Professional Equity Research Platform

Streamline your research workflow with comprehensive analysis tools and automated report generation

50+
Global Stocks
12
Active Models
8
Pending Approvals
156
Published Reports

Quick Access

📈

Stock Selection

Browse and analyze 50+ global equities

📊

Generate Report

Create event-based or periodical reports

Review Pending

8 reports awaiting approval

🔍

Market Data

Real-time external data feeds

Stock Selection

Browse and analyze global equities with advanced filtering

Symbol Company Name Country Sector Market Cap Current Price Change% Actions

Financial Model Integration

Upload and manage Excel-based financial models

Upload New Model

📄

Drag & drop your Excel file here or click to browse

Model Library

AAPL_DCF_Model.xlsx
Connected to AAPL • Updated 2 days ago
Active
MSFT_LBO_Model.xlsx
Connected to MSFT • Updated 1 week ago
Needs Update
TSLA_Comps_Model.xlsx
Connected to TSLA • Updated 3 days ago
Active

Model Mapping

Research Report Hub

Manage all types of research reports and templates

Event-Based Reports

Preview Notes 12
Review Notes 8
Flash Notes 25
Updates 18

Periodical Reports

Daily Reports 156
Weekly Reports 32
Monthly Reports 8
Quarterly Reports 4

Ad-Hoc Reports

Custom Analysis 45
Special Situations 12
Client Requests 28

Reference Data Sources

📊
Excel Inputs
Connected
🏢
Company Releases
Connected
📈
Market Databases
Connected
🌐
External Sources
Limited

Data Aggregation Dashboard

Real-time external data feeds and integration status

SEC Filings

Live
AAPL 10-K Annual Report
2 hours ago
MSFT 8-K Current Report
4 hours ago
TSLA 10-Q Quarterly Report
1 day ago

Company News

Live
Apple announces new product line
30 minutes ago
Tesla Q4 earnings beat expectations
2 hours ago
Microsoft acquires AI startup
5 hours ago

Market Data

Live
Bloomberg Terminal Connected
Active
Reuters Data Feed
Active
Yahoo Finance API
Active

Earnings Calls

Live
NVDA Q4 2024 Earnings Call
Live now
META Q4 2024 Transcript
1 hour ago
GOOGL Q4 2024 Transcript
3 hours ago

Data Source Integration Status

Bloomberg Terminal
Connected
Last sync: 2 min ago
Reuters Eikon
Connected
Last sync: 5 min ago
SEC EDGAR
Connected
Last sync: 1 hour ago
Company Websites
Limited
Last sync: 2 hours ago

Report Generation Workflow

Create comprehensive research reports with automated data integration

1
Select Template
2
Configure Data
3
Add Analysis
4
Review & Submit

Select Report Template

Event-Based Report

For company events, corporate actions, or market events

Periodical Report

Scheduled reports based on time periods

Ad-Hoc Report

Custom analysis and special situation reports

Data Source Configuration

Stock Selection

Financial Model

External Data

Reference Reports

Historical published reports and research library

AAPL Q4 2024 Earnings Preview

Event-Based AAPL Jan 15, 2025
Published

Weekly Tech Sector Update

Periodical Multiple Jan 12, 2025
Published

TSLA Flash Note - Production Update

Event-Based TSLA Jan 10, 2025
Published

AI Sector Deep Dive Analysis

Ad-Hoc Multiple Jan 8, 2025
Published

Approval Workflow

Track report status and manage approval process

Draft

3

Reports being written

Review

5

Under peer review

Approval

8

Awaiting final approval

Published

156

Successfully published

Pending Approvals

NVDA Earnings Flash Note

Author: John Smith Submitted: 2 hours ago Priority: High

Weekly Market Summary

Author: Sarah Johnson Submitted: 4 hours ago Priority: Medium

AAPL Target Price Update

Author: Mike Chen Submitted: 1 day ago Priority: Medium

Reviewer Assignment