Dashboard preview
See how tracked filings, portfolio overlap, and alerts come together in one signal-first screen.
Free tour
Take a guided preview before signing in.
This tour is intentionally limited. It shows how the platform feels, how major screens are organized, and how teams move from signals to research to action.
Important: the tour uses stubbed sample data, not your live account, not your firm’s portfolios, and not the full protected market workspace.
Limited interactions
The tour is meant to explain the workflow, not replace the authenticated platform.
Safe preview
Nothing in this tour is connected to your real watchlists, portfolios, alerts, or organization settings.
How the tour works
The tour is a product walk-through, not a live workspace.
We use stubbed data so you can understand the layout, the hierarchy, and the type of decisions each screen supports without needing a fully approved account first.
IncludedSample dashboards, example filings, preview portfolio cards, and guided screen narratives.
LimitedNo real personalization, no protected research history, and no actual organization distribution tools.
WhyIt keeps the experience clean for first-time visitors while preserving the value of the authenticated workspace.
Stubbed sample data
Dashboard
Tracked filings
128
Portfolio overlap
17 names
Alert pressure
9 unread
This screen is about prioritization: what is moving, what is linked to your positions, what deserves attention first, and what may be worth sharing externally later.
Stubbed sample data
Live updates
Top mover
NVDA +6.2%
Watchlist tags
12 active
Portfolio flags
5 names
This is where users monitor active names, compare gainers and losers, and see why a ticker matters inside the larger workflow.
Stubbed sample data
Portfolio view
Open positions
14
Total P&L
+$128K
Threshold alerts
3 active
This preview explains the idea of portfolio tracking, but the real position history, charts, and alerts appear only after authentication.
Stubbed sample data
Social media push
Target
Ticker / Member / Promotion
Output
Public message page
Sharing
X · LinkedIn · Email
This preview shows that the app can turn research moments into outward-facing posts, but the tour only demonstrates the flow with sample content.
Next step
When you are ready, move from the tour into the real workspace.
The tour is meant to build confidence and context. Sign in when you want real data, protected screens, persistent alerts, saved portfolios, and organization-aware workflows.