Source-of-truth filing data for financial AI. Ready to integrate via API or MCP.

Lucy transforms complex SEC filings into structured, source-linked data built for retrieval. Your model handles generation; Lucy supplies the filing-grounded evidence.

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Trusted by leading financial institutions

The Problem

Financial RAG fails when the source data is not trustworthy.

SEC filings were never built for LLMs. When tables, footnotes, and XBRL tags are flattened during parsing, even the best model gives confident answers that no one can verify.

Hallucinations in Filing-Based RAG

Most hallucinations start before generation — when retrieved context is incomplete, mislabeled, or detached from its filing source.

Low Accuracy on Financial Calculations and Metrics

Numeric questions need exact figures, periods, and entity context. Without source-of-truth data, answers turn fragile and hard to verify.

Costly Filing Preprocessing

Teams burn months on table extraction, XBRL grounding, and item segmentation before they can even start testing RAG quality.

Solutions We Provide

Lucy turns unstructured SEC filings into structured, retrieval-ready financial data.

The data layer before generation — source-linked chunks your model can actually trust.

Source-Linked Data

Every chunk traces back to the official filing source — retrieval that reduces hallucination at its root.

Managed Retrieval Infrastructure

Filing ingestion, parsing, chunking, and retrieval — fully assembled, ready to plug into your workflow.

Plug-and-play integration

Connect via MCP or API and retrieve source-backed filing chunks directly inside your AI stack. Lucy returns the evidence — your model composes the answer.

MCPREST APISource-linked

Benchmark Performance

Optimized for financial retrieval accuracy.

Especially on numerical financial questions — the hardest problem in filing-based RAG.

90%

Numeric answer accuracyRAGAS · FinQABench

15 min

Filing ingestion latencyNear-real-time ingestion.

Source-linked

Chunk traceabilityEvery chunk traces to source.

LucyRAG (Claude Fable 5) vs frontier models with Web Search

RAGAS answer accuracy

1.00.80.60.40.2

.99

.95

.85

.79

gpt-5.6-sol+ Web Search

LucyRAGfable-5

gemini-3.6+ Web Search

fable-5+ Web Search

opus-5+ Web Search

Read the benchmark methodology

Company Stock Performance

The following graph shows a comparison of five-year cumulative total shareholder return, calculated on a dividend-reinvested basis, for the Company, the S&P 500 Index and the Dow Jones U.S. Technology Total Stock Market Index. The graph assumes $100 was invested in each of the Company's common stock, the S&P 500 Index and the Dow Jones U.S. Technology Total Stock Market Index as of the market close on September 25, 2020. Past stock price performance is not necessarily indicative of future stock price performance.

September
2020September
2021September
2022September
2023September
2024September
2025

Apple Inc.$ 100$ 132$ 128$ 155$ 208$ 224

S&P 500 Index$ 100$ 137$ 115$ 136$ 181$ 217

Dow Jones U.S. Technology Total Stock Market Index$ 100$ 147$ 107$ 147$ 220$ 287

¹ Services net sales include amortization of the deferred value of services bundled in the sale price of certain products.

(...)

The following table shows disaggregated net sales, as well as the portion of total net sales that was previously deferred, for 2025, 2024 and 2023 (in millions):

202520242023

iPhone209,586201,183200,583

Mac33,70829,98429,357

iPad28,02326,69428,300

Wearables, Home and Accessories35,68637,00539,845

Services ¹109,15896,16985,200

Total net sales416,161391,035383,285

Portion of total net sales that was included in deferred revenue at the beginning of the period:

$ 8,229$ 7,728$ 8,169

¹ Services net sales include amortization of the deferred value of services bundled in the sale price of certain products.

PART III

Item 10. Directors, Executive Officers and Corporate Governance

The information required by this Item will be included in the Company's definitive proxy statement to be filed with the SEC within 120 days after September 27, 2025, in connection with the solicitation of proxies for the Company's 2026 annual meeting of shareholders (“2026 Proxy Statement”), and is incorporated herein by reference.

Item 11. Executive Compensation

The information required by this Item will be included in the 2026 Proxy Statement, and is incorporated herein by reference.

Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters

The information required by this Item will be included in the 2026 Proxy Statement, and is incorporated herein by reference.

Proprietary Technology

Compress 200+ pages into 6 objects.

Transform complex SEC filings into structured data.

Text Blocks

Images

Financial Tables

XBRL Tags

References

Metadata

You need structured data, not a smarter model.

Most RAG failures stem from data quality issues, not model limitations.

Original Filing (10-K)

(In millions)	September 28, 2024	September 30, 2023	September 24, 2022
Net income	$93,736	$96,995	$99,803
Other comprehensive income/(loss):
Change in foreign currency translation, net of tax	395	(765)	(1,511)

Standard Method

Step 1: Markdown Conversion

| Net income | $93,736 | $96,995 | $99,803 |

| Change in foreign currency translation | 395 | (765) | (1,511) |

Step 2: Rendered HTML (Flat)

September 28, 2024

September 30, 2023

September 24, 2022

Net income

93,736

96,995

99,803

Other comprehensive income/(loss)

Change in foreign currency translation, net of tax

395

(765)

(1,511)

✕ LLMs struggle to reconstruct row/column relationships from flattened PDF text. Key financial data gets lost or misaligned.

