Find it

Two ways in. By task: look up what you want to do. A to Z: every page in the product, its address and who can open it. Each line jumps to the section that explains the page.

By task

Getting around: accounts, Home, menus, the command bar and settings

• Create an account → /auth/signup (Create an account)
• Sign in, or get back in after a session expired → /auth/login (Sign in)
• Reset a forgotten password → /auth/forgot-password (Forgot password)
• Resend the email confirmation link → the Confirm your email banner › Resend link (Banners)
• Undo an email change you did not make → the "This was not me" link in the notice sent to your old address (Undo an email change)
• Replay the guided tour → ☰ › Help › Take the tour, or the ? in the Classic top bar (The Home tour)
• Search for any ticker, page or dataset → ⌘K / Ctrl+K (Command bar)
• Open a company's financials in one line → Cmd-K, type FA AAPL (Command bar)
• See every function code → Function codes
• See every keyboard shortcut → Shift+? (Keyboard shortcuts)
• Get the full screen for a page → the full screen icon in the top bar (Top bar)
• Pin a page to the front of the menus → the star in the top bar (Favorites)
• Change which exchange's open/closed status you see → the settings button on the exchange pill (Market row)
• Add a price to the bar under the menus → + Add ticker (Market row)
• Change the clock's time zone → click the clock (Market row)
• Read your latest alerts → the bell (Notifications); all of them → /settings/alerts?tab=history
• Set a new alert → Settings › Alerts › New alert (Alerts)
• Pause alerts at night → Settings › Alerts › Delivery › Quiet hours (Alerts)
• Get alerts on Telegram → Settings › Alerts › Delivery › Telegram (Alerts)
• Choose daily or weekly event emails → Settings › Alerts › Delivery › Event email (Alerts)
• Hide, add or reorder Home panels → Home › Customize (Home)
• Switch Home between Terminal and Classic → the Terminal | Classic switch on Home, or /settings/home (Home settings)
• Filter Home's calendar by region or its filings to your watchlist → /settings/home (Home settings)
• Choose which panels your dashboard shows, by the markets you trade → My dashboard › Customize (Home)
• Keep several pages open and switch between them → the tabs in the glass bar (Tabbed navigation)
• Open a link in a background tab → Cmd/Ctrl-click or middle-click it (Tabbed navigation)
• Reopen a tab you closed → Alt+Shift+T, or Recently closed in the +N list (Tabbed navigation)
• See every page of one section → a start-page tile, or ☰ › Sections (Section pages)
• Find a page when you do not know where it lives → ☰ › All pages, /directory (All pages)
• Switch between the tabbed and the Classic navigation → Settings › Appearance › Navigation (Appearance)
• Collect evidence for a thesis → /boards (Evidence boards)
• Save a sentence you just read → select it, then Doc or Board (Selection toolbar)
• Read two pages side by side → /split or the Side by side button (Split view)
• Open a quick quote or trade calculator over any page → the ⊞ button (Widget dock)
• See everything about one company, person or agency → Show everything in its menu (Focus drawer)
• Find where a page's data comes from → the page's Sources link (Data sources)
• Switch to a light or colour-blind-safe theme → /settings/appearance (Appearance)
• Change your avatar, name or bio → /settings/profile (Profile)
• Change your password or email → /settings/security (Security)
• Create an API key or set up the Excel add-in → /settings/api-keys (API keys)
• Receive events at your own URL → /settings/webhooks (Webhooks)
• Connect an AI assistant, or disconnect one → /settings/connected-apps (Connected apps)
• Set a portfolio PIN or wipe the stored portfolio → /settings/portfolio (Portfolio encryption)
• Download a copy of your data → /settings/account (Account)
• Delete your account, or cancel a deletion → /settings/account (Delete account)
• Send us feedback → the Feedback pill at the bottom right (Feedback button)

Equities, companies, filings and events

• 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)

