Workspaces: Made for IR bookworms

Workspaces: Made for IR bookworms

Attention; This article is outdated as Palmy v2 comes with more capabilities & a better design than this illustration shows at the moment. We'll edit this version ASAP :)

Hey all, ever tried reading more than one earnings call or SEC filing in a day? From my experience, it becomes chaotic very fast. So let me introduce our workspaces, created for IR bookworms, real quick.

Thesis: Reading more than one public IR document or transcript a day becomes a mess quickly.

Platforms like EDGAR offer no ability to organize your documents in a natural, equity-research focussed environment.

That’s where Palmy comes in. Getting started; We organize documents by company, so each is a document index:

Want to revisit a company index? Just follow it — and it appears directly inside your workspace.

The same applies to documents. Save any doc to your workspace and:

  • Give it a custom title for quick access
  • Add notes (e.g. bullet points of key highlights)
  • Export it — available for earnings transcripts & insider forms

Check the workflow in this short demo:

Document Coverage

  • 10-K
  • 10-Q
  • Proxy DEF 14-A
  • Insider Form 3/4/5
  • Earnings Call Transcripts
  • Soon also: LDA, FDA, Government Contracts

Keyword Search on Earnings Calls

We introduce the ability to save keyword searches on earnings call transcripts of a company. This helps you quickly spot patterns, risks, or opportunities without scanning the entire transcript.

Some relevant keyword searches used extensively in Q2 2025:

  • Tariffs
  • AI
  • Trade negotiations
  • Steel & aluminium
  • Commodities pressure
  • Macro impact

But the sky is the limit here, no need to stick with certain trends when applying your keyword search:

  • ESG
  • Environment
  • Increased Margins
  • CaPex
  • Emissions
  • Lawsuit
  • Clinical trial (handy for pharma)
  • Supply chain disruptions
  • …and so on

Once you find an interesting match, simply click „open“ and we'll automatically highlight the spoken text section so you can see your keyword in full context:

Company Reports Integration

You can easily open the document index by clicking the 3-dots to trigger a menu showing „Document Index“. You may also open a document from the earnings reports section, by clicking „Save Doc“:

Conclusion

Workspaces are built for deep document research. Fast, structured, and without the loss of quality; No Large Language Model that cuts high quality information: Just you and an optimized workspace for IR materials ! We hope you like it !

Outlook

The goal: Palmy becomes your Notion for public company due diligence.

Q&A

Q: How many workspaces can I create?

A: 1 for Lite, 50 for Plus, and unlimited for PRO members.

Q: How many documents can I organize per workspace?

A: 10 for Lite, 25 for Plus, and 100 for PRO.

Q: How many companies can I follow per workspace?

A: 10 for Lite, 25 for Plus, and 100 for PRO.

Q: How many transcript keyword searches can I save per workspace?

A: 10 for Lite, 25 for Plus, and 100 for PRO.

Q: Is the keyword search over transcripts available to all plans?

A: Yes, please try it — it’s not limited to any paid plan.

Q: Can I export documents as a Lite member?

A: No — please upgrade to use the PDF export feature.

Q: Can I take document notes as a Lite member?

A: No — please upgrade to take unlimited notes on documents.

Q: I have antother, yet uncoverted question.

A: Neat. Please ask your question. We'll reply within 24 hours.

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FAQs

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