YOUR WORKSPACE

Settings

Connections, refresh cadence, and account details.

Data connections

Server configuration

Market data

Sample data

Finnhub powers symbol search, stock quotes, company profiles, metrics, and news.

FINNHUB_API_KEY

Daily charts & market indexes

Sample data

EODHD supplies one year of daily stock, ETF, and index history. Index cards show the latest close. Imports run once daily; the free feed has a shared daily limit.

EODHD_API_KEY

Company reports & insiders

Sample data

SEC EDGAR supplies company filings, reported financial facts, and Form 4 insider transactions. Set an identifying contact for compliant requests.

SEC_USER_AGENT

Congressional disclosures

Sample data

House and Senate disclosures are imported directly. Enable this after reviewing the source usage terms. Extracted PDF transactions are provisional until reviewed.

CONGRESS_SOURCE_TERMS_ACCEPTED

Connection status indicates configuration, not confirmed API access. Data availability and refresh timestamps are shown on each stock. Secrets stay on the server.

Your account

DeveloperDesign preview

One account for this release

Watchlists, groups, notes, pinned cards, and custom indexes are stored against the account. Public registration is disabled.

Create your workspace

Refresh schedule

Quotes: About every minute during US weekday market hours, within the shared API budget.
News: Every 30 minutes.
Profiles, metrics & daily charts: On add, then daily.
Company reports & financial facts: Daily, with a manual stock refresh available.
SEC insider filings: Every 15 minutes, with daily reconciliation.
Congressional filings: Every 6 hours.

Workspace defaults

US stocks and ETFs

Company research is shared across the workspace. Your watchlist, notes, and custom indexes stay bound to your account.

Main market indexes are shown when your data feed supports them. Source availability and market timestamps are shown alongside the data.

What is included now

Watchlists, groups, market cards, custom indexes, stock research, disclosures, and private rich-text notes. AI recommendations, alerts, and the general screener are reserved for a later release.

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