User Guide → Monitors

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 thinking about updating my model on the company. I only care about net new incremental information post <11/2/25>, so just focus on new information post that date when providing updates to me.