How to use Pro — alerts, cross-year tables, limits
What each Pro feature does by hand first, then where to switch it on. Where alerts are set, when they arrive, and what to look at once one does.
Pro sits on the side of time and effort. Metrics, interpretation, and 13F data are readable without an account; what Pro adds is lining up several documents for you and how many things you can keep.
Below is what each feature amounts to by hand, and where on the screen you switch it on and read it.
1. Alerts — where to set them, when they arrive
By hand: opening a stock to check RSI or price yourself, and going back for filings each quarter. Nobody does that daily, so you usually find out afterwards.
Two places to switch them on. The 🔔 in a stock’s detail header covers that one stock; Alerts in the left menu is where everything you switched on is managed together.
A free account gets one of each kind — one condition (price, RSI), one financial change (debt, FCF), one 13F institution, one preset condition. Pro holds up to 10 active across all four.
Only filing alerts (new 10-Q, 10-K, 8-K) are Pro, because they mean checking SEC data frequently.
Timing: condition and financial alerts are checked once a day and sent when something newly matches. 13F alerts go out as quarterly filings arrive; filing alerts once the document is posted. The weekly watchlist movement email is free.
2. What to look at when one arrives
The email states what changed — a debt alert says what it went from and to, and which quarter that is.
Tapping the ticker opens that stock’s detail. What to read there is where the number came from: the three financial statements, that line’s quarterly trend, and the risk-factor changes further down the same screen.
An alert reports that a condition was met. Whether that is good or bad is not something the alert decides.
3. Risk factors across five years (Pro)
By hand: opening five annual reports (10-K), finding “Item 1A. Risk Factors” in each, and pairing up the paragraphs that describe the same risk. Order and headings differ by company, so the pairing is the slow part.
Free: each year’s list of risk factors and the SEC source links stay open. Items new this year carry a badge.
What Pro does: lines those five lists up so that one risk is one row. You can see which year an item appeared or dropped, and expand a row to read how the wording shifted year to year.
Scroll down a stock’s detail to the risk factors section to open it.
4. When institutions bought and sold (Pro)
By hand: opening each institution’s 13F quarter by quarter, checking whether the stock is in that list, and repeating it as many times as there are quarters.
Free: which institutions hold it now, and how the number of holders rose or fell each quarter, are on the stock detail.
What Pro does: one row per institution, one cell per quarter. Gaps where a position was cleared and re-opened stay visible, and stretches where the start is unknown are marked as unknown rather than guessed.
Overlaying institution markers on the price chart is also Pro. If you follow specific institutions, only those are drawn.
5. Limits
Watchlist 10 → 30 · filter presets 3 → 10 · metric filters at once 4 → 7 · portfolio holdings 20 → 60 · 13F institutions followed 5 → 20.
Institutions you follow gather under My institutions on the 13F screen. This quarter’s new, added, and trimmed positions for all of them sit on one screen, so they need not be opened one at a time.
Portfolio return tracking is Pro as well — enter cost and quantity and the overall return and the comparison against the S&P 500 are calculated for you.
Reaching a limit shows a note in place. Anything already saved stays even if a limit is lower than what you hold.
What to keep in mind
- Metrics and interpretation are not behind Pro. Financial metrics, technical indicators, context readings, segment revenue, and 13F data are all readable without an account.
- Alerts only arrive for what you switched on. Subscribing does not turn anything on by itself, and nothing you did not set is checked.
- 13F reports quarter-end holdings, disclosed up to 45 days later. Institution alerts and tables inherit that lag.
- Subscription status and cancellation are on the [Pro page](/pro). Cancelling does not delete saved watchlists, portfolios, or alert settings; anything above a limit simply stops accepting new additions.
- This page is information, not investment advice. An alert firing means a condition was met — not that anything should be bought or sold.
Last updated Aug 17, 2026. Source: SEC EDGAR public filings. This page is information about public disclosures and the tools on this site — it is not investment advice, and it does not recommend buying or selling any security.