My Research: where your saved research lives
One place for saved Screener configurations, saved comparisons, and notes.
What this does
My Research is where everything you've explicitly saved lives: saved Screener configurations, saved comparisons, notes you've written on companies, and your active Investment Theses. It also links to your Watchlists rather than duplicating them.
When to use it
Open it any time you want to pick up saved research instead of rebuilding filters, a comparison, or remembering what you were thinking about a company -- or to see every active Investment Thesis you're holding in one place.
How to do it
- Open My Research from the sidebar.
- Investment Theses at the top shows every active thesis you're holding, with when it was last reviewed.
- Click a saved screen or saved comparison to reopen it exactly as you left it.
- Click a note's ticker to go straight to that company.
- Click Delete on anything you no longer want -- it's removed immediately, with no confirmation step, since it's easy to save again if you didn't mean to.
What you'll see
Saving research organizes YOUR work -- it never changes the platform's own Research Profile calculations, tiers, or any other analysis. A saved screen or comparison always shows current, up-to-date research data when you reopen it; nothing stale is frozen into the save itself. Where can I find all of my theses? Here -- Investment Theses lists every active thesis across every company, so you don't need to visit each company individually to see what you're tracking.
If something goes wrong
If My Research doesn't load, try again -- the same kind of temporary data issue as anywhere else in the platform. If only Investment Theses fails to load, the rest of My Research still works normally -- retry just that section.