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Adding a ticker symbol 

Click in the search field in the upper-left corner and type the ticker symbol. Press "Enter" to load the tear sheet with this symbol. You can also click on a suggested symbol or click through subcategories to see more specific suggestions.


Overview Tab

With the Overview tab, you can bring up a complete overview of an asset with data such as:

  • Financials and Fundamentals

  • Corporate and Company information

  • Historical Chart


Financials Tab

In the Financials tab, you can view multiple years worth of financial reports such as:

  • Income Statments
  • Balance Sheets
  • Cash Flow Statements

SEC Filings Tab

Users can view various financial forms in HTML or PDF format such as 3, 4, 8-K and/or 10-Q.

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