Excel / Data Export

Your Portfolio Holds 8 Stocks and You Read the Whole Market's News — Fund-Desk Portfolio Surveillance, in One Click

Funds do not chase every headline. They fence the watchlist first, then scan only the names on their own list. This walks through uploading your portfolio Excel file into the Terminal (up to 50 names), asking one question in Thai, and getting the management discussion and analysis (MD&A) of every holding laid side by side — plus three live watchlists quoting Form 56-1 (One Report) word for word with source links to check, and API code for teams that want to run it as a pipeline.