Grid
Your questions as columns.
Companies down the side, questions across the top — every cell answered from the documents and cited to the document it was read from.
A question, asked of every company
Add a column and type the question once. Each row answers from its own filings, and the column runs down the whole table.
Every cell carries its document
The answer names the period it applies to and links the document it came from. "Not in document" is an answer too, and it says so.
From a watchlist to the grid
Pull a watchlist in as rows; the numbers come from the XBRL, the questions go to the filings.
Scale the reading, keep the judgment.
Rows are companies
Type a name or a ticker, or pull a watchlist in. The row fills with the company's filings, and every column runs against them.
Columns are questions
Gross margin, buybacks, key risks — a number, a text or a yes/no. Add a column and the question runs down every row.
Cited at the cell
Every answer links the document it was read from; the period it applies to is named beside the figure.
Grids, kept
Every grid stays in the rail with its questions. Open it next quarter and run the columns against the new filings.
How desks use Grid
A peer table in an afternoon
Ten companies, eight questions, every cell cited.
What every peer said about tariffs
One question across the group; the answers side by side.
Numbers next to prose
Revenue growth from the XBRL, the guidance from the release.
The watchlist as rows
Pull a watchlist in; the grid follows the list.
Ask the grid
Chat with the table: which of these repurchased shares this quarter?
Into the note
Cells and their citations carry into your notes beside the documents.