Professional Charting
- Candlestick, line, area, and OHLC chart types
- Technical indicators (RSI, MACD, Bollinger Bands)
- Professional drawing and annotation tools
- Multi-timeframe analysis
Features
Your Research
Command Center
Everything you need to research a company and reach a decision with conviction, from charting and analysis to valuation, brought together in one focused workspace.
The core terminal
Equity Dashboard
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
- Plain-language risk factor summaries
- Automatic SEC risk extraction
- Rolling volatility and drawdown tracking
- Insider activity monitoring
Business Analysis
- Clear summaries of the business and its segments
- Business and revenue model breakdown
- Moat and competitive-advantage detection
- Key qualitative characteristics from official filings
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
- Earnings prediction engine
Beyond the ticker
Data Tracker
Multi-Dimensional Data Tracking
- Macroeconomic indicators tracking
- Climate and environmental data
- Geopolitical events monitoring
- Custom data point integration
Filter & find
Screener
Screener
- Build custom screens from our full ratio library
- Filter thousands of companies by any financial metric
- Export results straight to Excel for further analysis
Build & export
Tools
Calculators
- Time value of money: present value, future value, and interest compounding
- Loan, mortgage, and refinancing analysis
- Derivatives and quantitative tools, including option pricing
Exports
- Pre-formatted Excel and PowerPoint files ready to fill in
- Discounted cash flow and comparative analysis Excel templates
- Company analysis presentations formatted for client delivery
Coming soon
Workspace
A dedicated home for your research notes, drafts, and the tools you reach for most.
WorkspaceComing soon
- Rich research notes tied to companies
- Reusable templates and snippets
- Quick access to your most-used tools