Manual Company EntryFree paste-from-Claude.ai flow -- no API cost. Copy the research prompt, paste it into a new Claude.ai chat, then paste the reply back here.
Refresh all companiesFull Plan Dossier re-research for every company (uses paid API credits)
Seed RGY fund listsPopulate starter fund names for any company with none yet, from existing Dossier data (free)
FastTrack auto-fill (all companies)One company at a time, safely -- fills real ranks wherever a ticker or proxy match exists
Deep quarterly refresh batchRuns one batch of the category-pool deep refresh right now, instead of waiting for the scheduled window
DOL + FastTrack (all companies)Checks each company's official DOL filing for fund data, then runs FastTrack -- uses paid API credits per company
Sync Brokerage Window (all companies)Reconciles the Dossier's brokerage flag against each RGY fund list, in both directions -- free, no external API calls
Fund name quality report (all companies)Scans every stored fund list for leftover Schedule D artefacts and untagged institutional vehicles -- free, read-only, no API calls
Re-parse cached filings (all companies)Replays the current parser over each company's stored extraction -- applies parsing fixes everywhere without re-downloading anything. Free, no API calls.
Slug audit (dry run)Shows which companies would be renamed or merged under canonical slugs. Changes nothing -- review before migrating.
Pin company identitiesRegisters each company's canonical identity against the slug it already uses, so re-research stops creating duplicate dossiers. Additive -- moves nothing.
Import health (all companies)Flags imports that silently degraded -- Schedule D not parsed, target-date funds missing, scan timed out, or a fund list that changed since last run. Free, read-only.
Retry failed importsRe-runs the DOL check for companies stuck on not_found, error or low_confidence. Many are stale failures from before later fixes. Slow -- uses paid API credits per company.