Equities, companies, filings and events

This chapter covers listed companies: the equities desk, the company page and its views, SEC filings, the screener, events and alerts, and the public research pages, notes and daily briefs anyone can read without an account. Most pages here need a free account; the public pages are marked "Public, no account".

The pages you will use most, and the question each answers:

• Company page (/companies/<TICKER>): what is this company, what changed, and what has it filed? Type a ticker in Cmd-K, then a view code such as FA or OWN.
• Equities overview (/equities/overview): which companies and industries had events this week?
• SEC filings (/equities/filings): what did companies file today?
• Event feed (/signals): what events fired across every market, and how serious are they?
• Screener (/screener): which companies match my criteria right now?
• Company research page (/research/<TICKER>): the public report on one company, readable without an account.

The equities desk

The equities desk is the signed-in home for listed companies registered with the SEC. Its pages sit under Markets › Equities in the top menu: Overview, Events, Filings, Markets, Screener and Supply Chain. Every page here follows the same terminal layout: a title strip with the page's own controls on the right, a strip of headline numbers (KPIs) under it, then a grid of panels that fits one screen on a laptop or larger. Long lists never scroll inside their panel; they page instead (a pager in the panel bar shows "Page 1 of N" and arrows). On a narrow screen the panels stack and the page scrolls normally.

Three conventions hold on every page in this group:

• Hover first. Almost every number, column header and KPI has a tooltip that says what it counts, over which window and as of when. Column headers show their horizon and "as of" date on hover.
• Direction is not a call. "Positive" and "negative" describe the sign of an event's score, as its rule sets it, not a view on the stock.
• Sources. The last line of each page is a small Sources link. It opens /settings/data-sources at the section for this page family, where the full source text lives.

Typing /equities in the address bar takes you to the Overview.

Equities overview

One screen that answers "which listed companies have something new, and where do the events lean by industry?" It lists the whole SEC-registered universe through a set of ready-made screens, ranks the GICS industries by the direction of their last 30 days of events, and shows the hourly equity briefing.

• Title strip. "Equities" with a context line: the universe ("SEC-registered listed companies"), and the current country scope ("scope: all countries", "scope: HQ in Japan", "scope: filed in Ireland"). If the universe snapshot is more than two days old the line says so ("snapshot Oct 14, 5 d old"). Two buttons on the right: Screener and Filings.
• KPI strip.
  • Universe: how many companies are in the screener snapshot (SEC EDGAR registrants), with the number of countries under it.
  • Positive tilt / Negative tilt: how many industries have 30-day events that net positive or net negative, out of all industries; the second also shows how many are flat. Both follow the country scope.
  • With signals: companies that emitted at least one event in 30 days, and their share of the companies assigned to a GICS industry. The universe also counts companies with no industry, so this share is of the classified set.
  • Tilt leader: the industry with the highest share of positive events, with that share. Click it to open the industry page.
  • Heaviest: the industry with the largest net event score of either sign, with its net score. Click it to open the industry page.
  • Files abroad: companies that file from a different country than the one they operate in. Hover for the largest corridors (for example a filing country to an operating country, with a count).
• Universe panel (the main table; its title is the screen you picked, "Recent signals" by default). One row per company:
  • Ticker and Name. A small badge after the name marks anything that is not common stock: ADR, Foreign ord. (foreign ordinary shares), Funds, Inactive, Unclassified.
  • Country (HQ) or Country (filed), depending on the country basis you chose. An asterisk * means the company files from one country and operates from another; hover to see both.
  • Sector: the GICS sector the company's stored label belongs to. Hover to see the original label when it differs.
  • Mkt cap: market capitalisation in compact dollars ($1.23T, $4.5B, $6.7M). "--" means no value on file, never zero.
  • Signals: positive count in green and negative count in red ("+3 / -1"). A grey number is zero.
  • Latest: the day of the company's latest event, counted from the snapshot day.
  • The panel bar shows how many companies match and the snapshot date. When "Hide inactive" removes rows, the bar says "N shown, M inactive hidden"; when a country, sector or type filter narrows the screen it says "N of M in the screen, filtered".
• Industries by signal (the ledger, 30 days, in the current country scope). One row per GICS industry:
  • Cos/active: companies in the industry, then how many had an event.
  • Tilt: a bar and percentage, the share of the industry's directional events that are positive. "no read" means the industry had no directional events (it is never shown as 0%).
  • vs peers: how large the industry's net score is against the other industries shown: STRG (top third), MOD (middle third), MILD (bottom third).
  • Top + / -: the industry's company with the most positive events and the one with the most negative events.
  • Rev: + revenue rising, - revenue falling, · no trend.
  • Net: the net event score (the sum of signed event scores, unitless), green above zero, red below.
• Screens. The ready-made screens with their company counts: Recent signals (an event in the last 7 days), Red flags (listed second), Large caps (largest market cap first), Smart money, Insider 30d, Congress 30d and Institutional holders QoQ. The counts are over the whole snapshot; the table may show fewer because inactive registrants are hidden by default.
• Countries. Every country with its company count, "All countries" first. On the HQ basis the panel bar notes when the operating country is known for fewer companies than the universe ("HQ known for N of M").
• Equity briefing. A short AI-written synthesis of the last 24 hours of equity events, regenerated hourly. The bar shows when it was generated; the footer says how many events and external reports it was based on. "No significant equity events in the last 24 hours." means there was nothing to summarise.

• Pick a screen from the select in the universe panel bar or by clicking a row in Screens. Picking a screen clears any search.
• Search with the "Ticker or company" box. A search runs across all companies and overrides the screen (the screen select then reads "Search overrides the screen", and the Screens list dims). Clear the box to return to the screen.
• Filter with the Country, Sector and Instrument type selects. They combine with each other and with the screen. Hide inactive (on by default) drops registrants marked inactive.
• Country basis and view (the select in the Countries panel bar): "HQ, list", "HQ, map", "Filed, list", "Filed, map". HQ is where the company operates; Filed is the country on its SEC filing address. Changing the basis clears the chosen country. In map view, click a country to scope the page to it.
• Click a country row to scope both the universe table and the industry ledger to it; click it again (or "All countries") to clear.
• Sort the ledger with Tilt, Net (largest absolute net score first) or Active (most companies with events first).
• Page any list with the pager in its bar. The universe loads more companies as you page.
• Nothing on this page is remembered between visits: it opens on "Recent signals", all countries, every time.

To see every company from one country, set Country to it and pick Large caps: that screen includes every company with a market cap, largest first. To find companies that file in one country but run their business from another, switch the basis to Filed and look for the * marks. For conditions the ready-made screens do not cover, use the Screener.

SEC filings

The live feed of SEC EDGAR submissions across the companies Kresmion tracks. It answers "what was just filed, by whom, and on which days did the volume come in?", and lets you open any filing's detail without leaving the page.

• Title strip. "SEC filings", with the window and its exact date range in UTC days. On the right: the window switch (7d, 30d, 90d; 30d by default), Filing alerts and Events.
• KPI strip (all over the chosen window):
  • Filings: filings matching your filters (the sub line says "all forms" or "filtered").
  • Busiest day: the filing date with the most filings, and its count.
  • Companies: distinct filers.
  • Current reports: 8-K plus 6-K filings.
  • Annual / quarterly: 10-K, 10-Q, 20-F and 40-F filings.
  • Most active: the filer with the most filings. Click it to open that company.
• When filed (chart). One bar per filing date, stacked by form: 8-K, 6-K, 10-Q, "10-K, 20-F, 40-F" and "other". Hover a bar for the day's total and the count per form; the legend names the colours.
• Latest filings (the feed). One row per filing, newest first:
  • Form: a coloured chip; hover for its meaning (8-K "Current report (a material event)", 6-K "Current report of a foreign private issuer", 10-Q "Quarterly report", 10-K "Annual report", 20-F "Annual report of a foreign private issuer", 40-F "Annual report of a Canadian issuer (MJDS)").
  • Ticker: the company's ticker, or "CIK 320193" style when the filer is not yet matched to a listed company.
  • Company, Filed (the EDGAR filing date), Accepted (the EDGAR acceptance time, US Eastern, as EDGAR publishes it), Accession (the SEC accession number).
  • EDGAR: an "Index ↗" link to the filing's index page on SEC EDGAR, in a new tab.
• Filing panel (detail of the selected row; the first row is selected when the page opens). Its title is the form and the filer. Three groups:
  • Filing: form and meaning, filed date and acceptance time, accession number, and Primary document "Open ↗" (the main document on EDGAR, new tab).
  • Company: name (a link to the company), CIK, sector (hover for the industry) and Country (HQ) (hover shows the filing country when it differs).
  • Extracted: an Event row for every Kresmion event raised on this filing, with its severity chip, or Events: "none on this filing"; and Figures / passages, the count of financial figures and text passages extracted from the filing.
• By form (bar chart). Filings per form in the window, coloured like the form chips.
• Most active filers. The top 20 filers in the window: Ticker (or CIK), Company, Latest filing date, Filings count.
• Annual / quarterly. Only 10-K, 10-Q, 20-F and 40-F filings, newest first, so the periodic reports are not buried under the 8-K flow.
• Events from filings. The 12 most recent Kresmion events, each with its severity chip, ticker, title and date. Severity chips read CRIT (filled red), HIGH (red outline), MED (amber), LOW (grey).

• Window: 7d, 30d or 90d. Changing it clears a picked day.
• Pick a day on the When filed chart to list only that day's filings; a "date ×" button appears in the chart bar, click it (or the same bar again) to clear.
• Form type select in the feed bar: All forms, 8-K, 6-K, 10-Q, 10-K, 20-F, 40-F. Clicking a bar in By form does the same; click it again to clear. The By form bars keep showing every form while one is picked, so you can switch directly.
• Search the feed by ticker, company or CIK with the box in the feed bar.
• Click a row in Most active filers to filter the feed to that filer; click it again to clear.
• Click a row in Latest filings or Annual / quarterly to show it in the Filing panel. The feed loads more filings as you page.
• Nothing is remembered between visits.

To see everything one company filed this quarter, set the window to 90d and type its ticker in the search. To find the day earnings season peaked, look at the Busiest day KPI or hover the tallest stacked bar. A filer shown as "CIK 123456" is on EDGAR but not yet matched to a ticker; its filings still appear here. For one company's full filing history, use its Filings & events view.

