Super Investor User Guide

Getting Started

Creating an Account

  1. Visit the Super Investor homepage.
  2. Click on the "Register" button in the top right corner.
  3. Fill out the required information and follow the prompts to complete your registration.

Logging In

  1. Click on the "Login" button in the top right corner.
  2. Enter your email and password.
  3. Click "Log in" to access your account.

Navigating the Platform

Home Page

The home page provides an overview of your recent research and quick access to key features. For new users, it offers guidance on how to get started.

Search Functionality

Use the search bar at the top of the page to look up companies by their ticker symbol or name.

Researching Companies

Viewing Company Information

  1. Search for a company using the search bar.
  2. Click on the company name to view its profile.
  3. You'll see an overview of the company, including recent filings and financial information.

Accessing Filings

  1. On the company page, you'll find a list of recent filings categorized by type (e.g., Financials, Prospectuses, Ownership).
  2. Click on a filing to view its full content.

Taking Notes

Note: Note-taking functionality is available for Pro subscribers only.

Adding a Note

  1. While viewing a filing, select the text you want to annotate.
  2. An "Add Note" button will appear on the right side of the screen.
  3. Click the "Add Note" button to open the note-taking card.
  4. Type your note in the provided text area.
  5. Click "Save" to add your note.

Viewing and Editing Notes

  1. Your notes will appear in the right sidebar of the filing view.
  2. To edit a note, click on the note text.
  3. Make your changes and click "Save" to update the note.

Deleting Notes

  1. To delete a note, click on the note in the sidebar.
  2. Click the "Delete" button and confirm your action.

Sharing Research

Sharing an Entire Research Document

  1. While viewing a filing with your notes, look for the "Share Research" button.
  2. Click the button to generate a shareable link.
  3. Copy the link and share it with others.

Sharing a Specific Note

  1. In the notes sidebar, find the note you want to share.
  2. Click on the "Share" icon next to the note.
  3. Copy the generated link and share it with others.

Exporting Notes

  1. Navigate to the company page for which you want to export notes.
  2. Look for the "Export Notes" button.
  3. Click the button to download your notes in CSV format.

Upgrading to Pro

To access advanced features like note-taking and sharing:

  1. Click on the "Upgrade" button in the top navigation bar.
  2. Review the available plans and features.
  3. Select your desired plan and follow the prompts to complete your subscription.

Getting Help

If you need further assistance: