📊 Investor dashboard Live
Reports, subscriptions, and watchlist in one view
Keep tabs on report production, subscriptions, and watchlist. Filters help you zero in on what needs attention.
Dashboard tips for value investors
Use this control center to review AI-generated reports, monitor unlock spend, and keep your watchlist synced to market open and close. Pair the dashboard with company search and wallet balances for a complete workflow.
- Refresh reports after new 10-Q or 20-F filings drop by submitting a new run from the dashboard.
- Track export activity for compliance and reconcile receipts against Investor Pass plans.
- Validate any KPI against original filings on SEC EDGAR or exchange disclosures.
Dashboard FAQ
Where can I update billing? Click through to the wallet to deposit funds or manage Stripe receipts.
How do I export? Use the export buttons in each report card to download Markdown and PDF versions for your IC memos.
What if a company is missing? File a new request on request.html and track its status here.
Can teams collaborate? Shared dashboards are available for paid tiers; contact [email protected] for enablement.