Documentation chapters

FilrAI Documentation Draft

Reference & troubleshooting

Shared settings, data details, and help with common issues.

Last updated

General and Data & Storage settings, data coverage, and troubleshooting are documented below. The keyboard shortcut overview and local storage & AI processing reference are still being prepared.

Keyboard shortcuts

Planned coverage

A route to the Viewer’s dedicated shortcut reference.

Go to Viewer keyboard shortcuts →

Settings & preferences

Open Settings from the app menu, or press ⌘,. The General tab controls appearance, new-document defaults, and the Filing Tracker notification badge. Changes take effect immediately.

General settings. Changes apply immediately.

Appearance

Theme offers System, Light, and Dark. System follows your macOS appearance automatically; Light and Dark keep FilrAI in the selected appearance.

Document Viewer

Default Document Zoom sets the opening zoom for new documents, from 50% to 250% in 10-percentage-point steps. Restored windows keep their saved zoom.

Enable XBRL facts in new tabs turns on fact highlighting and inspection when opening a new filing. Reopened tabs keep their saved setting. You can also show or hide fact highlights in the Viewer’s XBRL facts sidebar.

Notifications

Clear notification badge controls when the Filing Tracker’s bell indicator clears:

  • When all filings are read: the indicator stays visible while any tracked filing is unread.
  • When Tracker is opened: opening the Tracker acknowledges the current alerts and clears the indicator. Individual filings retain their read or unread status.

Data & Storage

  • Ticker index — Refresh: refresh the company search index and view when it was last updated.
  • Uploaded Documents — View…: review saved uploads and their storage use, and delete selected documents. Deleting an upload also removes its saved annotations and related generated files.
  • Delete Cache…: remove cached business overviews and recent-development summaries. Previously visited companies may take longer to load while summaries are generated again. This does not delete your uploaded documents, notes, or annotations.

Data providers & coverage

Company filings and financials come from SEC EDGAR and filing XBRL data. Coverage depends on the company’s available SEC filings, including 10-K, 10-Q, and 8-K reports and foreign-issuer forms such as 20-F, 40-F, and 6-K. Not every company or reporting period has data available for every feature; interim Model Builder support is limited to eligible issuers.

Market charts and heatmaps use TradingView. Available symbols and quote timing depend on the exchange and provider; data is not necessarily real-time. Exchange rates use daily ECB reference rates, while economic indicators and release dates come from FRED. Check the displayed dates: the latest available observation may be older than today. See Sources & refresh behavior for update timing.

Investor relations materials come from company websites. Availability varies, and some sites restrict downloads. Missing figures or documents do not necessarily mean the company has not reported them; check the original source when needed.

Local storage & AI processing

Planned coverage

Saved app data and which features use cloud AI processing.

Troubleshooting

General

Loading or export failed

Messages you may see

  • Couldn’t load the company’s filing information. Please try again.
  • The company overview request timed out. Please try again.
  • The company overview couldn’t finish. Please try again.
  • The filing document was empty.
  • Failed to decode the filing document.
  • Download did not produce a file.
  • The uploaded document could not be saved.
  • Export failed: …
  • Download failed

For loading failures, check your connection and try opening the original document in a browser. For uploads or exports, use a locally available source file, check free storage, and save to a writable local folder. If the issue persists, contact support with the exact error and the company or document involved.

Company search & filing downloads

A filing request fails

Messages you may see

  • Failed to fetch filing document (HTTP …).
  • SEC request failed (…).

Open the original filing on the SEC website to check whether it is available. For HTTP 403 or 429, wait before retrying; the request may have been blocked or rate-limited. For 404, return to the company’s filing list and open the filing again. For 5xx, retry later. Report a persistent failure with the filing URL and status code.

A summary cannot locate the required section

Messages you may see

  • Could not locate the business overview section in the annual filing.
  • Could not locate the MD&A section in the selected filing.

FilrAI could not identify enough source text for this summary. Open the filing in the Viewer and use its outline or search to review the section directly. If the section is present, report the filing URL so its structure can be investigated.

No annual filing is available

Messages you may see

  • No annual filing (10-K/20-F/40-F) found.

Confirm that you selected the intended company and check its available filings. This feature needs a supported annual filing; a company without one may still have other documents you can read in the Viewer.

AI chat, summaries & insights

AI is temporarily unavailable

Messages you may see

  • This AI feature is temporarily paused.
  • AI web research is temporarily paused.
  • AI access is currently unavailable.

Try the feature again later. If it remains unavailable, contact support with the feature name and exact message.

The request is too large

Messages you may see

  • This request exceeds the current AI input limit. Try a shorter question or conversation.
  • This request exceeds the current AI input limit. Try using less document context.

Ask a shorter, more focused question. Where the feature lets you choose source material, use less context. If a short question still fails because of the document or conversation size, report the document type and approximate length to support.

AI cannot read the document

Messages you may see

  • Could not extract readable text from this document.
  • Could not extract readable text from the filing PDF.
  • Could not extract enough readable text to summarize this filing.

