Tabs

Add multiple tabs to save, revisit, and split up views based on what's most important to you.

This feature is only available for Pro and Enterprise plans.

Tabs

Tabs are designed to enhance the efficiency and productivity of value investors. This feature allows users to open and manage multiple tabs within the platform, enabling seamless navigation between different parts of their research and analysis.

Whether you're comparing companies, tracking market data, or delving into the financials of a particular asset, the Tabs feature ensures you have quick access to all the information you need in one place.

Key Benefits

• Streamlined Workflow: Quickly switch between different sections of the platform without losing your place.

• Improved Efficiency: Reduce the time spent navigating back and forth, allowing for more focus on research and analysis.

• Enhanced Comparison: Easily compare multiple companies, reports, or datasets side-by-side by keeping relevant information open in separate tabs.

• Customizable Layout: Arrange your tabs to suit your workflow, prioritizing the information that matters most to you.

Using Tabs

Opening a New Tab

Click the "+" icon located on the top-right bar at the top of your screen. This will open a new tab where you can start a new search or analysis.

Navigating Between Tabs

Simply click on the tab you wish to view. The content associated with that tab will be displayed immediately.

You can also use keyboard shortcuts such as Ctrl + Tab (Windows) or Option + Tab (Mac) to quickly cycle through your open tabs.

Managing Tabs

Reordering Tabs: Click and drag a tab to rearrange its position on the tab bar. This allows you to organize your workspace according to your priorities.

Closing Tabs: Click the "X" icon on the tab you wish to close. Alternatively, use the keyboard shortcut Ctrl + W (Windows) or Option + W (Mac) to close the currently active tab.

Special Features

Session Management: Tabs are associated with your workspace and session. You can restore old tabs from the "Session" menu in your settings.

Coming Soon: Tab Groups

Group related tabs together for better organization. Create a new group by right-clicking a tab and selecting "Add to New Group." You can then collapse or expand these groups as needed.

Best Practices

Organize by Research Phase: Use tabs to separate different phases of your research process, such as preliminary analysis, detailed financial review, and final valuation.

Utilize Pinned Tabs for Key Resources: Keep frequently accessed resources in your tab bar, such as industry benchmarks or market insights, for quick reference throughout your analysis.

The Tabs feature is a critical component of our platform, designed to support the complex workflows of value investors. By enabling easy navigation and organization of your research materials, Tabs helps you maintain focus and efficiency, ultimately leading to more informed investment decisions. Explore the full potential of Tabs today and see how it can transform your investment research process.

Have any questions of feedback for us? Send us an email at [e-mail]