WHAT KOMORI DOES

Everything in Komori is free.
Hone Systems pays for it.

Disclosures, filings, threads, watchlists, the API and the MCP server. There is no plan to buy and no card to enter. Komori is built by Hone Systems, an applied AI engineering team, and the work Hone does for companies keeps it running. Komori Agent is the one thing billed by use.

Everything below is a real screen.

READING TO THE END

Disclosures and filings

Every timely disclosure is read against twelve dimensions, each answered question by question from named passages in the document. The 0–100 score comes from those answers, and every row opens to show why.

~23timely disclosures a company files each year. Quarterly reports were abolished — between earnings, this is the only place it speaks.

The day feedThe day's disclosures, each scored as it lands.

Revised earnings forecast6501Hitachi08-22 09:31New

Raised its full-year operating profit forecast. The FX assumption has moved to ¥148 to the dollar.

Share buyback7203Toyota Motor08-21 15:02

Up to 1.8% of shares outstanding, bought back through March next year.

Revised dividend forecast6758Sony Group08-21 11:45

Raised the interim dividend from last year. No change to the dividend policy.

47*

An example of the screen. Not an actual disclosure.Open the real timely disclosures page →

/ 100Very detailed

Scored across 12 dimensions from 31 questions the document could actually answer. Every dimension behind the composite is open.

Almost nothingThinTypicalDetailedVery detailed

By dimension31 questions answered · 12 dimensions

Change intensityHow much moved since the last filing

82Very detailed

Strategic shiftWhether the stated direction changed

61Detailed

Capital actionMoney committed, and to what

47Typical

Disclosure gapsWhat the document does not contain

24Almost nothing

Concentration riskHow much rests on a few customers

58Typical

Forward commitmentWhat it promised, and by when

71Detailed

Risk exposure shiftWhich external risks moved

66Detailed

Financing actionHow it is funded, and changes to that

33Thin

Disclosure specificityNumbers rather than adjectives

74Detailed

Product motionWhat shipped, stopped, or changed

52Typical

Technology postureWhat it says it is building on

44Thin

Bet convictionHow firmly the bets are stated

68Detailed

The dimensions are fixed. Every company is read on the same twelve, so scores compare across companies.

An example of the screen. Not an actual disclosure.

CHECKING THE SOURCE

Threads

Threads show how one subject moved across ten years of filings. Every step carries the company's own sentence, dated, from the filing it came from, so you can check the machine's reading yourself.

FY2026WorsenedAnnual report
「Dependence on particular suppliers has risen, and securing alternatives is expected to take considerable time」
Last year read “some materials”; this year it reads “principal materials”
FY2025ReframedAnnual report
「We continue to diversify suppliers, though some materials remain difficult to substitute」
The target date that used to sit here is gone
2024-11MaterialisedRevised earnings forecast
「Delays in material procurement led us to revise our shipping plan」
Seven months ahead of the annual report
FY2023First statedAnnual report
「Some of our principal raw materials depend on procurement from particular regions」

Open this thread on its own page

An example of the screen. Not an actual disclosure.Open the real company page →

EVERY DAY

Watchlists

Put the companies you follow in a list and it gets a 7am recap, scored highlights, intraday moves and a full backtest of the list.

Semiconductors12 companies · 100 allowed per listtoday+1.8%

CODECompanySectorPriceToday30 DAYS

6920LasertecElectric Appliances¥28,410-2.9%

8035Tokyo ElectronElectric Appliances¥31,850+3.1%

6857AdvantestElectric Appliances¥9,742+4.6%

4062IbidenChemicals¥6,318+1.2%

6146DiscoMachinery¥42,600-0.9%

6501HitachiElectric Appliances¥4,127+4.6%

An example of the screen. Not an actual disclosure.Open the real watchlist →

This morningWritten 07:00 JST · since the previous day

This list, yesterday+1.8%

TOPIX-tracking ETF (1306)+0.4%

Moved more than 1%7 / 12

The list move covers the 11 of 12 companies with a price.

Yesterday's move, company by company (11)

6857 +4.6%6920 -2.9%

Three things are worth reading this morning. Acceptance of higher semiconductor-material prices appeared in disclosures from Hitachi and Lasertec on the same day, and one of the two raised its full-year operating profit forecast. Yesterday's shipping-cost theme has not moved. Sony Group raised its interim dividend without touching its dividend policy.

— Read 3 disclosures, 1 filing, 6 news items, 2 thread changes.

