Personal coverage book
Track the companies and funds you actively research instead of maintaining a scattered watchlist.
Independent investors
A professional research workflow for investors who do their own work.
Build a coverage book, organize filings and company news, ask cited questions, compare securities, and preserve the reasoning behind your investment decisions.
Coverage
Illustrative demo data2 names need attention
Filter: attentionNLNEAttention
Northline Industrial
Street
Buy
Ours
Buy
Event
Earnings 8-K
CLRW
Clearwater Logistics
Street
Hold
Ours
Hold
Event
10-Q imported
HBRCAttention
Harbor & Coast REIT
Street
Hold
Ours
Sell
Event
News item
Who this is for
Designed for serious self-directed investors, independent analysts, finance professionals, and research writers.
Institutional Analytics provides research tools and model-generated information. It does not provide personalized investment advice or guarantee investment results. Verify all information before making an investment decision.
A coverage book, not a trading feed
The product is a research workstation. It is not a trading, day-trading, social-investing, or signal platform.
Filings and research packs
Bring annual reports, quarterly filings, transcripts, and supporting documents into one workspace.
Cited research
Ask questions over your document library and open the supporting source.
Investment journal
Keep the thesis, risks, conviction, and subsequent changes attached to each security.
Company comparison
Compare consistent metrics and research questions across several names.
Reusable outputs
Create research notes, tables, and presentation drafts that remain connected to the underlying workspace.
NLNE workspace · Chat
Illustrative demo dataWhat changed in the thesis after this quarter’s earnings?
Mix shifted toward aftermarket. OEM shipments slowed in two end-markets; management called it destocking, not lost share.
8-K · p. 2Transcript · p. 7
NLNE workspace · Conviction
Illustrative demo dataInternal conviction
BuyMix shifted toward aftermarket. OEM destocking does not change the installed-base thesis.
Street
Buy
Ours
Buy
Research Grid
Illustrative demo data| Name | Margin guide | Source |
|---|---|---|
| NLNE | Mix-driven, not cut | 8-K p. 2 |
| CLRW | Held vs prior quarter | 10-Q p. 11 |
| HBRC | Slightly lower NOI | Transcript p. 4 |
CSV export is available in the product.
Start with a personal coverage book
Create a free account, or see Free and Pro limits. Team and paid pilots are for professional desks and committees.