Equity events

Every event Kresmion's rules raised on SEC-registered companies, from filings, Form 4 insider trades, congressional disclosures and 13F holdings. It answers "which events fired, when, of what kind, in which sectors, and where do several independent sources agree on the same name?" For events across every asset class, use the Event feed.

• Title strip. "Equity events", with the window in the context line. Three switches on the right: Direction (All, Positive, Negative), Severity (All, Critical, High, Medium) and Window (Today, 7D, 30D, All; 30D by default).
• KPI strip. Counted over every event that matches the filters, not only the rows on screen:
  • Events: the size of the set.
  • Positive / negative: events with a positive and a negative net score.
  • Critical and High: events at those severities, with their share of the set.
  • Companies: distinct tickers with at least one event.
  • Most frequent type: the event type that fired most often, with its count.
  • If the server could not send set-wide counts, the KPIs fall back to the rows loaded and say "in view".
• When they fired (chart). One bar per day (UTC), stacked by severity: critical, high, medium, low. Hover a bar for the day's total and the count per severity. On the All window the chart shows the 90 most recent days.
• By type and By sector (bar charts). Event counts per event type (top 12) and per sector.
• Which events fired? (the list). One row per event:
  • Ticker, Company, Sev (severity chip: CRIT filled red, HIGH red outline, MED amber, LOW grey), Type, Event (the title), Sector.
  • Age: time since the event fired.
  • Score: the net score, bull points minus bear points (unitless; the sign is the rule's tag, not a call), green when positive, red when negative. Hover for the bull and bear points.
• Event detail (the selected event; the first row is selected when the page opens). The company and event title, the explanation text, any Reported figures attached to it, then an Event group: Net score, Bull / bear, Confidence, Form, Filed and Accession.
• Several sources agreeing (convergence). Names on which two or more independent source types fired in the window. Each column is a source type; a tile's shade is that source's strongest event on the name, from 0 to 100, in one colour: darker means stronger, never a direction. A · means that source did not fire; a ✓ marks a source that gives every name the same score, so the tile only says it fired. Srcs is the number of distinct source types. The bar shows how many names qualify and, when there are more source types than fit, which top ones are shown.
• Companies with the most events (on wide screens, 1920 px and up, or when the page stacks). Ticker, Company, number of events (Events) and the highest severity (Max).
• On your watchlist (on very wide screens, 2560 px and up, or when the page stacks). Events from the last 30 days on the equities in your watchlist.

• Direction, Severity and Window switches narrow the whole page. Changing the window clears a picked day.
• Pick a day on the When they fired chart to list only that day; a "date ×" button clears it.
• Pick a type or sector by clicking its bar, or with the select in that chart's bar ("All types", "All sectors"). Click the same bar again to clear.
• Sort the list by Score (default) or Recent.
• Search the list with the "Ticker or name" box (ticker, company or event title).
• Click a row to show it in Event detail.
• + Watchlist in the Event detail bar adds the company to your watchlist. It then reads "In watchlist"; if the request fails it reads "Retry + Watchlist".
• When nothing matches, the empty list offers Clear filters, which resets everything to the defaults.
• Nothing is remembered between visits.

For the strongest recent events only, set Severity to Critical and Window to 7D, sort by Recent. The convergence panel is the fastest way to find names where filings, insiders, congress and institutions all moved in the same window.

Equities prediction markets

The prediction markets on Polymarket that are tagged to equities (company and stock-market questions), with their crowd prices, recent moves and when they resolve. It answers "what is the crowd pricing about equities right now, and what just moved?" The page uses the same layout as the crypto and all-topics prediction-market hubs, so switching between them feels the same. Prices are what traders on each venue are paying, not a Kresmion forecast.

• Title strip. "Equities prediction markets", with the number of open Polymarket markets loaded and "crowd prices, not a forecast". When a filter is on, a "filter ×" button in the context line clears it.
• KPI strip.
  • Open markets: markets in view after your filters (the top 60 by lifetime volume are loaded; markets past their scheduled close are hidden).
  • Volume (lifetime) and Volume 24h of the markets in view, in USD.
  • Largest 24h move: the market whose YES price moved most in 24 hours (3 percentage points or more). Click it to open the market.
  • Closing in 30d: markets with a scheduled close in the next 30 days, with the time to the next one.
  • Kalshi match, in view: open markets in view whose question Kresmion matched on Kalshi.
• What moved. Markets whose YES price moved 3 pp or more in 24 hours.
• Open markets (the table): the question, YES (last traded YES price), 24h and 7d (change in percentage points), 7d path (a small line of the YES price over 7 days), Volume, Vol 24h, Liquidity (resting order-book liquidity), Closes (scheduled close date), and Kalshi (the Kalshi YES price of the same question, when matched; hover for the gap between venues). Some columns appear only on wide screens.
• Crowd prices and volume (chart). One lane per topic; each dot is a market at its YES price, sized by volume. The lane label shows the lifetime volume of that topic's open markets.
• When they resolve (chart). Scheduled closes per day over the coming days, with a list of the next markets to close. A market can settle earlier or later than scheduled.
• Venues / Calibration (one panel, two tabs). Venues lists questions merged across Polymarket and Kalshi, every topic, with the volume-weighted consensus (Cons.), its 24h change and volume. Calibration shows how often resolved markets priced in each band actually resolved YES, the gap to the price, and the Brier score (0 is perfect, 0.25 is a coin flip).

• Search with "Search markets: fed, bitcoin…" (3 characters or more).
• Scope: Equities (default, tagged equities) or All (every topic).
• YES price band: Any, <10%, 35-65%, >90%.
• Sort the table by Volume, 24h move or Close.
• Click a lane label in the price chart to show only that topic; click again for all.
• Click a day in When they resolve to list that day's markets.

The full prediction-market workspace, with every topic, lives under Intelligence › Prediction Markets (/intel/polymarket). Switch the scope to All here if a company question is tagged under another topic.

Sector page

One GICS group's 30-day event picture: how many of its companies are active, how the events split between positive and negative, which companies drive it, what moved on the last close and the latest event per company.

• Title strip. The group's name; "GICS sector" when the name is one of the 11 GICS sectors, "Classified under GICS sector <sector>" for an industry or vendor label Kresmion maps to a sector (for example Semiconductors), or "Industry" otherwise; its sector ETF when one is mapped, "30-day signals" and when the data was fetched. Buttons: All equities and Refresh.
• KPI strip.
  • Net signal score: the sum of every company's 30-day net score, green above zero, red below.
  • Companies: companies in the group.
  • With signals: companies with at least one event in 30 days, with a meter and the share.
  • Positive share: the share of the group's events that are positive, with a meter; hover for the positive and negative counts.
  • Largest positive / Largest negative: the company with the highest and the lowest 30-day net score, by name and ticker, with its score. Click to open the company.
• What moved on the last close? Companies ranked by the size of their 1D price move: Last (last daily close on file) and 1D (change on the last close).
• Latest signal per company. Newest first: When, Company (ticker), Signal (the event type in words) and Sev. (severity chip: CRIT, HIGH, MED, LOW).
• Which companies drive the sector? The full company ledger:
  • #: rank under the current sort.
  • Company, Industry (wide screens), Last, 1D, Mkt cap.
  • Pos / neg: positive and negative events in 30 days.
  • Strength: how large the company's net score is against the other companies in this group, as a percentile: Strong (top third), Moderate, Mild (bottom third), with + or - for its direction, green or red.
  • Key metrics (wide screens): the two leading extracted metrics and their change; hover for the full list.
  • Latest signal: type and age.
  • Net: the 30-day net event score.

• Sort the ledger with Net, Tilt, Mkt cap or Name.
• Page each list with its pager.
• Refresh reloads both the group summary and the company list.

Sort by Tilt to find the companies whose events are most one-sided, and by Mkt cap to see whether the group's largest names are the ones moving. For sector performance against the market rather than events, use /tools/sector-rotation.

Supply chain explorer

A graph of the customer and supplier relationships that companies disclose in their filings, starting from up to three companies you pick. It answers "who supplies this company, who buys from it, how much of its revenue each customer is, and which counterparties do two companies share?" It is the same graph as a company's graph page, with a starting point you choose.

• Title strip. "Supply chain explorer". With one starting company the context line reads "Pick a company, expand hop by hop, then switch the analysis metric or the table view"; with two or three it says shared counterparties are drawn once and flagged.
• Start from (left panel). The companies you can start from, richest first. Only companies with at least one disclosed relationship are listed, so a click never lands on an empty graph. The first section, Roots, holds your current starting points with their lane number (1 to 3); the rest follow. Edges is customers plus suppliers (hover for the split); a grey count means two or fewer.
• Supply chain graph. The panel bar names the roots and reminds you that suppliers grow to the left and customers to the right.
  • Control strip. Viewing (the focus), Analyze (what the card tints mean: Disclosed revenue share, the only figure the filings carry, or 1D price move, a fact about the ticker, not the relationship), Display (Ticker or Name), quantified only (hide counterparties whose relationship carries no disclosed percentage), Show as (Graph or Table), the legend (supplies, buys from), the node count, filters and fit.
  • Root cards show customers, suppliers, quantified (customer relationships with a disclosed revenue percentage, out of those fetched), top-3 (sum of the three largest disclosed customer percentages), disclosed (sum of every disclosed customer percentage, capped at 100%) and latest (most recent fiscal period on any relationship). "n/q" means not quantified.
  • When anything is hidden or filtered, a strip says so ("isolated view", "N hidden by you", "N edges hidden by filters") with a show all button, so a filtered graph never looks complete.

• Pick roots in Start from: click a row to add it as a root (up to three) or to remove it. The last root cannot be removed. Type in the search box to find a company; press / anywhere on the page to jump to the search, and Enter to add the first match.
• ◂ Start from in the title strip collapses the left panel to give the graph the full width; this choice is remembered on your device.
• On the graph: click a node to select it; click its badge to expand it one hop. Right click a card for Expand / Collapse, Load all (N more), Select, Isolate this branch, Hide this, Keep only selected, Hide selected, Make TICKER the focus, Add TICKER as a second root, and Open TICKER →. Right click a hub (a group of counterparties) for Fold this side away, Isolate this side or Load all. Right click the canvas for Fit to view, Whole graph (zoomed out), Undo, Clear selection, Filters… and Show as table.
• filters opens a second strip: flow (both, customers, suppliers), hops (1, 2, 3), first-party only (hide relationships taken from the counterparty's filing rather than this company's), min % (a slider from off to 30%, applying only to relationships with a disclosed percentage), undo and reset filters.
• fit frames the whole graph.
• Share a view. The address bar keeps your roots (?focus=WMT,AMZN) and what you expanded or hid, so copying the URL shares the exact graph. With no focus the page starts from WMT.