Lucy Structured

Step 1: JSON Structure

{

"type": "table",

"value": {

"title": "CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME",

"headers": [

[

{

"colspan": # Number of merged columns

"rowspan": # Number of merged rows

"pos": {

"col": 0, # Header Column coordinates

"row": 0 # Header Row coordinates

"styles": [

"b" # Style Tag

"v": "Years ended" # Value

...

]

"rows": [

[

{

"colspan": # Number of merged columns

"rowspan": # Number of merged rows

"pos": {

"col": 0, # Column coordinates

"row": 0 # Row coordinates

"v": "93736" # Value

...

]

"structure": {

"col_count": 5, # Total column count

"has_header": true,

"row_count": 36 # Total row count

}

Step 2: Rendered HTML (Nested)

September 28, 2024

September 30, 2023

September 24, 2022

Net income

$ 93,736

$ 96,995

$ 99,803

Other comprehensive income/(loss):

Change in (...) tax

395

(765)

(1,511)

✓ Every row, column, and merged cell is preserved exactly as filed — no reconstruction guesswork.

Table Extraction

✓Every row, column, and merged cell is preserved exactly as filed — no reconstruction guesswork.

XBRL Grounding

✓Each value is tagged with its official XBRL taxonomy label, eliminating ambiguity across filings and time periods.

Segmentation

✓LUCY segments by Item (1, 1A, 7, 8...) and sub-section, preserving the regulatory structure of each filing.

Chunking

✓Chunks respect document boundaries — tables, paragraphs, and exhibits are never split mid-element.

Coverage

Financial filings, structured for research

Explore SEC and DART filing coverage, processing totals, and the observed filing-year range. Live marks active form pipelines; the remaining listed forms are in development.

Filing types

3M+

Processed

2016–today

Historical Coverage

form types live

Last updated: 2026-10-24 02:16 UTC

201620182020202220242026

Form coverage

LiveIn development

Public companies

SEC EDGAR · 25 types · 16 live

Periodic reports, proxy statements, ownership filings, and registration statements, including foreign private issuer filings.

Periodic and current reports

10-KAnnual report
10-QQuarterly report
8-KCurrent report
20-FAnnual report, foreign private issuer
40-FAnnual report, Canadian issuer
6-KCurrent report, foreign private issuer

Proxy statements

DEF 14ADefinitive proxy statement

Insider and institutional ownership

Form 3Initial insider ownership
Form 4Insider transactions
Form 5Annual insider transactions
13DBeneficial ownership, Schedule 13D
13GBeneficial ownership, Schedule 13G
13F-HRInstitutional holdings

Registration statements and prospectuses

S-1IPO registration
S-3Shelf registration
S-4M&A registration
S-6Unit investment trust registration
S-8Employee benefit plan registration
424APreliminary prospectus
424B3Prospectus supplement
424B4Final prospectus, priced offering
DRSDraft registration statement
DRSLTRDraft registration correspondence
EFFECTNotice of effectiveness
POS AMPost-effective amendment

Funds and ETFs

SEC EDGAR · 3 types · 3 live

Registration, prospectus, and portfolio filings from US mutual funds and ETFs.

N-1AFund registration statement
485 / 497Prospectuses and supplements
NPORT-PMonthly portfolio holdings

International

Korea · DART · 13 types · 13 live

Corporate filings from Korea’s DART disclosure system.

Annual report
Semi-annual report
Quarterly report
Material events report
Shareholder meeting notice
Securities registration statement, equity
Securities registration statement, debt
Securities registration statement, derivative-linked securities
Securities registration statement, merger
Significant shareholding report
Executive and major shareholder ownership report
Executive and major shareholder trading plan
Collective investment securities registration, trust type

Datasets

Answers to the questions analysts ask, from every filing

Lucy organizes company filings into datasets built around how investors research a company. Explore these company samples and click an underlined value to read its supporting passage.

Showing 3 of 17 datasets. Sample data from Tesla (TSLA) and Microsoft (MSFT).

United States operating footprint

Select region

Presence / separate countsNo regional dataHeadquarters

Select a state on the map or use the region menu to explore disclosed facilities.

US facilities

Austin, Texas
Ownership undisclosed
Austin, Texas
owned
Fremont, California
owned
Sparks, Nevada
owned
Buffalo, New York
leased
Lathrop, California
leased

International & unlocated facilities

Grunheide, Germany
owned
Shanghai, China
mixed
Shanghai, China
mixed

Click any underlined value to see where it came from in the filing.

Tesla, Inc. · TSLA · Period ended 2025-12-310001628280-26-003952

All 17 datasets

Browse the Data Catalog →

Explore the catalog for available forms and fields. Highlighted datasets are included in this sample.

Blog

Read Latest Articles.

View all posts

Case studySep 21, 2026

How Lucy Built a Source-of-Truth Retrieval Layer for 2.8M+ SEC and DART Filings with Qdrant

Lucy RAG runs hybrid, filter-constrained retrieval on Qdrant, reaching 94.7% Recall@10 on FinanceBench and lifting answer accuracy by 0.160 on a fixed model.

BenchmarkAug 31, 2026

5 Reasons Why SEC Data Is So Hard for RAG Engineers

Ready to get started

Build on Structured Financial Ground Truth

LUCY transforms raw financial documents into precision-structured data — so your AI does less guessing and more knowing.

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