Implementation
A simple adoption plan
Start simple and get value on the first visit — from the stream, the company page and quick asks against the datasets. Take on more only as the desk asks for it. An hour with your analysts and a sector to point it at is all it takes to begin: no data migration, no integration project and no IT dependency.
Open it and look at your own book
Every mutual fund and scheme is already in the system, alongside ready-made watchlists from the standard indices. Nothing to upload, migrate or configure. Sign up and try it today, or set it up by adding a sample portfolio.
Run it against your own workflows
Pick a sector you cover and run a results season through it. Schedule sweeps, set the conditions you want watched, have a morning brief arrive scoped to your holdings — then compare what surfaced against what your team caught. Still entirely on public data, and no commitment while you do it.
Bring in your private data
Internal notes, past analysis and models come in when you decide. From that point the research draws on a corpus no one else can reproduce, because half of it is yours. Optional and reversible.