Market Ontology · Free 30-day watch

    Keep your financial model current as the underlying evidence changes.

    Choose your workbook from Microsoft, drop a file, or request it from your analyst. We map inputs to filings and data, flag stale facts, and propose changes for your review.

    You'll sign in once so your materials stay private, then return straight to this step.

    Method

    1. We take a dated snapshot of each source you choose.
    2. We extract holdings, cells, thesis statements and conditions, keeping where each came from.
    3. You confirm only the ambiguities that change the result.
    4. We compare new filings, prices and macro data to your confirmed case and report what changed.

    If someone else has the material

    We draft a message asking for exactly what's needed and give you a secure upload link. They don't need an account and can't see anything else of yours.

    • – Workbook with formulas intact
    • – Assumptions sheet
    • – Source dates for key inputs
    • – Relevant scenarios

    Privacy and limits

    Brokerage connections made here are read-only and never enable trading. Files are stored privately; macros are never run. This is research support, not individualized investment advice.

    Continue a saved case