Long filings, straight answers - cited to the line.
Sidenote is a browser extension (Chrome and Firefox) that reads the report or filing you have open (or upload - scanned documents get OCR) and answers find-the-number questions with the exact line quoted and highlighted. Summaries for the sections, a glossary for the jargon, and chat for everything else.
Annual reports, filings & scanned PDFs · Cited to the line
Capital expenditure for the year was £412 million, up 9% on the prior year, reflecting the two new distribution sites. For FY26 the Board expects capital expenditure in the range of £430-450 million, weighted to the first half.
FY25 capex was £412 million, up 9% 1 - guidance for FY26 is £430-450 million 2.
A confidently wrong number is worse than no number.
The figure you need is on page 147 of a 300-page document, under a line item that was renamed last year, in a table Ctrl-F can't see because the page is a scan. Generic AI tools will hand you a number instantly - and if it goes into your model without provenance, the model inherits the risk.
Sidenote answers with the line itself: quoted verbatim, verified server-side against the document, and highlighted in place when you click the citation.
How Sidenote works on a filing.
Open the report - or upload it.
Works on PDFs and web pages your browser can open, and on uploads dropped onto the side panel. Scanned filings are OCR'd first, so image-only pages become searchable.
Ask for the number, the driver, the term.
Find-the-number chat, section summaries, and a one-click glossary of the filing's defined terms and non-GAAP jargon.
Click the citation, check the line.
Every answer carries a verbatim citation. Click it and Sidenote scrolls the document to the exact line and highlights it - check it before it goes in the model.
Comparing periods? Bundle filings into a collection and ask across them. New to a sector's vocabulary? The glossary builder defines every term where the document defines it, and every citation takes you to the source.
The questions you put to a 300-page document.
“What was capex this year, and what's guided?”
The figure, the comparative and the guidance range, each cited to the line in the report - not paraphrased from memory of page 140.
“What does management blame for the margin miss?”
The MD&A's own explanation, quoted verbatim, so your note reflects what was said rather than what was implied.
“Define this filing's non-GAAP terms.”
One click builds a glossary of the document's jargon and defined terms, each entry linked to where the filing defines it.
“What changed in the risk factors?”
Ask what the filing says about a specific risk and get the passage itself - supply chain, litigation, regulation - highlighted in context.
“How do the last two annual reports differ on pricing?”
Bundle both into a collection and ask across them - each citation names the year and lands on the line.
“Summarize the segment results.”
A cited rundown of the segment reporting, so you know which numbers to lift into the model and where they live.
Numbers with provenance.
Sidenote's citations are verified, not decorative: before an answer reaches you, every quoted passage is checked server-side against the text retrieved from the document, and a quote that doesn't match verbatim is dropped. What you see cited is what the document says.
For an analyst that's the whole game: the answer is only useful if you can stand behind the line it came from - and now the line is one click away.
Built for the unglamorous part.
OCR for scanned filings, a glossary for each document's defined terms, collections for period-on-period questions, and share links for circulating a cited summary to the desk. The judgement, and the spreadsheet, stay yours.
Common questions from analysts.
Find the number. See the line.
Add Sidenote to your browser, open an annual report, and ask where the number is. Free tier forever, opt-in 7-day Pro trial, no card required.
Works on reports, filings and scanned PDFs · OCR included in trial