APM Research Workspace
Scaffold from Securities unified research pane.
Securities source: /workspace/filings
Current Securities Behavior
What the source route does today.
- Renders a full-bleed research pane (SecOmniPane) in securities/research mode.
- Streams tool events and responses through the worker /ai/query path.
- Acts as a single ask surface for filer/security/ticker intents.
APM Migration Plan
How this behavior will be brought into Instalytics APM.
- Bind APM research mode to cohort-aware context from /portfolio-groups.
- Reuse dashboard streaming contracts, but target portfolio workflows.
- Promote selected research artifacts directly into APM analytics views.
Planned Suburls
Route-level scaffold and scope.
| Suburl | Functionality |
|---|---|
| /apm/workspace/research | Unified ask/research workspace for institutional portfolio questions. |
| /apm/workspace/research/:cik | Entity-specific research panel seeded by selected filer. |