Tier 2 Preview Lab

Advanced valuation, saved research, and product-level workspaces.

This is the pre-release environment for Tier 2. It previews DCF and dividend scenarios, product chart workspaces, cross-asset analysis, and a tracker for saved documents and API runs tied to the signed-in account.

Open Save Center Keep Me on the Waitlist
Valuation Modes DCF + Dividend + Terminal
Persistent Assets Templates, docs, API runs
Coverage Stocks, bonds, ETFs, annuities

Valuation Lab

Build a three-angle pricing view.

The preview combines discounted cash flow, dividend yield, and terminal multiple framing so Tier 2 has a single anchor before research is saved.

Workspace Studio

Product-level chart workspaces with saved notes.

This is the planned home for per-product chart setups, thesis notes, and saved templates attached to a user account and tier.

Planned saved workspace fields

  • Saved chart layouts by symbol and product type
  • Linked documents and diligence notes
  • Tracked API runs and refresh counts
  • Reusable analyst templates by strategy
Workspace Mode Product chart workspace
Persistence Per-account save center
Rollout Status Preview only, not public

Expanded Coverage

Cross-asset analytics planned for Tier 2.

The goal is broader security analysis without splitting the workflow across separate tools.

Stocks

Valuation ladders, estimate framing, peer comp notes, and saved chart workspaces.

Bonds

Yield ladder views, duration snapshots, spread notes, and saved fixed income templates.

ETFs

Holdings concentration checks, factor notes, expense drag, and allocation workspace saves.

Annuities

Payout scenario tracking, fee snapshots, rider documentation, and suitability note storage.