SEC filing retrieval for financial AI.

Secregate lets developers and research teams search SEC filings by meaning. Send a company, a search string and optional filing filters. Get back relevant passages, SEC source links, filing metadata and stable positions.

Secregate is a product by Portrak.

Stop crawling.
Start building.

Instead of crawling, parsing and organizing SEC filings yourself, you can use Secregate as your retrieval layer.

  • Send a company, query and filing scope.

  • Get back relevant passages and SEC source links.

  • Access filing metadata and stable positions via API.

Secregate RAG Product Overview

Send a search string. Get filing passages back.

Use Secregate to search across company filings by semantic meaning. Limit searches by ticker, CIK, filing type, date range and result count.

Search across millions of filing passages semantically

Access exact character positions and source URLs

Integrate with AI agents via structured JSON output

POST /v1/search
{
  "ticker": "AAPL",
  "query": "When did Apple stop reporting iPhone unit sales?",
  "filing_types": ["10-K", "10-Q"],
  "from_date": "2015-01-01",
  "to_date": "2024-12-31",
  "max_results": 10
}
Response
{
  "results": [
    {
      "ticker": "AAPL",
      "cik": "0000320193",
      "filing_type": "10-K",
      "filing_date": "2018-11-05",
      "section": "MD&A",
      "passage": "Relevant filing passage text...",
      "source_url": "https://www.sec.gov/Archives/...",
      "position": {
        "item": "Item 7",
        "element_id": "item7_p_0042",
        "char_start": 12540,
        "char_end": 13210
      },
      "relevance_score": 0.94
    }
  ]
}

Built for source-grounded financial AI.

Semantic filing search

Search SEC filings by meaning, not only exact keywords.

Exact source references

Every result includes filing metadata, source URLs and stable filing positions.

Company-specific retrieval

Search within a company’s filing history using ticker or CIK.

Filing type filters

Limit searches to 8-K, 10-Q, 10-K, proxy statements or all supported filings.

LLM-ready output

Return structured passages that can be used directly inside AI agents, research tools or internal workflows.

KPI-ready foundation

Use retrieved passages as the source layer for KPI extraction, disclosure monitoring and filing-backed research.

"Professional financial analysis depends on official disclosures, but collecting, parsing, vectorizing, and organizing SEC filings is expensive, slow, and technically demanding. Secregate gives you a structured retrieval layer for massive filing datasets, so you do not have to build pipelines, pay for unnecessary token processing, or maintain your own filing infrastructure. Search with natural language and find exact source evidence in seconds, whether you are an investor, lawyer, or fintech developer."

What teams build with Secregate.

Retrieve exact filing evidence from SEC documents—ready for analysts, applications, alerts, and downstream LLM workflows.

Financial AI Infrastructure
Narrative & Peer Tracking
Compliance & Risk Benchmarking
Evidence-Based Due Diligence
Smart Filing Alerts
Internal Analyst Workflows

Want access to Secregate?

Secregate is currently available through managed access for developers, startups and research teams.

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