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WorldbyFlow for investor relations directors

The sell-side narrative is a spread, not a number, and the IR team that averages it loses the argument at the next call. WorldbyFlow names each forecast's source, as-of date and basis, and shows the spread, so your read of the street is one you can put in front of the CFO.

Written for Runs IR at a public company; tracks the sell-side narrative.·Runs in the Finance domain

Start with this one

Where this fits in your week

Investor relations is a running read of what the market expects and why. The scans here keep that read current: consensus with sources and dates, sentiment with the pollster and method shown, a dated calendar of the events that move the stock, a graded explanation of a peer's or an activist's move, and a dossier on the holders and the funds that matter.

Lead scan

Consensus Check

2 credits · in-depth · about 2–4 min

Every forecast with its source, as-of date and basis, and the spread shown rather than a manufactured house number. The consensus page for the CFO.

Try it on: a subject you already hold an opinion about, so you can grade the result against what you know.
4 more scans that fit this role

Poll Check

3 credits

Investor sentiment with the pollster, sample, method and sponsor named. What investors say they think, measured honestly.

Try it on Investor sentiment on ESG · Retail investor sentiment · Trust in earnings guidance

Catalyst Calendar

2 credits

A dated calendar of what moves the name, each date's basis stated. The IR calendar behind the corporate one.

Try it on Apple · The Federal Reserve · OPEC

Why They Did It

3 credits

Why a peer, a board or an activist did what it did, with candidate explanations graded against the record. The read before the call from the chairman.

Try it on Tesla joining the S&P 500 · Disney's proxy fight with Nelson Peltz · Elliott Management targeting Salesforce

Fund & Institution

2 credits

A dossier on a holder or an activist: stated strategy, documented activity, people. Who is on the register and what they have done elsewhere.

Try it on BlackRock · Vanguard · Elliott Management · Norges Bank Investment Management
A working path

From a first run to a result you can hand over

The order matters. The first read gives you the structure; the next ones fill the parts that are hardest to source by hand.

01

Run Consensus Check on your own name

You know the street cold. Check whether the spread and the sources match what your models show before trusting it on a peer.

2 credits
02

Run Fund and Institution on the holder that worries you

Strategy, activity, people, documented. The dossier before the meeting request.

2 credits
03

Run Why They Did It on the last activist campaign in your sector

The stated reasons and the alternatives, graded. The preparation for the question your board will ask.

3 credits
04

Pin your peers to your Watchboard

A guidance change, a holder filing or an activist letter at a peer becomes a watched signal.

Pinning is free; a check costs 2 credits when you ask for one.
The research bill for this path
2 + 2 + 3 = 7 credits · a Standard plan carries 20 a month
What comes back

A result whose claims carry their grades

Sourced, not asserted

Every figure and quote links to where it came from. A claim the scan could not source is marked as such rather than dressed up.

Verified or grounded
Reported or attributed
Contested
Open question

Ready to hand over

Export the consensus read as a PDF for the CFO's pre-call pack, or share it as a page the executive team can open.

Built to be argued with

Ask a follow-up question of any result, or run a Red Team pass that tries to break its own conclusions before someone else does. How the grades work →

See one

Research already published in this shape

Household Playbook: Surviving a Debt-Ceiling Default or Shutdown

Read the research →

Mortgage relief during a federal shutdown is opt-in and paperwork-triggered, not automatic: the household has to call the servicer and supply proof of furlough or benefit delay before a payment is actually missed.

Playbook · September 9, 2026 · from the Finance library
Try it

Run Consensus Check on something you already know

The fastest way to judge the result is to pick a subject you know cold and read it against what you know. If a colleague sent you here with an invitation, the credits land on your account when you sign up.

Start with Consensus Check →Standard plan from $10/mo · 20 credits · all plans
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