SEC Form PF: Private Fund Adviser Reporting Explained (Engineer Guide 2026)
Building FinanceTrackDaily on the SEC EDGAR API, I have spent a lot of time with public filings β 10-Ks, 13Fs, S-1s β the documents that arrive on EDGAR and...
Building FinanceTrackDaily on the SEC EDGAR API, I have spent a lot of time with public filings β 10-Ks, 13Fs, S-1s β the documents that arrive on EDGAR and...
Building FinanceTrackDaily on the SEC EDGAR API, the very first filing I had to teach my parser to understand was the Form 10-K. It is the document that anchors...
Building FinanceTrackDaily on the SEC EDGAR API, one of the most underappreciated filings I keep running into is Form ATS-N. Most retail investors have never he...
Disclaimer: This article is for informational and educational purposes only and is not financial, investment, legal, or tax advice. The author is a software eng...
When I started aggregating SEC EDGAR data for FinanceTrackDaily, the filings I expected to understand quickly were 10-K and 10-Q annual and quarterly reports. T...
Disclaimer: This article is for informational and educational purposes only and is not financial, tax, investment, or legal advice. The author is a software eng...
When I started building FinanceTrackDaily on the SEC EDGAR API, the first insider filings I parsed were Form 4 transaction reports. They get the headlines &mda...
Building FinanceTrackDaily on the SEC EDGAR API means I aggregate live data on roughly 3,400 publicly listed US stocks. One of the most underappreciated filings...
Disclaimer: This article is for informational and educational purposes only and is not financial, investment, legal, or tax advice. The author is a software eng...
Disclaimer: This article is for informational and educational purposes only and is not financial, legal, or investment advice. The author is a software engineer...
When I was building FinanceTrackDaily on top of the SEC EDGAR API, one of the more curious form types I kept encountering in the daily filing feed was Form NT 1...
When I started building FinanceTrackDaily as an aggregator over SEC EDGAR, I assumed reading a public company's annual report would be straightforward β open ...
Building FinanceTrackDaily on top of the SEC EDGAR API meant I had to teach my aggregator how to recognize, parse, and store every common filing type a US publi...
This article is for informational and educational purposes only. It is not financial, investment, legal, or tax advice. The author is a software engineer who bu...
When I built FinanceTrackDaily on top of the SEC EDGAR API, I quickly realized that one of the most-searched filing types was not the massive 10-K annual repor...
Why Capital Gains Tax Kept Coming Up in My SEC Filing Data Building FinanceTrackDaily on top of the SEC EDGAR API meant ingesting thousands of Schedule 13D, 13...
Tax-Loss Harvesting in 2026: A Beginner's Guide to Turning Losses Into Tax Savings Building FinanceTrackDaily on top of the SEC EDGAR API has given me a front...
Disclaimer: This article is for informational and educational purposes only and does not constitute financial, investment, or legal advice. Fanny Engriana is ...
Disclaimer: This article is for informational purposes only and is not financial advice. Every investor's situation is different. Please consult a licensed fin...
Last updated: April 15, 2026 | Reading time: 10 minutes Disclaimer: This article is for informational purposes only and does not constitute financial advice. P...
Many people hear the phrase βlet your money work for you,β but it remains vague until they use a compound interest calculator with monthly contributions. Th...
I Keep One Month of Bills in a Separate Buffer Account and It Is the Least Exciting Money Habit That Ever Lowered My Stress There are money habits that feel im...
Last October I had a problem most personal finance articles never address honestly: I had $40,000 sitting in a checking account earning basically nothing, and I...
North Korean Hackers Just Stole $285 Million From a Solana Exchange in 12 Minutes β And Your Crypto Portfolio Strategy Probably Cannot Survive the Same Attack...
Are High-Yield Savings Account Rates About to Crater? Yes. If the Federal Reserve follows through on the two additional rate cuts widely expected in Q2 and Q3 ...
Last April, I sat in my accountant's office at 9:30 AM on April 14th β literally the day before the IRA contribution deadline β and watched her face do th...
My sister called me on a Tuesday evening in February, the kind of call that starts with "I have a quick question" and ends forty-five minutes later with both of...
My Dad Put Everything in His 401k for 30 Years β Then His Financial Advisor Said He Should Have Split It With an IRA Last Thanksgiving, my dad dropped a bom...
Last September, my neighbor Angela β a retired school principal, sweet as can be, volunteers at the library on Wednesdays β got a WhatsApp message from her ...
My friend Greg runs a blog. Not a business blog. Not a monetized content empire. Just a blog. He writes about woodworking, posts maybe twice a month, and last y...
This article is for informational and educational purposes only and does not constitute financial advice. Consult a licensed financial advisor before making inv...
A Journalist Received Death Threats Over a News Story β Because Gamblers Had Money on the Outcome Last Tuesday night, around 11:20 PM, I was scrolling throug...
I was scrolling through BBC News at around 2 AM on a Sunday β the kind of doom-scrolling that happens when you have had one too many cups of coffee after dinn...
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Consult a licensed financial advisor before making investm...
My friend Greg β a portfolio manager who has been overweight on Meta since 2022 β called me on Tuesday evening with a question I wasn't expecting: "...
My neighbor Rachel lost $4,200 last October. Not to a bad investment. Not to a market crash. To a guy on Instagram who said he loved her and needed help paying ...
This article discusses financial implications of privacy legislation and technology costs. It is not financial advice. Consult a qualified financial advisor for...
A post hit the top of Hacker News yesterday with the title “Create value for others and don’t worry about the returns.” It generated over 300 ...
It is March 11th. Tax Day β April 15th, 2026 β is exactly five weeks from today. If you have not filed yet, you are not alone. According to the IRS, roughly...
Nobody teaches you how to do taxes. Not in high school. Not in college. You just turn 22, get a W-2, and suddenly you are expected to figure out a system that c...
Index funds get recommended so often that it almost feels like a religion at this point. Every personal finance blog, subreddit, and YouTube channel preaches th...
I remember staring at my bank account with exactly $127 to my name, thinking investing was something only people in suits with six-figure salaries did. That was...