User guide
Mosaic
Research companies in stages, test a small sample, and compare findings. Requires Mosaic access.
Mosaic overviewMosaic applies the same research instructions across a set of companies and keeps the resulting research so you can inspect it and build on it. Use it when you want to test a research idea across a universe, compare the findings, or collect the same information for several companies. Mosaic is ava …
Research companies with MosaicUse this workflow to test a research idea on a small company sample, check the evidence and usage, and then investigate the wider universe. Before you begin You need Mosaic and Easel access in the web app, the relevant data entitlements, and sufficient Mosaic credits. Mosaic is not available on iO …
Mosaic usage and estimatesMosaic research uses its own credit balance. Check Settings → Usage → Mosaic usage before asking Easel to start research or ranking. The displayed allowance and period may differ from Normal usage. Mosaic itself requires an enabled web account. The usage panel can be visible without that access. U …
Run Mosaic at a historical dateMosaic backtesting creates a framework bound to a historical month-end snapshot. The date is fixed for that framework. It is not a guarantee that every part of your research process is free of later information. Choose and verify a historical run In Mosaic's Easel conversation, ask which completed …