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Diligence Tool
Morningstar Research -- Extraction Review
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DT
Diligence Tool
Reviewer

Fund Extraction Review

We're using AI to extract fund data from SEC filings. Your job: verify the data is correct. Open a fund, review each extracted field, and mark it correct or flag errors. Focus on medium and low confidence fields first -- those are where the parser needs your expertise most. Drag funds to "Done" when you've finished reviewing.

Data coverage: The pipeline currently parses a subset of SEC filing types. Fields outside these sources won't appear yet -- that's expected, not a bug.
Parsing now
N-2 — fees, expense ratios, fee structure
N-CSR — expense ratios, turnover, credit metrics
8-K — tender offer events
Coming soon
10-K / 10-Q — performance, NAV, leverage, portfolio
N-PORT — holdings, total returns
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