Finance & Equity Research Workflow

Read and question SEC 10-K filings, risk factors, and earnings transcripts on screen.

Highlight accounting footnotes, non-GAAP reconciliations, debt covenants, or MD&A commentary on SEC EDGAR and financial portals to get grounded explanations right beside the filing.

Best fit

Best for financial analysts, retail investors, and corporate strategy teams reading 10-K/10-Q filings, S-1 prospectuses, and earnings call transcripts.

On-screen walkthrough

How this looks on a real webpage.

Instead of switching tabs and rebuilding context, highlight the exact passage that slowed you down and press your shortcut (default: Ctrl+Shift+X or Cmd+Shift+X on macOS, fully customizable in settings).

sec.gov/ix?doc=/Archives/edgar/data/10k.htm
Context: Detailed
1. Highlighted on page (SEC Form 10-K — Note 12: Revenue Recognition & Remaining Performance Obligations)
As of December 31, remaining performance obligations (RPO) were $1.42 billion, of which we expect to recognize approximately 58% as revenue over the next 12 months, compared to 64% in the prior fiscal year.
Ctrl+Shift+X“What does the drop from 64% to 58% current RPO share suggest about contract duration or near-term revenue conversion?”
2. Vezz me on-screen answer overlay

1. Dollar math: Current RPO (cRPO, next 12 months) is `0.58 * $1.42B = $823.6M`, while non-current RPO (>12 months) is `$596.4M`.

2. Why the current share dropped (64% -> 58%): Either (a) the company is signing longer multi-year contracts (pushing more backlog beyond Month 12), OR (b) near-term renewals/expansions slowed relative to long-term commitments.

3. What to check next in the 10-K: Look at average contract duration disclosures in MD&A and compare cRPO growth rate vs total RPO growth rate.

3. Suggested follow-up questions in thread
  • “How does RPO differ from deferred revenue on the balance sheet?”
  • “What would cause RPO to grow faster than billings?”
  • “Extract the key numbers from this paragraph into a clean table row.”
Step-by-step workflow

How to run this workflow in place.

1

Highlight the footnote or MD&A passage

Select the exact accounting note, non-GAAP adjustment, or executive answer on the earnings call.

2

Press Ctrl+Shift+X with page context

Vezz me keeps the filing heading and surrounding figures attached so you don't have to copy-paste multi-page tables.

3

Interrogate accounting assumptions

Ask what a policy change means for cash flow, margins, or year-over-year comparability.

Key details

Why this approach works better than switching tabs.

Decode accounting footnotes without leaving SEC EDGAR
The most important disclosures in a 10-K live in the footnotes—written in dense GAAP/IFRS terminology.
  • Unpack revenue recognition timing, capitalized software costs, and lease liabilities
  • Question non-GAAP to GAAP reconciliations and stock-based compensation adjustments
  • Translate debt covenant definitions and maturity schedules into plain financial terms
Cut through evasive answers on earnings call transcripts
When an analyst asks a direct question on an earnings call and management responds with 300 words of corporate speak, highlight the exchange.
  • Ask Vezz me: 'Did the executive actually answer the analyst's question, and what did they avoid committing to?'
  • Compare management's qualitative tone against the numbers in the press release
  • Copy concise thesis notes directly into your investment memo
Frequently asked questions

Common questions about finance & equity research workflow.

Does Vezz me work inside SEC EDGAR's Inline XBRL viewer?

Yes. You can highlight text and tables inside SEC EDGAR filings, investor relations pages, Seeking Alpha transcripts, and Yahoo Finance articles and trigger Vezz me on screen.

What if I have multiple financial reports open on the same sheet?

If you only want Vezz me to analyze the specific table or paragraph you selected without including adjacent tables on the same page, set Page Context Level to 'Minimal' in the extension settings.

Related workflows & guides

Explore connected pages.

Available for Chrome and Firefox

Ready to try this workflow on your own reading?

Install Vezz me free, highlight text on any webpage, and press your customizable shortcut (default: Ctrl+Shift+X or Cmd+Shift+X on Mac) to get an answer right beside the source.