Research and decision infrastructure for investment teams.
What moved the market is not what moved you. We compute the second one.
What moved your book overnight, and which assumption it touched
This page holds the format: the full chain on a handful of public companies, primary sources only, every number traceable to the filing it came from. Briefs begin with the next release.
Information to decision.
Five steps, in this order. Every hop carries provenance and point-in-time state; rights are enforced at retrieval and approvals are recorded.
Evidence
The filing and the release — parsed into facts, and the changes worth reviewing carry their sentence.
Model
Proposed cell changes, previous value beside new. You approve them.
Thesis
The assumptions that depend on those cells move — stronger, weaker, or broken.
Portfolio
Direct and indirect exposure to the affected drivers is recomputed.
Decision
What you decided, on what evidence, at what model version — replayable.
Scroll sideways to follow the flow →
Check for yourself.
Three pages that answer "is it real" without a sales call.