Monitor
What was filed, as it lands.
Watchlists, dashboards and saved searches: the filings, releases and news on the names you follow, on one board and in your inbox as they arrive.
One board for your list
The watchlist beside its filings, its news and the topics moving across the corpus. The morning starts on one screen, not ten tabs.
Searches that keep running
Save a query with its filters and turn the alert on. New matches come by email and as a notification: as they come in, once a day or once a week.
One list, everywhere
The same watchlist narrows a saved search to the names you cover, fills the rows of a grid and decides what the board shows.
Follow the names, not the tabs.
Watchlists
Add companies by name or ticker. A list scopes a saved search to its names and can become the rows of a grid.
Dashboards
Boards built from widgets: the watchlist, the filings feed, the news feed, trending topics. Start from a template or from an empty board.
Saved searches
Any search can be kept with its query, its filters and its sort, and run again in one click.
Alerts
As they come in, daily or weekly, set per saved search. The mail lists the new documents and links each one.
How desks use Monitor
The earnings-week board
Filings and releases for the names reporting this week, on one screen.
The clause you are waiting for
A saved search for a phrase, such as a going-concern note, mails you the filing that uses it.
The book as a list
One watchlist per book; the searches and the board follow it.
Agency notices on a topic
A weekly saved search across the Federal Register and the agencies.
From the list to the grid
Pull the watchlist in as rows and ask the new filings your questions.
Ask about what landed
Open the new filing and ask the Associate what changed.