Every tool an investment committee needs

The day’s tape, the macro read, movers and breadth, with a running news feed.

Energy, metals, agriculture and major currency pairs, with one- and five-year charts and delayed quotes stamped with their as-of.

Estimate revisions, earnings surprise history and the upcoming reporting calendar, with consensus EPS where the provider publishes it.

Upcoming IPOs as they file with the SEC: S-1 registrations and prospectuses from EDGAR, grouped by week.

Federal Reserve economic data across employment, housing, manufacturing, and consumer metrics with historical trendlines.

Upcoming data releases and FOMC decisions (CPI, NFP, GDP, PCE and more), each with its prior print and an impact rating.

CPI component breakdown, core vs. headline trends, shelter, and month-over-month and year-over-year rates.

Factor returns (momentum, value, quality, size and low-vol) against the S&P 500, an 11-sector rotation heatmap, a risk-on / risk-off regime read and the volatility term structure.

The current regime, the composite risk score and the full desk brief from the terminal’s monitors, in one page.

A management and culture scorecard for a company, built from its SEC filings: six scored domains inside a nine-domain framework, with the filing behind every number. Ranking companies within their sector depends on a nightly scoring run that has not produced rankings yet.

SEC 13F analysis for any filer: the latest book and what changed since the quarter before, straight from EDGAR. Up to eight quarters of history and the sector rotation across them are on Pro.

Filter about 1,500 US-listed companies on P/E, dividend yield, trend and the revenue growth and margins they file with the SEC; sort, choose columns and save screens to your account. CSV export of a screen is on Pro; sharing a screen with the desk is on Desk.

Quote, fundamentals, chart and news for one name, with the company’s income statement, balance sheet and cash flow from its SEC filings. Two fiscal years on every plan; on Pro, every fiscal year it filed in XBRL and up to 40 quarters from its 10-Qs, each figure linked to the filing it came from, with CSV export. Opens on Apple; search any symbol from the top bar.

Track the AI infrastructure buildout: AI stocks, hyperscaler capex, model releases and the semiconductor supply chain.

Data center and tower REITs (Equinix, Digital Realty, American Tower and more): year-to-date returns, 52-week ranges and performance indexed against the S&P 500.

Utility and power names in the AI electricity-demand thesis, tracked against the XLU sector ETF.

Track holdings with P&L on delayed quotes and sector allocation. Enter positions manually and export to CSV. A research view, not a books-and-records system: it sits beside one.

The Market Intelligence Bulletin, emailed after the US close only when a macro, breadth or economic-release signal crosses its threshold. A quiet day sends nothing.