DESK(early access)

Solutions · For stock pickers

Know the business before the ticker.

Revenue, profit and balance sheet from the company’s own filings, how it held up in past crises, and what it depends on — for 4,700+ companies.

companies / largest in sector
Know the business before the ticker.
From DESK · early access · click to enlarge

Sounds familiar?

What gets in the way today.

Screeners show ratios, not the company.

Reported figures over time, straight from SEC filings.

A filing is hundreds of pages.

The numbers that matter on one page, with the year beside them.

Risks show up after the drop.

Loss years, the worst revenue fall and dependencies, up front.

Peers are hard to line up.

Companies ranked by sector, with a points-based DESK score.

With DESK

What changes.

Start with the sector

01

Start with the sector

Pick a sector on the map and see where its companies are based and which are the largest.

Company pages →
Read one company properly

02

Read one company properly

Revenue and profit from the filings, quarterly results and the balance sheet — then how it came through past crises.

Company pages →
Place it among its peers

03

Place it among its peers

The DESK score adds points from the data and ranks the company within its sector; the matrix shows where it sits.

Company pages →
Keep it on your list

04

DESKPRO

Keep it on your list

Add it to your portfolio or watchlist and follow it in the currency you think in.

Portfolio →

A routine

How a week can look.

  1. An evening

    Pick a sector and note the three companies you have never looked at.

  2. Weekend

    Read two company pages end to end — filings first, story second.

  3. Before buying

    Check the crisis history and the countries it depends on.

  4. After buying

    Write down in your journal why you bought it.

What DESK doesn’t do

Share prices, valuation ratios and market value come with DESK Pro, once live market data is licensed. Until then, DESK shows what the company reported.

Related

Set up your desk.