Baxion How-To

Quick operating guide for BAMSEC-style workflows in Baxion.

Search For A Company

  1. Use the top search bar and type ticker or company name.
  2. Press Enter to open the company workspace.
  3. Use arrow keys + Enter for keyboard-first navigation.

Navigate The Company Page

  1. Use Categorized for quick filing buckets (Financials, Disclosures, Ownership, etc.).
  2. Use Chronological for a strict date-ordered workflow.
  3. Use Credit, Contracts, Plans, and Incorporation to jump directly into key exhibits.
  4. Use the company header for profile metadata and Tags for saved content.

Use The Filing Viewer

  1. Exhibits tab: open the main filing or associated exhibits without leaving the viewer.
  2. TOC tab: jump to sections (Item 1, Item 1A, Item 7, etc.) in one click.
  3. Tags tab: revisit saved highlights and table tags for the current filing.
  4. Left actions: Copy Link, Print, PDF, Download All Tables, Compare.

Create And Manage Tags

  1. Tag a table from table controls in the filing body.
  2. Highlight text and choose Tag from the selection popup.
  3. Review tags in three places: Filing Tags tab, Company Tags tab, and Global Tags page.

Use Screening And Save Screens

  1. Open Screening to filter filings by ticker, form type, market cap, industry, and date window.
  2. Save your current filter set as a Screen for repeat workflows.
  3. Use saved screens to restore the exact filter state in one click.

Set Up Alerts

  1. Create alerts from Screening or from the Alerts page directly.
  2. Configure company scope, filing type, keywords, and delivery frequency.
  3. Use toggles to enable/disable and the actions menu to duplicate or delete alerts.

Customize Theme

  1. Open the hamburger menu and hover Theme.
  2. Choose Light, Dark, Excel, Bloomberg, Tokyo Night, or Monokai.
  3. Theme preference persists automatically across sessions.