How to search
Stock Indices, Financial, Share and Short Position Datapoints
Avantis has added 3 new sets of datapoints for you to use as criteria and to include in your search result columns including: Stock Indices (under Issuers category) Financials Shares and short positions Video: Stock Indices, Financial, Share and ...
Artificial Intelligence Preview
Avantis has committed to developing artificial intelligence search capabilities in product and we are proud to introduce to you the ability to pose questions against any single SEDAR document. See our 2 minute overview video below for a great run ...
Importing Issuer Lists
Avantis allows you to upload or import pre-made issuer lists in Excel format and save them to the platform in order to quickly and easily run searches against them. Rather than naming, say, the same 80 issuers every time you want to search for their ...
Searching Historical SEDAR and SEC Press Releases (combined)
Avantis makes it easy to search press releases in both the SEDAR collection and the SEC collection at the same time, but there are some inherent distinctions in strategy between the two collections due to the nature of the documents. SEDAR makes ...
Public Date vs Filing Date
Avantis allows you to search SEDAR filings using two different dating conventions, which makes tracking down filings more powerful and precise than on any similar search platform. SEDAR documents bear a “Submitted Date” on SEDAR.com and Avantis makes ...
Searching combined jurisdictions (CA/SEDAR + US/SEC) simultaneously
Combined SEDAR + SEC Searching To search Canadian and US documents simultaneously, just be aware of a few principles: By design, Avantis will return results from both jurisdictions if you have them both selected in the database selector All active ...
Search for terms and phrases (full-text boolean searching)
*scroll down to our basic, intermediate, and advanced search connector tables (or download them as PDFs at the bottom of this page) for more in-depth explanations of the above Searching with connectors such as and , or , or w/5 between your search ...
How to create and use issuer lists
Avantis allows you to create Issuer Lists which can then be used to limit search results or else can be exported to Excel for external use. Using any combination of Avantis' powerful criteria, you can identify companies that meet various criteria and ...
Using saved searches as default searches
Avantis allows you to use any saved search as a default or template of a search to work from when starting new searches. See below for steps on setting up and using default searches. Video: Setting a Saved Search as Your Default Search To use a saved ...
Search term suggestions from your previous searches
Avantis hosts a robust collection of all your previously searched full text search terms as a Quick History in the full text search box in both the Search Pane and the Document Viewer. This is distinct from the Search History, which contains full ...
List of SEDAR criteria
* Please see the downloadable PDF version of this table below Criteria Name Available in Search Available in Results Description Acceptance Date n y The date the document was processed by DDS Acceptance Time n y* The time the document was processed ...
Run searches from your search history
Avantis keeps your last 20 searches saved at your fingertips for easy recall. Below are step by step instructions and a video to get you started. Video: How to Access Your Search History To access search history in the search panel 1. Start by ...
Narrow searches using search criteria
Search criteria allow you add parameters to your search beyond the full text language. These parameters include controls such as: Searching by industry, by ticker symbol, by revenue range, etc. Below are step by step instructions as well as a video ...