Investment Research Teams

Shared research, fewer handoffs.

Screen global markets, compare issuers across years and sectors, and publish cited notes for the team — on one canvas.

Depth without the tool sprawl

Composable screener, multi-year financials, estimates, transcripts, and a citing agent — so diligence stays auditable end to end.

Every tool a research team needs.

From screener to model to the cited memo for diligence — dibsTERMINAL bundles the entire research workflow.

• Composable equity screens. — Build screens across fundamentals, technicals, sentiment, estimates and custom formulas. Save, share, export.
• 10-year financials, instantly comparable. — Balance sheet, income statement, cash flow normalized across GAAP and IFRS. Peer comps in one click.
• Consensus estimates with history. — Analyst consensus for revenue, EBITDA, EPS — including revisions history and surprise tracking.
• Earnings calls, searchable. — 50 years of global transcripts, full-text search, AI summary per call and automatic sentiment analysis.
• What the pros are buying. — Quarterly 13F filings, filtered by manager, strategy and size. Cross-reference with your watchlists.
• Smart-money signals. — Insider buys and sells in real time, Commitments of Traders for futures, all auditably linked.
• Sectors at a glance. — Performance, valuation, earnings trends, factor exposure for every GICS sector in one view.
• Build your own metrics. — Excel-like formula engine. Define your metrics once, use them everywhere — screener, charts, reports.
• AI research assistant with citations. — Ask in plain language. Every statement links back to the source — filing, chart row, news. Audit trail in one click.
• Workspaces that sync across devices. — Layouts persist across machines — open dibs on any screen, your setup follows.
• Programmatic access. — Read-only API across all data feeds and screener endpoints. Webhooks for alerts on the Pro plan.
• Shared watchlists and screens. — Build a watchlist once, the whole team sees it. Comments and annotation per ticker.

One source of truth for the team.

Bring screening, models, and cited memos onto the same desk.