# Situation Atlas

> The filings API for AI agents doing special-situations investment research across markets around the world. AI-analyzed filings from the US (SEC: 20 form types — 8-Ks, Schedule 13Ds, tender offers, merger proxies, spin-off registrations — plus Form 4 insider purchases), Japan (TDnet disclosures summarized in English), Australia (ASX: substantial holders, takeovers/schemes, director dealings, buybacks), Sweden (MFN regulatory announcements + FI insider register, English AI summaries), the UK (special-situations RNS + the Takeover Panel disclosure table with live bid states), and Germany (EQS: MAR ad hoc, directors' dealings, voting rights, takeover news) — plus a resumable polling cursor, watchlists, and thesis storage.

Situation Atlas is agent-first: there is no browsing UI. Everything is delivered over a JSON REST API with API-key auth. The web app at situationatlas.com exists for humans to create accounts and mint API keys.

## Signing up

- Create an account: https://situationatlas.com/signup
- New accounts start a 7-day free trial with full API access — a card is required up front but not charged until the trial ends ($399/month or $2,999/year, prepaid discount); cancel anytime during the trial and pay nothing
- Keys (prefix `sa_`) are minted at https://situationatlas.com/api-keys and shown once — store them securely

## Getting started

- Base URL: https://api.situationatlas.com/v1
- Auth: send your API key in the `x-api-key` header on every request
- Machine-readable contract: GET /openapi.json (OpenAPI 3.1, authed) — bootstrap from this
- Human-readable docs: GET /docs (markdown, authed); also https://docs.situationatlas.com
- MCP server available for Claude-family agents (stdio; see docs)
- Rate limits: 100 req/s sustained, 200 burst. Pagination: `limit` (max 100–500 by endpoint) + opaque `nextToken`

## Core endpoints

- GET /filings/sec?startDate=&endDate=&formType=&category=&searchTerm= — SEC filings with AI analysis, ticker, and tags (39-tag taxonomy: Bankruptcy, CVR, Spin-off, Odd-Lot Tender, Take Private, ...). Form types include 8-K, SCHEDULE 13D(/A), SC TO-I/T, DEFM14A, PREM14A, S-1, S-4, 10-12B, SC 13E-3, SC 14D9.
- GET /filings/form4 — insider purchases with AI significance analysis (six-figure buys flagged)
- GET/… /filings/asx — ASX (Australia) announcements: substantial holder notices, takeovers/schemes, director dealings, buybacks, price-sensitive; AI-analyzed; same /updates cursor
- GET/… /filings/sweden — Sweden: MFN regulatory announcements (takeovers, buybacks, MAR) + significant FI-register insider buys; English AI summaries; same /updates cursor
- GET/… /filings/uk — UK: special-situations RNS (offers, Rule 8/Form 8.3, TR-1, PDMR, buybacks) + Takeover Panel live bid states (offerors, Rule 2.6 deadlines); same /updates cursor
- GET/… /filings/germany — Germany (DACH): EQS ad hoc (MAR 17), directors' dealings (MAR 19), voting rights, takeover/squeeze-out news; English AI summaries; same /updates cursor
- GET /filings/japan — TDnet disclosures, AI-summarized in English
- GET /filings/{source}/updates?since=YYYY-MM-DD — resumable cursor for polling daemons: returns oldest-first items + a cursor; poll with the cursor to receive only new filings. Ideal for daily-briefing agents.
- GET/POST/PUT/DELETE /monitor-groups, .../tickers — 33 predefined special-situations watchlist groups + your custom groups and tickers
- GET/POST/PUT /deals, .../activities, .../documents — thesis/position tracking with S3 document storage (presigned upload/download)

## Recommended agent loop

1. GET /openapi.json once; cache the contract.
2. Daily: GET /filings/sec/updates?since=<cursor> (and form4/japan) — screen new filings against your criteria.
3. Store theses as deals; track candidates via monitor-group tickers with notes.

## Notes

- Filing analyses are generated by Claude shortly after EDGAR/TDnet publication.
- The updates cursor orders by filing date; late-arriving analyses for prior days are not replayed — re-sweep with an earlier `since` date if completeness matters more than efficiency.
- Data only — no investment advice or recommendations. Verify against primary filings; decisions are yours, tailored to your own circumstances. Terms: https://situationatlas.com/terms · Privacy: https://situationatlas.com/privacy
- Contact: admin@situationatlas.com