The cohort is for investors who actively follow a focused set of U.S. equities. This is an eligibility profile, not the default self-service account limit.
Private beta / notification-first reset
Your portfolio,
watched quietly.
TickerBeacon interrupts you only when an insider event in a ticker you chose clears the current signal rules—then keeps the available evidence, your decision, and the follow-up together.
SEC Original filing stays attached
3 Durable decision states
0 Trades placed for you
Illustrative alert
NV NVDA NVIDIA Corp.
94 priority
Cluster buy 5 insiders / $8.42M
Five linked open-market purchases in a 9-day transaction window. Review the reported roles, values, and source filings before interpreting.
Decision saved WATCH / 30 DAYS
ROKU -1.8%watchlist 72
DIS -0.92%3.1% weight 58
NVDA WATCH evidence META REVIEW thesis ROKU IGNORE routine PLTR WATCH follow-up DIS REVIEW cluster ABNB IGNORE planned CRWD WATCH source SHOP REVIEW filing NVDA WATCH evidence META REVIEW thesis ROKU IGNORE routine PLTR WATCH follow-up DIS REVIEW cluster ABNB IGNORE planned CRWD WATCH source SHOP REVIEW filing
The problem
Public data. Private context.
SEC EDGAR is transparent and relentless. The hard part is knowing which filings deserve attention because they intersect with the portfolio in front of you.
When detailed Form 4 evidence is attached, TickerBeacon shows the available transaction and filing dates, insider roles, values, and filing links.
Ignore it, watch it, or review the thesis. Save the choice, add a note, and revisit it instead of rebuilding context later.
How it works
Four steps from filing to focus.
EDGAR / INGEST / RANK / ALERT
01 Portfolio
Name what matters
Paste the U.S. equity tickers you already own or actively follow. Quantities and broker credentials are optional, not an onboarding tax.
NVDAMETAAAPLMSFTDIS
02 Worker
Check recent filings
TickerBeacon checks SEC EDGAR on a scheduled cadence, normalizes Form 4 transactions, and matches candidates to your ticker list.
check EDGARparse filingkeep both datesmatch portfoliobuild evidence
03 Evidence
Earn the interruption
Current rules use transaction direction, aggregate value, insider count, qualifying roles, and clustered activity. Rule 10b5-1 flags add context to planned sales.
transaction typeaggregate valueinsider countrole gate10b5 context
04 Decision
Notify, decide, revisit
Qualified events enter a quiet review queue. After email delivery is verified and you opt in, the same evidence-backed alert can reach your inbox.
IGNOREWATCHREVIEW THESISnote savedrevisit scheduled
Alert anatomy
An interruption must earn its place.
The beta is built around one review record—not a wall of feeds. Available source transactions and the signal type frame the review; email adds general caution, and your decision stays on the alert.
PORTFOLIO ALERT / NVDA REVIEW
FORM 4 / OPEN-MARKET BUY
94priority Five insiders bought within nine days.
Illustrative cluster-buy record. Linked Form 4 evidence can supply names, roles, values, trade and filing dates, and original filing URLs.
Ignore Watch Review thesis
Features
A small loop, finished properly.
Watch, qualify, notify, decide, and learn. Everything else is secondary during the beta.
Portfolio-matched review queue
CoreOnly events tied to tickers you chose compete for attention. The global feed stays out of the primary workflow.
NVDA your portfolio 94 META your portfolio 81 ROKU watchlist 72 PLTR global 67
Evidence before interpretation
SourceWhen linked evidence is available, inspect its source, transaction lines, trade and filing dates, insider titles, values, filing URLs, and Rule 10b5-1 flags.
Decisions that persist
MemoryChoose Ignore, Watch, or Review thesis. Add a note and revisit date without losing the original alert context.
DECISION / NVDA
Watch for 30 days. Revisit if a second filing confirms the cluster.
Quiet email delivery
DeliveryDuring the beta, alert email will be enabled only after the sender and one-recipient delivery are verified. The daily digest remains a separate opt-in path.
QUALIFIED EVENT 1 alert / source linked quiet otherwise
Outcome follow-up
LearnRevisit watched events later and record whether the alert was useful. That feedback shows where qualification rules need another look.
Watch 30 days Outcome
Setup without a broker
StartPaste tickers or upload a simple CSV. You can test the sentinel without sharing position sizes or brokerage credentials.
CSV Paste Manual
Private beta
One cohort. One job to prove.
$0 during validation
One small cohort, one job: decide whether a portfolio-matched insider event is worth reviewing.
- Eligibility: actively follow 10–40 U.S. equities
- Agreed beta capacity provisioned before onboarding
- Portfolio-matched alerts and saved decisions
- Short weekly feedback check-in
A new self-service account starts with the standard five-ticker Free limit. Accepted beta accounts are manually provisioned to an agreed existing capacity before onboarding; no paid tier is advertised while usefulness is unproven.
Trust and legal
Calm urgency, quiet promises.
Insider data is powerful enough without pretending it is a money machine. TickerBeacon stays grounded in source filings and user-controlled decisions.
Not investment advice
TickerBeacon is a monitoring and decision-support tool. It does not issue buy or sell recommendations.
Evidence before summaries
Available source transactions and filing URLs stay primary. Generated summaries and general caution text are secondary and can be wrong.
No trade execution
Broker integrations are read-only. TickerBeacon does not place orders or change positions.
EDGAR source of truth
Signals come from public SEC Form 4 filings, normalized and enriched for portfolio context.
FAQ
Reasonable questions.
Short answers for the things investors usually want clear before they trust an alerting surface.
What earns an alert? +
A portfolio match is only the start. Current rules evaluate transaction direction, aggregate value, insider count, qualifying roles, and clustered activity. Rule 10b5-1 flags add planned-sale context; the product does not currently compare each event with an issuer-history baseline.
Does TickerBeacon trade for me? +
No. It organizes source-backed signals so you can decide what to investigate. It is not a broker and does not execute orders.
How quickly do alerts arrive? +
TickerBeacon is not a real-time market feed. The intended production worker checks on DigitalOcean's 15-minute minimum cron cadence, after the SEC filing itself becomes available.
What happens after I review an alert? +
Save Ignore, Watch, or Review thesis, add a note, and optionally choose a revisit date. The beta asks later whether the interruption was useful.
How many tickers can I add? +
A fresh self-service Free account starts with five observed tickers. Accepted beta participants are manually assigned an existing internal capacity that covers the agreed cohort list before onboarding; joining the beta does not raise the limit automatically.
Where does the data come from? +
TickerBeacon treats SEC EDGAR Form 4 filings as source-of-truth, then normalizes and deduplicates transactions and attaches available filing URLs to detailed evidence.
Private beta / no card required
Let the sentinel stay quiet until evidence changes.
Bring the U.S. equity tickers you actively follow and help measure whether each alert was genuinely worth reviewing.