Companies
Research Milestones
Five date columns on the Companies table track how far each company has progressed through your research workflow.
Every company carries five research-milestone dates, shown as columns on the Companies table. A blank cell means that stage hasn't been run yet.
The five stages
| Milestone | Stamped when |
|---|---|
| Qualitative Research | A qualitative analysis run completes for the company — even a partial one |
| Quantitative Research | A quantitative analysis run completes for the company |
| Financial Research | Planned — no write path yet |
| Financial Model Analysis | Planned — no write path yet |
| Valuation / Target Price | Planned — no write path yet |
How stamping works
Running Perform Financial Analysis on a company (see Performing Analysis) stores the AI results and stamps the matching milestone with the run date. Re-running later updates the date, so the column always answers "when did I last research this?".
Sort the Companies table by a milestone column to see which companies are overdue for a research refresh.