Check whether you can select and copy text in the original document. A scanned or image-only PDF may not contain the text needed for chat or summaries. Try a text-based PDF or the HTML version of the filing when available.

An answer fails or stops early

Messages you may see

  • AI could not process this request. Please try again.
  • AI could not complete this request. Please try again.
  • AI returned an empty response. Please try again.
  • AI returned a response that could not be read. Please try again.
  • The AI response reached its length limit before finishing. Please try refreshing again.

Check your connection and retry once. For chat, narrow the question or request a shorter answer. For a summary, retry its refresh when available. If an answer stops before finishing, retry to get a complete response. If the failure repeats, include the feature and exact error in your support report.

Uploaded documents & IR material

A document source cannot be found

Messages you may see

  • The selected document is not available.
  • The uploaded document source is not available.
  • The investor relations source copy is not available.

Confirm that the original file is available locally and can be opened. Download it first if it is only a cloud placeholder. For IR material, reopen the source from the company’s materials list. If needed, import the original PDF again; keep existing notes and annotations until you have checked their source links.

An IR website blocks or returns the wrong document

Messages you may see

  • The investor relations site returned a protection page instead of the document.
  • The investor relations download is not a PDF.
  • The investor relations material download was empty.
  • Failed to download investor relations material (HTTP …).

Open the company’s original investor relations page in a browser. If the document is available there, download the actual PDF and import it into FilrAI. Some sites return a webpage or access-check page instead of the requested file. For a temporary server error, try again later.

An IR snapshot fails

Messages you may see

  • Failed to create a PDF snapshot of this investor relations page.

Use the company’s original PDF when available. Include the original material URL when reporting a repeated snapshot failure.

Annotations & citation links

A PDF selection cannot be anchored

Messages you may see

  • The selected PDF text could not be anchored.

Try selecting a shorter, continuous block of text. Check that the PDF contains selectable text rather than only an image.

A citation cannot jump to its source

Messages you may see

  • Citation unavailable
  • The quoted text could not be located in this PDF. You can still read the excerpt in Chat.
  • The quoted text could not be located in this document view. You can still read the excerpt in Chat.

The citation could not be linked to a location in the current document. Review any source text shown in Chat and search for it in the original document manually. Verify the evidence before relying on the answer; report repeated failures with the source document and question.

Table extraction & Model Builder

A table selection cannot be read

Messages you may see

  • No readable text was found in the selected region.
  • The selected region did not look like a table (rows: …, columns: …).
  • The selected region is too small or invalid.
  • Could not capture the selected content region.

Wait for the document to finish displaying, then use Extract table to select a complete table region with visible rows and columns. Increase the zoom if the text is very small and retry the selection. Check the extracted values and column alignment before copying them into your spreadsheet.

No supported model filings are available

Messages you may see

  • No annual filings (10-K/20-F/40-F) found for ….
  • No annual/interim model filings found for ….

Check which annual and interim filings are available for the selected company. A model can only be built from supported filings available for the requested periods.

Interim models are unavailable

Messages you may see

  • Interim-period models are currently unavailable for foreign issuers. Select AA to build an annual model.
  • Interim-period availability could not be verified. Select AA to build an annual model.

Switch Build Mode to AA and build an annual model. The selected issuer cannot currently be used for an interim-period model, or its eligibility could not be verified.

The XBRL model cannot be loaded

Messages you may see

  • Failed to load XBRL model for ….

Retry after checking your connection. If the same company continues to fail, report its ticker, build mode, historical-year selection, and any filing shown in the build status. You can still review the original statements in the Viewer; a readable filing does not guarantee that its structured data can be used to build a model.

Watchlists, Filing Tracker & Markets

A ticker cannot be added

Messages you may see

  • … is not supported by the live Watchlist yet.
  • Couldn’t resolve … to a filing Tracker company.

The ticker may not currently be supported in the Watchlist, or a matching SEC company may not be available for the Filing Tracker. If the ticker is correct but still fails, send support its name, ticker, exchange, and whether you were using the Watchlist or Tracker.

Market data will not load

Messages you may see

  • FRED data returned HTTP …
  • FX data returned HTTP …
  • No observations

Check your connection and try loading the data again. The data provider may be temporarily unavailable. No observations means no usable values were returned for that request; it does not mean the value is zero. If the problem persists, include the series or currency pair and exact message.

Still stuck, or seeing a different message? Contact support with the exact error and the steps that led to it.

Contacting support

Email filr.support@gmail.com with the following details:

  • Your FilrAI version and macOS version.
  • The exact error message, what you were trying to do, and the steps to reproduce it.
  • The relevant ticker, filing URL, or document type. For Model Builder, include the build mode and historical-year selection; for an export, include the file format.
  • Whether the issue affects one company or document, or several, and whether retrying helped.
  • A screenshot if it helps explain the issue. Remove private notes, confidential document content, and credentials before sharing.
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