01 · overview
Overviews 10 tools live · 8 landing · In every plan
resolve
any company, person, investor or fund name → canonical ids
Live
get_company_profile
one-call signal snapshot: classifiers, 8-Ks, insiders, price
Live
catalyst_calendar
what's coming, with confidence scores
Live
upcoming_earnings
confirmed vs projected report dates
Live
earnings_surprise_history
surprise history with the day-1 move
Live
compare_companies
signal profiles of 2–5 companies side by side
Live
company_snapshot
the Console snapshot in one call — cap, ownership mix, short interest
Landing
get_filing
open any filing or exhibit by accession, as text
Landing
company_people
the current officer and director roster
Landing
02 · filings
News, Research & Filings 10 tools live · 4 landing · In every plan
semantic_search
filing sentences by meaning, not keywords
Live
search_classifiers
find the right theme among 529 classifiers
Live
get_sentences
the exact sentences that triggered a signal
Live
screen_companies
cross-company screen on signals and 8-K items
Live
sections_ipo_screen
the IPO pipeline
Live
sections_ipo_risk_factors
prospectus risk factors, extracted
Live
company_filings
a company's filings with their classifier tags
Landing
company_news
news as extracted events with the facts as tags
Landing
The News, Research & Filings page — demo, prompts and details →
03 · ownership
Ownership 23 tools live · 13 landing · Add to plan
holders_combined
one register: 13F + 13D/G + Form 4, split-restated
Live
thirteenf_holders
top institutional holders with quarter-over-quarter action
Live
thirteenf_position_history
a manager's multi-year trail in one name
Live
thirteenf_smart_money_consensus
net notable-fund buying in a name
Live
insiders_of_company
Form 4 flow for one company
Live
insider_cluster_screen
clustered open-market insider buys
Live
short_interest
% of float, days to cover, settlement date
Live
fund_equity_holders
N-PORT funds holding a name
Live
ownership_summary
the Console Ownership Summary in one call
Landing
insider_track_record
the buyer's history: do their buys work?
Landing
04 · activism
Activism 1 tool live · 2 landing · Add to plan
search_activist_positions
campaigns and >5% stakes, with intent and tone
Live
activism_campaigns
the Console campaign timeline in one call
Landing
company_proxy_votes
how the holders actually voted
Landing
05 · credit
Credit & Debt 12 tools live · 2 landing · Add to plan
tranche_bond_card
one bond, one card — terms, marks, holders
Live
tranche_bond_holders
the funds holding a tranche
Live
tranche_issuer_debt
an issuer's full debt stack
Live
tranche_refi_screen
maturity walls and refinancing pressure
Live
tranche_widest_held
the most widely held bonds
Live
credit_bdc_loan_book
BDC loan portfolios
Live
credit_borrower_financing_history
every raise in a borrower's history
Live
tranche_bond_price_dispersion_screen
where funds disagree on marks
Live
bond_yields
yields and spreads, Console-matched
Landing
06 · private
Private Capital 5 tools live · 3 landing · Add to plan
mars_funding_search
rounds by sector, stage, size and date
Live
mars_funding_history
a company's full raise history
Live
mars_form_d_flow
Form D raises as they are filed
Live
mars_investor_portfolio
who an investor backs, and when
Live
mars_private_credit_flow
private credit deals and lenders
Live
company_private_capital
the Console private-capital page in one call
Landing
07 · advisers
Advisers (ADV) 7 tools live · 5 landing · Add to plan
adv_manager_profile
one adviser, the full ADV read
Live
adv_manager_fees
fee structures, AI-extracted and labelled
Live
adv_manager_raum_trend
assets over time
Live
adv_raum_decliners
who is losing assets fastest
Live
adv_screen_managers
screen the register by size, type, state
Live
adv_manager_disciplinary_detail
Item 11 events, in detail
Live
adv_manager_people
the people behind the firm
Live
adv_private_funds
the private funds an adviser runs
Landing
08 · graph
Capital Graph 7 tools live · Add to plan
graph_entity
one node: everything attached to it
Live
graph_neighbors
who sits one hop away
Live
graph_path
how two entities connect
Live
graph_ledger
flows along the edges
Live
graph_aggregate
roll-ups over a neighborhood
Live
graph_resolve
names → graph nodes
Live
graph_schema
what the graph knows
Live
09 · fundamentals
Fundamentals 2 tools live · 7 landing · Add to plan
get_fundamentals
quarterly XBRL with YoY, margins and clean TTM
Live
exec_compensation
executive pay, by person and year
Live
comps
valuation comparables, Console-matched
Landing
company_dilution
share issuance and dilution history
Landing
capital_structure
the full capital stack
Landing
geographic_revenue
revenue by country and region
Landing
material_contracts
the contracts behind the filings
Landing
10 · intelligence
Sector Intelligence 4 tools live · 4 landing + 26 pack tools · Add to plan
get_sector_snapshot
signal overview for a SIC range
Live
insider_sector_pulse
insider buying by sector
Live
macro_calendar
the macro event calendar
Live
macro_series
macro data series
Live
sector_monitor
the Console sector monitor in one call
Landing
sector_detail
one sector, in depth
Landing
intelligence.bio
Biotech pack · 17 tools — pipelines, trial readouts, CRLs, cash runways, person track records (licensed separately)
Live
intelligence.power
Power pack · 8 tools — rate cases, supply curves, outages, demand forecasts (licensed separately)
Live
intelligence.mining
Mining pack · 1 tool — company reserves from technical reports (licensed separately)
Live
11 · charts
Charts 5 tools landing · Rolling out
price_history
price and total-return history
Landing
chart_events
the events behind each move, cited
Landing
12 · people
People 9 tools live · 1 landing · New
names_profile
one person, the full record
Live
names_search
find people by name, role, or firm
Live
names_affiliations
boards and organizations, public and private
Live
names_990_boards
nonprofit board seats, from IRS 990s
Live
names_holdings
what they hold, from Form 4
Live
names_transactions
their buys and sells
Live
names_vesting_calendar
when their shares vest
Live
13 · transactions
M&A 4 tools live · 2 landing · New
mars_mergers_screen
screen announced and closed deals
Live
mars_mergers_for_company
one company's deal history
Live
mars_trending_acquirers
who is buying, by sector
Live
mars_find_similar_deals
comparable transactions for a deal
Live
company_deals
the Console M&A history — SEC-first, deduped
Landing
Cited — every figure carries its source
Point-in-time — ask “as of” any date
Read-only — safe to auto-approve
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