Share watchlists, notes, queries, and research assets across your team.
Shared Intelligence Hub is your team's central repository for macro research: shared watchlists, collaborative notes, vetted QuickSave Queries, and team-wide Research Packs. It's where individual expertise becomes collective intelligence.
Instead of siloed Workspaces, scattered Slack threads, and emailed Excel files, Shared Intelligence Hub gives your team one source of truth for datasets you track, interpretations you've made, and workflows you've perfected.
It's collaboration infrastructure for macro research — like a shared drive, but purpose-built for datasets, not documents. Everyone sees the same watchlists, same priorities, same context. No redundancy, no confusion, no gaps.
Team Watchlists
Create shared watchlists visible to entire team. E.g., "Core US Macro" (25 datasets), "Eurozone Dashboard" (18 datasets), "EM Inflation" (12 datasets). Everyone tracks the same datasets.
Collaborative Notes
Attach team notes to datasets: "This series has seasonal issues in Q1" or "Use this for client-facing analysis, not internal models." Everyone sees context.
Shared QuickSave Queries
Create vetted search templates and share with team. E.g., "Weekly US Inflation Check" or "Client-Ready GDP Data" — everyone uses the same high-quality searches.
Research Pack library
Store team-generated Research Packs in shared library. E.g., "Q4 2024 Inflation Analysis" or "2025 Fed Outlook" — accessible to all team members for reference or client delivery.
Team activity feed
See what teammates are working on: "Alice generated brief for CPI," "Bob added 5 datasets to Eurozone watchlist," "Charlie shared new query." Full transparency.
Permissions and visibility controls
Control who can view/edit shared resources. E.g., "Core US Macro" watchlist is read-only for junior analysts, editable for PMs.
Desk Coverage: Senior PM creates "US Macro Desk" shared watchlist with 30 core datasets. All 5 analysts see the same list. When PM is on vacation, analysts know exactly what to monitor — no handoff meetings needed.
Thematic Research: Team is working on "2025 Fed Policy" project. PM creates shared watchlist, analysts add notes explaining their interpretations, and everyone contributes QuickSave Queries. One hub, all context.
Client Prep Library: Team stores all client-facing Research Packs in Shared Intelligence Hub. New analyst joins, browses library, and sees 2 years of deliverables — instant onboarding.
Quality Control: Senior economist reviews team's shared watchlists and notes, spots inconsistencies (e.g., "Why are we tracking 3 different CPI series?"), and consolidates for clarity. Hub enables quality oversight.
Cross-Geography Coordination: US team shares "US Inflation" watchlist, Europe team shares "Eurozone Dashboard," Asia team shares "China Growth." All visible in Hub. Global macro coordination in one view.
A macro research team at a hedge fund has 8 analysts covering US, Europe, and emerging markets. Before Shared Intelligence Hub, each analyst had their own Workspace — no visibility into what others were tracking, no shared context, lots of duplication.
They activate Shared Intelligence Hub and create 3 team watchlists: "US Core," "Eurozone Dashboard," "EM Watch." Each analyst contributes datasets and notes to their geography. Everyone can see all 3 watchlists plus activity feed.
Result: Duplication drops 80% (no more "3 analysts tracking same CPI series"), onboarding time for new hires drops from weeks to days (they browse Hub and see entire team's intelligence), and head of research can finally see what everyone is working on.
Within 3 months, team productivity increases 40% (measured by briefs + Research Packs), and collaboration improves dramatically. Shared Intelligence Hub becomes the team's single source of truth.
Exclusive to Team plan. All team members automatically have access to Shared Intelligence Hub.
Start sharing intelligence →