Every output shows its sources
Each readout points to the filing, announcement or price series behind it. A number we cannot trace does not go on the page.
Read the filing before the market does.
Heritage reads public filings, announcements and price history, then shows you what changed and why it might matter. It shows its sources. It does not tell you what to buy.
Sample output — illustrative Capability index
Six ways to read the record.
The output is a dated readout, not a signal. Each numbered capability is a way of showing what moved without telling you what it means for your portfolio.
01
Change detection
New filings, amended statements and material announcements, flagged when they land against the last readout.
FILING 02
Filing digests
The 10-K, 10-Q and 8-K read down to the paragraphs that moved, with the accession number kept.
DOCUMENT 03
Price & volume context
Historical price and volume placed beside the disclosure — context for the change, not a call on it.
MARKET DATA 04
Peer comparison
The same metrics across a named peer set, each figure carrying the source it came from.
COMPARATIVE 05
Watchlist flags
Your names, marked when a tracked data point changes or a new filing arrives.
MONITORING 06
Dated archive
Every readout keeps its date, sources and version, so the chain can be checked later.
ARCHIVE Operating principles
What the paper refuses to say.
The boundary is part of the product. These three rules decide what goes on the page and what stays off it.
We don’t tell you what to buy
The tool shows what changed and why it might matter. What to buy, how much and when is your decision, made with your own adviser if you have one.
We publish what the model gets wrong
The failure modes live on the Methodology page instead of being hidden. We do not publish performance figures we cannot prove.
Sample output
A proof you can check.
Every report card is an illustrative demonstration of the format: the metrics, the change, the source strip. It is not a current view, a recommendation or a record of performance.
The sample uses a real ticker only to make the layout legible. The figures are synthetic and dated; the source line shows the kind of document the product reads.
Open the sample report AAPL Apple Inc. · NASDAQ · Technology
Revenue, TTM $391.0B FY2026 filing
Revenue growth +6.4% Year over year
Gross margin 46.2% GAAP
Operating margin 30.3% GAAP
Free cash flow $108.8B TTM
Price context · 24 weeks Illustrative 24-week price series
What changed: Services revenue mix +11.6% YoY
Services is the highest-margin line in the filing. The readout shows the mix shift and its source; it does not score the shares.
Sample output — illustrative Source strip attached · page 41
Product news and account updates.
Occasional marketing and promotional messages about the Heritage product, plus account notifications about your text-message preferences. The SMS box on the updates page is optional and unchecked by default.
Get updatesThe method behind the mark.
Read what the model reads, what it does not do, and the limitations we publish instead of hiding. No performance record, no accuracy promise, no buy or sell call.
Read the methodology