Public Research Surface
BDC and CEF research built around live coverage, source notes, and fund-page depth.
Screen income funds, inspect ticker-level analytics, and understand what is live, pending, or seeded before you go deeper. The public product is designed to be honest about coverage status instead of implying every surface is equally complete.
Saved Screen
Income opportunities: discount + coverage upgrade
Refreshed daily
These names are surfaced because they improve yield, coverage quality, or sector balance inside an income sleeve the advisor already manages.
Now
3 candidates worth review today
Model Yield
+42 bps
Stress Profile
-1.3% drawdown
Public Research Snapshot
Tracked focus
ARCC / MAIN / UTF / PDI
Provenance
Coverage registry, live screen, public ticker pages
Updated
Apr 21, 12:04 PM UTC
Format
Public pages, trust notes, published insights
Discovery Snapshot
Income Research Focus
Tracked names worth reviewing first
Tracked today
ARCC / MAIN / UTF / EVV
Focus question
Which discounts or coverage trends actually deserve the next click?
Peer context
Compare yield, price-to-NAV, and one-year NAV change inside the tracked universe.
Use case
income-first diligence before deeper internal recommendation work begins
Coverage And Methodology
Trust and depth, not more feature noise
Coverage clarity
Show what is live, what is pending, and what is seeded before deeper clicks.
Methodology
Make source, refresh cadence, and assumptions visible without a legal-page detour.
Compliance posture
Informational, advisor-facing, and explicit about where analysis ends and recommendation responsibility begins.
Public Trust Surface
The public site now explains how coverage status works, where market and filing data comes from, and where the product's informational posture stops.
Live screens
BDC and CEF screens stay shareable, saved, and tied to the metrics advisors already use.
Open screenCoverage registry
Track which BDC and CEF pages are live, demo-backed, or queued before the research workflow goes deeper.
Open coverageSource depth
Price, NAV, discounts, filings, and distribution history stay on the same page instead of behind a chain of lookups.
Open ticker pagePublished Insights
Evergreen public content lives on a dedicated insights path.
Histometrics now separates public published content from direct-access share URLs, so the indexable surface stays clean while workflow artifacts remain accessible.
4 min
BDC analytics should stay tied to workflow readiness, not just yield tables.
How Histometrics approaches public BDC analytics with coverage state, filing context, and workflow readiness in view.
4 min
CEF coverage is more trustworthy when backlog and live coverage are both visible.
Why public CEF coverage should distinguish between live, demo-backed, and queued symbols instead of pretending the universe is uniformly complete.
3 min
An income screener is more useful when it leads directly into review and scenario work.
How Histometrics connects the screener to ticker review, backtests, and recommendation memo preparation.
Portfolio Library
Starting points already mapped into the product
The homepage sells the workflow. The deeper product still needs clear starting points for advisors managing repeatable client sleeves.
BDC Income
A yield-heavy three-BDC model that emphasizes coverage and discount discipline.
All Weather Lite
Simple multi-asset mix for advisors who want a conservative benchmark portfolio.
FIRE Conservative
Lower-volatility drawdown-aware model for accumulation and withdrawal testing.
Live Coverage
382
Focus Universe
411
Demo-backed
4
Queued
29