Start from two competitors to see the suppliers they share: shared counterparties are drawn once and flagged. Switch Analyze to Disclosed revenue share and turn on quantified only to see only the customer relationships with a stated revenue percentage. From a company page, the Supply chain view lists the same relationships with prices.

Screener

Build your own screen of the equity universe from conditions on market data, events, positioning, options, fundamentals and valuation, run it, save it, and get alerted when new companies match. It answers "which companies meet all of these conditions right now?"

• Title strip. "Screener", with "fields as of" the snapshot time. The data is one pre-aggregated row per ticker, refreshed about every 15 minutes.
• Which companies match? (the conditions). Each condition reads as a sentence: "Where [field] [operator] [value]", then "and ..." for the next. All conditions must hold at once (AND). The panel bar counts the conditions and how many are complete ("2 conditions · 1 ready").
• Fields are grouped in the field menu:
  • market: Sector, Country (registered), Country (operations), Instrument type, Reporting regime, Market cap ($), Last price ($).
  • signals: Total active events, Average net event score, Highest event severity, Days since latest alert.
  • positioning: Smart-money composite score, Net insider $ flow (30d), Net congress buy/sell trades (30d), Net accumulating 13F holders (QoQ), Short interest (% of float), Short interest (% of shares outstanding), Days to cover, Float confidence.
  • options: Net gamma exposure, Distance to gamma flip (%). Options data covers a small set of tickers, so these conditions return few names.
  • fundamentals: Latest reported revenue ($), Active red flags (going-concern / material-weakness).
  • valuation (when available): P / E, P / S, P / B, EV / revenue, EV / operating income, FCF yield (%), Dividend yield (%), Net debt / operating cash flow.
• Operators depend on the field: greater than, at least, less than, at most, equals, not equal to, between, is any of, is none of, contains, starts with, ends with.
• Matching tickers (results). One row per ticker: Ticker, Name, Sector, then one column per field used in your conditions, with its unit. The bar shows the number of matches and the data date. Results stop at 200; when you hit that, the bar says "first 200 shown: add conditions to narrow the set".
• Saved screens. Your saved screens with their condition count and last match count, and N/20 (you can save up to 20). Each row has Alert on / Alert off and Delete, plus Update when you have changed the conditions of the loaded screen. Alerts reach you the same way as your other Kresmion alerts: in app, and by Telegram or email where you have them set up. New matches are checked about every 15 minutes.
• Start from an example. Ready-made screens, each with its conditions in words: Smart money accumulation, Insider net buying with positive gamma, High severity events in energy, Congress net buying, Institutions adding, Active red flags, Japanese companies with active events, Large caps with recent alerts. Only examples whose fields are available are shown.

• When you open the page, the first example loads and runs, so the results are never empty.
• + Add condition adds a row. Choose the field, then the operator, then the value. A number field takes a number (between takes a min and a max); a list field such as Sector takes one value, or several chips for "is any of" / "is none of". Remove deletes a row.
• Run screen (or Enter in a value box) runs the conditions.
• Sort the results by clicking any column header (↑ ascending, ↓ descending); blank values sink to the bottom either way.
• Save current opens a dialog to name the screen and choose whether to alert on new matches. It is disabled until one condition is complete, or when you have 20 saved screens.
• Click a saved screen to load and run it. Update writes the current conditions into it; Delete asks for confirmation first and cannot be undone.
• Click an example to load it into the builder and run it; then change it as you like.
• Saved screens are kept on your account; the builder itself is not remembered between visits.

The fastest screen for "new and big" is the example Large caps with recent alerts. To track a set over time, save it with Alert on and let new matches come to you. For one company's valuation against its industry rather than a list, open its Valuation view. When a short-interest column is on screen, the Sources line carries FINRA's attribution.

The company page

The company page is the signed-in workspace for one listed company. Every company has one address, /companies/<TICKER>, and twelve views under it, such as /companies/NVDA/financials. All views share the same header and the same menu of views, so you can move from the statements to the bonds to the insider trades of one company without searching again, and you can switch company while staying on the same view.

Company page: Overview

One screen that answers "what is this company, how has its price moved, what did it file or trade recently, and how is it valued against its peers?" before you open a deeper view.

The page has three layers: the header (title strip and figure strip), the view menu (the rail on the left), and the Overview panels.

• Title strip. The ticker and company name, then the classification line: sector, industry and the country the company operates in. When the company's SEC filing address is in another country, "(registered <country>)" follows, with a tooltip saying the EDGAR address differs from the operating headquarters. "CIK" is the company's SEC Central Index Key. "Sector not classified" or "Name not reported" means the record carries no value. On the right are Public page, which opens the company's public research report, /research/<TICKER> (Company research page), the page anyone can read without an account, and the Watch button, which adds the company to your watchlist (see /portfolio/watchlist). Public page shows only when the company loaded; a header that says the company is not available has neither.
• Figure strip. One row of figures. Narrow windows drop the lower-priority cells first; every dropped figure is still on the Overview panels or one view away. Hover any cell for its exact date and source.
  • Last with 1D: the latest daily close and its change against the previous close. The label turns to Last (stale) when the newest stored close is more than four calendar days old; the tooltip says how old. If daily bars are not available, Last falls back to the company record's price and the 1D change is left out.
  • Mkt cap: market capitalisation as carried on the company record, dated with that record's price day. "not reported" when absent.
  • P/E, P/S, EV/Sales, FCF yield, P/B, EV/EBIT, Div yield: multiples from the company's latest fiscal year at the latest close. The line under each value is the peer median ("med 24.1"); "< 5 peers" means fewer than five peers carry the figure, so no median is shown; "no peers" means there is no peer group. A multiple that cannot be computed is left out of the strip rather than shown as zero.
  • Implied move and Earnings move (only for names in the tracked options universe): the at-the-money straddle as a percentage of spot for the next monthly expiry, and, when a report falls inside 30 days, the move priced to the expiry after the report date. These are market-implied ranges, not a forecast by us.
  • Latest filing: the form type of the newest SEC filing on record and its filing day.
  • Alerts: the number of alerts on the company's filings among the latest 50 loaded ("50+" when the cap is reached), dated with the newest one.
• View rail. On a wide screen the left rail lists every view with its code chip. Under 1100 px wide the rail becomes a row of chips under the header, and on a phone a single "View" drop-down. The views, in order:

Hover a rail item for its one-line description. The rail foot reminds you of the keys.

• Price. Daily closes as an area chart, with the change over the chosen window in the panel bar ("daily closes to <date>"). The line is green when the window change is up, red when down, grey when flat (under 0.05%). Dots on the line are events from the filings and trades record: green a purchase or approval, red a sale or rejection, grey a filing or a neutral event. Several events on one day merge into one dot ("3 events" on hover).
• Since your last visit. What changed for this company since your previous visit to any company page that was 30 minutes or more ago: counts of new filings, insider trades and alerts (each with the latest one named), and the price change between the two closes. "Price not compared" appears when a stock split, or a single-day move of 4x or more, falls between the two closes. With no earlier visit on record the panel says there is nothing to compare yet.
• Latest events. The last 540 days of SEC filings, Form 4 insider trades, congressional trade disclosures and FDA actions, newest first. The badge carries the kind or the direction (for example "SELL", "BUY", "INS" for an insider filing with neither, "CON" for Congress) and the text names the filing or the person. Several trades by one person on one day collapse into one row with a count ("· 4 trades"). The list shows the rows that fit and ends with "+N more in Filings & events".
• Key figures. Sector, Industry, Operates in, Registered in (only when it differs), Latest filing (form and day) and CIK, from the SEC EDGAR registration. A greyed value ("not classified", "none on record") means the field is empty.
• Valuation vs peers. P/E, P/S, EV/Sales, EV/EBIT, FCF yield, revenue growth, operating margin, net margin and ROE for the latest fiscal year, beside the peer median. The bar names the peer level (sub-industry, sector or custom peers) and bucket. A median needs five peers carrying the value; with fewer, the cell says so on hover, and with none at all the median column is dropped and the bar explains why ("no peer median: 3 peers in the ..., 5 needed").
• Peers (wide screens, about 1920 px and up). Companies in the same industry group in the tracked universe. Below that width the same list is on the Valuation view.

A Sources line closes the page; signed in, it links to the data sources settings page.

• Price window: the 1M, 3M, 6M, 1Y and 5Y buttons on the Price panel. Hover the chart for the close on a day.
• Keys (anywhere on a company page, not while typing in a field):
  • [ and ]: previous and next view, in rail order, wrapping around.
  • , and .: previous and next company in your watchlist, staying on the same view. If the company is not on your watchlist, . goes to the first watchlist company and , to the last.
  • /: opens the search palette in "switch ticker, stay on this view" mode (on the Chart view / is the chart's own symbol search instead).
  • Press ? for the full key list.
• Search button (magnifier next to the ticker in the rail, or the first chip on narrow screens): the same as /. The palette's placeholder reads "Switch ticker, stay on <view>…" and its Recent securities row opens each recent ticker on the current view.
• Ticker, then function (Cmd-K). Press Cmd-K (Ctrl-K on Windows and Linux), type a ticker and press Enter on the equity result: the ticker becomes a chip and the list shows its twelve views. Type a code (FA) or a word ("debt", "insiders") to filter, then Enter. Backspace on the empty input drops the chip. You can also type both at once, in either order: NVDA FA or FA NVDA opens NVDA's Financials view. Words work too: "nvda insiders" opens the Ownership view, "nvda congress" and "nvda 13f" the Positioning view.
• Old links. Links to the old one-page company layout (/companies/AAPL#financials, #peers, #positioning, #records, #supply-chain, #capital-structure, #debt-ladder, #maturity-wall, #bonds, #new-issues, #community, #fundamentals) are moved to the matching view automatically.

Put the companies you follow on your watchlist and use , and . to page through them on one view (for example the Debt view of every holding). An unknown ticker shows a single line in the header saying why it is not available, and no panels.

