Private research workspace
Finance
A research workspace with distinct analytical views
Finance brings together market monitoring, portfolio context, research collections, and transparent analytical notes. Each view is designed to show what the data supports — and where additional inputs are required.
Workspace
Dashboard overview
Start with the authenticated finance workspace and move between portfolio, research, risk, and market views.
Workspace
Portfolio context
Review holdings-oriented views, exposure context, watchlist instruments, and exportable portfolio information.
Workspace
Research desk
Bring together saved research, market observations, and source-backed notes for an investment thesis.
Workspace
Risk monitor
Inspect instrument movement, drawdown context, and the data inputs needed for genuine portfolio risk calculations.
Workspace
Market pulse
Compare market movers, breadth, volatility, and recent price behavior across the available instrument universe.
Research collections
Equity and asset research
Browse HK and US equity analysis alongside ETFs, funds, fixed income, macro, crypto, futures, MPF, and ORSO research.
Research coverage
Explore the collections behind the workspace
Use the collections for security-level notes and the workspace views for cross-cutting portfolio and market context.
Research-first scope
Evidence before execution
The current workspace supports research, monitoring, and analysis. It does not execute trades or claim personalised suitability, stress losses, or portfolio exposure without the relevant holdings, benchmark, and risk-governance inputs.
Who It's For
Finance is built for investors who want to research smarter, not just trade faster.
- Retail investors who want institutional-quality research
- Long-term investors who make decisions based on fundamentals
- Quant researchers exploring AI-driven market signals
- Anyone tired of noisy, low-quality financial content
Start Researching Smarter
Explore our AI research tools today. Dive into equities analysis, surface new ideas, and build a stronger investment thesis — powered by AI.