Market research. Portfolio context.

Research companies and funds, read Gilmer’s published views, and review portfolios in one connected platform.

01 / Market Terminal

Market Terminal

Go beyond the headline.

Compare equities and funds, examine company financials, and follow earnings, economic releases, ownership, and market positioning.

Investor and Advisor plans. International coverage depends on your plan.

Equity researchExamine companies through financial statements, valuation, price history, and peer comparisons.

TOOLS & SCOPE

Company financials, estimates, and charting for covered securities.

Funds and ETFsCompare funds by cost, structure, exposure, and flows. Inspect holdings where look-through data is available.

TOOLS & SCOPE

Fund directory, Fund Compare, flow history, sectors, and structures.

Sectors, industries, and themesMove from a market-wide view into the companies and funds behind a sector, industry, or investment theme.

TOOLS & SCOPE

Sector and industry research, constituent views, and theme coverage.

Earnings and estimatesFollow earnings releases, estimate revisions, analyst changes, and the reporting calendar.

TOOLS & SCOPE

Earnings Season, Top Movers, Revisions, Analyst Changes & Targets, and Calendar.

U.S. and international marketsReview equities by country and market, keeping domestic listings, depositary receipts, and fund exposures distinct.

TOOLS & SCOPE

U.S. and foreign equity views. International access starts with Global Data.

Economics and cross-asset researchFollow economic series and releases alongside bonds, currencies, and commodities.

TOOLS & SCOPE

Economic overview and calendar, fixed income, FX, and commodity workspaces.

Ownership and filingsRead corporate filings and examine disclosed insider, institutional, and congressional activity.

TOOLS & SCOPE

SEC documents, insider disclosures, 13F reviews, and reported congressional trades.

Options and positioningReview published options volume, premium, open interest, and volatility rankings, alongside commodity positioning.

TOOLS & SCOPE

Covered equity and ETF options snapshots and CFTC reports. Specialist access requirements apply.

Factors and strategy studiesExamine market factor series and study historical signals with the data basis and assumptions stated.

TOOLS & SCOPE

Market Factors and backtesting. Historical simulation is not a forecast.

02 / Research Desk

Research Desk

Read the thinking behind the view.

Read Gilmer’s market notes and sector research, examine coverage and rating updates, and follow published model portfolio changes.

Base access with every paid plan. Additional reviewed publications with Global Data + Research and Advisor plans.

Market notes and sector researchGilmer’s written analysis of market conditions, sector developments, and the evidence behind a research view.

TOOLS & SCOPE

Published market notes and sector notes. The library shows released work only.

Company coverage and rating updatesFollow the covered universe and dated rating changes, with the supporting research available for review.

TOOLS & SCOPE

Published coverage records and rating-change reports; availability varies by coverage and plan.

Model portfoliosInspect published model holdings, target weights, and portfolio updates with their effective dates.

TOOLS & SCOPE

Published models and model portfolio updates. Draft models do not represent live allocations.

Research rankings and monitoringReview available sector rankings and follow coverage, research updates, and model changes from the desk.

TOOLS & SCOPE

Sector rankings, coverage lists, and released research notifications. Publication and data status remain visible.

Available publications and coverage vary by plan. The Research Desk shows released work, with its date and scope.

FOR INVESTORS / PORTFOLIO WORKBENCH

A closer look
at your portfolio.

Upload personal account records, review holdings and risk, and work through planning scenarios with the information you provide.

Personal account imports, watchlists, portfolio history, risk review, and planning inputs. Price coverage and account reconciliation determine which values and scenarios are available.

Included with Investor plans. Personal accounts stay separate from an advisor’s client book.

03 / Advisor Workbench

Advisor Workbench

Bring the research to the portfolio.

Review client accounts, portfolio exposures, risk, and rebalancing proposals. Keep research alongside the work of managing a book.

Advisor plans with firm membership. Separate from Investor access.

Client and account oversightOrganize clients and accounts, review the book, and follow items that need an advisor’s attention.

TOOLS & SCOPE

Command Center, Clients & AUM, and risk review within your firm.

Portfolio analysis and rebalancingInspect holdings and exposures, compare portfolio allocations, and review proposed rebalancing changes.

TOOLS & SCOPE

Portfolio directory, Analytics, Rebalancing, and Portfolio Builder. Proposals are not executed trades.

Structured notesReview structured-note contracts and positions alongside the rest of the portfolio.

TOOLS & SCOPE

Structured Notes and the Contract Tape, subject to available contract data.

Tax and liquidity reviewKeep tax-related portfolio analysis and upcoming liquidity events in the same advisory workspace.

TOOLS & SCOPE

Tax Intelligence and Liquidity Calendar. Analysis depends on the account information supplied.

Portfolio upload and reportingBring account holdings into the workspace and prepare supported portfolio reports from those records.

TOOLS & SCOPE

Portfolio Upload and reporting tools. Reporting access and export rights are governed separately.

THE FOUNDATION

Know the source.
Know the date.

