Pick your entry point. Three steps to your first result.
Choose the page closest to your task, then follow a short flow to complete your first lookup.
QUICK START
Choose the closest entry point
Different tasks begin more smoothly from different pages.
I already know the company name or code
Go straight to Search when the target is already known.
I want filings by date
Start from Document List when you need date, keyword, or type filters first.
I want funds and issuer context
Start from Fund List when you want to move through fund detail and related entities.
I want daily monitoring
Start from Statistics when you want to watch changes by date before drilling in.
I want to screen companies by criteria
Start from Company Screener to filter by industry, capital, or a financial metric.
I want an AI assistant to query this data
Start from MCP Server to connect Claude Desktop, Cursor, or another assistant.
USE CASES
How common tasks usually flow
These examples focus on execution flow: where to begin, what to open next, and what to monitor during navigation.
Steps
1. Open Fund List and search by fund name, fund code, or securities code.
2. On fund detail, confirm fund code, securities code, and related disclosure codes.
3. Expand the filing tree and open specific documents as needed.
Tips
• For long fund names, searching by fund code is usually more stable.
• Use linked company detail for cross-checking issuer context.
Steps
1. Open Statistics and choose Company / Fund / Report calendar.
2. Apply date and filter controls to reduce noise.
3. Open list items to continue analysis on detail pages.
Tips
• Review at a fixed daily time to keep a repeatable workflow.
• Use pagination + sorting to process newest changes first.
Steps
1. Open a filing detail from document list, company detail, or fund detail.
2. Check available actions: PDF, financial data, CSV, attachments, and English files.
3. Download what you need for local review or data pipelines.
Tips
• Available buttons depend on backend file availability per filing.
• Keep docId in your notes for faster follow-up and automation.
Steps
1. Open a company's Financial Model and locate the account line you are investigating.
2. Launch the matching DD Q&A template directly from that cell to see the standard question set.
3. Track open items in the Information Request List (IRL), which is cross-referenced with the same chapters.
Tips
• Financial Model, DD Q&A, and IRL require sign-in and an access code — request one from the Contact page.
• Templates are organized into 18 chapters (P&L, working capital, debt-like items, carve-outs, and more), so jump to the chapter that matches your line item.
Steps
1. Open the MCP page and follow the setup steps for your AI assistant (Claude Desktop, Cursor, and others).
2. Generate or reuse an API key to authenticate the connection.
3. Ask your assistant to look up a company, fund, or XBRL concept — it calls the same data this site uses.
Tips
• Useful for repetitive lookups or combining disclosure data with your own analysis workflow.
• No local server setup is required — the MCP server is cloud-hosted.
FEATURE MAP
Full page reference
Compare what each page does at a glance. Use this as a quick reference when you are not sure where to go next.
Company & Fund Research
Search
Document List
Company List
Company Screener
Industry List
Company Map
Daily Company
Fund List
Fund Search
Saved Items
Financial Model & AI Analysis
Financial Model
Financial Model — User Guide
Daily Financial Model
Financial Metrics
ESG Data Viewer
Due Diligence Toolkit
Filing Trends & Data Dashboards
Concept Dictionary & Taxonomy
Developer Access (MCP)
SUPPORT
Common usage questions
Open a filing detail page first. You can reach it from Document List, company detail, or fund detail.
Go to a company detail page and click the "Financial Model" tab at the top. The fastest way is to find the company via Search first.
Yes. Use the language switcher in the header. All pages and features support all three languages.
The Financial Metrics page shows definitions and formulas for each ratio. In the Financial Model, hover over a ratio name to see its formula.
Advanced features — full use of the Financial Model, the DD Q&A library, the Information Request List, the Learning Center, and AI-assistant integration — require sign-in, and some also require an access code. Request one from the Contact page.
Open Data Status to review public-information update context and relevant usage notes.
Yes — the MCP page walks through the connection steps. Once connected, you can query companies, funds, and XBRL data in natural language.
Open Concept Dictionary to search standardized XBRL concepts with multilingual labels and see where each one appears in the financial statements.
NEXT STEP
Ready? Start your first search.
Try one company on the Search page — that is enough to understand the full workflow.