Dashboard & Market Overview

Live Ticker Tape

Real-time scrolling prices for ~40 major stocks, auto-refreshing every 60 seconds. Pauses on hover.

Market Pulse Strip

At-a-glance view of S&P 500, Nasdaq, Dow, VIX, 10Y Yield, Gold, Silver, Oil, and Bitcoin with sparkline charts.

Market Movers

Top gainers, top losers, and most active stocks updated in real time.

Sector Performance

Color-coded performance grid for all 11 S&P sector ETFs (XLK, XLF, XLV, XLY, XLP, XLE, XLI, XLB, XLRE, XLC, XLU).

Macro Indicators

Treasury yield curve (3M, 5Y, 10Y, 30Y), yield spread, and recession signal detection via inverted 10Y-3M.

Market Sentiment

VIX-based sentiment reading with volatility level classification (Low, Moderate, High, Extreme) and contextual market summary.

Trending Crypto

Top 10 trending cryptocurrencies displayed on the dashboard with price, 24h change, and market cap rank.

Asset Class Tabs

Quick-view tabs for Equities, Crypto, and Commodities with summary grids and sparklines on the dashboard home.

News

14 News Sources

Aggregated from CNBC, MarketWatch, Investing.com, Yahoo Finance, Reuters, Financial Times, WSJ, Barron's, Seeking Alpha, Benzinga, CoinDesk, OilPrice, Politico, and FRED Blog.

Category Filtering

Filter by Equities, Fixed Income, Commodities, Crypto, Macro, and Geopolitics. Category tabs show article counts.

Sentiment Analysis

Keyword-based Bullish/Neutral/Bearish scoring on every headline, with a Sentiment Pulse widget showing the overall breakdown.

Breaking News Strip

Auto-scrolling horizontal strip highlighting articles published within the last 30 minutes.

Trending Topics

Extracted keywords and ticker mentions from headlines. Click any tag to filter the feed.

Ticker Mentions

Auto-detected stock tickers in headlines with hover popovers showing live price and change.

Source Mix Widget

Visual bar-chart breakdown of source distribution across the current feed.

Stock Screener

Multi-Universe Screening

Screen across S&P 500, NASDAQ 100, Dow Jones, Russell 2000, and Russell 3000.

20+ Screening Filters

Filter by P/E, Forward P/E, PEG, EV/EBITDA, P/S, P/B, FCF Yield, Dividend Yield, Gross/Operating/Net Margin, ROE, ROA, Revenue Growth, EPS Growth, Market Cap, Current Ratio, Debt/Equity, Net Debt, Analyst Upside, and Price.

Absolute & Percentile Modes

Filter by exact values or by relative ranking (top/bottom percentile within the universe).

Saved Screening Models

Save, load, and manage your custom screening configurations.

Factor Pipeline Builder

Build multi-step screening pipelines in Sequential or Universal mode. Each step shows input/output counts.

Sortable Results

Click any column header to sort. Results show ticker, price, change, market cap, and all 20+ screening metrics.

Equity Analysis

Company Overview

Full company profile with key statistics (Open, High, Low, 52W range, P/E, Div Yield, ROE), analyst ratings bar (Buy/Hold/Sell breakdown with mean target price), and expandable business description.

Interactive Price Charts

Candlestick and line charts across 9 timeframes: 1-minute, 5-minute, 15-minute, 30-minute, 1-hour, 4-hour, daily, weekly, and monthly.

Financial Statements

Income statement, balance sheet, and cash flow from SEC EDGAR filings. Annual or quarterly view.

70+ Financial Ratios

Organized into 10 categories: Profitability, Valuation, Liquidity, Solvency, Efficiency, Cash Flow, Per Share, DuPont Analysis, Growth, and OpEx Structure. Annual and quarterly views.

Ratio Charts

Line charts for 70+ metrics across 10 categories, plotted over time from SEC filing data.

Key Metrics Table

Annual and quarterly key financial metrics (Revenue, Net Income, EPS, FCF, and more) with trend sparklines, sourced from SEC EDGAR filings.

Analyst Data

Price targets (mean, high, low), recommendation scores, consensus ratings, and number of analyst opinions.

PDF Export

Generate a tear sheet for any stock with key stats, analyst ratings, price chart, and company profile.

Technical Analysis

19 Overlay Indicators

SMA, EMA, WMA, DEMA, TEMA, Hull MA, Bollinger Bands, Keltner Channel, Donchian Channel, Price Envelopes, Linear Regression Channel, VWAP, Parabolic SAR, Supertrend, and Ichimoku Cloud.

17 Oscillator Indicators

RSI, MACD, Stochastic, ATR, Williams %R, CCI, ROC, ADX (+DI/-DI), Aroon, OBV, Accumulation/Distribution, MFI, CMF, Awesome Oscillator, Force Index, and TRIX. Each in its own sub-pane.

Volume Analysis

Volume bars color-coded by candle direction, Volume SMA, On-Balance Volume (OBV), and a full Volume Profile histogram showing price-by-volume distribution with Point of Control.

Support & Resistance

Auto-detected swing highs/lows, clustered price levels with strength ratings, and classic pivot points (PP, R1-R3, S1-S3).

Signal Scanner

Multi-indicator signal engine combining RSI, MACD, SMA, Stochastic, Bollinger Bands, EMA, and OBV into a composite rating from STRONG BUY to STRONG SELL. Scannable across a watchlist.

