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Preparing this page. Source dates and coverage will appear with the results.
Research a portfolio or company list, follow your watchlists, and keep the evidence behind your work.
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Saved companies from Workspace and Market, plus your Funds shelf.
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Checks run only when you request them, for up to 20 companies at a time. They cover report and event forms in the recent SEC submissions feed, not full archived history or financial changes. No emails or background notifications are sent.
Find saved evidence, research briefs, notes, portfolios, searches, and pending reviews across the terminal.
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Download a portable copy before clearing browser data or moving computers. Full backups include saved portfolios, supplied allocation amounts, quotations, private notes, research briefs, saved views, and inbox review states. Keep the downloaded file secure. Your saved research stays in this browser until you export it. Older backups remain supported and only replace the stores you select.
Your research, ready to continue
Your portfolios, source evidence, and next steps in one place. Start with a company list, or return to the research you have saved.
A simple place to start
A list of tickers is enough. Review each company match before running research.
Up to 100 positions · no weights requiredSee what you can build
Download a prefilled ticker list and explore its captured SEC research: company metrics, filing evidence, and coverage. No allocations are assumed.
Search portfolios, companies, notes, and source evidence together.
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Use what you have. Your original inputs stay available for review.