The story moves the market.
We audit the story.
Market Scholar measures how a company’s narrative holds up against its SEC filings — credibility, drift, coordination, and decay — across thousands of companies, in real time.
A search engine for what’s really driving a stock
Type a company. Get a forensic verdict in seconds — not a sentiment summary. Every score traces back to the filings, the sources, and the timing that produced it.
- Claims checked line-by-line against the 10-K and 10-Q
- Coordination and amplification detected across sources
- Fair-value divergence anchored to pure fundamentals
- Decay modeling that tells you when a story runs out of energy
“Claims verify against the filings — yet price sits ~5× a pure-fundamentals anchor.”
Six measurements, one verdict
Each is computed from the primary record, validated against forward structure, and combined into a single forensic read.
Verification Match
How tightly a narrative’s claims line up with the actual SEC filings.
Epistemic Drift
The distance between what the story implies and what the disclosures say.
Coordination
Cross-source timing and phrasing patterns that reveal an orchestrated narrative.
Source Authority
A forensic credibility score for each outlet, earned from its claim track record.
Fair-Value Divergence
How far price has run from a pure-fundamentals anchor built off the filings.
Narrative Decay
Physics-based modeling of how long a story will hold its energy before it fades.
From the filing to the verdict
Ingest
Filings, earnings, analyst coverage and a 450K-article news corpus, normalized and time-stamped.
Audit
A physics-based engine scores each claim against the disclosures — credibility, drift, coordination, decay.
Surface
Search any company for a forensic verdict, or monitor your universe for narratives turning against the filings.
Market Scholar has identified a repeatable narrative-exhaustion alpha effect, derived from its Physics engine, with hundreds of historical trade entries and live-forward validation.
Where narrative risk is the work
Research & due diligence
Separate the durable thesis from the manufactured one before you build a position or write the memo.
Compliance & surveillance
Flag coordinated narratives and amplification across thousands of sources, continuously.
Communications & media intelligence
See which stories are gaining structural support and which are decaying — with the evidence attached.
Market Scholar is a measurement layer for narrative structure — not a recommendation engine. It tells you how a story holds up against the record, and leaves the decision to you.
See what the filings say about the story
Run a live audit now, or talk to us about deploying Market Scholar across your research and compliance workflows.