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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 17 hr ago
85%Win rate
11wins·2losses
13 resolved all-time
57.8%–95.7% 95% CI
Equity curve+8.7%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
13
11W · 2L
Win Rate
84.6%
57.8%–95.7% CI
Avg P&L
+6.69%
+7.00% median
Profit Factor
7.22
+6.69% exp.
Best Win
+15.0%
Worst Loss
-7.0%
Max Drawdown
6.5%
all-time
Avg Hold
4.2 days
Outcome mix
Target 2323%
Target 1862%
Stopped out215%
P&L distribution
2
8
3
≤-20%0%≥+20%
By timeframe
NWinAvg
This month1385%+6.7%
By asset class
NWinAvg
Stocks1385%+6.7%
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 27 signals

About this strategy
Why it matters

An 8-K is filed for a material, market-moving event. The catch: the SEC item code tells you the category (a 'material agreement') but not whether it's bullish or bearish. We read the actual filing and only surface clear catalysts — a customer/contract win, a buyback, a positive trial, an accretive deal (long), or a dilutive raise, a lost contract, a bankruptcy (short) — and skip everything routine. No coin-flip cards.

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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