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Heyfinn

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Finn is a research platform for portfolio managers and analysts who hold positions for years. You give Finn your themes and the beliefs behind each position. It researches how each theme could play out, finds the companies it affects, keeps models and KPIs up to date after results, and files every filing, transcript and news item under the belief it supports or contradicts. When a belief comes under pressure, Finn tells you, whether or not the share price has moved. Every buy, sell and pass is logged with the price and your reasoning. Market data, filings and transcripts come from licensed providers, and every number links to its source. Portfolio managers at Carmignac, Aquamarine Funds and other firms use Finn.

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