Firm / workspace dashboard
Your firm
A workspace-level view of the names your team is tracking and the research coverage available for them.
Tracked names—watchlist capacity —
Average conviction—scored names only
Directional mix—bullish / bearish / neutral
Score coverage—names with a conviction score
Tracked holdings
Firm watchlist
—Portfolio lens
Signal analytics
scoped to workspace
Research coverage
What is available across the firm’s names
canonical datasetsPosition quantities, weights, and realized P&L are not stored in this workspace yet.
Daily research queue
What needs your attention
Ranked signals from your workspace, with evidence and freshness visible at the point of decision.
Operational contextChecking providers and dataset freshness…
Source and freshness status
Priority idea
Highest conviction in your universe
Current snapshotDesk context
Signal mix
Live universe
Research queue
Conviction-ranked watchlist
| Ticker | Score | Strength | Direction | Primary driver | Updated |
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Live events
Anomalies
z-scoreOwnership activity
Insider flow
Form 4Institutional activity
Ownership
13D / 13GModel output
Forecasts
ScenarioCoverage
Data footprint
Rows and freshnessRuntime
System status
Operational
Event monitor
Anomaly signals
all| Ticker | Type | Volume σ | Move σ | Close position | Context | Streak | Score | Date |
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SEC Form 4
Insider flow
Aggregated activity| Ticker | Lean | Buys | Sells | Net value | Momentum | First-time | Cluster | Top insider | Action | Value |
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SEC 13D / 13G
Institutional ownership
threshold filings| Ticker | Filing | Filer | Ownership | Filed | Alert | Conviction |
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Model output
Forecast engine
Scenario view| Ticker | Direction | Confidence | Expected move | Window | Catalyst |
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Daily context
Morning brief
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Portfolio threats
Risk monitor
Health scan| Ticker | Type | Severity | Detail | Score |
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| Scanning for risks… |