Information referencedTimely disclosures · TDnetFilings · EDINETNewsThreads

Reference information for your own judgement. Not a recommendation to buy or sell.

Recaps so far

Worth reading today3 of 3 items, picked by the recap

Revised earnings forecast6501Hitachi08-22 09:31New

Full-year operating profit forecast raisedThe FX assumption moved to ¥148 to the dollar. It also mentions accepting higher semiconductor-material prices.

worth reading

WHY IT IS FLAGGEDIt speaks directly to the supplier-concentration theme this list follows, and two companies raised it the same day.

Filing7203Toyota Motor08-21

Revenue mix tilts further toward North AmericaNorth America is up 3.1 points from last year.

worth reading

WHY IT IS FLAGGEDThe tilt moves the same way as two other companies in this list.

News6920Lasertec

Some inspection-equipment orders for next year pulled forward

¥28,410-2.9%

Nikkei

WHY IT IS FLAGGEDNot a disclosure, but the same equipment shows up in what two companies on this list depend on.

Each highlight arrives with its composite and five dimension bars.An example of the screen. Not an actual disclosure.

List analysis — the full backtestHow the list would have done if you had held it.

If you had held these 12

¥1 becomes ×4.82 · equal weight

This list×4.82TOPIX×2.34

This listTOPIXThe vertical axis is logarithmic

Return per year+9.2%Averaged over the whole period. Compare with TOPIX over the same window.

Deepest fall-41.2%The largest drop from a previous high.

Swing18.6%Roughly how much it moves up and down in a year.

Return per unit of risk0.74Above 0.5 is generally seen as reasonable.

Sensitivity to the market1.06The closer to 1.0, the more it has moved with the market.

Return by period

This year+8.4%

1 year+14.2%

3 years (annualised)+11.6%

5 years (annualised)+9.8%

10 years (annualised)+8.1%

20 years (annualised)+7.2%

Whole period (annualised)+9.2%

The thick bar is this list, the thin one below it is TOPIX over the same window. A rise is red, a fall blue-green.

How far below the previous high

-41.2%

The depth of the falls you would have sat through.

2008-06 → 2009-02-41.2%recovered 2013-04

2015-08 → 2016-06-22.4%recovered 2017-05

2020-01 → 2020-03-28.7%recovered 2020-11

2024-07 → 2024-08-12.1%recovered 2024-10

What the list is made of

Electric Appliances5 companies34%

IT & Communications4 companies27%

Machinery2 companies17%

Chemicals1 companies13%

Other1 companies9%

What has been driving it

The market+1.06

How much it moves with the market as a whole.

Smaller companies-0.34

How much it leans towards smaller companies.

Momentum+0.31

How much it leans towards recent winners.

Cheapness-0.18

How much it leans towards lower-valued companies.

Profitability+0.11

How much it leans towards more profitable companies.

Read as a tilt, not a forecast. The coloured ones have enough statistical support to be worth noting.

SETTINGS USEDEqual weight · annual rebalance · dividends reinvested · TOPIX as the comparison · sold at the delisting date

Past results do not indicate future returns.

An example of the screen. Not an actual disclosure.

GETTING THE DATA OUT

API and MCP

The same filings, threads and scenario trees, readable from Claude Code, Codex, Cursor or anything else that speaks MCP, and from the API directly.

MCP server

/plugin marketplace add Hone-Systems/komori-mcp

/plugin install komori▍

OR JUST TELL YOUR AGENT

Please pull and install Komori MCP here https://github.com/Hone-Systems/komori-mcp

No token to paste. The first tool call opens a real login in your browser, mints a personal token on your account and hands it back — the same pattern gh auth login --web uses. Revocable any time from settings.

searchsearch_filing_sectionsget_company_threadsget_threadget_filing_analysisget_filing_scenarioget_changesget_trendinglist_watchlistsget_market_summary+13 more

Three bundled skills, for how to actually use them:

pre-position-checklistbefore looking at a name, what to verify from its thread history

claim-auditcheck an outside thesis against the filing text — supported / extrapolation / not addressed

language-drifttrack how one commitment's wording has shifted across the filing history

Reads that cost a unit are free forever on re-read, and free for any company on one of your watchlists.

The API underneathapi.komori.app/v1

$ curl api.komori.app/v1/filings \

-H "Authorization: Bearer komori_••••••"

Personal tokens; the rate limit is the only control. The contract is published at /v1/openapi.json.

User-authored signalsRead other users' signal definitions and their statistics, alongside the built-in signals.