Financials

Reading the company's statements as filed with the SEC and seeing how revenue, inventory, receivables and debt have trended.

• How are the fundamentals trending? Four small charts: Revenue, Inventory, Receivables and Total debt, by period end, from 10-K, 10-Q, 20-F and 40-F XBRL data. The bar names the reporting currency and says "not converted" when it is not US dollars. Revenue is drawn as bars per quarter (or per fiscal year for a company that does not file quarterly); a lighter dashed bar is a fourth quarter derived as the full year minus the first nine months. The other three are balances at each period end, drawn as lines. Dashed vertical rules mark periods whose filing produced an alert, coloured by alert severity. Each chart shows its latest value and the change against a year earlier.
• Statements. The income statement, balance sheet and cash flow statement as a table: one row per line item, one column per period, newest first. Each column head is the fiscal period label; a starred head has some derived flows. Hover a column head for the period end, form and filing day.
  • Std (standardised) rows are mapped to common names; rows marked "calc" are computed from the reported lines (hover for the formula). Each period is shown as its own filing first reported it, so a later restatement is not carried back here.
  • As filed rows keep the company's own labels, order and signs from its XBRL presentation; indented lines are the company's own split of the line above, and hovering a line shows its XBRL tag.
  • YoY turns each cell into a coloured tile of the change against the prior fiscal year (annual) or the same quarter a year earlier (quarterly), in points for margins. Tiles are capped and grey below a small dead band; no tile means no comparable period or a sign change.
  • A dotted value is a derived quarter. Blank means the line is not in that period's filing.
  • When the company has split its stock, EPS and share counts are put on today's share basis, and the note says which splits were applied.
• How to read these. The page's own reading notes for the charts and the table you are viewing (derived periods, tiles, splits, any lines the filings do not carry). Open it to read in full.

• Income / Balance / Cash flow tabs choose the statement.
• Annual / Qtr chooses fiscal years or quarters.
• Std / As filed chooses standardised or as-filed lines.
• Value / YoY chooses figures or change tiles.
• Long statements page in the panel bar; older periods appear as the panel widens.
• Sheet (on the trends panel) opens the four charted series in a spreadsheet in long form (metric, period end, value, currency, basis, derived, form, filed, accession).

To compare the same line across companies, use the screener or the relative value tool; this view is one company at a time.

Capital & debt

Who holds the shares, how many shares float freely, and what the company owes and when it falls due.

• Shares and float. Shares outstanding from the filing's cover page (with its date); Float, derived, our derived free float (at most the free float; hover for how it was derived); Float confidence, lowered when an insider position is ambiguous or the share count is more than 45 days from the reference date; Public float, own figure as the company itself states it (with its month); and Insiders on record (number of owners and affiliates).
• Holders on record. Three sections: Schedule 13D/G blocks as filed, insiders under Section 16 (with the newest form date), and institutions from 13F positions at a quarter end. Columns: Holder, Filing, Shares (as filed on that row's own form). "No 13D/G block, Section 16 holding or tracked 13F position on record" when all three are empty.
• Debt and entities. Total debt (carrying amount) and Net debt (total debt less cash, from the same filing and date; "not established" when either is missing), with bars comparing them; the amount Due within 12 months; Bond issuance filings over recent years; and Subsidiaries (Ex. 21), the number listed in the newest Exhibit 21 and the jurisdictions they span.
• When does the debt fall due? The maturity ladder from the annual report: one row per year bucket ("Falls due"), the window, the principal, a bar, its share of the scheduled principal and, when available, the same bucket a year earlier. "Not established" means no annual report tags the debt maturity elements.
• Method and limits. How each figure was assembled and what it cannot show; the bar states the float as a share of shares outstanding.

Hover any figure for its filing and date. Tables page in their bars.

For individual bonds, coupons and new issues, go one view down to Debt (]).

Debt

The company's bonds: what is outstanding, when it matures, what coupons it pays against Treasury yields, and what it has issued recently.

• Figure strip. Total debt (balance sheet carrying amount, XBRL, with its period); Implied cost of debt (annual interest expense over average debt, or a quarter times four; "not reported" when it cannot be computed); Interest expense with its period. For a bank, the strip shows Total interest expense (including deposits) and "n/a for banks" for the implied cost, because a bank's interest is mostly on deposits. Bonds on file counts bonds admitted to an EU trading venue as listed by ESMA FIRDS, with the number of issuers; Next maturity is the next bond falling due with its issued amount; Avg coupon is weighted by issued amount, per currency.
• Coverage note: how many listed bonds carry a coupon and how many new issues come from SEC filings, plus any reason some bonds could not be matched.
• Maturity wall. Issued amount by year of maturity. Switch to a count of Bonds, or to the XBRL ladder from the annual report. A currency picker appears when bonds are in several currencies.
• Coupons against the 10-year Treasury. Each bond's coupon plotted at its date of issue, with the 10-year Treasury constant-maturity yield (FRED, weekly) as a line. Hovering a bond row highlights its dot.
• Bonds on file. Columns: Bond (description; "sub" marks a subsidiary issuer), Ccy, Coupon ("FRN" for a floating rate note, with its reference rate on hover), Maturity, Issued amount (in the bond's own currency, not converted), Rank (seniority), Call / put, and ISIN (shown for non-US ISINs only).
• New issues. Bond offerings read from SEC 424B prospectuses and FWP term sheets: Filed, Issue, Principal, Coupon, Spread to the benchmark Treasury at pricing, Yield at issue, and Source (FWP or 424B).

Coupon is the rate the bond pays, not its current yield; this view carries no secondary-market prices.

• Click a column of the maturity wall to filter Bonds on file to that year; click it again to clear.
• Click a column head in Bonds on file to sort; click again to reverse.
• Tables page in their bars. Sort, page, wall mode, currency and year filter are kept in the address, so a copied link reopens the same state.

Use , and . to compare the debt of every company on your watchlist without leaving this view.

Positioning

Who has been trading or holding the stock according to filings: insiders, members of Congress, 13F institutions and 13D/G filers, plus modeled options positioning and prediction markets on the name.

• Positioning

  Four tabs: Insiders, Congress, 13F and 13D/G; a tab with "0" after its name has no activity. Two lines at the top summarise the selected source. Then the rows:

  • Insiders: Insider (name and role), Type (the filing's transaction; "other" for an award, exercise, gift or tax withholding), Shares, Value, Date, and the Form link.
  • Congress: Member, Chamber, Type, Amount band (the band the member disclosed, not an executed value), Traded date and the Disclosure link.
  • 13F: Fund, Security, Reported shares, Value (as reported, USD), the change against the filer's previous 13F, and the 13F link.
  • 13D/G: Filer, Form, Filed, Stake, % of class (parsed from the filing body) and the filing link. A trade's direction is a word, never a colour; only the quarter-over-quarter change is coloured.
• Options gamma

  For names in the tracked options universe (about 13 large names): modeled net dealer gamma exposure (Net GEX), the spot price in the options snapshot with its date, and the Flip level where modeled gamma changes sign, with whether spot is above or below it. Bars show modeled gamma by strike near spot. The page describes it as a model: Black-Scholes gamma times open interest with an assumed dealer sign, an estimate, not measured positioning. Positive net gamma describes hedging that tends to damp moves; negative, hedging that tends to amplify them. Other names show "not on the tracked options universe".

• Event odds. Polymarket markets mapped to the ticker: Market question, YES probability, 24h change in points, Ends, Volume. Crowd estimates, refreshed every 5 minutes, possibly illiquid, not a forecast by us.
• Convergence brief. On demand: prose written by a language model over the facts we hold on the company, with an Evidence tab listing every fact it stands on and its source. If too few independent sources are active, the panel says so and counts them.
• Playbooks. Rule-based setup checklists with each condition marked met or not on this company right now. "No playbook has a condition met" when none applies.

• Switch tabs on Positioning; page rows in the bar; Sheet opens the selected tab's rows in a spreadsheet.
• Generate brief writes the convergence brief (it takes a few seconds); Regenerate writes a fresh one; Brief / Evidence switches between the prose and its facts.

For clusters of insiders trading together and the returns after them, see Ownership.

Ownership

When insiders bought or sold together, and how much stock the company itself has bought back.

• Figure strip. Shares out (cover-page share count and date); Share count 1Y (change against the cover page a year earlier; a falling count is shown in the favourable colour); Buybacks, last FY (cash paid for repurchases in the latest fiscal year); Cluster episodes on file.
• Cash spent on buybacks. Bars of cash paid for repurchases per fiscal year, as filed in SEC XBRL. Switch to shares bought per year, or to cash per quarter.
• Shares outstanding. Every cover-page share count on record as a line; the description states the 1Y comparison dates.
• Insider cluster episodes. An episode is several insiders filing Form 4 trades in the same direction within a 30-day window. Columns: First seen, Dir (direction as a word), Insiders (distinct insiders), Total $, Strength (cluster strength score), Senior (whether the CEO or CFO is among them), and 30d after (the return over the 30 days after the episode's entry close).
• Repurchases by fiscal year. FY end, Cash paid, Shares bought, Avg price (derived), Net change in the cover-page share count, Other (derived: issuance, awards, conversions and timing), and the Filing. Starred columns are derived; see Method.
• Open-market insider trades. The last 24 months of open-market purchases and sales (Form 4 codes P and S): Insider and role (with "10% owner" when it applies), Date, Code, Shares, Price, Value, % stake (the trade as a share of the insider's holding), 10b5-1 (whether a trading plan was declared), and Filing.
• Method and limits. How the episodes and the derived figures are computed.

Pick the buyback series with the small selector on the cash panel (FY cash, FY shares, Qtr cash). Tables page in their bars.

Valuation

How the company's multiples, growth, margins and returns compare with its peer group, and how that comparison has moved through time.

• How does it compare with its peers? One row per metric, grouped. Columns: Metric, the company's value, Peer med (median of each peer's latest annual filing), Pctile (the company's percentile among the peers) and n (peers with a comparable value). The bar states the number of peers, the filing form and fiscal year used, and the currency. A cell that cannot be computed prints "n/a" or "n/m" with the reason on hover; it is never shown as zero.
• <Metric> through time. The picked metric over the company's fiscal years against the peer median and the interquartile band (25th to 75th percentile) of the same peers. When the company does not tag a line, revenue and net income growth come from its filed statements, and the bar says so.
• Peers on <metric>. Every company in the peer set ranked on the picked metric, highest first, with the company itself highlighted, and each peer's fiscal year end.
• Peers. The peer set with market caps (latest close times the newest filed share count), then the peers the comparison left out and why. The bar names the industry group.
• The Sources line credits FINRA short interest for the short % of float row.

