Workspace

Full-screen infinite canvas for deep-dive analysis with AI assistance, multi-panel layouts, and save/export.

Workspace

Requires a Pro subscription.

Updated

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Open Workspace

Overview

The Workspace is a full-screen infinite canvas for deep, multi-panel research. Arrange panels freely — filing viewers, entity graphs, deep research, company profiles, notes, comparisons, timelines, and more — then save and reload the entire layout at any time.

An AI chat assistant is accessible from a floating drawer, letting you ask contextual questions while you work. The template system lets you jumpstart common workflows instead of building from scratch every time. Workspaces can be exported as JSON (for re-import) or Markdown (for sharing), making it easy to collaborate with colleagues who may not have Bollwerk access.

How it works

Canvas Layout

An infinite canvas with draggable, resizable panels. A saved-workspaces sidebar on the left, a floating AI assistant on the right, and overlay controls for saving and adding panels.

Add Panel
Due Diligence
Save
Assistant
Workspaces
Due Diligence
Filing Analysis
Comp Analysis
Company
10-K Filing
Notes
Key finding: revenue growth slowed in Q4...
Assistant
What are the risks?
Based on the filing...

Panel Types

Add any combination of these panels to your canvas via the toolbar.

Content
Filing Viewer
Search
Entity Graph
Entity
Company Profile
People Intel
Analysis
Notes
Risk Summary
Comparison
Timeline
Deep Research
Utility
File Upload

Templates

Start from a pre-configured layout or build your own from scratch.

Company Due Diligence
Profile, Filing, People, Notes, Risk
5 panels
Filing Analysis
Filing Viewer, Deep Research, Notes
3 panels
Competitive Analysis
Two Profiles, Comparison, Notes
4 panels
Risk Assessment
Risk Summary, Entity Graph, Search
3 panels
Entity Investigation
Entity, People, Search, Notes
4 panels

What you can do

Canvas & Panels

  • Free-form canvas: drag, resize, and arrange any number of panels across the viewport
  • Panel types: Search, Filing Viewer, Entity Graph, Deep Research, Company Profile, Notes, Risk Summary, Comparison, Timeline, and File Upload
  • Collapsible left sidebar: lists all saved workspaces for the current research session
  • Floating AI Chat Drawer: toggled from the toolbar for real-time queries while you work
  • Template system: start from pre-built templates that populate panels automatically

Save & Share

  • Save / Save As: dirty-state detection — the browser warns you before navigating away with unsaved changes
  • Workspace dropdown: New, Load, Save, Rename, Export as JSON, Export as Markdown, Import from JSON
  • Export as Markdown: share research with colleagues who do not have Bollwerk access

Tips

  • Use templates to jumpstart common research workflows instead of building from scratch
  • Export as Markdown for quick sharing with colleagues who do not have Bollwerk access
  • Import a previously exported JSON workspace to restore exact panel layouts
  • Open the AI Chat Drawer to ask contextual questions while viewing filings — it sees your active research
  • Keep the Entity Graph panel open alongside a Filing Viewer to spot relationship patterns in real time

Keyboard Shortcuts

ShortcutAction
⌘K / Ctrl+KOpen the command palette to add panels, save, or navigate
⌘S / Ctrl+SSave the current workspace

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