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Adding a ticker symbol 

  1. In the search field, add a ticker and press enter to update the tearsheet.
  2. See image to the right.


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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