Building FinanceTrackDaily on top of the SEC EDGAR API, I spend a lot of time watching filings stream in for the 3,400+ U.S. issuers we aggregate. Among the wel...
Building FinanceTrackDaily on the SEC EDGAR API, I have spent a lot of time with public filings — 10-Ks, 13Fs, S-1s — the documents that arrive on EDGAR and...
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...
This article is for informational and educational purposes only and is not financial, investment, legal, or tax advice. It is also not a recommendation to engag...
Building FinanceTrackDaily on top of the SEC EDGAR API has given me a strange but useful vantage point on US capital markets. I am a software engineer aggregati...
When I started building FinanceTrackDaily as an aggregator over SEC EDGAR, I assumed reading a public company's annual report would be straightforward — 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...
SECURE 2.0 Act 2026 Changes: Auto-Enrollment, Enhanced Catch-Up, and Student Loan Match Explained Building FinanceTrackDaily—an aggregator that continuously...
Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice. The author is a software engineer, not a l...
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 purposes only and is not financial advice. Every investor's situation is different. Please consult a licensed fin...
Last updated: April 14, 2026 | Reading time: 10 minutes Disclaimer: This article is for informational purposes only and does not constitute financial advice. Co...
Life has a way of throwing curveballs when you least expect them. A sudden job loss, an unexpected medical bill, a major car repair -- these financial shocks ca...
I Recalculated My Emergency Fund After the April Tariffs Hit — And the Old "Three to Six Months" Rule Is Dangerously Outdated On April 2nd, 2026, I opened my...
My friend Fanny Engriana called me on a Sunday — always a bad sign — and asked whether his employer's new health plan offered an HSA or an FSA. "Does it mat...
Last April, I sat in my accountant's office at 9:30 AM on April 14th — literally the day before the IRA contribution deadline — and watched her face do th...
Last April, I sat in my accountant's office while she explained the backdoor Roth IRA to me. Fifteen minutes. Four hundred dollars. And honestly? She could have...
I will never forget the look on my dad's face at Thanksgiving 2023 when he realized he had been contributing to his traditional IRA for three years without actu...
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 — Then His Financial Advisor Said He Should Have Split It With an IRA Last Thanksgiving, my dad dropped a bom...
My buddy Tom, who sells commercial insurance out of a cramped office in downtown Tampa, called me at 7:15 AM on a Wednesday. That is never good. Tom does not ca...
A Journalist Received Death Threats Over a News Story — 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 — the kind of doom-scrolling that happens when you have had one too many cups of coffee after dinn...
On March 6, Fitch Ratings quietly published a report that should have made a lot more noise than it did. The default rate among US corporate borrowers in the pr...
My friend Carla applied for a marketing manager position at a mid-sized SaaS company last month. She's got eight years of experience, a portfolio that speaks fo...
It is March 11th. Tax Day — April 15th, 2026 — is exactly five weeks from today. If you have not filed yet, you are not alone. According to the IRS, roughly...
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...
Every personal finance article about Roth vs Traditional IRA ends the same way: "It depends on your situation." Which is technically true and practically useles...