Bloomberg-class screening
in a browser tab
Cole Brennan
Portfolio manager, Northgate Portfolio Group
Northgate Portfolio Group
The morning used to be the bottleneck
Cole Brennan manages client portfolios as an independent PM at Northgate Portfolio Group. His mornings were terminal quotes, a spreadsheet for fair value, and a third window for news — duplicated for every ticker before the first client call.
In June 2025 he moved the entire pre-market routine to DollarFlow. Command Center for FROST and the valuation map; four-level screener hierarchy from universe to ticker; live prices in the grid.
“I get fair value on the chart, FROST on Command Center, and a clean table — without paying for fixed income I never trade.”
Session
Under one minute to first screen
Login to first filtered view takes under a minute. Sector drill-down replaces manual industry lists. The Company slideout shows True Price bands; Breaking Bad flags downgrade risk on holdings he already owns. Nightly refresh means the grid matches what the pipeline published — not yesterday's export.
Client call prep shrank from 90 minutes to 25. The saved time goes to position review, not data assembly.
“When a client asks "where does this trade versus fair value," I share the screen — not a screenshot from yesterday.”
The result
35% hit rate lift, 11% drawdown avoided
New ideas sourced from DollarFlow screens showed a 35% higher hit rate over twelve months versus ideas from the old spreadsheet queue. Trimming two downgrade-flagged names early avoided an estimated 11% drawdown during a choppy quarter. One tab, institutional depth, retail economics.
Ready to screen with DollarFlow?
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