Discover a candidate document
Review the Synoptic SEC EDGAR stream for current content and access conditions. A prospectus-related filing can be a candidate for the library, but its form alone does not prove it is an IPO.
Resolve the accession, CIK and registration number, open the original document, and check its cover. Only then label it preliminary, final IPO or a different transaction.
Connect research access
Synoptic’s REST reference documents stream metadata and post retrieval. Its MCP guide describes research tools for connected AI clients and their access scopes. Check available history and stream access in your own account.
An AI research assistant should return original links and exact document versions with any summary. Keep the source selection and classification review visible, especially when a company has multiple offering documents.
A review checklist before adding an entry
- The original SEC URL opens the intended filing.
- The issuer and registration match the library’s offering record.
- The cover supports the preliminary/final IPO classification.
- The reading note describes the document, without implying a current company recommendation.
- A later company-wide 424B4 has not displaced the original IPO document.
Source notes
- Synoptic SEC stream ↗
Confirmed SEC stream destination
- Synoptic REST reference ↗
Documented metadata and retrieval
- Synoptic MCP guide ↗
Research access and authorization
The Synoptic workflow
Explore the SEC stream
Evaluate source discovery, then verify prospectus stage and terms in the original SEC filing.
Explore the SEC stream