Open instrument · Both sentences always shown
When did they contradict themselves?
Paste two disclosures from the same company — two quarters, two filings, two investor decks. It finds the metrics that vanished, the stories that reversed, and the numbers moving against the narrative wrapped around them.
From the filings, without pasting anything
This mode reads nothing. It compares figures the company tagged itself, across its own submissions, and reports only differences that are arithmetic — a period filed twice with two different values, a disclosure that stopped, two measures that normally move together moving apart. There is no threshold to tune and no sentence to misparse, so where this finds something, the finding is a fact about the filings rather than a reading of them.
From two passages you paste
For anything not in the dataset, or not in a filing at all — an investor deck, a press release, a transcript. This mode is heuristic: it matches metric language and compares asserted directions, so it can misread a sentence. That is why it prints both source sentences beside every finding and leaves the judgement to you.
One company, two quarters. Now do it every week, on eight.
This runs when you point it at something. The watchlist runs the same comparison against the eight companies you name, every Monday, as their filings land.
The weekly brief.
Ten signals a week. Issue 003 led with a reversal this tool finds on its own.
What counts as a reversal
- DroppedA metric disclosed in the earlier period and absent from the later one. The strongest signal in the set — a number that disappears is a decision, not an oversight.
- AgainstThe figure moved the opposite way to what the metric is supposed to do. Retention down, margin down, backlog down.
- NarrativeThe company describes the same metric going one way in one period and the other way in the next, in its own words.
- Self-conflictThe prose asserts a direction and the signed figure in the same sentence points the other way.
- CrossTwo metrics that disagree with each other. Price per account up while retention on that base falls. An amortisation period extended for longer customer life, in a document showing retention deteriorating.
A level is not a direction. "Declined to 90%" states where a number landed, not how far it moved, so only a signed delta can contradict prose. Nested metric names are resolved to the most specific match, so "revenue" inside "net revenue retention" is not counted twice.
Scope: English filings, read by fixed rules rather than a model. Feed it the MD&A and the metrics table rather than the whole filing and it will find more. Every finding shows the sentences behind it, so you can check each one.