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Reference guide

Screening and research access

The public screener provides a limited BDC and CEF preview. Fund pages show snapshot metrics and links to the authenticated research area.

1 minUpdated 2026-09-07

Public previews

Public screener and coverage views show a subset of tracked BDCs and CEFs. Public ticker pages expose headline metrics and source context, rather than the complete research record.

Authenticated research

Full ticker pages, detailed histories, and research actions require sign-in. Available records differ by symbol. A registry entry alone does not indicate that all inputs required by a research action are present.

Scenario data

Backtests currently use the finance package’s synthetic sample repository. A symbol’s database-backed coverage or workflow-ready label does not establish that its live data is used in a backtest.