Document Research makes it easy for researchers to sift through thousands of public filings and get immediate results. Users can quickly pinpoint information of interest by customizing a search with the help of our robust search engine. Built-in tools support this search resource to help users fine-tune their data and evaluate their findings.
What you can do:
Receive real-time alerts
Customize settings based on search criteria
Automate alerts by company, form type, or keyword
Users can set up watchlists with associated alerts. Real-time alerts notify users via email when new information of interest becomes available.
Export results
Convert documents to PDF or Microsoft® Word® files
Save financial tables and search results in Microsoft® Excel®
Virtually all content can be converted for further analysis. With the Mass Download tool, users can export up to 700 documents simultaneously, while continuing to perform other searches. Users can also save a list of up to 5,000 live search results with the xlsSnapshot tool to share information with colleagues.
Compare filings information
Instantly track changes from one filing period to the next
Evaluate financial data relative to industry peers
The built-in Compare Financials tool simplifies the research process by allowing users to create custom peer groups for industry-specific analysis. The Compare Wizard tool provides redline comparisons that highlight what has changed since the last filing.
Explore hot topics and industry-specific issues
Leverage our librarians’ vast knowledge using pre-formulated searches
Modify and save search strategies to fit varying needs
Users can jumpstart their search process with Knowledge Base, a collection of pre-generated searches focused on hot topics and key issues within specific industries. Knowledge Base searches are tested on a regular basis to ensure relevancy and can be modified to meet specific needs. Users can also save searches in Knowledge Base to create alerts whenever new information becomes available.
