Everything in the sidebar, named the way the app names it.
Seventy-four rows, no marketing renames. Where a feature needs something you already hold, your AI assistant, a Canadian filings service, Substack or OneDrive, or a particular device, the row says so.
Your account a third-party account you holdPublic source no account neededPlatform one device family only
| # | Feature | What it does | Needs |
|---|---|---|---|
| 01 | Watchlist | Lists of symbols with a hurdle rate and a buy threshold per list. Price target, last price, IRR to target and a BUY or SELL signal, long or short, read from the price target in force. | Market data |
| 02 | Decisions | Every decision across your profiles with its verdict, Good, Neutral or Bad, against a neutral band you set; counts and hit rate by decision, side, author and period. | Nothing else |
| 03 | Merger Arb | Every deal from both simulators in one table: signal, spread, annualized return, EV IRR, close probability, estimated close. Median stats; deal terms, closing conditions, break scenario, position and timeline panels; archive and restore. | Nothing else |
| 04 | Cash Deal Simulator | XIRR on cash mergers, liquidations and tender offers, with dated cash payments and a break scenario. | Nothing else |
| 05 | Share Deal Simulator | Stock-for-stock spreads and hedge ratios; expected value and break IRR for mixed consideration. | Nothing else |
| 06 | Deal import & update | Fill either simulator from a special-situation analysis, or update an existing deal with a visible change plan. Nothing is saved until you click Save. | Your AI assistant |
| 07 | MOC Scanner | TSX market-on-close imbalances of the day, with quotes and one month of history. | TSXMarket data |
| # | Feature | What it does | Needs |
|---|---|---|---|
| 08 | Special Situations | Paste an alert email, or let your assistant add an idea; eligible items join the To-analyze queue. Validated ideas are promoted to a profile or a simulator. Skip, Block and Archive each leave a dated event. | Nothing else |
| 09 | Batch analysis | Export pending ideas, run them through a local runner with your own Claude session, and import the results with a warning-by-warning review. Never overwrites an existing idea. | Your AI assistant |
| 10 | Pipeline | Table or board of every profile: classification, potential, catalyst year, status, invested or following, graveyard. Last update comes from the record itself. | Nothing else |
| 11 | Research profiles | One profile per ticker on twelve pages in three families: Overview, Decisions, Thesis, Notes, Todo · News, Filings, Documents, Links · Management, AI, Comments. The thesis takes rich text and images. | Nothing else |
| 12 | Take Decision | Record Buy, Hold, Sell, Watch, Pass, Short or Cover with its side, its recorded price and an optional reason. A decision never changes the price target. | Nothing else |
| 13 | Price target journal | Dated revisions of the price target, with side, price and estimated close. Every projected return reads the revision in force, and the target draws as a line on the price chart. | Nothing else |
| 14 | Price chart pins | Your notes, the news, the reasons you passed and your decisions, each on its day on the profile's price chart, filterable by category. | Market data |
| 15 | Long / Short | An analysis can be short, on the profile, the Pipeline and every watchlist, with short-cost assumptions, collateral income, and the return on the amount sold or on the margin. | Nothing else |
| 16 | Seven analysis kinds | Special situation, Quantitative, Forensic, Qualitative, Due diligence, Management, Valuation. Verdict, findings and evidence lists each: a red flag is sourced, material and blocking, anything less a warning; earlier versions kept with their source document. | Your AI assistant |
| 17 | Structured import & export | Paste an analysis and check its verdict and findings before it lands, or let your assistant import it. A whole profile comes back field by field (same, new, conflict); nothing lands unticked. Canonical export of the profile for the next session. | Your AI assistant |
| 18 | People to Avoid | Your register of people to stay away from: dated roles by symbol, the decision history and its sources. Surfaced on every profile and situation they touch. | Nothing else |
| 19 | Companies to Avoid | The same register for companies, kept apart from people, with its own decisions and sources. | Nothing else |
| 20 | TODO | Typed tasks with due dates, reminders, rich notes and references to profiles, reports, deals or retrospectives. Overdue count in the sidebar. | Nothing else |
| 21 | Divers Notes | Macro or multi-symbol notes with images, tags and tickers, in List, Detailed or Cards. | Nothing else |
Financial Reports
Filings & Financial Reports in detail →| # | Feature | What it does | Needs |
|---|---|---|---|
| 22 | Merged statements | Income statement, balance sheet and cash flow from several filings, one column per period end. The most recent source wins; provenance stays attached. | Nothing else |
