Easy-to-use public versions of select internal research, analysis & planning tools—created to help investors make better-informed decisions.
Analyze historical market data and trends to gain insights into market behavior over time.
See how active ETF managers change positioning over time. Track daily, weekly, and monthly shifts in holdings and exposure.
Plan liquidity events with tax efficiency in mind. Model different scenarios to optimize after-tax outcomes for stock sales and distributions.
Dive deeper into individual investments with proprietary research, sentiment analysis, and forward-looking catalysts that drive conviction.