A market quote, a monthly economic release, and a company filing describe different things. Gilmer keeps that context alongside the analysis.

Price history: Daily price history with its adjustment basis and observation date. Coverage varies by instrument and market.
Economic sources: U.S. Treasury yields, New York Fed reference rates, and BLS labor and inflation releases, identified by source and period.
Primary documents: SEC EDGAR filings and metadata link research back to the underlying disclosures.
Financials and estimates: Statement history and analyst estimates for covered companies, with missing observations identified.
Source and timing: Check the source, observation date, and availability shown in each module. Market data is delayed; access does not create a real-time entitlement.

Coverage depends on the instrument, dataset, and plan. Missing or unavailable data remains identified. Display access does not grant export or redistribution rights.

PLAN ACCESS

Choose your coverage.
Keep the platform.

Investor plans include Market Terminal, Research Desk, and personal portfolio tools. Advisor plans add the Advisor Workbench through a firm membership.

Monthly pricing per user. Compare the coverage, research, and portfolio tools included.
Plan	Market coverage	Research Desk	Portfolio tools	Monthly
InvestorU.S. Data	U.S.	Core Research Desk	Portfolio Workbench · personal accounts	$49
InvestorGlobal Data	U.S. + international	Core Research Desk	Portfolio Workbench · personal accounts	$59
InvestorGlobal Data + Research	U.S. + international	Core + additional reviewed publications	Portfolio Workbench · personal accounts	$99
AdvisorFull Data	U.S. + international	Core + additional reviewed publications	Advisor Workbench · firm membership	$999
AdvisorResearch & Relationship	U.S. + international	Reviewed publications + research by request	Advisor Workbench · firm membership	$2,499

A FEW DETAILS

Before you choose.

What Gilmer includes, how the research works, and which access fits.

View plans and access

What is Gilmer?

Research stocks and ETFs, compare funds, and analyze portfolios with Gilmer’s investment research platform for investors and financial advisors.

What research does Gilmer publish?

Gilmer’s Research Desk includes released market notes, sector research, company coverage and rating updates, and model portfolio updates. Publication availability and coverage vary by plan; each released item carries its date and scope.

Which markets and data can I research?

The Market Terminal covers company financials, equities, funds and ETFs, earnings and estimates, sectors, economic releases, bonds, currencies, commodities, ownership, and filings. International coverage depends on the plan. Check each module’s source, observation date, and availability; market data is delayed.

Can I review my own portfolio?

Investor plans include a personal Portfolio Workbench for account uploads, holdings, watchlists, risk review, and planning scenarios. Available values and analysis depend on the supplied records, price coverage, and account reconciliation. Personal accounts remain separate from an advisor’s client book.

What does an Advisor plan add?

Advisor plans add the Advisor Workbench through a firm membership, including client and account oversight, portfolio analytics, rebalancing proposals, and supported tax, liquidity, structured-note, and reporting tools. Specialist product and export permissions may apply.

How do Investor and Advisor plans differ?

Investor plans start at $49 per user per month and include Market Terminal, Research Desk, and personal portfolio tools. Advisor plans start at $999 per user per month and add the Advisor Workbench through a firm membership. Coverage and research access vary by tier; multi-user and partnership arrangements have a separate inquiry path.

CHOOSE YOUR ACCESS

A workspace for the way you research.

Choose the coverage and workspace that fit the way you work.

View plans and access

Research Desk

Read the thinking behind the view.

Read Gilmer’s market notes and sector research, examine coverage and rating updates, and follow published model portfolio changes.

Base access with every paid plan. Additional reviewed publications with Global Data + Research and Advisor plans.

Monthly pricing per user. Compare the coverage, research, and portfolio tools included.

Plan

Market coverage

Research Desk

Portfolio tools

Monthly

InvestorU.S. Data

U.S.

Core Research Desk

Portfolio Workbench · personal accounts

$49

InvestorGlobal Data

U.S. + international

Core Research Desk

Portfolio Workbench · personal accounts

$59

InvestorGlobal Data + Research

U.S. + international

Core + additional reviewed publications

Portfolio Workbench · personal accounts

$99

AdvisorFull Data

U.S. + international

Core + additional reviewed publications

Advisor Workbench · firm membership

$999

AdvisorResearch & Relationship

U.S. + international

Reviewed publications + research by request

Advisor Workbench · firm membership

$2,499

Terminal Workspace

Market Terminal

Research Desk

A closer lookat your portfolio.

Advisor Workbench

Know the source.Know the date.

Choose your coverage.Keep the platform.

Before you choose.

A workspace for the way you research.

Market Terminal

Research Desk

A closer lookat your portfolio.

Advisor Workbench

Know the source.Know the date.

Choose your coverage.Keep the platform.

Before you choose.

A workspace for the way you research.

A closer look
at your portfolio.

Know the source.
Know the date.

Choose your coverage.
Keep the platform.

A closer look
at your portfolio.

Know the source.
Know the date.

Choose your coverage.
Keep the platform.