"Kresmion has no comparable peer group" means the company lacks an industry group, an annual filing with fiscal-year figures, or at least five peers with the same.

Click a metric row to pick it; the two panels beside it redraw for that metric. Tables page in their bars.

Percentile rank

Where each multiple and margin sits today within three distributions: the company's own history, its peers, and every covered company.

• Two panels side by side: Valuation multiples and Margins, returns, leverage.
• Each row: the metric, its current value (the latest close over the latest fiscal year), then three percentiles: Own 5Y or Own 10Y (against the company's own fiscal years), Peers (the Valuation view's peer set) and Universe (covered companies with a comparable value). Each percentile is a dot on a 0 to 100 track with the number beside it and the observation count (n) under it. 0 is the lowest value in the population.
• Colour is on valuation rows only: one tone when the multiple is lower than at least two thirds of the population (a higher yield), the other when it is higher than at least two thirds (a lower yield), grey in the middle third. The legend under the valuation panel says the same.
• A refused percentile says why (for example "3 yrs, need 5"), with the full reason on hover. A past year that cannot be put on today's share basis is left out and counted on hover. EV/EBITDA is not shown because depreciation is not stored.
• Percentiles are positions in a distribution, not a view on the security.

The 5Y / 10Y switch sets the own-history window. On a phone the dot tracks hide and the three percentiles read as numbers.

No row links; Sources goes to /settings/data-sources#companies.

Filings & events

Every record we hold on the company in one place: the event tape, the alerts on its filings, and its SEC filings.

• Events. SEC filings, Form 4 insider trades, congressional trades and FDA actions over the last 540 days, newest first: Date, Kind (coloured chip), Event. The bar gives the newest row's day; a Form 4 filed after it is not on the tape yet.
• Alerts. The latest 50 alerts on the company's filings: Filed, Severity (the house ladder chip, see Alerts), Alert, Type, Form and Score (0 to 100 at detection). Alerts come from our rules over SEC filing text; they describe what was filed and are not investment advice.
• SEC filings. The latest 30 filings on record: Filed, Form (chip), Accession number, and an "SEC" link.

Each list pages in its bar. Each panel has a sheet export of its rows.

For filings across all companies, use Equities filings; for all alerts, Alerts.

Supply chain view

Who the company sells to and buys from, as disclosed in SEC filings, with the quote from the filing behind every relationship.

• Sells to

  Customers by disclosed share of revenue. Each row: ticker (when the customer is listed), name, a bar of the disclosed share, the percentage and the fiscal period. Badges:

  • +N: N other companies we track also name this counterparty.
  • reciprocal: each side names the other.
  • mirrored: taken from the counterparty's own filing rather than this company's. A mirrored row never has a bar, because the filing states the share of the other company's revenue, not this one's; it shows that figure by name instead.
  • app store: a developer that sells through this company's app store.
  • public sector: a government or public body (never a listed company).
  • stale: the disclosure is more than a year old.
  • 10-Q: from a quarterly filing. "share not disclosed" means the filing names the relationship without a percentage.
• Buys from

  Suppliers; most are mirrored from the supplier's own filing.

• Concentration. Top-3 customer concentration (of disclosed revenue), the number of customers (excluding app store developers), app store developers, suppliers (with how many are mirrored) and the latest disclosure date.
• Shares counterparties with. Companies reached in two hops, through a counterparty both disclose, ranked by how many counterparties are shared. Not a sector peer group.
• Limits. The caveats on what filings disclose, and the source.

Click a row's name or bar to open the disclosure drawer: the verbatim quote from the filing, the form, filing date, the share of revenue, and a year-by-year history when there is one. Close it with "close" or by clicking outside. Sheet on Sells to opens every relationship in a spreadsheet.

Chart

The full interactive chart for the company inside the company page, so you keep the header, the rail and the keys.

This is the same chart as Kresmion Charts (/charts): intervals, scales, indicators, drawing tools and the Kresmion overlays (filings, earnings, insider trades and flows). It fills the window down to its bottom edge. The chart keeps its own keys; on this view / is the chart's symbol search rather than the ticker switcher, while [, ], , and . still work. When the window is narrow, the toolbar folds its interval and scale buttons and the drawing tools into a "More" menu. See the charts chapter for every control.

Chart controls stay on the page. Use , and . to step through your watchlist with a fresh chart for each company.

Community

What members have said about the company: their theses, recent board posts, and who has a resolved track record on it.

• Theses on <TICKER>. The latest six of the theses on record: date, member, the member's stated direction and timeframe (a neutral tag, because it is member speech, not a market move), the reasoning, and "right" or "wrong" once the thesis has resolved (hover for the move over the timeframe), otherwise its status.
• Recent posts on <TICKER>. The latest six board posts naming the company, with likes and replies.
• Who has a record on it? Members with resolved theses on the company: Resolved count and Right (share of resolved theses that were right).
• Post on the board. How theses work: a thesis states a direction and a timeframe and resolves against the price over that timeframe.

Supply chain graph

Seeing a company's disclosed customers and suppliers as a graph and following them hop by hop.

A full-window canvas titled "<TICKER> supply chain: Disclosed customer and supplier relationships, expandable hop by hop". This page sits outside the view rail. The company is the root card; customers and suppliers are cards on either side, and each further hop goes one column out. Card tints show the disclosed revenue share (the only figure the filings carry) and, separately, the ticker's latest daily price change, which is a fact about the ticker, not the relationship. Each card can show its counts: customers, suppliers, how many customer relationships carry a first-party percentage, top-3 and total disclosed customer concentration (capped at 100%), and the latest fiscal period. The valuation peer group can appear too; it is not a disclosed relationship.

The toolbar and right-click menu are the same as the supply chain explorer: Display (Ticker or Name), Show as (Graph or Table), flow (both, customers, suppliers), hops (1, 2 or 3), hiding mirrored edges, a minimum disclosed percentage, hiding counterparties with no disclosed percentage, and "Frame the whole graph". Click a card to expand its next hop. Right-click a card for Expand or Collapse, Load all (the counterparties a cap left out), Select, Isolate this branch, Hide this, Keep only selected, Hide selected, Show everything again, Make <TICKER> the focus, Add <TICKER> as a second root, and Open <TICKER>.

Filing detail

One SEC filing: what it is, whether it triggered alerts, what it says, and which numbers were extracted from it.

• Title strip. The ticker and form type, then the company name, the filing day and the accession number.
• Did it trigger alerts? Each alert on this filing: Severity, Alert (hover for its type) and Score (our rule score). "No alerts on this filing" otherwise.
• What does the filing say? An AI summary of the filing, with the model and prompt version in the bar. When there are several summary types, a switch picks between them. "AI summary pending" means it has not been written yet; summaries generate shortly after a filing is processed.
• Which numbers were extracted? Metric, Value (as reported in this filing), Ccy, Unit, Source (XBRL first, text matching as a fallback) and Conf. (extraction confidence, 0 to 1).
• Evidence excerpts. Verbatim passages from the filing with their type and section name.
• A filing still being processed shows two panels instead. What was filed? lists Form, Filed, Event date, the 8-K Items with their titles, the Exhibits named, and the verbatim opening of the first item (not a summary). Processing shows the status of alerts, AI summary, metrics and excerpts.

Page through excerpts with the arrows in the Evidence bar; page metrics in their bar.

Preview without an account

This public page shows the layout of the signed-in company page before you create an account. The main public company page is the research report, /research/<TICKER>.

Company dossier preview

Showing what the signed-in company page looks like before you create an account.

A banner reads "PREVIEW · SAMPLE DATA": every number on this page is made up for the preview, seeded from the ticker, and is not the company's real figure. Only the company name, sector and industry are real. The layout mirrors the company page: an identity strip with a sample price and 1D change, figures (market cap, price as of, latest filing, alerts), section pills (Price, Facts, Positioning, Fundamentals, Peers), a price chart with sample event markers, Latest events, Company facts, "Who is positioning in <TICKER>", four fundamentals mini charts, sample peers, and an "Unlock the live dossier" card. Every sample value carries a "sample" label. The page is not indexed by search engines.

Events and alerts

Kresmion runs detectors over every market it covers. When one fires it records an event: a dated fact with a symbol, an event type, a severity and a headline. Two families of events reach you:

• Events: detections across all five asset classes (equities, crypto, macro, forex, commodities), for example an unusual price move, a large on-chain transfer, a change in 13F holdings or a shift in prediction-market odds. They live on the Event feed and, for every past day, in the public Event archive.
• Filing alerts: events our rules find inside SEC filings (a going-concern paragraph, receivables growing faster than revenue, debt up while cash falls, a buyback announcement). Each one carries a score and its evidence. They live on Alerts and each opens as an alert page.

An event is a record of what happened, not a call. Every page in this group says so, and the direction an event carries is the sign the detector recorded, never a view on what to do.

The severity ladder

Every event and every filing alert has one of four severities. The same chip is used on every page:

How to read it:

• The label carries the meaning, the colour only reinforces it. Critical and High are two shades of the same red family in every theme, so the difference is carried by form: only Critical is filled. This holds in the colour-vision themes too.
• Low is grey on purpose. Green means an up move everywhere else on the site; a low-severity event is not good news, it is simply small.
• Severity describes how large and how unusual the event is, with risk weighted more heavily than good news. For filing alerts the severity comes from the alert's net score: an alert that records a negative development can reach Critical, while one that records a positive development (a buyback, a debt paydown) stops at High. So a Critical filing alert is always a risk event.
• Older spellings are folded in. A source that writes "crit", "med" or "moderate" is shown on the same four steps.

Use severity to choose what to read first, not as a ranking of companies. A Medium alert on a company you hold can matter more to you than a Critical one elsewhere; the watchlist filters on both pages exist for that.

Event feed

One screen that answers: what fired across every market in the last 7, 30 or 90 days, when, where, which events were the most severe, and how each event type has done historically.

