Define the research cohort
Use the grid for live IPO work: names still moving through the filing, pricing, and listing process. Use all-deals views when you want a broader research universe that includes trading names, follow-ons, SPACs, funds, and other vehicles.
For API or MCP workflows, make the cohort explicit. Decide whether you want operating companies only, newly effective IPOs, priced-but-not-trading candidates, already-trading tickers, or every deal type.
| Screen | Use it when | What to watch |
|---|---|---|
| Active IPO | You want candidates still moving toward a first trade. | Latest amendment, offer range, deal size, underwriters, exchange, and expected timing. |
| Priced or effective | You want names close to trading or newly priced. | Offer price, final prospectus, first trade, early volume, and 1D/7D movement. |
| Trading | You searched a ticker or want post-listing performance. | Offer-to-close return, first week behavior, and whether the ticker is common stock, unit, or warrant. |
| Follow-on | You want offerings from companies that were already public. | Use a dedicated follow-on cohort for follow-on research and backtests. |
| SPACs, funds, and vehicles | You want non-operating-company deal flow. | Use a dedicated cohort for SPACs, funds, and other vehicles. |
Match the workflow to trading status
A ticker search can return a company that is already trading. Current trading status supports post-IPO performance, follow-on analysis, and market-history research.
Open company pages for issuer-level post-IPO fields or research workflows for cohort examples.