The discovery desk: the Screener leads — the whole US market on as-filed SEC fundamentals, cycle the named screens, sort any column — and clicking a row walks the entire desk to that company. The Corporate Blueprint and the Financials Sheet sit tabbed beside it, the chart below, ownership + insiders right. Find it, then X-ray it, without typing a ticker
The discovery desk: the Screener leads — the whole US market on as-filed SEC fundamentals, cycle the named screens, sort any column — and clicking a row walks the entire desk to that company. The Corporate Blueprint and the Financials Sheet sit tabbed beside it, the chart below, ownership + insiders right. Find it, then X-ray it, without typing a ticker
Use it when: When you want a name and do not have one. Also the fastest way into any company: find it on the screener rather than typing a ticker you half-remember.
Not a futures board at all. This one starts from a screen and ends at a single company - open it when you do not yet know which name you are looking for.
Presets in the menu bar, under the category this desk belongs to — one click applies the whole layout, and a checkmark tracks which one is active.Ctrl+P, which finds it by name.Add Panel menu.The tell: A screen is a question, not an answer. The name that passes is the start of the work - what you want is the one that passes the screen AND survives the blueprint, because plenty of companies look clean until you see how many entities the clean number is spread across.
7 panels, read straight from the preset definition in the desktop build:
These desks assume the theory. If any of it is unfamiliar, the background reading is on the learn side: