yes! Shortcut supports connections to internal databases including PostgreSQL, MySQL, SQL Server, and cloud data warehouses like Snowflake and BigQuery. Contact our team for enterprise database integration setup.
All data connections use enterprise-grade encryption (TLS/SSL). Database credentials are encrypted at rest, and we never store raw financial data longer than necessary for processing. Shortcut is SOC 2 Type II compliant.