Solutions

Investing

Earnings morning: you need the 10-Q in full, the language that moved, and the statements as filed — not a recap of them.

Before the earnings call

A clause that moved, a name, a change in language — across every filing and release you follow, in full text, so you sit down with the passage.

When the model needs the source

Five fiscal years of a name, taken from the XBRL it filed. Put one peer on the overview and the sheet shows three years of both — the number in the sheet is the number in the document.

When the book is too wide for one pass

Companies down the side — the book, or the peer set — your questions across the top. Each cell comes back cited, so a sector table is an afternoon of answers, not a week of PDFs.