Know the companies your clients hold.
For your own research on the companies in client portfolios: what each one filed, what changed since its last report, and cited answers in plain words.
What it reads
SEC filings · Earnings releases · Form 4 filings · 13F filings
How advisors use it
Catch up on a company
Run Earnings Recap or What Changed in the 10-K on a company and read what is new, with each point cited.
Agents
Understand a company in plain words
Ask how a company makes money or why its forecast moved; the Associate answers from its filings and cites each point.
Associate
Follow a list of companies
Put the companies of a model list in a project; its Monitor shows their new filings, earnings and insider buys and sells.
Projects · Monitor
Compare the names side by side
In a Grid the companies run down the side and your questions across; every answer cites its source, and a cell the sources do not support says so.
Grid
Questions to start with
- “What changed in Apple’s latest 10-K compared with the year before?” The agent What Changed in the 10-K
- “In plain words, how does Netflix earn money from advertising?” The Associate, with citations
- “Which of these companies raised their full-year forecast this quarter?” A Grid with the companies on your list
Good to know
Does it connect to my custodian, CRM or planning software?
No. It does not import accounts, holdings or client records; you add the companies you follow yourself.
Can it say whether a stock suits a client?
No. The Associate describes what companies filed and reported and makes no recommendations.
Does it cover funds?
No. It covers companies listed in the US through their own filings; funds appear only as holders in 13F filings.
Explore dibsresearch
- Investors
- Equity research
- Journalists
- Legal & compliance
- Policy & public affairs
- Students
- The product
- The Associate
Start with the company’s own words.
dibsresearch is currently free to use. Start free