Research workflows in action
Explore how investment teams use the platform to build repeatable, signal-driven research processes.
Build a Political Activity Score
Combine congressional trading signals, committee membership exposures, and legislative risk factors into a composite political activity score.
Workflow Steps
- 1Define political signal factors
- 2Weight by relevance to your thesis
- 3Screen for high-activity companies
- 4Track score changes over time
Identify Dislocated Compounders
Find quality companies where strong fundamentals have diverged from recent price action, creating potential entry points.
Workflow Steps
- 1Screen for high ROE and revenue growth
- 2Filter by negative price momentum
- 3Overlay insider buying signals
- 4Rank by dislocation magnitude
Screen Insider-Aligned Opportunities
Identify companies where executive buying aligns with improving fundamentals and positive momentum signals.
Workflow Steps
- 1Filter by recent Form 4 buying activity
- 2Layer fundamental improvement metrics
- 3Add momentum confirmation filters
- 4Rank by insider alignment score
Track Industry Momentum Cycles
Monitor sector rotation patterns using taxonomy-based momentum signals to identify emerging industry trends.
Workflow Steps
- 1Select industry taxonomy level
- 2Calculate cross-sector momentum
- 3Identify rotation inflection points
- 4Drill down to company-level opportunities
Create Thematic Watchlists
Organize research coverage by thematic exposures like AI infrastructure, energy transition, or reshoring catalysts.
Workflow Steps
- 1Define thematic criteria and tags
- 2Screen for exposure signals
- 3Build persistent watchlists
- 4Track thematic performance over time
Rank Companies Using House Models
Apply your firm's proprietary evaluation methodology as a reusable scoring model across your entire coverage universe.
Workflow Steps
- 1Translate your thesis into factors
- 2Build weighted scoring formula
- 3Apply across coverage universe
- 4Refine based on historical results