| 23 | Clickable notes | A note reference opens the note in its own filing, even when the note was renumbered between reports. | Nothing else |
| 24 | Detailed statements | Build-up view from the filing extractor skill: the components first, the aggregate line after, SG&A preceded by its twelve parts. | Your AI assistant |
| 25 | Analysis sheets | Ratios and models from the filing extractor skill, recalculated from the merged statements, with their own highlights. | Your AI assistant |
| 26 | Highlights | The important notes of a filing (going concern, covenants, subsequent events, dilution), classified by taxonomy and severity by the filing extractor skill, with the verbatim excerpt and the disclosed amount. | Your AI assistant |
| 27 | Cell comments, marks & charts | Comment or mark any number; the note stays with the line and the profile. A line chart for any traceable row across every period held. | Nothing else |
| 28 | Reading preferences | Your own aliases and labels for a company's line items, the periods you want to see, search and filters in every table. The published label stays the reference. | Nothing else |
| 29 | Debug mode | The extraction's verification surfaces, source evidence and tie-outs, stay hidden until you switch them on. | Nothing else |
| # | Feature | What it does | Needs |
|---|---|---|---|
| 30 | EDGAR | 10-K, 10-Q, 8-K, DEF 14A and DEFM14A by ticker. Markdown with exhibits, iXBRL extraction, and the SEC's own PDF on request. | SEC |
| 31 | Extract latest | An issuer's last 10-Ks and 10-Qs, five and four by default, extracted into Financial Reports in one click, skipping the periods already held. | SEC |
| 32 | Filing reader | Every profile lists the issuer's filings of the last five years. The reader shows a filing as published: its layout, a table of contents, the Original view with its images. | SEC |
| 33 | Filing alerts | Turn alerts on for a profile and each new SEC filing in the categories you chose shows on the Home and on its Filings page for 14 days, with a system notification on the Mac and the web while the app is open. | SEC |
| 34 | SEDAR | Canadian filings by issuer through your own subscription to a Canadian filings service: financials, MD&A, AIF, circulars. View, Download, Convert to Markdown; filters by document type. | Canadian filings service |
| 35 | Batch downloads | Tick a set of filings and take them all, sequentially and paced, Markdown or PDF per pass, with a cancel that finishes the current item. | Nothing else |
| 36 | Filings viewer | Native tabs on SEC and SEDAR+ documents, isolated from the app and limited to those hosts. | macOS |
Calculator & Macro
3 rows| # | Feature | What it does | Needs |
|---|---|---|---|
| 37 | Expected Value | Probability-weighted outcomes from your own inputs, with notes attached to the setup. | Nothing else |
| 38 | NOL Shells | Shell valuation and present value of loss carryforwards. | Nothing else |
| 39 | Polymarket | Event probabilities beside your own estimate, tagged bull or bear for the situations they bear on. | Polymarket |
Resources
6 rows| # | Feature | What it does | Needs |
|---|---|---|---|
| 40 | Useful Links | Your editable directory of tools, sources, forums and references. | Nothing else |
| 41 | Substack | The publications you follow, imported hourly and kept 30 days. One click files a write-up as a note on the ticker; the note outlives the post. | Substack |
| 42 | TSX New Listings | The daily public dataset of new TSX company listings, with ADR, CDR, ETF and fund exclusions and a detail sheet per bulletin. | TSX |
| 43 | Clips | The inbox of everything captured. Clips with a resolved destination are filed automatically; the others wait until you give them one. | Nothing else |
| 44 | PDF to MD & Documents | Convert any PDF to readable, quotable text. Keep up to 100 documents per profile, 50 MiB each, verified before they are marked ready. | Web · macOS |
| 45 | Retrospectives | The thesis snapshot, the realized facts and the post-mortem questionnaire; the rule you draw goes back into the profile. | Nothing else |
| # | Feature | What it does | Needs |
|---|---|---|---|
| 46 | Norlyst Clipper | Safari on macOS and iOS, and Firefox. A link, a selection or the article, with URL and date. Each installation pairs once and is revocable on its own. | macOS · iOS · Firefox |
| 47 | Share sheet | iOS and macOS: a link, text, a document or an image is saved locally first, then uploaded with visible steps: Ready, Uploading, Verifying, Saved. | iPhone · iPad · macOS |
| 48 | Destinations & categories | File a capture to a profile, to Divers Notes or straight into People or Companies to Avoid, with your own categories chosen at capture time. | Nothing else |
AI assistants
AI analyses & assistants in detail →| # | Feature | What it does | Needs |
|---|---|---|---|
| 49 | Connect an assistant | Claude, ChatGPT, Claude Code or Codex, approved on a Norlyst page. It reads your profiles and notes, Divers Notes, TODO, situation ideas, merger arbitrage deals, your People and Companies to Avoid registries and your imported financial reports, as text. | Your AI assistant |
