For hedge funds

Earnings, ownership and country risk on one desk

Every number sourced and graded, at a price an individual analyst can expense.

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4 workflows on your names

Earnings Room

Who reports next, what they filed and what management guided, for the names you hold, follow or list.

  • Results calendar for your names, each date estimated from the company's past results releases until it files
  • 12 quarters of revenue and margin as filed in each 10-Q and 10-K, with a CSV in a fixed layout for your own model
  • Guidance tracker: each guided figure with its range, the prior range, raised, held or cut, and whether the filed result came in within, above or below it
  • The Earnings Grid: one line a company, sortable, exported to Excel with a sheet of sources
In the app: Workflows, Hedge Fund, Earnings Room and Earnings Grid
The Earnings Room: results calendar and 12 quarters of filed figures

What Tamarly joins that research libraries do not

A library finds documents. The desk puts the documents, the owners and the country risk of each company side by side.

Ownership next to the filing

13F holders quarter on quarter, Form 4 insider trades and 13D stakes sit beside each company's results and red flags.

Country risk under every name

Each company carries the Risk Atlas score of the countries its annual report says it earns in, weighted by revenue.

Your own book

Your portfolio, follows, My Funds and watchlists load into every workflow by themselves, and stay private to you.

Product facts

Sources

SEC EDGAR (8-K, 10-Q, 10-K, 20-F, Form 4, 13F, 13D), the Federal Register, FDA and the Risk Atlas. No market prices are shown.

Cadence

Red flag rules every 30 minutes, filings read every 3 hours, 13F each quarter as filed, pair statistics each weekday night.

A source behind each figure

Every figure links to the filing or record it comes from, with a grade; a quote is kept under 15 words.

What it does not have

No consensus estimates, no third-party transcripts and no expert calls. Webcast transcription waits for a rights review.

The workflows come with Level 3 and the 7-day Trial plan, which needs no card. After the trial, choose Free, Level 2 or Level 3.

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Research and data tools built from public filings and registers, not investment advice. Screens and statistics describe the past and are not recommendations to buy or sell. Research disclaimer · Legal documents.