Macro, rates, capital flows and FX

• Find today's risk-on / risk-off regime and the factor driving it → Macro overview
• Find the Fed decision odds for the next FOMC meetings → Macro overview
• Find what CPI or payrolls printed against the forecast, and how markets moved after → Macro calendar
• Find which assets move together or opposite over 30, 60 or 90 days → Correlation matrix
• Find a country's risk premium compared with its region → Country risk
• See what happened in a country in the last 30 days, official and reported → Country page, Events.
• Follow a country's official records in a digest → Country page, ☆ Watch (then My list).
• Find a country's sovereign credit ratings and 10-year spread over the Bund → Country page
• Find net Fed liquidity, reverse repo and bank reserves → Liquidity
• Find open prediction markets on rates, inflation or growth → Macro prediction markets
• Find the latest detector events on yields, volatility or global indices → Macro events
• Find who exports a product (for example semiconductors) to which country → Global trade map
• Find the policy rate of any central bank and when it last moved → Central bank policy rates
• Find where SOFR and fed funds sit inside the Fed's target range → Money markets
• Find the next FOMC decision date and how markets price it → Fed hub
• Find the policy rate path implied by fed funds futures → Fed hub
• Find Italy's or France's 10-year spread over the Bund → Sovereign spreads
• Find whether US data is beating or missing consensus → Economic surprise index
• Find today's risk-on or risk-off regime without an account → Macro regime (public)
• Find a country's GDP growth, inflation or government debt → Economic statistics
• Compare one statistic across several economies → One series
• Find where futures speculators are most stretched against their own history → COT positioning (sort by |z|)
• Find which futures markets last hit a positioning extreme → Capital flows overview
• Find which funds hold a stock on their 13F → Institutional holdings (13F) (type the ticker)
• Find one fund's largest 13F positions and quarter-on-quarter changes → Institutional holdings (13F)
• Find which country holds the most US Treasuries, and who sold last month → Foreign holders of US Treasuries (TIC)
• Find central bank policy rates that just changed, across countries → BIS statistics
• Find countries with a high credit-to-GDP gap or debt service ratio → BIS statistics
• Find a past day's automated Daily Brief → Daily Brief archive (signed in) or Daily Brief (public)
• Find every research note that mentioned a ticker or theme → Research Notes (search or theme filter)
• Find today's biggest currency moves against the dollar → Forex overview
• Find the next high-impact release for a currency, with a countdown → Forex calendar
• Find a currency's issuing sovereign risk premium and policy rate → Currencies by issuer
• Find FX events the detector raised today → Forex events
• Find every pair's 1D to 1Y move at the ECB reference rate → FX monitor
• Find where speculators sit in euro or yen futures against three years → FX positioning
• Find which central banks are hiking or cutting over 12 months → Central banks by currency
• Find a central bank's rate history and next decision odds → Central bank page
• Find each currency's policy-rate gap to the dollar or the euro and carry per unit of volatility → Rate differentials and carry
• Find how a pair has moved in each calendar month since 1999 → FX seasonality
• Find whether a pair's volatility is high against its own year, and which currencies move together → FX volatility and correlation

Crypto and prediction markets

• See today's biggest crypto gainers and decliners → Crypto overview, Top movers (g then c)
• Check BTC dominance or the Fear & Greed index → Crypto overview, KPI strip
• See liquidations by hour over the last 24 hours → Crypto overview, Liquidations 24h
• Compare funding rates across venues → Crypto overview, Funding by venue
• Read BTC funding history, open interest or the long/short split → Crypto derivatives
• See BTC or ETH options skew, max pain or the put/call ratio → Crypto derivatives, Options
• Find yesterday's net flow into US spot Bitcoin ETFs → Crypto ETF flows (Cmd-K ETF)
• See which ETF issuer holds the most assets → Crypto ETF flows, AUM by issuer
• Find large transfers into one exchange today → Whale transfers (Cmd-K WHALE), Direction and Exchange filters
• Get alerted when a wallet moves funds → Whale transfers, Your wallet watches
• See how much each exchange holds on chain → Exchange holdings
• See large BTC, ETH, USDC or USDT flows into or out of exchanges without an account → Exchange flow
• See which exchanges and chains the flow data covers → Exchange flow, Data coverage
• Find crypto questions on Polymarket and their odds → Crypto prediction markets
• See active crypto threshold events → Crypto events
• Read the latest crypto headlines → Crypto news
• Find the top Solana pools or the most traded tokens on Solana → Solana DEX
• Check the slippage of a large swap on Ethereum → Ethereum DEX, Trade cost
• See which token unlocks next → Token DD (/crypto/tokens)
• Check a token's unlock schedule and holder concentration → Token DD page, /crypto/tokens/<SYMBOL>
• Learn what a YES price of 62% means → How to read prediction markets
• See every open prediction market and what moved → Prediction markets hub (Cmd-K ODDS, g then x)
• Find a specific prediction market by keyword → Cmd-K (type 3 or more characters), or the hub's search box
• See the biggest 24h or 7d repricings → Market movers (g then y)
• See markets opened in the last 48 hours → Market movers, New listings
• Read one market's price history, order book and resolution rules → Market page
• See what a $10K trade would cost on a market → Market page, How deep is the book?, Cost tab
• See who traded a market and the largest fills → Market page, Who traded it?
• Compare Polymarket and Kalshi on the same question → Divergence scanner
• See which markets close in the next two weeks → Resolution calendar
• Check how well past prices matched outcomes → Crowd calibration
• See the most active prediction-market wallets → Most active wallets
• Look up one wallet's trades and holdings → Wallet profile
• Browse live odds without an account → Public odds, /odds
• See how a settled market resolved and its price path → its public market page, /odds/<market>
• Set an alert when a market crosses a level → Public market page, Alert me on this market
• See Senate and House control odds → 2026 midterms board
• Screen live markets by move and volume without an account → Prediction market screener

