Workflow

Equity research workflow in one workspace

From a fresh ticker to an investment thesis in minutes — security overview, financials, filings, analyst ratings, and news. The full equity research stack in one browser-native workspace starting at $996/seat.

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Who this is for

Teams running fundamental equity research

Analyst-heavy organizations where every desk needs the same fundamentals stack — without paying for a Bloomberg seat per associate.

Equity research analysts

Full fundamentals + filings + news, repeatable per ticker.

Associates & juniors

Same stack the senior analyst uses, starting at $996/seat.

Family offices

Modern research workspace for a lean investment team.

Hedge fund analysts

Pull the thesis together without leaving the workspace.

The workflow

From ticker to thesis in five steps

A consistent sequence per name. Save the layout once and reopen it for the next ticker in two keystrokes.

1

Security overview — DES

Type DES for business description, real-time price chart, market cap, EPS estimates, analyst ratings, and key dates. The first command on every new name.

DES: Security Overview for AAPL with business description, price chart, EPS estimates, analyst ratings
2

Pull the financials — FA

Hit FA for standardized income statement, balance sheet, and cash flow across annual and quarterly history. Each line item ties back to the underlying filing.

FA: Standardized financials with balance sheet, income, and cash flow across 12 fiscal years
3

Read the filings — CF

Open CF for the 10-K, 10-Q, 8-K, S-1, and proxies in-product. Sortable and filterable, no EDGAR detour.

4

Check analyst consensus — ANR

Hit ANR for buy/hold/sell distribution, price target ranges, and rating-change history across every covering analyst.

ANR: Analyst Ratings with buy/hold/sell distribution and price target ranges
5

Monitor the news — N

Pin N for a ticker-filtered news feed in milliseconds. Source-tagged headlines lock the thesis into the day's context.

N: Company News feed with headline, date, time, and source
See It In Action

See the research workflow live

~10 minutes. We'll walk through a fresh ticker end-to-end with your coverage list.

Try it Now Get a Demo