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What changed, and which product owns the next review?
Investor Desk guide
How to use Investor Desk
Choose a feature. See exactly what it does.
Every Investor Desk feature now has its own standalone guide with the real product screen, numbered explanations, a practical workflow, and a direct link into that feature.
Product manual
Complete workspace manual
Eight products, one decision path.
Investor Desk separates portfolio construction, company research, ownership evidence, market movement, news, earnings, and macro events into focused products. Home connects them without flattening their different clocks or purposes.
Product map
Know which view answers which question.
Move through the product in order. Each view has a distinct job and should not be used as a substitute for the next one.
Research
What is the thesis, model standing, ownership evidence, and market context?
Portfolios
What does the current dated model hold and how is it constructed?
Events
Which earnings or macro release can change the evidence next?
Builder
Does a rules-based idea survive a fair benchmark and robustness checks?
Screen anatomy
Read every field for its intended purpose.
The field, its meaning, and the decision it supports remain separate. This prevents a rank, forecast, range, or headline result from carrying more authority than it should.
Field
What it means
How to use it
01Product label
Identifies the feature that produced an update.
Use it to open the correct detailed workflow rather than acting from Home.
02As-of date
The date through which the displayed claim is marked.
Check it before comparing products that update on different schedules.
03Horizon
The common performance window selected for the comparison.
Keep every series on the same horizon before ranking outcomes.
04Benchmark
The S&P 500 path over the same displayed period.
Use it as context, not as proof that every product shares the same objective.
05Latest update
A concise, dated statement of what changed.
Open it when it changes a holding, thesis, event, or review priority.
06History control
Loads earlier updates in measured groups.
Use it to reconstruct context without turning Home into an endless feed.
Interpretation states
Know what the screen is asking you to do next.
A product state should lead to a specific research action, including the decision to do nothing when no new evidence deserves attention.
New product change
- What it says
- A roster, allocation, grade, conclusion, or event state changed.
- Next action
- Open the owning product and review the dated detail.
Market movement
- What it says
- Price Radar flagged behavior far from the security's usual movement.
- Next action
- Check range position, market backdrop, and confirmed news.
Scheduled event
- What it says
- An earnings or macro release is approaching.
- Next action
- Prepare the consensus, exposure, and decision before the event.
No new item
- What it says
- No current change clears the product's update threshold.
- Next action
- Do nothing. A quiet desk is a valid state.
Repeatable workflow
Use the same disciplined sequence every time.
The routine keeps the product useful after the novelty disappears. It also leaves a clearer record of what was known, what changed, and why a decision followed.
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01
Set one common horizon on Home and read the product paths beside the S&P 500.
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02
Scan Latest updates in date order and ignore unchanged products.
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03
Open the product named on the update rather than making a decision from the summary.
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04
Check the product's own as-of date, construction, evidence, or event clock.
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05
Cross-check the company thesis, quant standing, ownership activity, range, and event context only when relevant.
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06
Load older updates when reconstructing why the current state differs from an earlier one.
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07
Return to Home when the detailed review is complete; it is the desk map, not the final decision surface.
Plain-English glossary
Use the product's terms consistently.
- As of
- The latest date included in a displayed record.
- Marked through
- The market date through which performance or price context is calculated.
- Model date
- The effective date of a published rules-based roster or allocation.
- Update
- A material product change, not a repeat of unchanged research.
- Review
- A prompt to inspect evidence, not an instruction to trade.
- Benchmark
- A same-window comparison series used to understand relative path and risk.
Visual product guide
Four real workspace captures
See how Investor Desk turns products into one review routine.
Home is an orientation layer, not another feed. These captures show the product comparison, dated update history, and the same decision path on mobile.
Compare the products before opening the detail.
The comparison panel keeps each tracked portfolio beside the S&P 500 over the same horizon, while Latest updates shows what changed and where to continue.
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Performance and changes together
Use the chart to understand the current product paths, then use the dated queue to decide what deserves attention.
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A reviewable update history
Load earlier items in measured batches instead of losing prior changes inside an endless stream.
The same front door stays compact on a phone.
Mobile preserves the product comparison and update queue as a vertical review path, with every item routing into the product that owns it.
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Compare the desk
Read the same-horizon product paths without horizontal page scrolling.
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Open the change
Dates, product labels, and concise summaries make the next action clear.
01
8 separate product guides
Choose one feature to learn.
Each card opens a dedicated page about that feature only. Every page contains the real desktop screen, a mobile screen, numbered capability explanations, and the exact workflow.
01 · Standalone guide
Fundamental Picks
Understand the thesis before you look at the ticker.
- Purpose
- Company research
- Refresh
- Evidence led
02 · Standalone guide
Quant Picks
Follow a portfolio that can change as the model changes.
- Purpose
- Rules-based stock portfolios
- Refresh
- Monthly rebalance
03 · Standalone guide
Portfolio Pro
See what the portfolio owns now, and why it can adapt.
- Purpose
- ETF allocation
- Refresh
- Monthly weights
04 · Standalone guide
Insider Watch
See when informed owners materially change exposure.
- Purpose
- Ownership research
- Refresh
- Filing led
05 · Standalone guide
Price Radar
Find the moves that are unusual for the stock, not just large on a screen.
- Purpose
- Market-move triage
- Refresh
- During market sessions
06 · Standalone guide
News Watch
Follow the tickers you care about without reading the same story five times.
- Purpose
- Personalized news feed
- Refresh
- As relevant items arrive
07 · Standalone guide
Earnings
Know what reports next, what analysts expect, and how far the market is pricing the stock to move.
- Purpose
- Company event risk
- Refresh
- Daily around earnings season
08 · Standalone guide
Macro
See the next major release, the consensus, and the portfolio question it creates.
- Purpose
- Economic event risk
- Refresh
- Around scheduled releases
Investor Desk
Learn one feature at a time.
Choose a standalone guide above, or open Investor Desk and explore the full workspace.