News & Market Context
The News tab fetches grouped headlines for every ticker you hold or watch, deduplicated and cached so refreshing the page doesn’t mean re-fetching everything. With Claude connected, the tab can also generate portfolio-level news themes — a synthesized read across headlines rather than a flat list.
Straight from the filings
Section titled “Straight from the filings”Under the headlines sits the same news with the commentary removed: what your companies
actually told the SEC. FolioOrb reads EDGAR directly — material events (8-K), quarterly and
annual reports (10-Q, 10-K), and proxy statements — and links each one to the source
document on sec.gov. No key, no account, no middleman: filings are public record.
Each 8-K is labelled in plain English by what it reports — “Results announced,” “Officer or director change,” “Shareholder vote” — instead of raw SEC item codes like 2.02 or 5.02. A code the app doesn’t recognise is shown as-is rather than guessed at.
Only operating companies file with the SEC. Funds, crypto, and most foreign listings have no filing record at all, so they’re named as non-filers rather than displayed as companies that happened to file nothing. When a recent filing lands within a few days of a price move, it also shows up as a possible catalyst in that holding’s move explanation.
Filings need no Claude key — the timeline works the same on Local Intelligence.
Market context
Section titled “Market context”Alongside your holdings, FolioOrb pulls:
- Live quotes and historical prices
- US market open/closed status
- Major world market indices
- The US Treasury yield curve — the 2s10s and 3m10y spreads, straight from Treasury’s daily par-yield file
- Where the VIX sits in its own five-year range, which says more than the number alone
This is the context that feeds the market regime classification shown on Overview and used throughout Analytics and the verdict engine.
An inverted curve — 10-year yields below 2-year — is the bond market pricing cuts ahead, and it earns its own line in the backdrop. It’s also one of the few signals allowed to shift the verdict engine’s weights toward quality and away from momentum. A flat, normal, or steep curve is reported and left at that: the evidence doesn’t support reading more into it.
If the curve can’t be reached, it says so and the rest of the backdrop carries on.