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SEC Stock Signals + Microsoft Copilot: from a new filing to a note your finance team can use

SEC Stock Signals reads new 8-K and Form 4 filings for the tickers you name and links each to EDGAR. Microsoft Copilot works in Outlook and Excel, where many finance teams already live. Here is how a filing can become a team note and a tracking row, and what you can and cannot connect today.

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A new 8-K lands for a company your team follows; Microsoft Copilot can help turn it into a short note in Outlook and a row in your Excel tracker.
Example alert. Names and numbers are illustrative.

Key takeaways

The short version.

  • SEC Stock Signals reads recent 8-K and Form 4 filings on SEC EDGAR for the tickers you name, flags the ones worth a look, and links each filing to the original.
  • Microsoft's support pages describe Copilot in Outlook summarizing an email thread and drafting replies, and Copilot in Excel working with data. That is where a finance team's notes and trackers already sit.
  • Microsoft documents company-run routes for an MCP server: a custom connector that an admin creates in the Microsoft 365 admin center, or a tool in a Copilot Studio agent. The connector address needs no key, which matches the no-authentication option in both.
  • The free consumer Copilot at copilot.microsoft.com has no documented way to add your own MCP server. If you cannot connect, paste the filing summary and its EDGAR link into Outlook or Excel and ask Copilot to work from that.
  • The app reports what was filed. It does not trade or give investment advice, and neither does this post.

Who it is for

Who is this pairing for?

  • It is for analysts, small fund teams, finance staff and individual investors whose day runs through Excel and Outlook.

  • SEC Stock Signals does the watching part.

  • One person notices a filing, and then others need a short note, a place in the tracker and a link to the source.

It is for analysts, small fund teams, finance staff and individual investors whose day runs through Excel and Outlook. One person notices a filing, and then others need a short note, a place in the tracker and a link to the source.

SEC Stock Signals does the watching part. It reads new 8-K and Form 4 filings for the tickers you name, gives a reason for each flag and links the filing on EDGAR. It only retrieves public filings and historical statistics. Microsoft Copilot can help with the step after that, which is writing it up for the team.

Use cases

4 ways people use SEC Stock Signals + Microsoft Copilot.

  1. Team note

    1. A new filing becomes a short team note

    Ask the app what is new for a ticker, then ask Copilot to draft a note that names the company, says what the filing reports and links the EDGAR page. Microsoft's support pages describe Copilot in Outlook drafting email from a prompt, and you can adjust the tone and length afterward.

    You read the draft, fix anything that is off and send it. The filing is the source, so open it before you rely on a summary.

  2. Tracker row

    2. A filing becomes a row in the Excel tracker

    Many teams keep a sheet with one line per company. Ask Copilot to help you add the date, the filing type, a one-line description and the EDGAR link as a new row. Microsoft describes Copilot in Excel as a way to work with the data in a workbook.

    The app can also share historical context for 8-K event families, such as how stocks did over the next 20 trading days in past cases. That is a record of the past, not a forecast, and your sheet should label it that way.

  3. Officer change

    3. An officer change gets a second look

    A CEO or CFO change is one of the things the app's attention ranking flags. Ranking recent 8-Ks by attention, with those changes marked, is a Premium feature. Ask Copilot to put the app's reason and your own notes about the management team in two columns.

    Whether a change is routine is a judgment for your team. The app reports what was filed.

  4. Weekly round-up

    4. A weekly watchlist round-up for the whole team

    Scanning a whole watchlist in one question is also Premium. Once you have the results, ask Copilot to turn them into a Monday email with one line per company.

    Text alerts are rolling out soon, and automatic watchlist alerts are being tested but not open for sign-up. For now, you ask what is new, and then share it.

On your phone

What the alerts look like.

New filing

Figure 1

An illustrative summary as it could arrive, with a follow-up to your assistant.

Example alerts. Every name, number and event shown is illustrative.

How to

How do you connect SEC Stock Signals to Microsoft Copilot?

  1. Step 1

    Start with what works today. Ask SEC Stock Signals in an assistant that can use it, copy the summary and its EDGAR link, then paste them into Outlook or Excel and ask Copilot to draft the note or the row. The setup page is secstocksignals.com/download.

  2. Step 2

    To try a live connection, the connector address is https://secstocksignals.com/mcp. The site says no API key and no sign-up form are needed.

  3. Step 3

    An admin can add a custom MCP connector under Copilot, Connectors in the Microsoft 365 admin center, per Microsoft's [guide](https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/set-up-custom-federated-connectors). It offers Entra SSO, OAuth 2.0 or none.

  4. Step 4

    Or add the server as a tool in a Copilot Studio agent, per Microsoft's [guide](https://learn.microsoft.com/en-us/microsoft-copilot-studio/mcp-add-existing-server-to-agent): it offers None, API key or OAuth 2.0. Test with a small group first.

There is no official partnership, listing or built-in integration between SEC Stock Signals and Microsoft. Whether these Microsoft options work with the connector has not been tested. The free consumer app at copilot.microsoft.com has no documented way to add your own MCP server.

Open SEC Stock Signals + Microsoft CopilotConnect your AI

FAQ

Frequently asked questions.

Can I add SEC Stock Signals to Copilot myself?

Not in the free app at copilot.microsoft.com, which has no documented way to add your own MCP server. At work, Microsoft says an admin creates custom connectors in the Microsoft 365 admin center, and Copilot Studio lets an agent builder add an MCP server as a tool.

Is SEC Stock Signals in a Microsoft connector gallery?

No listing is claimed. It is an independent app by Agent Structure LLC, with no partnership with Microsoft. Any connection is one your own admin or agent builder sets up.

What if my company will not add a connector?

Use the app in an assistant that can connect to it, then paste the summary and the EDGAR link into Outlook or Excel and ask Copilot to help with the note or the row. That works without any admin setup.

What is free, and what is Premium?

Event-study verdicts, integrity checks, 20-day results for each 8-K event family and real 8-K and Form 4 filings since a date you choose are free. Ticker and watchlist lookups and attention ranking are Premium. Text alerts, Form 4 clusters and automatic watchlist alerts are not open yet.

Does this tell me what to buy or sell?

No. SEC Stock Signals reports filings and historical statistics. It does not place or suggest trades, and this post is not investment advice.

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