| Dashboard |
Shows the highest-signal mix of filings, tracked tickers, current portfolio overlap, and alert context in one surface. |
Starting the day and scanning what matters first. |
Signal mix charts, tracked feed, portfolio strip, watchlist status |
| Live Updates |
Continuously ranks active names using market movement plus watchlist, portfolio, member, targeted investor, and special-signal tags. |
Watching what is moving right now. |
Active, gainer, loser, and tagged market boards |
| Recent Filings |
Filters filing activity by today, week, month, and other windows so you can study only the current filing period. |
Reviewing the latest filing flow by time range. |
Paged filing grids, identity filtering, date-bounded activity |
| Ticker Member Flow |
Aggregates buy and sell behavior around a ticker and shows whether the activity is driven by members, non-members, gifts, or short-sale context. |
Understanding who is driving interest in a name. |
Flow charts, audience splits, ticker-level activity summaries |
| Portfolio Management |
Tracks positions, trade history, P&L, alert targets, and related filing flow for the selected portfolio. |
Monitoring owned names and acting on them. |
Position tables, trade history, profit charts, threshold alerts |
| Watchlists |
Curates symbols outside the portfolio and layers live market context, alerts, and research entry points around them. |
Keeping an external research universe under review. |
Watchlist boards, trend charts, related ticker actions |
| Ticker Analysis |
Compares one ticker’s movement pattern against the available market universe to find similar trajectories. |
Finding analog names and relative behavior. |
Matched tickers, normalized performance comparison, context flyouts |
| Deep Research |
Builds longer-horizon historical views for members, companies, holdings, chambers, and gain patterns. |
Answering deeper research questions before acting. |
Rankings, holdings analysis, historical charts, drill-down panels |
| Tracked Members |
Keeps a tighter view on the members and entities your organization cares about most. |
Focused monitoring instead of market-wide scanning. |
Tracked entity boards, party mix, state charts, filtered filing flows |
| Alerts and Distribution |
Routes alerts, portfolio thresholds, and managed notifications to the right users within company and family boundaries. |
Operational follow-up and controlled information sharing. |
Alert inbox, scoped delivery, managed rules, distribution history |
| Social Media Push |
Creates public-facing messages for tickers, members, and promotions directly from the app with share-ready links. |
Turning research or signal moments into outbound communication. |
Public message pages, signup links, promotion-aware sharing, post copy |
| TV Modes |
Projects high-signal boards in presentation-ready layouts for monitoring rooms and shared screens. |
Wallboards, NOCs, and passive monitoring setups. |
TV-ready live updates, ticker member flow, portfolio, filings, and more |
| Application Management |
Adds organization controls, branding, user setup, and system-level tools for allowed admins. |
Managing rollout, governance, and application operations. |
User management, admin tools, app configuration, workspace controls |
Dem activity 51%
Rep activity 34%
Other 15%