Add company and competitor context

Competitor and public-company context shapes how the system frames your positioning and openings. The Competitors page researches a rival's public footprint and turns it into findings you can choose to add to the plan, and the advisor reads that research as market context. Done carelessly, it misleads: a similarly named company researched by mistake, a rival's marketing claims treated as fact, or findings pushed into the plan without judgment. A confirmed identity and a deliberate short list prevent all three.

• Add competitors when positioning decisions are live: a new offer, a new market, comparison content, or a plan task that names a rival.
• Add a company ticker only if the business is publicly traded and files with the SEC.

• A short list. The app suggests your closest direct competitor and one aspirational brand you admire as good first rivals. Your plan sets how many competitors a workspace can track.
• Each competitor's official website address, so research targets the exact company.
• Credits available. Competitor research uses credits, and the research button shows the cost.

1. 1Open Competitors from the left nav and click "Add a competitor" ("Add competitor" once the roster has entries).
2. 2Enter the name and official website, and set the relationship: "Direct", "Adjacent", "Aspirational", or "Unknown". A public competitor's ticker is optional and tracks its filings.
3. 3Click "Add competitor". With a website, research starts right away (the page estimates about 30 seconds); without one, the page asks for the official website first.
4. 4Read the result: "Positioning", "Their moats", "Your openings", "How they acquire", "Proof they lean on", then "Plan-ready findings" and "Confidence, gaps & sources". Read competitor research neutrally covers how to judge it.
5. 5Under "Research sources you've attached", use "Attach" to link relevant Market Sources from Research, such as saved competitor screenshots or pages.
6. 6Choose findings deliberately. "+ Add to plan" turns one finding into a task; nothing moves into the plan on its own.
7. 7For your own company, only if public: open Workspace, find the "Company ticker" card (marked optional, for public companies), click "Add company ticker", enter the "Ticker symbol", click "Look up", and click "Yes, this is us" only if the legal name shown is correct.

Each competitor in the roster with its relationship and when it was last researched, a structured profile, plan-ready findings, and a panel showing confidence, gaps, and cited sources. A competitor without research shows "No research yet". For a confirmed public company, the Workspace card shows the ticker, and official filings can be kept in Research. Private companies skip the ticker and lose nothing.