Futures, commodities, positioning and options

• See what futures did at the last settle → Futures overview, Markets › Futures › Overview
• See only grains, softs and livestock futures → Commodity futures, Agriculture board
• See equity index, Treasury, currency or bitcoin futures → Financial futures
• Open one contract's chart, volatility, season and positioning → Futures contract, /futures/<ROOT> (for example /futures/GC)
• Find which futures markets are in contango or backwardation → Futures curves, the Contango and Backwardation KPIs
• Read one delivery month's settles and its spread to the front → Delivery-month contract, from the Delivery months panel of the curve page
• Find the steepest contango or deepest backwardation → Futures curves, the two extreme KPIs
• See how a curve has changed over the last day, week or month → Futures curves, the dashed 1W and 1M curves and the Chg column
• Get an alert when a curve's front to next spread crosses a level → Alert on Futures curves or on a contract page
• See when the next EIA report or Fed decision is due and how the last one compared with consensus → the Next print line on a contract page, or the EIA prints line on Commodity inventories
• Find futures with unusually quiet realised volatility → Futures volatility, Most compressed
• Check whether the VIX curve is inverted → Futures volatility, VIX / VIX3M and Volatility term structure
• See how a contract has done in this calendar month historically → Futures seasonality, the month rank, or the Season group on the contract page
• Find the next first notice day or last trading day → Roll calendar, or the Roll column on the futures overview
• Look at futures curves without an account → Contango and backwardation monitor, /tools/futures-curve
• Get an alert when a curve flips between contango and backwardation → Alert me on the public curve monitor
• Read live commodity quotes and the gold/silver ratio → Commodities overview (Cmd-K CMDTY)
• Find where speculators are stretched in commodity futures → Commodity data, sorted by |z|, then COT positioning
• See the latest commodity detector events → Commodity events
• Compare US crude or gas stocks with the usual level for the week → Commodity inventories, vs 5y
• Read CFTC positioning without an account → CFTC COT positioning, /tools/cot-positioning
• Set an alert when speculators reach a 3-year extreme in a market → the bell on CFTC COT positioning
• See how primary dealers are positioned in Treasuries → Primary dealer positions
• Find stocks whose short-sale share of volume is unusual for them today → Off-exchange short volume, ordered by deviation
• Read one symbol's short-volume history → Off-exchange short volume, signed in, click the row
• Find the most shorted stocks against their float → Short interest, rank by % of float, or the Crowded ranking
• Find shorts that have built or covered the most since the last settlement → Short interest, Builds and Cover rankings
• Filter short positions by crowded float and price moving against shorts → Short interest, Pressure conditions
• See the headline options readings of the last session → Options overview, Markets › Options › Overview
• Find which names have implied volatility near the top of their range → IV rank
• See a name's implied volatility level and one-day change → IV rank, signed in
• Read the universe put/call ratio and its history → Put/call ratios
• Find a name's max pain for each expiry → Max pain, click the row
• See option contracts that traded far above their open interest → Unusual options activity
• Find the zero-gamma flip level for SPY → Greeks exposure, GEX tab (Cmd-K GAMMA)
• Find a name's call and put walls → Greeks exposure, GEX tab, signed in
• Read the ATM implied volatility term structure and 25-delta skew → Greeks exposure, VOL tab (Cmd-K VOL)
• Compare implied and realised volatility for a stock → Greeks exposure, VOL tab, Implied against realized
• Compare earnings straddle-implied moves with what happened → Greeks exposure, EARN tab, signed in
• See the probability options imply of finishing above a level → Implied probability
• Learn what GEX, walls, IV rank, skew, put/call and max pain mean → How to read options data

