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Platform Overview

See Your Investments Clearly

Professional-grade tools for fundamental analysis, market research, and portfolio management. Everything you need in one powerful platform.

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Deep Dive Analysis

Fundamental Analysis

Access comprehensive financial data directly from SEC EDGAR filings. Analyze income statements, balance sheets, and cash flows with professional-grade visualization tools.

FUNDAMENTALS // AAPL LIVE
REVENUE $394.3B +8.1%
NET INCOME $97.0B +2.3%
PE RATIO 28.4x
Client Presentations

Proposal Builder

Create polished, professional portfolio proposals for clients. Customize branding, add your analysis, and export to PDF in minutes.

Proposal Builder
Macro Intelligence

FRED Economic Data

Stay ahead of market moves with real-time economic indicators from the Federal Reserve. Track inflation, employment, and recession signals all in one place.

FRED Economic Data
Your Way

Custom Workspaces

Build your perfect dashboard with drag-and-drop widgets. Create multiple workspaces for different strategies and switch between them instantly.

WORKSPACE // MACRO VIEW
WATCHLIST
CHART
NEWS
HEATMAP
ALERTS
Live Markets

Real-Time Watchlists

Monitor your positions with streaming real-time quotes. Create custom watchlists, set price alerts, and never miss a market move.

Watchlist

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