Guides
From what each screen does, to how to look up US public filings yourself.
Start here
What each of the six screens does. Tap one to go there.
- Search for a stockSearch by ticker (NVDA) or company name like ‘Nvidia’ or ‘Apple’.
- See it deeply on one screenBeyond price charts, quarterly results, and financial metrics, we connect the metrics and show you what they mean.
- Watchlist & filtersCollect stocks with ★ and save conditions like P/E or RSI as ‘presets’ to build your own criteria.
- Compare two stocks side by sideCompare revenue, earnings, and valuation on one screen. No watchlist needed — just search by ticker or name to compare.
- Follow institutions with 13FTrack the quarterly portfolios of famous institutions like Buffett and Ackman, and how they change.
- Catch changes with alertsGet conditions, presets, institution buys, and watchlist moves by email. Manage them in one place under ‘Alerts’ in the sidebar.
Reading public filings yourself
The manual route comes first; the tools on this site are mentioned after it, where they fit.
How to look up what large US institutions report holding each quarter (Form 13F), and the traps people hit when reading the raw filings.
US filings sort into three groups: periodic, current, and situational. What each one contains, when it arrives, and how to read the item numbers on an 8-K.
A US company’s financial statements come in three parts, and the three are linked. Where to find them in SEC filings, what order to read each one in, and where they commonly trip people up.
Total revenue alone does not say which business grew or shrank. Segment figures sit in the notes to the 10-K. Where to find them, and the traps that come from every company defining segments its own way.
Risk factors run long and repeat year to year, so reading what changed beats reading the whole thing. Where to find them and how to compare two years.
US short interest is a twice-monthly regulatory filing. Where to find it, what each of the two ratios actually asks, and the question this data cannot answer.
ETF holdings are disclosed in the fund’s N-PORT filing. Where to find it, and why matching that list to tickers always leaves some out.
Dividend records are not kept in one place; they are split across three. Where to look, what each of the four dates means, and the points where counting an annual figure goes wrong.