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Public record

8-K Material Events

Tracks SEC Form 8-K filings for a curated universe of ~215 liquid, US-listed large/mid-caps (verified in the tradeable universe), pulling item codes directly from the SEC submissions API. For each high-signal item (Material Definitive Agreement, Completion of Acquisition, Other Material Event, Reg FD, Bankruptcy) it reads the filing and classifies the near-term direction, emitting a directional trade_card only for clear bullish/bearish catalysts and skipping routine debt/dividend/administrative filings. Earnings (2.02) and officer-change (5.02) items are excluded as direction-ambiguous. Conviction reflects how clean and material the catalyst is.

Track Record

Verified performance

Last signal 9 days ago
63%Win rate
12wins·7losses
19 resolved all-time
41.0%–80.8% 95% CI
Equity curve+20.3%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
19
12W · 7L
Win Rate
63.2%
41.0%–80.8% CI
Avg P&L
+6.59%
+15.00% median
Profit Factor
3.55
+6.59% exp.
Best Win
+23.8%
Worst Loss
-7.0%
Max Drawdown
19.6%
all-time
Avg Hold
15.0 days
Outcome mix
Target 21053%
Target 1211%
Stopped out737%
P&L distribution
7
2
9
1
≤-20%0%≥+20%
By timeframe
NWinAvg
This month1963%+6.6%
By asset class
NWinAvg
Stocks1963%+6.6%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Recent Signals

Last 31 signals

About this strategy
Why it matters

An 8-K is how companies disclose material events — leadership changes, deals, restructurings, delistings — between earnings. It's often the first public sign that something important just changed.

Refresh cadence
Daily poll at 13:45 UTC
Source
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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