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The HoldLens Standard · v1.0

The HoldLens Standard — synthesized SEC-filing intelligence

The Standard unifies six SEC filing types under one open ConvictionScore methodology. Free dashboards, transparent weights, version-tracked.

Want the full technical spec? → ConvictionScore methodology v1.0

Six SEC filing types, one score

HoldLens synthesizes six distinct SEC EDGAR filing types into a unified signed −100..+100 ConvictionScore. Each filing type is tracked on its own canonical hub:

Form 13F · Quarterly
Smart-money portfolios
30 superinvestors · 8 quarters of holdings · core ConvictionScore input
Form 4 · Daily
Insider trades
CEO/CFO/director Form 4 → InsiderScore
Form 8-K · Intra-day
Material events
Earnings, M&A, CEO change, cybersecurity → EventScore
Schedule 13D / 13G
Activist filings
5%+ ownership crossings · intent signal
DEF 14A · Q1-Q2
Proxy tracker
Votes, exec comp, activist proxy contests
8-K Item 1.03
Chapter 11 tracker
Bankruptcy filings · public-US universe

Three principles

  1. Open methodology. Every weight, every layer, every penalty is documented at /methodology. Version-tracked. Operator can audit + reproduce.
  2. Public-domain source data. All inputs are SEC EDGAR filings. No private data, no scraping behind paywalls. The methodology is the moat.
  3. Free public dashboards forever. Every per-investor page, per-ticker score, per-filing surface is free + always will be. Pro tier (planned) adds email alerts, watchlists, full-history exports — never replaces the free core.

For different audiences

Retail investors
Browse top buy signals, biggest bets, or your favorite manager's page (Buffett, Ackman, Druckenmiller, and 27 others). Free.
Fintech app builders + AI advisors
150+ JSON API endpoints expose ConvictionScore + InsiderScore + EventScore for embedding. Zero auth required for read access.
Hedge funds + research analysts
Bulk dataset licensing + custom-weighted variants planned for 2026 H2. The methodology page is the canonical reference for due-diligence.

Read the technical spec

ConvictionScore methodology v1.0 →
Seven signal layers + two penalties. Weights, calibration, version history, v2.0 roadmap.

HoldLens is a research tool. Not investment advice. SEC filings are lagged (45-day for 13F, 2-day for Form 4, 4-day for 8-K). Full disclaimer.