• Title strip. "Events" with a context line: Every event type, every asset class · <scope> · <window> · events, not calls. Scope is "all markets", the asset class you picked, or "your watchlist".
• KPI strip (all over the current window and filters):
  • Events: how many events match.
  • Critical and High: the counts at those two severities, with the share of the set as a percentage.
  • Busiest class: the asset class with the most events, and its count.
  • Busiest day: the UTC day with the most events, and its count.
  • Latest: when the newest event was detected, in your local time ("Today 14:05", a weekday, or a date).
• When they fired. Bars per UTC day, stacked by Severity (CRIT, HIGH, MED, LOW) or by Class (each class in its menu colour: equities blue, crypto violet, macro indigo, forex green, commodities orange). Hover a bar for the day's total and its breakdown.
• What happened. The feed, newest first. Columns: Severity chip, Symbol, Class (EQ, CRYPTO, MACRO, FX, CMDTY), Event (the event type in plain words), Headline, Detected. On narrow screens Class and Event hide first. The panel header shows how many events the list holds; more rows load as you scroll, 50 at a time.
• Event detail (the panel beside the feed). Titled <SYMBOL> · <event type>. It shows the headline and the body text, then a facts list: Asset class, Severity, Event type, Direction (positive, negative or neutral: the sign the detector recorded, not a call), Strength (the detector's own unitless strength), Trigger and Threshold when the detector records them (the value that fired it and the line it crossed), Detected, Expires (or "no expiry"), and Track record 1d / 5d / 30d. The track record is the share of past events of this type and direction, over the trailing 90 days, after which the price moved in that direction; hover it for the sample sizes. "insufficient history" means there are not enough past events to score.
• By asset class. Horizontal bars of event counts per class over the window. When you have picked a class, this panel still shows all classes so you can compare.
• By event type. The top event types in the window with their counts. The small colour swatches before each name show which asset classes that type fires in.
• Critical and high. The most severe events of the window in one list, regardless of the day you picked. If you set the severity filter to Medium or Low, this panel says the filter leaves them out.
• Track record by type. For the event types in the rows loaded: Dir (pos, neg, neu) and hit rates at 1d, 5d and 30d (calendar days after the event). Types with fewer than 20 past events are left out. Past performance, not a prediction.
• Sources line at the bottom names where the events come from.

• Window (top right): 7d, 30d, 90d. Changing it clears a picked day.
• View: All or My watchlist. With an empty watchlist the page says so and shows every market.
• Asset class dropdown (feed header): All markets, Equities, Crypto, Macro, Forex, Commodities. Your choice is remembered in this browser for your next visit. Clicking a bar in By asset class does the same; click it again to clear.
• Severity dropdown: Any severity, Critical, High, Medium, Low.
• Search box ("Symbol, headline"): matches the symbol or any word of the headline.
• Pick a day: click a bar in When they fired to list only that day; click it again, or the <day> × button, to show every day.
• Pick an event type: click a row in By event type; the feed title becomes Events · <type>. Click again or press the <type> × button to clear.
• Pick an event: click a feed row, or a row of Critical and high, to show it in the detail panel. With nothing picked, the newest event is shown.
• Stack by: Severity or Class, above the day chart.
• The page refreshes itself every 5 minutes.
• Deep links. ?asset_class=crypto, ?severity=high, ?days=30 set the filters on arrival (a link's class wins over the one you saved). ?focus=<event id> (the link used by notifications and other pages) selects that event and pages forward to find it. If it is not in the window, a note says "The alert you followed is not in this window." with buttons Widen to 90 days and show all markets; if it is still missing, it may have expired.

Per-class event pages (Equity events, /crypto/signals, /macro/signals, /forex/signals, /commodities/signals) show the same events for one class in that desk's layout. To share a single event with someone who has an account, copy the link a notification gives you (it carries ?focus=); for someone without one, use the dated page in the archive.

Event archive

The public, day-by-day record of the events Kresmion detected across equities, crypto, forex, macro and commodities. It is the public counterpart of the signed-in Event feed.

• Header. "Cross-asset event archive" and a line saying how many days are archived, and what kinds of events they hold (unusual price action, on-chain whale transfers, 13F changes, OSINT reports, SEC filings), each with its source.
• Day list. One row per UTC day, newest first, with View events →. A day appears once at least one event was detected on it. The page is rebuilt every few hours.

Click a day. The breadcrumb at the top returns you to the home page.

To jump straight to a day, type its date into the address: /signals/archive/2026-10-15. Signed in, the Event feed with a picked day gives the same list with filters and detail.

Event archive day

Every event detected on one UTC day, grouped by asset class, so you can see what happened on a given date across markets.

• Header. "Kresmion event archive", the date, and "N cross-asset events across <classes>". When a Kresmion brief was published that day, a link reads "See also the Kresmion brief for <date>".
• One section per asset class (equity, crypto, forex, macro, commodity), titled with the class and its count.
• Each event card: the severity word (critical in red, high in amber, medium in yellow, low in grey), the event type, the symbol on the right, and the headline. The day shows up to 200 events, most severe first; withdrawn records and identical copies are left out.

Use the arrows at the bottom to step through days.

Equity links open the public research report, not the signed-in company page; signed in, use the company search or the Event feed for the workspace version (see Public and signed-in company pages).

Alerts

Answers: which SEC filings tripped one of our rules, how strongly, and what the evidence is. Every row is one rule firing on one filing of one company.

• Header. "Alerts", with "X of Y loaded alerts shown" and the keyboard hint (j, k to move). The page loads the latest 200 alerts. Without a filter, the list is mixed across alert types, so one very common type cannot fill it; with a filter it is ranked purely by score.
• Four severity cards. Critical, High, Medium and Low alerts, each with its count among the loaded alerts. See the severity ladder.
• Which alerts matter now? The table. The note says how many alerts are loaded and, if you have a watchlist, that watchlist names are shown first.
  • Score: the rule's score, 0 to 100. It is the sum of components (how far the measure exceeds the threshold, whether it is new against the prior filing, risky wording, how the figure was extracted, how recent the filing is); the alert page shows the breakdown.
  • Severity: the chip.
  • Ticker: the company.
  • Type: the rule that fired, in plain words, for example "Going-concern language", "Receivables vs revenue", "Debt up cash down", "Material weakness", "Buyback language", "Insider purchases", "Guidance raised" (wider screens). The All types dropdown uses the same names.
  • Alert: the alert's title.
  • Filing: form type and filing date (wide screens).
  • Confidence: a category label from the rule (wide screens).

• Severity: click a severity card, or use the Severity pills (All, Critical, High, Medium, Low). Click an active card again to clear it.
• Direction: All, Positive, Negative, Neutral. This is the sign of the alert's net score (a buyback is positive, a going-concern note negative), not a market call.
• Timeframe: All, Short, Medium: the horizon each rule type is designed around (for example liquidity wording is short, margin expansion medium). No rule type has a long horizon, so there is no Long option.
• My watchlist only (shown when you have a watchlist): keeps only your watchlist names. Without it, they simply come first.
• All types and All tickers dropdowns narrow to one rule or one company.
• Every filter is written into the address (?severity=, ?direction=, ?timeframe=, ?type=, ?ticker=, ?wl=1), so a filtered view can be bookmarked or shared.
• Keyboard: j or Down moves to the next row, k or Up to the previous one; hovering a row also selects it.

To read an alert in full, click its title: the alert page holds the facts and the evidence.

To review one company's filing history, pick it in All tickers, or use the company's Filings view. To see only new risk disclosures, set Severity to Critical and Direction to Negative.

Alert page

One filing alert in full: what the rule found, what our AI summary of the filing says, and the exact evidence (figures and excerpts) behind it. This is how to read an alert.

• Header. The alert title with its severity chip, then <TICKER> · <form> · filed <date>.
• Alert facts ("Kresmion rule output").
  • Score (0 to 100), Severity, Confidence (a category, or "not set"), Type (the rule code), Company, Form, Filed.
• What happened? ("Rule summary"): one paragraph written by the rule from the figures it compared. Read it first.
• What did the model say? ("AI summary of the filing"): each summary block shows its kind, the model and the prompt version, then the text. "AI summary pending." means the summary has not been generated yet; it appears automatically shortly after the filing is processed. The summary describes the filing; the figures come from the rule and the filing, never from the model.
• What is the evidence? ("Excerpts, score components and metrics behind the alert"), in this order:
  • Current filing and Prior filing: the figures the rule read from this filing and the one before it.
  • Change: the difference between them.
  • Relevant excerpts: "Excerpt 1 of N", the keyword that matched (highlighted in the text), and the passage from the filing.
  • Score breakdown: one bar per component (magnitude, novelty, text risk, confidence, recency) with its value, and the total.

How to read an alert, in practice: check the Form and Filed date (a 10-K note weighs differently from an 8-K), read What happened?, then confirm it in Relevant excerpts and the Current filing / Prior filing figures. A high novelty component means the language or figure was not in the prior filing; a high magnitude means the measure is far past its threshold.

If an alert surprises you, open SEC filing index and read the paragraph in context; the excerpt is cut to the matching passage.

Public company research

Every company Kresmion covers has two pages: a public research page that anyone can read without an account, and the signed-in company page in the workspace. This group covers the public side: the research directory, the per-company research page, the list of companies that no longer trade, and how the two sides connect.

Public research and the signed-in company page

The public research page /research/<TICKER> and the signed-in company page /companies/<TICKER> (Company page) describe the same company. We call the public page the company page's public twin.

• Public research page (no account): the company's name, sector, industry and last close; a dated one-sentence summary with its SEC EDGAR source; the five most recent events on the company; the largest reported 13F share positions for any reporting quarter; the ten latest SEC filings; research notes and daily briefs that mention the ticker; a comparison with its industry peers; related tickers; and a share card.
• Signed-in company page (free account): everything that needs an interactive workspace. The price chart with filing, earnings and insider markers, the full filing and event history, financial statements and the extracted metric history, capital structure and debt, positioning (insiders, Congress, 13F institutions, 13D/G filers and dealer gamma), short interest beside the valuation multiples, ownership and buybacks, valuation and percentile ranks, the supply-chain graph, the community thread, and the view rail with its keyboard shortcuts. None of this is on the public page.

