Any ticker: one page a name, chart to filings
Press Command K and type a symbol, or click a name on any screen. One page per name, your own notes and tasks on it at the top, the chart under them, and the record down the page. Every number names its source.
What it shows
Your notes on the name, first: what you have written, the status you gave it (watchlist, researching, thesis built, invested, exited), the files attached, and the tasks due on it, with a results date already there from the Calendar.
The chart. The desk's own: candles, bars, Heikin-Ashi, line, area or a drawdown view; daily or weekly bars; indicators from a menu; ranges from a day to the maximum history; drawings (levels, trendlines, a note on a bar) kept as a plain file beside your notes; Save chart to notes; full screen. TradingView's embedded chart at a click, with their data and their tools, where their embed carries the listing.
The cards. Valuation, quality and balance sheet, earnings, news, the analyst street view (average target, implied move, the buy to sell count), the fifty-two week range, insider activity from Form 4, dividends, and about the company.
A home-market name opens with the exchange's own record where the market has one: quarterly results, corporate filings, shareholding, where it trades, and the session. Markets.
A name you hold shows the held block: the position from the broker, Desk · Book or the US book, and the futures book where the broker reports one.
Where each number comes from
| Card | Without a key | With a data provider key |
|---|---|---|
| Chart and quote | Yahoo's free feed | The same, with longer history |
| Profile, ratios, targets, analyst counts | Yahoo's free feed, when it is not rate-limiting | The provider |
| Insider activity | SEC EDGAR Form 4, read by the desk | The same |
| Statements, ratio history, segments, estimates, peers, dividends history, news | Not shown | The provider, six years |
| The DCF sandbox | Not shown | Seeded from the provider's statements, every input yours to change |
| Exchange filings and results on a home-market name | The exchange's own record, no key | The same |
When the free feed is rate-limiting, the page shows the last read it has, says so on an amber line with the time, and refreshes on its own when the feed answers again.
What you can do here
- Note on the name, attach a file, add a task, set the status.
- Ask SuperAnalyst with the page open: the question carries the page's numbers and your notes, files and chart pictures on the name.
- The ⋯ on the name: watchlist, chain, note, task.