Call Prep
Your worklist: what to send clients, what to chase analysts about, what dropped this week
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Send-Topics — paste-ready nuggets
Email or Bloomberg IB
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Ask the Analyst
Pre-prints, missed flashes, client demand
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AI Briefing — Key Talking Points
Morning Call RecapLast 7 days
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Upcoming EarningsNext 14 days
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Recent ResearchLast 7 days — with cover notes
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Market Context
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Recent Corporate EventsLast 14 days
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| Contact | Institution | Salesperson | Access | Voter | Paying | Receives | Last Seen |
|---|---|---|---|---|---|---|---|
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Total
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Last 30 Days
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Firms (30d)
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Top Type (30d)
| Description | Analysts | Participants |
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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
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Total Reports
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This Month
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Dailies
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Company Reports
| Date | Type | # | Title | Author(s) | Tickers | Pgs |
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Institutional Holdings
SEC N-PORT Holder Intelligence
Data Source: SEC N-PORT
Today
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Events for this date
Earnings
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Kessan tanshin
Corp. Actions
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Non-earnings disclosures
High Materiality
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Significant disclosures
Season Progress
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Events
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| Time | Mat. | Event | Stock | Analyst | Detail | Key Figure | YoY | Signal |
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Total Calls
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This Month
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Companies Discussed
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Action Items
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| Date | Type | Speakers | Companies | Summary | Themes |
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Distribution Lists
Research mailing lists — upload from Outlook or paste contacts
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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| Name | Initials | Role | Team | Region | Coverage | Payable YTD | Status | KB Access | Actions |
|---|
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 (
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.