Norlyst

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

#FeatureWhat it doesNeeds
01WatchlistLists 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
02DecisionsEvery 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
03Merger ArbEvery 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
04Cash Deal SimulatorXIRR on cash mergers, liquidations and tender offers, with dated cash payments and a break scenario.Nothing else
05Share Deal SimulatorStock-for-stock spreads and hedge ratios; expected value and break IRR for mixed consideration.Nothing else
06Deal import & updateFill 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
07MOC ScannerTSX market-on-close imbalances of the day, with quotes and one month of history.TSXMarket data
#FeatureWhat it doesNeeds
08Special SituationsPaste 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
09Batch analysisExport 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
10PipelineTable or board of every profile: classification, potential, catalyst year, status, invested or following, graveyard. Last update comes from the record itself.Nothing else
11Research profilesOne 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
12Take DecisionRecord 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
13Price target journalDated 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
14Price chart pinsYour 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
15Long / ShortAn 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
16Seven analysis kindsSpecial 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
17Structured import & exportPaste 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
18People to AvoidYour 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
19Companies to AvoidThe same register for companies, kept apart from people, with its own decisions and sources.Nothing else
20TODOTyped tasks with due dates, reminders, rich notes and references to profiles, reports, deals or retrospectives. Overdue count in the sidebar.Nothing else
21Divers NotesMacro or multi-symbol notes with images, tags and tickers, in List, Detailed or Cards.Nothing else
#FeatureWhat it doesNeeds
22Merged statementsIncome statement, balance sheet and cash flow from several filings, one column per period end. The most recent source wins; provenance stays attached.Nothing else
23Clickable notesA note reference opens the note in its own filing, even when the note was renumbered between reports.Nothing else
24Detailed statementsBuild-up view from the filing extractor skill: the components first, the aggregate line after, SG&A preceded by its twelve parts.Your AI assistant
25Analysis sheetsRatios and models from the filing extractor skill, recalculated from the merged statements, with their own highlights.Your AI assistant
26HighlightsThe 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
27Cell comments, marks & chartsComment 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
28Reading preferencesYour 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
29Debug modeThe extraction's verification surfaces, source evidence and tie-outs, stay hidden until you switch them on.Nothing else
#FeatureWhat it doesNeeds
30EDGAR10-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
31Extract latestAn 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
32Filing readerEvery 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
33Filing alertsTurn 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
34SEDARCanadian 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
35Batch downloadsTick 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
36Filings viewerNative tabs on SEC and SEDAR+ documents, isolated from the app and limited to those hosts.macOS

Calculator & Macro

3 rows
#FeatureWhat it doesNeeds
37Expected ValueProbability-weighted outcomes from your own inputs, with notes attached to the setup.Nothing else
38NOL ShellsShell valuation and present value of loss carryforwards.Nothing else
39PolymarketEvent probabilities beside your own estimate, tagged bull or bear for the situations they bear on.Polymarket

Resources

6 rows
#FeatureWhat it doesNeeds
40Useful LinksYour editable directory of tools, sources, forums and references.Nothing else
41SubstackThe 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
42TSX New ListingsThe daily public dataset of new TSX company listings, with ADR, CDR, ETF and fund exclusions and a detail sheet per bulletin.TSX
43ClipsThe inbox of everything captured. Clips with a resolved destination are filed automatically; the others wait until you give them one.Nothing else
44PDF to MD & DocumentsConvert any PDF to readable, quotable text. Keep up to 100 documents per profile, 50 MiB each, verified before they are marked ready.Web · macOS
45RetrospectivesThe thesis snapshot, the realized facts and the post-mortem questionnaire; the rule you draw goes back into the profile.Nothing else
#FeatureWhat it doesNeeds
46Norlyst ClipperSafari 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
47Share sheetiOS 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
48Destinations & categoriesFile 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
#FeatureWhat it doesNeeds
49Connect an assistantClaude, 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
50Filings & DocumentsFor 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
51Add and modify, never deleteA 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
52Analysis importYour 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
53AI SkillsA 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
54Research orchestratorOne 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
55LLM RulesYour 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
56Connections you controlRevoke 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
#FeatureWhat it doesNeeds
57OneDrive storageOptional. 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
58Daily exportWith OneDrive connected, a Markdown and JSON export of the whole workspace lands in it every day, readable without Norlyst.OneDrive
59Profile exportAny profile exports as structured text for your next session, in Norlyst or elsewhere.Nothing else
60Account deletionClose the account from the app: the workspace, credentials and access are purged within 24 hours.Nothing else

Platform

14 rows
#FeatureWhat it doesNeeds
61Web appThe full workbench in the browser, at app.norlyst.com.Nothing else
62iPhone & iPadThe same workspace, responsive. Pull down to search a symbol; Safari extension and Share sheet; desktop-only pages hidden. On the App Store.iPhone · iPad
63macOS appNative 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
64Sign-in & accessGoogle or Apple. A new account waits until access is granted; then one private workspace opens on every device.Nothing else
65SyncOne private workspace per account, last write wins per document. Screen state (theme, collapsed panels, column widths) stays on the device.Nothing else
66Offline cacheWhat you opened stays readable without a connection; changes resync when it returns.Nothing else
67Keyboard/ or ⌘K opens the symbol palette, . the page navigation with a letter per page, + Quick Create. Shortcuts pause while you type.Nothing else
68Quick CreateA + 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
69Your navigationReorder or hide the sidebar entries to match your own day.Nothing else
70Your choice listsYour own note categories, TODO types, classifications and markers, offered everywhere, down to the Clipper and the Share sheet.Nothing else
71ListsSearch that ignores case and accents, pagination 25, 50 or 100, resizable columns. List state lives in the session, never persisted.Nothing else
72ThemesLight, dark or system. The brand icon follows the theme.Nothing else
73Symbol renameRename a ticker across profiles, watchlists, deals and files in one recoverable operation.Nothing else
74Quotes refreshDuring market hours the server refreshes watchlist quotes every 15 minutes; price history is cached for 24 hours.Market data