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Comprehensive suite of tools designed for research and financial analysis
Equity Dashboard
Professional Charting
- Candlestick, line, area, and OHLC chart types
- Technical indicators (RSI, MACD, Bollinger Bands)
- Professional drawing and annotation tools
- Multi-timeframe analysis
Financial Statements
- Income, balance sheet, and cash flow statements
- Direct SEC EDGAR and ESEF integration
- Key statistics calculations over time
- Export to Excel and PDF
Peer Comparison
- Automatic peer group identification
- Multi-metric comparison tables
- Custom chart builder for comparisons
- Relative valuation analysis
Risk Analysis
- AI-powered risk factor summaries
- Automatic SEC risk extraction
- Rolling volatility and drawdown tracking
- Insider activity monitoring
Financial Analytics
- Efficiency, solvency, and profitability ratios
- Trend analysis with historical comparison
- Industry benchmarks
- Custom ratio calculations
Valuation
- DCF model builder with customizable inputs
- Pre-filled assumptions from financials
- Multiple valuation methods comparison
- Sensitivity analysis
- ML-powered earnings prediction engine
Data Tracker
Multi-Dimensional Data Tracking
- Macroeconomic indicators tracking
- Climate and environmental data
- Geopolitical events monitoring
- Custom data point integration
Portfolio Management Coming Soon
Portfolio Overview
- Multi-portfolio tracking
- P&L visualization
- Risk analytics
- Scenario analysis
Research Tools Coming Soon
Research Notes
- Rich text editor
- Version history
- Tags & organization
- Export to PDF & Word
Two Markets.
One Platform.
United States Complete SEC EDGAR coverage for US companies and foreign issuers with ADRs
Europe Direct access to European company disclosures through standardized ESEF reports