Show the working
Keep reported figures, calculations, source passages and analyst interpretation distinct.
Who it’s for / Research teamsMake the reasoning
Make the reasoning
as clear as the conclusion.
For analysts and research teams, a useful view is one another person can challenge. Keep source material, analytical work and the reasoning behind a thesis connected.
At launch, accounts are individual. Organisation-wide plans and team billing are not offered yet. Write to us about team use.
Get startedBuild around the research question.
Organise a project around a company, theme or investment question. Capture the relevant filings, financial context and notes so the evidence does not get separated from the discussion it supports.
Make review more productive.
Compare the company’s reporting across periods. Bring the changed passages to your discussion, along with the source for each period. Use Winslow to explore support, counter-evidence and unresolved questions before preparing a research note.
Preserve the view as it stood.
Save financial snapshots and note revisions with the project. When your view changes, retain the evidence and assumptions behind the earlier version. Distinguish a change in company reporting from a change in your interpretation.
Test the assumptions
Ask which evidence supports the thesis, what contradicts it and what remains unknown.
Carry the context into the next conversation.
Export the relevant research for further work and discussion. Keep the period and source visible when moving a figure into a model or presentation. A conclusion is easier to assess when its evidence travels with it.