Research workflow
Where to start with Research
InfoLib's research tools work best as a ticker centered workflow: find the company, then move through its financials, filings, ownership, news, correlations and catalysts without rebuilding the research from scratch.
Dashboard search symbols: The codes in parentheses — for example OHT — are what you can type into the dashboard search bar to open that tool.
Ticker research
If you're researching a company
Start with the ticker, then move from the company itself into filings, financials, ownership, news, and market context.
- Security Description DESStart with a ticker specific company and security overview.
- Fundamentals FAOpen ticker specific fundamental data and company metrics.
- Chart + Technical Breakdown GPOpen a chart for the ticker along with a technical breakdown so you can review price action and technical context alongside the company research.
- Company Financials FINReview company financial statements and financial data.
- Company Filings CFOpen ticker specific SEC filing research.
- Relative Value / Correlation RVCompare two or more stocks over custom time windows and resolutions.
- Institutional Holdings HDSResearch institutional portfolios and ownership using the holdings tools.
- Ticker Specific News Feed CNKeep the news feed tied to the ticker you are actually researching.
- Dark Pools DARKCheck reported off exchange activity for the ticker.
- Ticker Short Interest SILAdd reported short interest context to the company view.
- Earnings Estimates / Calendar EEKnow when the company reports and what event risk is approaching.
Finding ideas
If you're looking for something to research
Use the screeners, feeds and calendars to find the event or company first, then move into the ticker specific tools above.
- Equity Screener EQSScreen the market first, then take interesting names into the deeper research workflow.
- SEC Live Feed SECLWatch newly published filings and jump from a filing into company research.
- Reddit Ticker Mentions REDDITSee which stocks and crypto assets are being discussed across Reddit and individual subreddits.
- IPO Calendar IPOTrack upcoming IPO dates, expected share prices, shares on offer and related information.
- Economic Events ECOTrack scheduled economic data releases and their expected market impact.
- Biotech Catalyst Dates FDATrack upcoming FDA and biotech catalysts when researching healthcare names.
- Weekly Earnings Calendar EEScan upcoming earnings reports before selecting names to research.
- Broad Market News TOPKeep company research grounded in the broader market backdrop.
Video walkthrough
See the workflow in the terminal
Ready to use the Research tools?
Open the terminal to explore, or go directly to the Research checkout when you want the full company and institutional research package.