Analysis tools

• See which asset class led over the last month → Tools › Cross-Asset & Macro › Market Rotation, window 1M (Market rotation)
• See which coins, currencies or commodities lead their class → Market rotation, the class tab, Bars or Quadrant (Market rotation)
• Check whether defensive or cyclical sectors lead → Sector rotation, Leadership line (signed in: Cyclical minus defensive KPI)
• Find the most unusual one-day moves for each asset's own volatility → Relative strength, sort by Rank (1D z)
• Chart the ratio of two assets → Relative strength, open a row, Compare with... (Relative strength)
• Find asset pairs whose correlation broke down → Correlation regime
• See the strongest and weakest major currency today → Currency strength
• See how far an asset sits below its all-time high → Drawdown tracker, Jump to
• Browse every free public tool → Tools hub, /tools
• See whether the US yield curve is inverted → the badge on the public yield curve page, or the US 2s10s KPI signed in (Yield curves)
• Compare today's Treasury curve with the curve on any past day → US curve panel, Now vs then, date box (signed in) (Yield curves)
• List every past 2y/10y inversion and how long it lasted → Inversions panel (Yield curves)
• Rank government 10-year yields or their spread over the Bund → Sovereign 10Y panel (Yield curves)
• Set an alert on the 2s10s spread → the bell beside the inversion badge (public) or in the title strip (signed in) (Yield curves)
• See how SPY or Treasuries usually moved after CPI releases or Fed holds → headline matrix (Macro event impact)
• Inspect every past Fed decision behind a statistic, with its 2-year yield surprise → Every instance table (signed in) (Macro event impact)
• Find past days whose macro regime looked like today's → Historical regime analogs
• Check how the latest 10-year note auction ranked on bid-to-cover → auction table (Treasury auctions)
• See how much Treasury debt matures within a year → Debt maturing within 12 months KPI and the maturity ladder (Treasury auctions)
• Compare a company with its industry peers → Relative value (RV <TICKER>)
• See where a stock's P/E sits among its peers → EQRV (EQRV <TICKER>)
• Work out whether a deal adds to or dilutes EPS → Merger calculator (MRGC)
• Find pending takeovers and their spreads → Merger arbitrage board (MARB)
• See the market-implied odds a deal completes → Merger arbitrage board, Polymarket and Options-implied columns
• See how much a company spent on buybacks → Buybacks for one company (BUYP <TICKER>)
• Check whether a company's share count actually fell → Buybacks for one company, Net change column
• Find which listed companies filed a 13D or 13G on a stock → Buybacks for one company, graph
• Find stocks where several insiders bought at once → Insider clusters
• See past insider clusters on one company and what followed → Insider clusters for one company
• Spot unusually large trades by members of Congress → Congressional trade anomalies
• Size a trade from account risk and a stop → Tools › Trading › Position Calculator (Position size calculator)
• Find which semiconductor trade corridor moved most unusually last month → Tools › Supply Chains › Semiconductor Supply Chain, Movers (Semiconductor supply chain)
• Find where a company's fabs are on a map → Semiconductor supply chain › Facilities › Map (Semiconductor supply chain)
• See export-control actions dated around the chip chain → Semiconductor supply chain, Risk › Policy (Semiconductor supply chain)
• List one politician's trades, or the biggest contract awards, with filters → Tools › Trading › Ask the Data (Ask the Data)
• Generate a PDF deep dive on one ticker → Tools › Trading › Report Generator (Report Generator)
• Get a Portfolio Risk report emailed every week → Report Generator, Email schedules (Report Generator)
• Compute a portfolio's 1-day VaR or a correlation matrix → Data › Models & Data › Risk Models (Risk models)
• Download the Excel add-in templates → Cmd-K XLTP, bottom of Risk models (Risk models)
• Rerun or rename a saved VaR setup or peer set → Data › Models & Data › Saved Models (Saved models)

