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Equity research

Fundamentals, news, SEC filings, insiders, Congress and short volume.

DESDescriptionA one-screen snapshot of an asset: last price, change, day range, volume, funding and the headline metrics.
13F13F Institutional HoldersThe top institutional holders of a stock from SEC Form 13F, with each manager's quarter-over-quarter change in shares.
8K8-K Material EventsA company's SEC Form 8-K filings, with the item codes and how the stock moved on the filing day.
CONGRESSCongress TradesSTOCK Act trade disclosures from the Senate and House: member, asset, side, amount range and how late each one was filed.
FILINGSSEC FilingsA company's SEC filings in plain English: what happened and why it matters first, the full document if you want it.
FUNDAMENTALSCompany FundamentalsThe whole company on one panel: price and analyst targets, valuation, reported financials, ownership and filings, estimates and rating history.
FAFinancial StatementsIncome statement, balance sheet and cash flow by quarter or year, with margins, growth and the earnings record.
GFGraph FundamentalsAny statement line or ratio over up to 30 years, for up to five companies side by side.
ERNEarnings MatrixEPS or revenue by fiscal quarter and year, each quarter against the consensus, and the stock's move on every report.
INSIDERInsider TransactionsEvery Form 4 insider transaction for a stock: open-market buys and sales, grants, exercises and tax withholding, by officers, directors and 10% owners.NEWSNews TapeA live headline tape, newest first, with source filters, keyword search and an optional ticker scope.
SHORTVOLFINRA Short VolumeFINRA daily off-exchange short-sale volume as a share of total volume, over the last 60 days. This is not short interest.