Monitors

Track thesis signposts, KPIs, and events across your coverage.

Inbox — The Inbox is a single feed of everything your monitors surface, gathered from every monitor across all your projects and grouped by recency — Today, Yesterday, and earlier. It is your daily triage surface, so you can scan new developments without opening each monitor one at a time. <img class="gu …
Monitors — Monitors help you track critical market shifts and thesis signposts. It's like having a team of capable analysts continuously scanning filings, transcripts, and news to surface developments that confirm or challenge your thesis. This section outlines a few common ways clients use Monitors to stay …
Create Thesis Monitor — Build a monitor around a specific investment thesis to capture key updates tied to the drivers that matter most #### Auto-Generate Monitors based on Thesis Manually create Monitors based on Thesis #### Try out this template: * My investment thesis <is that the rapid adoption of AI will result …
Create Datapoint Monitor — Track a specific metric or datapoint (ex. store-traffic trends or pricing changes) across a company group or sector, and receive targeted alerts as new information emerges. Auto-Generate Monitors based on Company Manually create Monitors based on Thesis
Create Event Monitor — Follow discrete events such as M&A, regulatory updates, or management transitions to understand how they impact your holdings or watchlist. Manually create Event Monitors Try out this template: * I want you to alert me to any incremental datapoints or new information that would be important for …
Generate 90-Day Summary — Automatically compile a 90-day synthesis of relevant datapoints and developments. These summaries provide a polished view of how the story evolved relative to your thesis.