Intelligence: the feed, OSINT, news, insiders and alternative data

• See what happened today on the names you follow → Intelligence feed, /intel/feed, with the Watchlist toggle on.
• Share a congress trade or insider cluster with someone who has no account → Smart Money Feed, /feed, card menu ⋯ › Share.
• Subscribe to congress, insider, whale and fund disclosures in a feed reader → /feed/feed.xml (Smart Money Feed).
• Read what Telegram channels are reporting right now → OSINT, Telegram pill.
• Check how many independent sources carry a news story → OSINT, the Status column (Confirmed (N)), or Confirmed only.
• Read only the OSINT stories with an official record or two independent sources → OSINT, Confirmed only.
• Find out whether a headline you saw has an official record → Check a claim, Cmd-K CHECK, or Check this claim on an OSINT story.
• Be told when an official record of a claim appears → Check a claim, Follow this claim.
• See what changed in the latest FOMC or ECB statement → Official wire, Statements, then the reader's redline.
• Follow a country, an agency, a topic or a place, and see what reached it since your last visit → My list, Cmd-K LIST (menu 🔒 Portfolio › My list).
• Get a daily or weekly digest of the official records on what you follow → My list, Digest and alerts.
• Read only the official records about one country → Official wire, By country, or All on the country page's Events panel.
• See what reached the wire since you last looked → Official wire, Since your last visit (new items are marked New).
• Find which companies have subsidiaries, suppliers or customers in a country an official record names → the record's item page, Linked in filings and facilities (Official wire).
• Find the chip plants and other tracked sites near an earthquake → the quake's item page, Within 300 km of the epicentre (Official wire).
• Share an official record with someone who has no account → the record's item page, Public page ↗ (Official wire).
• Read tomorrow's US federal rules today → Official wire, Tomorrow.
• See what Kresmion corrected, or what a publisher changed after release → Corrections, Cmd-K CORR.
• Know whether a headline's wording is ours or the source's → OSINT: every row with the External report badge is the source's own text.
• Find themes where several kinds of evidence line up → Linked events, /intel/compound-signals.
• Read the morning's cross-source stories → Morning Brief, /intel/narratives.
• See the headline reading of every alternative data source on one screen → Alternative data overview, /intel/overview.
• See which stocks members of Congress traded this month → Congress trades, Cmd-K CONG, period 1M.
• See every House trade in one ticker → Congress trades, search the ticker, read the detail panel.
• Find which member of Congress trades the most → Politician trading activity, /intel/congress/politicians.
• Find executives buying their own company's stock → Insider trades, Cmd-K INSDR, Tag "Net buying".
• See who filed a 13D stake with activist intent → Activist investors, Classification "Activist".
• Read the Item 4 purpose statement of a 13D → Activist investors, detail panel, Item 4 tab.
• Find this quarter's biggest earnings misses → Earnings, Order "Largest negative surprise".
• See who reports earnings next week → Earnings, Upcoming reports, 7D.
• Find recent FDA approvals and rejections → FDA and clinical trials, Kind column (Approval, CRL).
• See which late-stage trials complete soon → FDA and clinical trials, What is next.
• Find a company's outstanding bonds by currency and maturity → Bond screener, Cmd-K SRCH, Outstanding tab.
• See newly filed corporate bond deals → Bond screener, New issues tab.
• See which IPOs are on file and which just priced → IPOs and offerings, Cmd-K IPO.
• Find upcoming IPO lock-up expiries → IPOs and offerings, signed in, Lock-up expiries panel.
• See which underwriters led the most IPOs → IPOs and offerings, signed in, Underwriter league.
• Check whether a company is hiring or cutting jobs → Job postings and layoffs, Hiring or Layoffs view.
• Find layoffs confirmed by both an SEC filing and a public tracker → Job postings and layoffs, Layoffs, Source "SEC + FYI".
• See which companies won federal contracts → Government contracts, /intel/contracts.
• Check the high-yield credit spread band → High-yield credit spread, /intel/hy-spread.
• See which tickers Reddit is talking about → Reddit mentions, /intel/reddit.
• See which search terms are gaining interest → Search trends, Tag "Rising".
• Check the Baltic Dry Index and container rates → Shipping and freight, /intel/shipping.
• Find events from earnings call transcripts or careers pages → Website intelligence, Source select.
• Find crop regions under unusual water stress → Environmental monitor, Active anomalies.
• See storms, freight lanes and chokepoint transits on a map → Physical Intel Map, /intel/physical (keys g p).
• Check whether a Suez or Hormuz transit count has fallen → Physical Intel Map, Chokepoint transits panel.
• See weather events in cocoa, coffee or grain regions → Weather impact, Cmd-K "weather".
• Track mentions of the yuan in trade settlement reports → De-dollarization tracker, currency CNY.
• Find SEC filings that disclosed a going concern warning → Company events, /news/overview, tab "Going concern".
• Read the latest macro headlines → Macro headlines, /news/macro.
• Read the latest crypto headlines → Crypto headlines, /news/crypto.
• Search World Bank papers on a country → World Bank research, /news/research.
• Find out why the daily brief is missing → AI status, from the Daily brief card's AI status link.