• Signed out, you open a company page link (for example a /companies/NVDA link someone sent you): once the page has checked that you have no session, it replaces the address with /research/NVDA, keeping any query string and # fragment. You never see a login form for a company link. Inside an embedded panel this replacement does not happen.
• Signed out, on any other workspace page that has a public twin: the page shows a sign-in panel ("Sign in to open ...") with Create a free account and Sign in buttons, and below them "Free without an account:" followed by a link to the twin. For a company page that link reads "<TICKER> research report". Pages that hold your own data (portfolio, settings, alerts, messages, documents) never show a twin link.
• On the public research page: the "Company dossier" card near the top, and the "Follow <TICKER> on a live board" card at the bottom, carry one button. Signed out it reads Preview the <TICKER> dossier and goes to /preview/<TICKER> (Preview), a version of the company page with sample data. Signed in it reads Open the <TICKER> dossier and goes straight to /companies/<TICKER>.
• Inside a published research note: a link that the note's text points at a workspace page is shown, on the public site, as its public twin. A note linking to /companies/AAPL sends a reader to /research/AAPL; a link to /signals goes to /signals/archive. The stored note is never changed; only the link you click is.
• From the signed-in company page: Public page in the title strip opens /research/<TICKER>, so you can see what a signed-out reader sees.

Tip: the other two workspace pages that send a signed-out visitor to their twin are the events desk (/signals goes to /signals/archive, see Event archive) and the prediction markets desk (to /odds).

Company research directory

Find the public research page of any covered company, by ticker, by name, or by first letter.

• Header. "Company research", with three links underneath: How to read a 13F filing (a learn article), Explore insider clusters (the public insider clusters tool) and Companies no longer listed.
• Status line. Without a search: "<N> covered companies. Page X of Y. Each has non-option holdings from at least three tracked managers in the latest reporting quarter." That last sentence is the coverage rule: a company appears in the directory only when at least three 13F managers that Kresmion tracks reported a non-option position in it in the latest quarter. With a letter selected it reads "<N> companies starting with <L>". With a search it reads "<N> companies matching "<query>"", plus ", top N shown" when there are more matches than fit on the page.
• Company cards. 60 per page. Each card shows the ticker, the sector with a coloured square (one colour per sector, used across the public site so the same sector always wears the same colour) and the company name. During a search the matching part of the ticker or name is highlighted.
• Empty states. A search with no match says so and repeats the coverage rule; a company with fewer than three tracked 13F holders is not listed here even if a research page exists for it.
• Footer line. "SEC EDGAR · 13F filings · on-chain · events" names the data families behind the pages.

• Search box. Type a ticker or part of a company name. Results update as you type (after a short pause) and search the whole covered set, not just the page you are on. Press / anywhere on the page to jump to the box. The box also works with scripts off (it submits as a normal search).
• A to Z chips. All plus one chip per letter narrows the directory to tickers starting with that letter. On a phone the chips fold into a Filter button that opens a bottom sheet; the button shows "(1)" when a letter is active, and the sheet has a reset back to /research.
• Paging. Previous page and Next page at the bottom (not shown during a search). The page number is in the address (?page=N), so a page can be bookmarked.
• Clear search in the status line returns to the full directory.

If a company you expect is missing, open /research/<TICKER> directly: the research page can exist even when the company is below the directory's three-holder rule. A company that stopped trading is listed on Companies no longer listed, not here. Signed in, the faster route to a company is the Cmd-K palette or the Screener.

Company research page

One public page per company that answers "who holds it, what has it filed, and what has Kresmion recorded about it", each item linked to its source.

The page reads top to bottom in this order.

• Title. The company name (title-cased from the SEC's registered name) and the ticker in brackets.
• No longer listed notice (only for a company that stopped trading). "No longer listed." then the status (Deregistered with the SEC, Delisted, Acquired, Merged or Ticker retired), the date when recorded, the ticker it traded as, a Successor link when the company was merged or acquired into another listed company, and a link to All companies no longer listed. Everything below the notice is the company's history, kept as recorded.
• Alert me on new filings. A bell button that opens a small panel to set an alert on this ticker (new SEC filings or Form 4 insider trades). It lists the conditions you can choose, shows the current value ("Now: ...") and previews the rule as a sentence ("Alert when: ..."). Signed in, you choose delivery (In-app is always on; Email; Telegram once linked in settings) and press Create alert. Signed out, the panel offers Google or email sign-in and creates the alert as soon as you are signed in, then brings you back to this page. A number on the bell counts alerts you already set here.
• Fact row. Sector, Industry (only when it differs from the sector), Last price (the last close we hold, in US dollars) and As of (the date of that close).
• Compiler line. "Kresmion compiles this page from <TICKER>'s SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source."
• Summary block (only when 13F data exists, and only on the default quarter view). One dated sentence built from the figures on this page: how many tracked managers report the company in the latest quarter, and the latest SEC filing. "As of <date>" is the latest of three dates: this ticker's 13F holdings load, its latest SEC filing, and its latest event other than 13F-derived ones. The Source link opens the company's filing list on SEC EDGAR; Method and limitations opens /about/methodology.
• Company dossier card. "See the full <TICKER> dossier" (signed out) or "Open the full <TICKER> dossier" (signed in), with one button; see Public research and the signed-in company page.
• Active events for <TICKER>. Up to five of the most recent events from the last 180 days. Each card shows the severity (critical in red, high in amber, medium in yellow, anything lower in grey), the event type, the date and the headline. With none: "No recent events on <TICKER> in the last 180 days."
• Every event on <TICKER>, as it fires. A sign-up unit under the event cards (email or Telegram, no account needed). When more events exist than the five shown, it states the total recorded since a date and adds a disclosure of how they are spread: how many days the five shown landed on, how many other days the rest were recorded on, and, when institutional rows are the majority, how many of the total are institutional flow rows "which arrive in batches on filing days". Read a large total with that sentence: 13F rows land in bursts on filing days, not as a steady stream.
• Reporting quarter links. One link per quarter with 13F data for the company (format 2026Q2). Latest is this page; an earlier quarter opens its own page at /research/<TICKER>/q/<quarter>.
• <TICKER> positions held by the managers we follow (<quarter>). Up to 25 rows, largest first, from the managers Kresmion follows only (a fund outside that list, such as an index fund reporting on a 13G, is not in it). Manager / security: the fund name (a link to that 13F filing on SEC EDGAR, or to the manager's EDGAR page when the filing is not identified), a short Fund link when the manager is one of the funds we follow (/research/funds/<fund>), and the CUSIP and quarter under it; different share classes or securities of the same company are told apart by CUSIP. Market value: the reported value of the position at quarter-end, abbreviated ($K, $M, $B). % of reported value: the position's value over the manager's non-option reported value for that quarter, the same figure as on the fund page ("n/a" when it cannot be read). QoQ: the change against the manager's previous quarter, shown only when it is stored for that quarter. The note under the table states the limits: managers Kresmion tracks only, not a complete ownership ranking; non-option holdings only (reported puts and calls excluded); values are reporting-period snapshots, not current values; filings can arrive up to 45 days after quarter-end. A quarter with no rows says "No non-option holdings from tracked managers in this reporting quarter."
• Recent SEC filings, <TICKER>. The ten latest filings: form type (orange code such as 10-K, 8-K, 4), filing date, and an SEC EDGAR link that opens the filing on sec.gov in a new tab.
• Kresmion Research Notes on <TICKER>. Up to six published research notes tagged with this ticker, each with its date and title, plus All <TICKER> research notes.

• <TICKER> mentioned in Kresmion daily briefs. Up to ten daily briefs whose text mentions the ticker, as date chips. These two lists are hidden for a ticker that is also a coin or commodity name (for example a fund trading as BTC), because a note that says "BTC" is about the coin, not the company.

• <TICKER> against its peers. Shown only when the company has a peer group that passes the comparison rules. A sentence summarises the position, then a table: Metric, the company's value, Peer median, Percentile (where the company sits in the peer group, 0 to 100) and n (how many peers have a value). Hover a missing value for the reason it is missing. The note lists the peers, any peer left out and why, and the fiscal period. Every figure is one full fiscal year from one annual filing; nothing is trailing twelve months and nothing is converted between currencies.

• More data on <TICKER>. Links to the other public pages about the same company, each shown only when that page has data: its buyback authorizations (/tools/buybacks/<TICKER>), an insider Form 4 cluster (/tools/insider-clusters/<TICKER>), its relative value against peers (/tools/relative-value/<TICKER>) and, when it is the target of a pending deal, the merger-arbitrage board.
• Cite this data. How to cite the page: what the figures are, their as-of date, the upstream source and Kresmion's part.
• Related tickers. Up to six companies, chosen by overlap in 13F holders (managers that hold both), falling back to the same sector.
• Follow <TICKER> on a live board. A closing card with the same dossier button.
• Share. One control at the bottom. It opens: Post to X, Copy link, Download image, Open image (the company's intelligence card image: smart money composite, cross family confluence and the top current event) and Embed, which shows an HTML snippet that places the card image, linked back to this page, on your own site.

• Change the holdings quarter with the quarter links; an earlier quarter has its own address, /research/<TICKER>/q/2026Q1, so the view can be shared (older ?quarter=2026Q1 links forward there). A quarter not in the list returns "not found".
• An old or renamed ticker forwards permanently to the current one (for example /research/BK goes to /research/BNY). A company that stopped trading keeps its page under a retired ticker ending in .D, and its old ticker forwards there.
• A ticker we have no page for shows "Ticker not found" with links to the NVDA page and the latest brief.
• The page refreshes every few hours, so a filing from the last hour may not be listed yet; the signed-in company page reads live.

To see the holders a quarter or two ago (for example to compare before and after an event), use the quarter selector. For a company's complete filing history, its statements or the price chart, open the signed-in company page (Company page); the public page deliberately shows the latest ten filings only.

Companies no longer listed

Find a company that stopped trading (deregistered, delisted, acquired, merged, or a retired ticker) and open its kept history.

• Intro. Each company keeps its full history on Kresmion (filings, 13F holders, insider trades, prices up to its last session) under a retired ticker ending in .D, and its old ticker forwards there. The date and status come from the company's own SEC filings.
• Status legend. One coloured dot and count per status, then the total number of companies. Colours mark the status, consistently in the legend and in the table: Deregistered (gold), Delisted (orange), Acquired (blue), Merged (purple), Ticker retired (grey). A ticker is retired when it was mapped to the wrong company and has been withdrawn.
• Year sections. Companies are grouped by the year they stopped trading, with a count beside each year; companies without a recorded date sit under "Date not recorded".
• Table columns. Company (name, with the sector under it), Traded as (the last ticker it used), Status (coloured as in the legend), Date (the date it stopped trading, or "Not recorded"), Successor (the ticker of the company it became part of, or "None recorded") and Last price on file (the date of the last close we hold, or "None").
• Footer line. "SEC EDGAR forms 15 and 25 · 8-K · market data": the evidence behind each status. Form 25 is the notice of removal from an exchange; Form 15 is the notice that ends SEC registration.

