Traders & Analysts
Filing pulls, news sweeps, watchlist enrichment. Automate the daily information gathering that drives your analysis.
Example tasks
"Go to the SEC EDGAR site and download the latest 10-K filings for these 20 tickers."
20 PDF filings downloaded and organized by ticker symbol.
"Sweep Bloomberg, Reuters, and CNBC for news about these 10 companies from the past 24 hours."
A news digest organized by company with headlines, sources, and links.
"Go to Yahoo Finance and update my watchlist spreadsheet with the latest price, volume, P/E, and market cap for all 50 tickers."
An updated spreadsheet with current market data for all tickers.
What it replaces
- ✕Manual SEC filing downloads for each ticker
- ✕Daily news sweeps across multiple financial news sites
- ✕Manual data entry from Yahoo Finance into tracking spreadsheets
Tips for this workflow
Schedule daily news sweeps to run before market open.
Store your watchlist in memory for persistent tracking.
Use multi-tab workflows to pull from multiple sources simultaneously.