Your workspace: portfolio, watchlist, documents, charts and community

• Set up or unlock your encrypted portfolio → any 🔒 Portfolio tab (Unlocking your portfolio)
• Understand what happens if you forget the portfolio password → Unlocking your portfolio › If you forget it
• See your portfolio's total value, today's change and cash → 🔒 Portfolio › Overview, /portfolio, Cmd-K PORT (Overview)
• Add a position by hand → 🔒 Portfolio › Holdings › Add position (Holdings)
• Record a buy, sell, dividend or deposit → 🔒 Portfolio › Activity › Add transaction (Activity)
• Import trades from your broker or exchange CSV → 🔒 Portfolio › Activity › Import CSV (Activity)
• Compare your return with SPY, QQQ, ACWI, BTC or a 60/40 mix → 🔒 Portfolio › Analytics, g r (Analytics)
• Find which holdings added or took away the most return → Analytics › Contribution (Analytics)
• See your volatility, beta, drawdown and 1-day VaR → Analytics › Risk (Analytics)
• See how your asset mix fared in past risk-off regimes → Analytics › Stress (Analytics)
• Track a public crypto wallet address → 🔒 Portfolio › Wallets › + Add wallet, g v (Wallets)
• Download a PDF statement of your wallets → 🔒 Portfolio › Reports (Reports)
• Download a wallet report again → 🔒 Portfolio › Reports › Recent reports › Download (Reports)
• Rename a tracked wallet, or stop tracking it → its wallet page › Rename / Stop tracking (Wallet detail)
• Share your portfolio's allocation as a link, or revoke one → Portfolio Overview › Share (Overview)
• Share a spreadsheet as a read-only link → an open sheet › Share (Spreadsheet)
• See which portfolio alerts were sent to you → 🔒 Portfolio › Alerts, g a (Alerts log)
• Add or remove a ticker, coin, pair, future or index from your watchlist → 🔒 Portfolio › Watchlist, g w, or ☆ Watch on its page (Watchlist)
• See the latest filing events on the companies you follow → Watchlist › Filing signals · equities (Watchlist)
• Find every file you own (docs, sheets, boards) → Documents, the document icon in the top bar
• Find a file by the ticker it names → the filter on Documents (press /)
• Preview a file or folder without opening it → Space on it in Documents (Quick Look)
• Keep a file or folder one click away → P on it, then Pinned in the sidebar (Pinned files)
• Select several files with the mouse → drag on empty space in Documents
• Start from a ready sheet, doc or board → the empty Documents page, or New › From a template
• Start a research memo or earnings notes from a template → Docs › Start a doc
• Import a Word or Markdown file as a doc → Docs › Import
• Put a live price or prediction odds inside a note → Doc editor › Live value (or type /live)
• Get back an earlier version of a doc → Doc editor › History
• Pull a live price or 13F holder count into a spreadsheet cell → Live sheet functions
• Import a spreadsheet of tickers into your watchlist or portfolio → Spreadsheet › Import a file
• Download a sheet as Excel → Spreadsheet › .xlsx
• Open a chart for any ticker, coin, pair or future → Open a chart, /chart
• See a stock's TradingView chart with its short interest and filing events → /chart/equity/<TICKER> or Cmd-K CM <TICKER> (Asset chart page)
• Compare two symbols on one chart → Compare… on the Asset chart page, or Compare (key c) in Kresmion Charts
• Put insider trades, filings or 13F changes on a price chart → Kresmion Charts › Overlays
• Write your own indicator → Kresmion Charts › Indicators › Write a KresmScript
• Watch four assets side by side → Multi-chart, Cmd-K CHART
• Scan your watchlist as small charts and sort by best performer → Lots of Charts, Cmd-K LOT
• Post in a market channel or reply to a post → Forum, Forum post
• Publish a dated call on an asset and have it scored → Forum › Theses (Forum)
• See only posts from people you follow → Forum › Following (Forum)
• Find members who watch the same tickers as you → Discover people
• See who you follow, who follows you, and who you can message → Contacts
• Check a member's thesis accuracy → their profile, /community/user/<username> (Member profile)
• Edit your display name, bio or website, or replay the tour → your profile › Edit Profile (Member profile)
• Message a mutual follow or start a group chat → Messages
• Read an alert Kresmion sent you, or mute its source → Messages
• Open a portfolio mix someone shared → Shared portfolio composition

