PSA Internal Platform

Include inactive —

Contact	Institution	Salesperson	Access	Voter	Paying	Receives	Last Seen
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Total

Last 30 Days

Firms (30d)

Top Type (30d)

			Description	Analysts	Participants

Import Report List

Load reports from database or upload the PSA masterlist Excel.

Monthly Export

Generate upload files for all configured institutions. Downloads as ZIP.

1 Upload

2 Firms & Contacts

3 Month

4 Reports

5 Interactions & Generate

Upload Report List

📄

Drop Excel file here

or browse (.xlsx only)

OR LOAD FROM DATABASE

Select Month

Review Reports

Add Individual Interactions

or add a new one below

Date

Type

Institution

Description

Tickers

Macro / strategy (no specific stocks discussed) — exports as MacroStrategist, skips CorpAxe ticker requirement

Generate Export Files

Pick Firms & Contacts

Who do you want to generate CSA / CorpAxe / Commcise files for this month? Each firm card lets you tick the specific people who'll appear on the file.

Reports

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Institutional Holdings

SEC N-PORT Holder Intelligence

Data Source: SEC N-PORT

Stocks Matched

Institutions

US Funds

Total Value (USD)

Across all matched holdings

Zero Holders

Institution ▲	Trend ▲	Funds ▲	Active ▼	Stocks ▲	Total Value ▲	Top PSA Holdings	Client

Ticker ▲	Company Name ▲	Trend ▲	Analyst ▲	Coverage ▲	Focus ▲	Funds ▼	Total Value ▲	Top Holders

Institution ▲	Fund Name ▲	Trend ▲	Type ▲	Fund AUM ▲	Stocks ▼	PSA Value ▲	Top PSA Stocks

Institution ▲	Fund Name ▲	Type ▲	Ticker ▲	Stock Name ▲	ISIN ▲	Value (USD) ▼	% of Fund ▲	Shares ▲	Analyst ▲

Data Source: EDINET (Japan FSA) Large shareholding (5%+) disclosures for PSA coverage stocks

Date	Holder	Ticker	Target Company	Ownership %	Change	Purpose	Type	Analyst

Call Transcripts

—

Full table — every column, sortable

Call	Type	Date	Speakers	Cos	Themes

Call	Type	Date	Speakers	Cos	Themes

Send

Send research to clients, and manage who receives it

Jump to

Company Fundamentals

Search for a stock above to view financial data, valuation ratios, dividends, and analyst consensus.

Japan Macro Dashboard

Key economic indicators from FRED (Federal Reserve Economic Data)

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Staff

Name	Role	Coverage	Payable YTD	KB Access

How to edit: Click Rate ✎ to change a client's commission rate · click a split % cell (or empty "·") to set a salesperson's split · click a client name for the full per-client editor (rate + all SPs in one place).
Changes affect DEFAULT splits & rates for NEW invoices only. Historical invoice allocations (invoice_splits) are never modified by this view — correct a specific past invoice via Income → Invoices → Edit.