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Finding and Researching Accounts

K
Written by Kathleen
Updated over 8 months ago

To effectively find and research accounts within the application:

  1. Access Research Tab: From the main App home page, locate and navigate to the “Research tab.”

  2. Utilize Search Bar: Once in the Research tab, locate the search bar. Type in the name of the company you wish to research. The application is designed to auto-populate relevant information as you type or after you've entered the full company name.

Refreshing Earnings Calls or Reports

To ensure you have the most up-to-date earnings call data or reports:

  1. Navigate to Earnings Call: On the far left navigation bar of the application, click on the "Earnings Call" option.

  2. Update Data: In the upper right corner of the "Earnings Call" section, you will find a button labeled "Update Earnings Call Data." Click this button to refresh the information.

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