The page has no filters; use your browser's find (Ctrl-F or Cmd-F) to search for a name or old ticker. Following an old ticker anywhere on the site (/research/<OLD>) forwards you to the company's current page automatically, so old links keep working.

A rename (the company still trades under a new ticker) is not listed here: the old ticker simply forwards to the new page. This list is only for companies that stopped trading.

Research notes and insights

Two public publications sit beside the company pages. Research Notes (/notes) are long-form, source-cited articles from Kresmion Research, tagged by theme and ticker. Insights (/insights) is the archive of the automated daily intelligence brief, one page per day. Both are public; the signed-in workspace has its own copy of the notes at Community › Research Notes.

Research notes

Read Kresmion's independent market analysis (macro regime, positioning extremes, notable filings, on-chain flows) and find notes by theme, ticker or month.

• Header. "Research Notes" with a description of how notes are produced: the daily note is generated from Kresmion data and published after automated checks; every figure is matched against the source value it came from and the text passes a content check; a note that fails is held for review. Under it: the number of notes and the date of the oldest ("<N> notes since <date>"), and links RSS feed, Daily Brief and Methodology.
• Lead story. The newest note, large: theme labels with colour squares (the kicker), the headline, a deck (subtitle), an opening excerpt, the date, the reading time ("N min read") and up to six ticker tags. A multi-theme note also shows a strip of its theme colours.
• Recent notes. The next three notes, beside the lead story, with kicker, headline, deck and date.
• Month sections. Every earlier note, grouped by month ("September 2026", with a count), each card topped with a rule in its lead theme's colour. Theme colours are categorical: they tell themes apart and never encode a reading of the data.
• Browse notes. Two chip rows above the stories. Themes: Macro, Institutional, On-chain, Positioning, Crypto, Commodities, Equities, Rates, Prediction Markets, Energy, Cross-asset, FX, Insiders (only those with notes), each with its colour square and note count. Tickers: the most covered tickers with their counts; the rest sit behind "+N more".

• Search. The box ("Search N notes") filters every note by words in the headline, deck, excerpt, themes, tickers, date or month name ("NVDA", "rates", "september"). Every word must match; headline matches and exact ticker matches rank first. Press / to focus the box, Escape or × to clear. The search is kept in the address (?q=), so a filtered view can be shared. With no match: "No note matches every word."
• Filters on a phone. Below tablet width the chip rows fold into a Filter button with a bottom sheet.
• Other languages. The hub also exists in Korean, Turkish, Chinese, Spanish, French and Arabic at /ko/notes, /tr/notes, /zh/notes, /es/notes, /fr/notes and /ar/notes (reached from the public menu or footer when the site is in that language; Arabic reads right to left). Dates and month names are in that language. A note that has a translation opens at /<language>/notes/<date>; one without opens the English original. A translated note has a link back to the English original, and an address for a translation that does not exist forwards to the English note.

The RSS feed is the simplest way to be told about each new note. To read every note about one company, use its ticker chip or the "All <TICKER> research notes" link on its research page.

Research note

Read one research note in full, with its sources, and move to the companies and notes it relates to.

• Header. All research notes (back link), the theme kicker, the headline and deck, then the date, reading time and "Kresmion Research". Under it: theme chips and ticker chips (a chip is a link only when its theme or ticker page has notes), the byline ("Published by Kresmion Research", with links to the editorial approach and the data methodology) and share buttons (X, LinkedIn, Reddit, Copy link).
• Body. The article text with its section headings. Links inside the text that point at signed-in workspace pages are shown as their public twins (see Public research and the signed-in company page).
• On this page. A table of contents of the note's headings, in a side column that stays in view as you scroll.
• Sources. The list of sources the note cites, under the body.
• Sign-up card. "Get the morning brief by email" (an email field) and "Or get live alerts on Telegram". Optional.
• Fine print. Kresmion publishes information, not investment advice, with links to the methodology and the latest financial news.
• Open live research (side column). One chip per company in the note that has a public research page: "Filings, institutional holders and signals, updated live."
• Related notes (side column). Up to four other notes that share the most themes and tickers with this one (shared tickers count double).
• Older note / Newer note at the end of the article.

Click a heading in "On this page" to jump to it. Translated versions of a note, when they exist, are at /<language>/notes/<date> and link back with "read the original".

Use the ticker chips in the header to follow a company across notes; use Open live research to check today's filings and holders behind a note's claims.

Notes by theme

Read every research note on one subject, such as Rates or Insiders.

• Header. "Research Notes · Theme", the theme name with its colour square, a one-line description, the number of notes and All research notes.
• Themes row. Every theme with notes, with counts; the current one is highlighted. On a phone it folds into a Filter (1) button whose sheet has an All notes reset.
• Stories. The same layout as the hub (lead note, three recent notes, month sections), limited to this theme and up to 60 notes. With none: "No research notes tagged <theme> yet."

Switch theme with the chips. Only the 13 themes listed under Research notes have a page; any other theme name returns "not found". Some wordings are merged into one theme (for example "prediction markets" and "prediction-markets"), so both reach the same page.

Theme pages have no search box; for a keyword within a theme, use the search on Research notes with both words (for example "rates september").

Notes by ticker

Read every research note about one company or asset.

• Header. "Research Notes · Ticker", the ticker, a one-line description, the number of notes, a link View <TICKER> filings and institutional holdings (only for a company with a public research page; crypto tokens and futures-style symbols do not get it) and All research notes.
• Tickers row. The tickers that appear in notes, most covered first, with counts; the current one is highlighted; 20 are shown and the rest sit behind "+N more". On a phone it folds into a Filter (1) button.
• Stories. The hub layout, limited to notes tagged with this ticker. With none: "No research notes about <TICKER> yet."

Notes are tagged by the authors, so a note that only mentions a company in passing may not be tagged; the hub search also matches tickers in a note's tags.

Daily briefs archive

Browse every published daily intelligence brief by date.

Header "Daily intelligence briefs", then "<N> briefs from <first date> to <last date>. Each brief is a daily synthesis of macro regime, top signals, OSINT events, and capital flow tape." Below, one row per date, newest first, with "Read brief". A brief is published on days when the data has something in it, so some dates are missing.

Scroll or use your browser's find to jump to a date.

The current day's brief in its fuller format is at /daily-brief (public) and, signed in, at Community › Daily Brief or Cmd-K BRIEF. This archive is the place to read a past day.

Daily brief by date

Read one day's automated brief and jump to the companies and events of that day.

• Header. "Kresmion daily intelligence brief" and the date. Three facts: Signals (how many events the brief covers), OSINT events (how many open-source intelligence events) and Also at, a link to that day's event archive.
• Share buttons. X, LinkedIn, Reddit, Copy link.
• Body. The brief's text: short lines are its section headings, the rest paragraphs.
• Tickers mentioned in this brief. Up to 30 tickers found in the text that have a public research page. Symbols that are also a coin or commodity (BTC, LINK, GOLD) are not linked, because in a brief they mean the coin or metal, not the same-ticker company.
• Date navigation. The previous (older) brief on the left, All briefs in the middle, the next (newer) brief on the right.

Pair a brief with its event archive day to see every event behind the brief's summary.

Where to find it

• See which companies had an event this week → Markets › Equities › Overview (Equities overview)
• Find the industries whose events lean most positive → Equities overview, "Industries by signal", sorted by Tilt
• List every company headquartered in one country → Equities overview, Countries panel
• See today's SEC filings, or only 10-Ks → Markets › Equities › Filings, form select (SEC filings)
• Find names where several independent sources agree → Equity events, "Several sources agreeing"
• See every critical equity event this week → Equity events, Severity Critical, Window 7D
• Map a company's disclosed suppliers and customers → Markets › Equities › Supply Chain (Supply chain explorer)
• Build and save a screen, with alerts on new matches → Tools › Trading › Screener, or Cmd-K SCR (Screener)
• Open a company's income statement, balance sheet or cash flow → Cmd-K NVDA FA, or /companies/<TICKER>/financials (Financials)
• See a company's bonds and maturity wall → <TICKER> DDIS (Debt)
• See insider trade clusters and buybacks → <TICKER> OWN (Ownership)
• See who holds a stock (13F, 13D/G, Congress) → <TICKER> POS (Positioning)
• Compare a company's multiples with its peers → <TICKER> RV (Valuation)
• Check whether a multiple is high against its own history → <TICKER> RANK (Percentile rank)
• Find a company's latest 10-K or 8-K → /companies/<TICKER>/filings, then click the row (Filings & events, Filing detail)
• Read the summary and extracted numbers of one filing → Filing detail
• See a company's customers and suppliers as a graph → /companies/<TICKER>/graph (Supply chain graph)
• Move to the next or previous company view → ] and [ on the company page (Company page)
• Preview the company page without an account → /preview/<TICKER> (Company dossier preview)
• See every event across all markets in the last 7, 30 or 90 days → Intelligence › Events › All events (Event feed)
• See what fired on a past date without an account → Event archive day
• Understand CRIT, HIGH, MED and LOW → The severity ladder
• Find SEC filings that tripped a risk rule → Alerts, Severity Critical
• Narrow alerts to your watchlist → Alerts, "My watchlist only"
• Read the evidence behind one filing alert → Alert page
• Read a company's public page without an account → /research/<TICKER> (Company research page)
• See who held a company in an earlier quarter → Company research page, reporting quarter selector
• Find a company that was delisted or acquired → Companies no longer listed
• Follow an old ticker after a rename → /research/<OLD> forwards to the current ticker (Companies no longer listed)
• Get emailed on new filings for a ticker → Company research page, "Alert me on new filings"
• Read all research notes on one theme → /notes/theme/<theme> (Notes by theme)
• Read all notes about a company → /notes/ticker/<TICKER> (Notes by ticker)
• Read research notes in another language → /fr/notes and the other language paths (Research notes)
• Read a past daily brief → /insights/<date> (Daily brief by date)