OpenBit / Guides
Better questions.
Better research notes.
Start with the problem you want to solve. Each guide includes a worked example or a checklist you can use.
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Institutional holdings
How to Read a 13F Filing: Shares, Value and Timing
Read a 13F filing without confusing market value with buying. Use a simple example and checklist to separate reported holdings from unanswered questions.
Insider disclosures
Form 4 Transaction Codes: P, S, A, M and F Explained
Understand Form 4 codes P, S, A, M and F. Learn why a tax withholding or stock award needs a different reading from a purchase or sale.
Research practice
Investment Thesis Tracking Template: What to Check Next
Use a practical investment thesis tracking template to record your claim, evidence, counterarguments and next review, with a clearly labeled example.
Put the reading to work
One question. A clearer next step.
Explore a company, examine a disclosed holding, or investigate the evidence behind a research claim.