Research & Planning Tools
Easy-to-use public versions of select internal research, analysis & planning tools—created to help investors make better-informed decisions.
Market History
Analyze historical market data and trends to gain insights into market behavior over time.
- Historical price data analysis
- Identify Seasonal Trends
- Performance comparisons
- Search market data in natural language
ETF Shifts
See how active ETF managers change positioning over time. Track daily, weekly, and monthly shifts in holdings and exposure.
- Daily ETF data
- Holdings breakdown
- Change in Position Weights
- Change in Individual Holdings
Tax Aware Liquidity Planner
Plan liquidity events with tax efficiency in mind. Model different scenarios to optimize after-tax outcomes for stock sales and distributions.
- Tax impact modeling
- Scenario comparison
- Optimal timing analysis
- After-tax projections
Research Portal
Dive deeper into individual investments with proprietary research, sentiment analysis, and forward-looking catalysts that drive conviction.
- Bull & Bear Analysis
- Thematic & Holdings Overview
- Upcoming Catalysts
- Sector & Macro Insights