Guides: SEC filings, options and portfolio risk
Plain-language guides to the documents and measures that move US stocks — written by the QUANTYX team.
What Is a Form 8-K? A Practical Guide for Investors
Form 8-K explained: the 4-business-day deadline, the items that move stocks most (1.01, 2.02, 5.02, 8.01) and a fast method to read any 8-K in minutes.
How to Read a 10-Q in 15 Minutes
Learn how to read a 10-Q quarterly report in 15 minutes: MD&A, guidance, cash flow, changes in risk factors and subsequent events, with a clear checklist.
10-K vs 10-Q: Key Differences, Deadlines and What to Look At
10-K vs 10-Q explained: audited vs unaudited, filing deadlines for large accelerated, accelerated and non-accelerated filers, and which sections to read first.
Schedule 13D vs 13G: What the Difference Tells Investors
Schedule 13D vs 13G explained: the 5% ownership threshold, activist vs passive intent, the shorter deadlines that applied from 2024, and how to read a filing.
Form 4: How to Read Insider Buys and Sells
How to read a Form 4: the 2-business-day deadline, transaction codes P, S, A, M and F, Rule 10b5-1 plans, and why open-market insider purchases matter more.
Gamma Exposure (GEX) Explained
Gamma exposure (GEX) explained: how dealer positioning is estimated, positive vs negative gamma regimes, the gamma flip level and the limits of the estimate.
The Implied Volatility Surface: Skew, Term Structure and How to Read It
How to read an implied volatility surface: volatility skew and smile, term structure in contango or backwardation, event bumps, and common mistakes to avoid.
Value at Risk (VaR) for a Personal Portfolio
Value at Risk for individual investors: historical vs parametric VaR, 95% and 99% confidence levels, worked examples, limits and why expected shortfall helps.
Stress Testing a Portfolio with Historical Crises
How to stress test a portfolio with historical crises like 2008, the 2020 Covid crash and the 2022 rate shock, and how historical replay differs from scenarios.
Reverse DCF: What Growth Is the Market Pricing In?
Reverse DCF explained: how to work backward from a stock's price to the growth it implies, with a step-by-step example, key inputs, sensitivities and limits.