About QuarterCharts
What it is
QuarterCharts is a free financial-data visualization platform for US-listed public equities. We build Sankey diagrams, multi-statement charts, and per-ticker fundamental dashboards directly from SEC EDGAR XBRL filings — the same data issuers file every quarter, presented in a form designed for human analysis rather than regulatory compliance.
Why it exists
SEC EDGAR is the most authoritative + most underused financial-data source in the world. The filings are public, machine-readable, and free — but they're delivered as a flood of XBRL XML that few investors ever look at directly. Existing consumer-facing tools (Yahoo Finance, Google Finance, etc.) summarize a fraction of what's filed and rarely surface the deeper disclosures (segments, dimensional breakouts, hedge attribution, regulatory assets, etc.) that move the analytical needle.
QuarterCharts reads every dimensional axis the issuer tagged + presents the result as time-series charts and flow diagrams. That's the whole pitch.
What's covered today
Country: United States (us.quartercharts.com). The full universe of US-listed equities (NYSE + Nasdaq + NYSE American + NYSE Arca + ADRs + REITs + MLPs + BDCs + closed-end funds) — ~11,000+ tickers. Coverage: 10-K, 10-Q, 10-K/A, 10-Q/A. See the full coverage breakdown:
| Source / Listing venue | Count | Type | Included | Notes |
|---|---|---|---|---|
| NYSE (operating companies) | 2,400 | Common stock | ✅ | Primary listings on the Big Board |
| NASDAQ (all 3 tiers) | 3,600 | Common stock | ✅ | Global Select + Global Market + Capital Market |
| NYSE American | 250 | Common stock | ✅ | Small-cap exchange (formerly AMEX) |
| NYSE Arca | 3,500 | ETFs + ETPs | ✅ | Primary ETF venue |
| ADRs (foreign-listed) | 600 | Proxy | ✅ | Foreign companies on US exchanges |
| Closed-end funds | 400 | Trust | ✅ | NYSE + Nasdaq listed |
| MLPs / REITs / BDCs | 600 | Pass-through | ✅ | Treated as common stock |
| OTC Pink | 9,000 | Unlisted | ❌ | Excluded — quality / disclosure too low |
| OTCQX + OTCQB | 1,800 | Tiered OTC | ❌ | Excluded for v1 |
| GRAND TOTAL (included) | ~11,350 | ✅ | Live count refreshed nightly from SEC EDGAR |
Statement coverage: Income, Cash Flow, Balance Sheet, Key Metrics — across ~180 chart cards spanning the standard fundamentals plus 20+ deep-XBRL dimensional panels (segment revenue, geographic breakouts, hedging activity, debt schedule, equity rollforward, pension/OPEB, ETR reconciliation, M&A acquisitions, litigation cases, goodwill by segment, restructuring, VIE consolidation, bank loan portfolio, insurance reserves by accident year, energy-well aging, REIT property portfolio, utility rate base + AFUDC, and more).
History: trailing 10 years per ticker, capped at the issuer's earliest XBRL filing.
What's coming
QuarterCharts is the first instance of a multi-country platform. Future country sites (ec.quartercharts.com, de.quartercharts.com, etc.) will follow the same template, sourced from each country's regulatory disclosure system (SuperCías for Ecuador, EDINET for Japan, and so on).
Roadmap also includes: stock screener (filter by 100+ KPIs), sector + industry landing pages, comparable peers, news + analyst coverage, dividends + IPO calendars, ETF analysis, and a public API for developers.
Founder
Sebastián Flores, Founder. Founder of QuarterCharts. Sets product direction; the platform's extraction, audit, and deployment pipelines are operated end-to-end by AI agents under product direction.
Data integrity review
QuarterCharts maintains a methodology-review function, QC Data Integrity Review, which audits every metric definition, formula, and worked example before it ships to the customer-visible "Explain this chart" panel or its standalone methodology page. The review covers: source attribution (every numeric value paired with its SEC XBRL tag), variants (each commonly-used alternative formula labeled explicitly), worked examples (live computation against a real recent filing), and limitations (where the metric breaks down or has alternative reasonable definitions).
The methodology committee is internal to QuarterCharts. Public-facing methodology pages display the review timestamp + reviewer attribution so users and AI engines can verify the audit chain.
Who built it
TRUE WOOD LLC (Wyoming, USA). QuarterCharts is the company's first product. The platform's extraction, audit, fix, and deploy pipelines are operated end-to-end by AI agents under product direction.
Contact + collaboration: info@quartercharts.com.
Sources + attribution
Primary data source: SEC EDGAR (public domain, US Government).
Supplemental sources: Finnhub (price quotes + earnings dates), Yahoo Finance (split-adjusted prices, dividend history). QuarterCharts is not affiliated with the SEC, with any exchange, or with any issuer.
Trust + safety
We publish a public status page showing real-time SEC ingestion freshness + filings-per-day + SLO metrics. Errors are tracked via Sentry; outages auto-roll-back. See our Privacy Policy and Terms of Service for the full picture, or contact us with questions.