Public pages, learning and the API

• Learn what Kresmion is in two minutes → / (Landing page)
• Read the public site in French, Spanish, Korean, Turkish, Chinese or Arabic → the language pill in the header (Languages)
• Search for a ticker or page without an account → Search or ⌘K on a public page (Search on the public site)
• Stop the email card from appearing → No thanks, just browsing (Sign-up card)
• Get the next research note by email → the sign-up card or the card under an article (Sign-up card)
• Find out how a number is computed → /about/methodology (Methodology)
• Check how often a source updates → Methodology › Update frequencies, /about/methodology#update-frequencies
• See who publishes the research and how to ask for a correction → /about (About)
• See the plans Kresmion moves to when billing opens → /pricing (Pricing)
• Report a wrong number or a bug → /support, email inquiry@kresmion.com (Support)
• Read central bank and regulator headlines → /newsroom, Cmd-K NI (Newsroom)
• Find an explainer on a concept (gamma, 13F, yield curve) → /learn, Cmd-K LEARN (Learn library)
• See today's value of what an explainer explains → the Current reading box or See it live on the article (Learn article)
• Download this guide as a PDF → /guide › Download the PDF (User Guide)
• Link someone to one section of this guide → /guide/<chapter>#<section> (User Guide chapter)
• Read the Terms, Privacy or Accessibility statement → the footer (Legal pages)
• Read the rules for using the API → /api-terms (API terms)
• Connect Claude or ChatGPT to Kresmion → /developers#connect (Connect Claude or ChatGPT)
• Disconnect an assistant → /settings/connected-apps (Connected apps)
• Get an API key → /settings/api-keys (API keys)
• Make a first API call → /developers#quickstart (REST API)
• Look up an endpoint and its parameters → /developers#reference (REST API)
• Know the monthly and per-minute API limits → /developers#limits (Rate limits)
• Lock a key to your server's IP address → API keys › Restrict to specific IPs (API keys, Rate limits and key rules)
• Understand an API error → /developers#errors (Errors and attribution)
• Know which credit line to show with FINRA or sovereign spread data → /developers#attribution (Errors and attribution)
• Find the id a route expects for a company or series → GET /v1/search?q= (Errors and attribution)
• Receive whale transfers or regime changes at your own server → /settings/webhooks (Webhooks)
• Verify a webhook signature → /developers#webhooks (Webhooks)
• Add Kresmion to Claude Code or Claude Desktop with a key → /developers#mcp (MCP server)
• Run the MCP server on your own machine → /sdk/kresmion_mcp.py (Local stdio server)
• Use Kresmion from Python → pip install kresmion (Python SDK)
• Pull live values into Excel → the manifest at /excel-addin/manifest.xml (Excel add-in)
• Find which field or Excel function carries a number → /developers/fields (Field registry)
• Open a portfolio someone shared with you → their /share/<token> link (Shared portfolio composition)
• Find the public research, notes, briefs, odds and tools pages → Other public pages

Every page, A to Z