Universe & filings

Which symbols the account tracks, and the SEC filings feed they unlock.

The trading universe and the filings watchlist: limits, editing, and lookup.

Let your universe follow the published list for your strategy style, hands-free after one review.

The published Conservative, Moderate, and Aggressive lists: the rules and the current members.

SEC filings (8-K material events, Form 4 insider trades) plus an upcoming-earnings calendar.

⌗Universe & filings