| 50 | Filings & Documents | For a profile, the assistant also reads its SEC filings through the filing reader, and the text of the PDF and plain-text files in its Documents tab. A filing Norlyst already holds does not count; a read that has to reach the SEC counts toward a per-account assistant read quota, by the hour and by the day. | SECYour AI assistant |
| 51 | Add and modify, never delete | A connected assistant can add profiles, notes, links, ideas, TODO, decisions and deals, import analyses, and modify what you wrote. It never deletes; for 10 days, a value it replaced can be put back, as long as nobody has changed it since. What it writes carries “via Claude” or “via ChatGPT”. | Your AI assistant |
| 52 | Analysis import | Your assistant imports a finished analysis into its profile: Norlyst checks the block, adds it as a new version, the earlier one kept in its history, and keeps the full report beside the profile. A missing profile is never created on the way. | Your AI assistant |
| 53 | AI Skills | A page under Resources with ten Norlyst skills for Claude Desktop and claude.ai (the seven analyses, the research orchestrator and two financial-report skills), each with its version, date and Download, plus Download all and an installation guide. | Your AI assistant |
| 54 | Research orchestrator | One skill runs the seven analyses of a profile in one pass: a short reconnaissance, all its questions at once, the analyses side by side when your Claude client offers sub-agents, then a calibration judge across every finding, the imports and a synthesis note. | Your AI assistant |
| 55 | LLM Rules | Your output language and your own rules (philosophy, thresholds, conventions) set on the AI Skills page; a profile can add its own, which win in a conflict. Every analysis method reads them before it starts. No rule changes a skill's output format or what counts as a red flag. | Nothing else |
| 56 | Connections you control | Revoke any connection in Settings. It also ends after 30 days without use, when your access is withdrawn, or when the account closes. Requests are logged without their content. | Nothing else |
Storage & export
4 rows| # | Feature | What it does | Needs |
|---|---|---|---|
| 57 | OneDrive storage | Optional. Documents, note images and clips are kept in your personal or work OneDrive, in one Norlyst folder; Norlyst keeps the catalog. Existing files move over with verification. | OneDrive |
| 58 | Daily export | With OneDrive connected, a Markdown and JSON export of the whole workspace lands in it every day, readable without Norlyst. | OneDrive |
| 59 | Profile export | Any profile exports as structured text for your next session, in Norlyst or elsewhere. | Nothing else |
| 60 | Account deletion | Close the account from the app: the workspace, credentials and access are purged within 24 hours. | Nothing else |
Platform
14 rows| # | Feature | What it does | Needs |
|---|---|---|---|
| 61 | Web app | The full workbench in the browser, at app.norlyst.com. | Nothing else |
| 62 | iPhone & iPad | The same workspace, responsive. Pull down to search a symbol; Safari extension and Share sheet; desktop-only pages hidden. On the App Store. | iPhone · iPad |
| 63 | macOS app | Native calls to data sources, the filings viewer, ⌘⇧I to show or hide the window, Safari and Share extensions bundled. Mac App Store, coming soon. | macOS |
| 64 | Sign-in & access | Google or Apple. A new account waits until access is granted; then one private workspace opens on every device. | Nothing else |
| 65 | Sync | One private workspace per account, last write wins per document. Screen state (theme, collapsed panels, column widths) stays on the device. | Nothing else |
| 66 | Offline cache | What you opened stays readable without a connection; changes resync when it returns. | Nothing else |
| 67 | Keyboard | / or ⌘K opens the symbol palette, . the page navigation with a letter per page, + Quick Create. Shortcuts pause while you type. | Nothing else |
| 68 | Quick Create | A + button floats over every page and opens creation, notes and imports; on a profile it offers only that profile's gestures. Drag it between two corners. | Nothing else |
| 69 | Your navigation | Reorder or hide the sidebar entries to match your own day. | Nothing else |
| 70 | Your choice lists | Your own note categories, TODO types, classifications and markers, offered everywhere, down to the Clipper and the Share sheet. | Nothing else |
| 71 | Lists | Search that ignores case and accents, pagination 25, 50 or 100, resizable columns. List state lives in the session, never persisted. | Nothing else |
| 72 | Themes | Light, dark or system. The brand icon follows the theme. | Nothing else |
| 73 | Symbol rename | Rename a ticker across profiles, watchlists, deals and files in one recoverable operation. | Nothing else |
| 74 | Quotes refresh | During market hours the server refreshes watchlist quotes every 15 minutes; price history is cached for 24 hours. | Market data |