All search operators must be capitalized
Search for terms within specific document types.
Filter shortcuts include:
cf (company filings)
ppt (investor presentation)
10k (annual report)
news (company news)
10q (quarterly report)
global (global filings)
note (notebook items)
8k (material event)
table (table search)
Retrieve documents where at least one of multiple terms (a,b,c) is found.
AND or ANYWHERE
Retrieve documents where a and b are present anywhere within the document.
a AND b AND c ...
NOT or NOWHERE
Retrieve documents where a is mentioned but b is not.
Retrieve documents where a is mentioned within the first N words of a document.
Retrieve documents where a is located within 15 words of b, regardless of order.
Retrieve documents where a is not mentioned within 15 words of b (before and after).
Retrieve documents only if a is located 15 words before b.
This search will look for a in one or more segments of text that begin with b and end in c. N can be changed to any number- it sets how many words apart b and c can be. The operator BEFORE specifies that b must come before c
Note: Each segment is determined based on the first possible instance of b and c.
a WITHIN ((b) BEFOREN (c))
Retrieve documents where c is located within the segment bounded by a and b.
(a b) CONTAINING c
Retrieve documents where c is not located within the segment bounded by a and b.
(a b) NOT CONTAINING c
Retrieve documents where the exact term a is found within 6 words of b. Adding quotes around a term will disable synonyms and stemming for that term.
Combine multiple logical operators using brackets.
(a OR b) AND (c OR d)
Search for financial synonyms of a term. (Toggle synonyms search on/off in the settings menu to the right of the query box)
Synonym Search ON: A search for capital expenditure will also return results for capex, capital budget, capital spend, etc.
Match any character sequences starting with the prefix “abc”, e.g. abcdef.
Match any character sequence starting with the prefix “abc” followed by any single character, e.g. abcd (but not abcdef).
[ WILDCARD “abc?” ] The number of “?”s specify the exact number of characters that must follow the prefix.