What Is It?
Dashboards is a customizable central hub designed to provide a rapid, at-a-glance overview of the companies and specific financial data points you care about most. Instead of manually navigating to multiple pages or running the same searches repeatedly, Dashboards uses interactive, live-updating widgets to bring critical, time-sensitive information directly to you.
This feature ensures that the moment a company releases a new filing or a key keyword appears in a financial document, you are instantly notified within your personalized research environment.
Why Use It?
Using Dashboards accelerates your due diligence process by providing a live singular, persistent view of critical information, significantly reducing the time spent gathering data and mitigating the risk of missing important updates.
The two primary widget types—Recent Filings and Keyword Search—allow for both broad monitoring and highly specific forensic research. You can apply user-created watchlists or manually input entities to the widgets. For advanced control, the Recent Filings widget supports various filters, enabling precise curation of the displayed documents.
Use Cases
Tracking Critical Company Filings
This use case demonstrates how to set up a Recent Filings widget to monitor key regulatory updates for a portfolio or watchlist.
Monitoring Thematic Investment Keywords
This use case demonstrates how to use a Keyword Search widget to maintain a live, saved document search query across all companies, constantly scanning for specific phrases related to a thematic investment thesis (e.g., supply chain risk).
Comparing Competitive Activity
This use case demonstrates how to create two separate Recent Filings widgets side-by-side on a single dashboard page—one tracking Company A and the other tracking Company B—allowing for quick, side-by-side comparative analysis of market-moving events and immediate detection of competitive discrepancies.