Candlestick Pattern Detection

20+ auto-detected patterns: Doji, Hammer, Engulfing, Morning/Evening Star, Three White Soldiers, Three Black Crows, Harami, Piercing Line, Dark Cloud Cover, Marubozu, and more. Annotated directly on the chart.

Drawing Tools

15 tools: Trend Line, Horizontal/Vertical Line, Ray, Extended Line, Parallel Channel, Fibonacci Retracement & Extension, Rectangle, Ellipse, Long/Short Position, Price/Date Range, Text/Price Label, and Pitchfork. Magnet mode and per-ticker persistence.

Chart Types & Scales

7 chart types: Candlestick, OHLC Bars, Hollow Candles, Line, Area, Baseline, and Heikin Ashi. Linear, logarithmic, and percent scale modes.

Sector Heatmap

Visual performance grid of sector ETFs with color intensity based on change magnitude.

Key Levels Table

Support and resistance levels with strength labels and distance from current price.

Portfolio Management

Holdings Dashboard

Total equity, day change, unrealized P&L vs. cost basis, and realized P&L from closed positions.

Allocation Chart

Donut chart showing portfolio allocation by ticker with total value in the center.

Trade Entry

Buy/sell panel with ticker search, shares, price, date picker, and total calculation.

Transaction History

Full log of all trades with date, type, ticker, quantity, price, and total.

Risk Analytics

Diversification score, average correlation, per-asset Beta vs. SPY, Volatility, Annualized Return, Return/Risk ratio, and Style Box classification (3x3 grid: Large/Mid/Small vs. Value/Blend/Growth).

Correlation Heatmap

Pairwise correlation matrix across all holdings with color-coded cells and hover tooltips showing correlation strength labels.

Strategy Backtesting

Factor-Based Backtester

Test strategies built from fundamental factor rules against S&P 500, NASDAQ-100, Russell 2000, or Russell 3000 universes.

75+ Screening Factors

Across 10 categories: Profitability, Valuation, Liquidity, Solvency, Efficiency, Cash Flow, Per Share, DuPont Analysis, Growth, and OpEx Structure. Searchable metric picker.

Quick Presets

One-click strategies: Value, Quality, Growth, and Mixed.

Configurable Parameters

Custom date range, rebalance frequency (Monthly, Quarterly, Annually), and portfolio size (5-100 stocks).

16+ Performance Metrics

CAGR, Total Return, Alpha, Sharpe, Sortino, Calmar, Max Drawdown, Volatility, Beta, Information Ratio, Tracking Error, VaR (95%), CVaR (95%), Win Rate, and Best/Worst Day. All shown alongside SPY benchmark.

Strategy Scorecard

Composite letter grade (A+ to F) based on Sharpe, Alpha, Drawdown, Win Rate, and Information Ratio, with a summary of key performance highlights.

Visual Analytics

Equity curve vs. benchmark, annual returns bar chart, drawdown (underwater) chart, monthly returns heatmap, rolling returns (12M/36M), and top-5 drawdown episodes table.

Saved Strategies

Save, load, and manage backtesting configurations with cached results for instant replay.

Rebalance History

Full table of every rebalance date, stocks selected, portfolio turnover, and top holdings.

Alerts & Notifications

Custom Alerts

Create alerts on price targets, daily change, 52-week highs/lows, trailing stops, P/E ratio, dividend yield, VIX level, S&P 500 change, yield curve inversion, and crypto prices. Configurable cooldowns and one-shot mode.

Portfolio Guardian

Automatic monitoring of all portfolio holdings with configurable stop-loss, take-profit, daily drop, and concentration thresholds. Preset profiles: Conservative, Growth, Value, and Active Trader.

Quick Templates

12 one-click alert templates: Price Target (Buy/Sell), Daily Drop, 52-Week Low/High, VIX Spike, Yield Curve, P/E Value Zone, Dividend Yield, Market Correction, Crypto Price, and Trailing Stop.

Notification System

Bell icon with unread badge, notification dropdown with read/unread tracking, and slide-in toast alerts when conditions trigger.

Alert History

Log of all triggered alerts with timestamps, trigger counts, and category filtering (Price, Portfolio, Market, Fundamentals, Crypto).

Crypto

Global Crypto Stats

Total market cap, 24h volume, BTC dominance, ETH dominance, active cryptocurrencies, and total markets.

Trending Coins

Currently trending cryptocurrencies with price, 24h change, and market cap rank.

Full Market Table

Sortable by rank, price, 1h/24h/7d change, market cap, volume, with 7-day sparkline charts and pagination.

Coin Detail View

Price chart with ranges (1D, 7D, 1M, 3M, 1Y, 5Y, Max), key stats (market cap, supply, ATH), project description, and external links.

Crypto Search

Search by coin name or symbol with instant results.

Commodities

Sector Boards

Energy, Metals, and Agriculture sectors with price, dollar change, percent change, and 5-day trend sparkline for each commodity.

Spotlight Chart

Click any commodity to see a price chart with range selector (1D, 5D, 1M, 3M, 6M, 1Y, 5Y, Max), day range, and 52-week range.

Key Ratios

Gold/Silver ratio and Oil/Gas ratio, clickable to chart.

Macro Context Bar

DXY (US Dollar Index) and 10-Year Treasury Yield shown at top of commodities view for macro context.

Search & Navigation

Global Search

Search stocks, crypto, and ETFs from anywhere with the / keyboard shortcut.

Command Palette

Quick-access shortcuts to any page or action: portfolio, screener, news, financials, backtesting, technicals, charts, risk, heatmap, and more.

Collapsible Sidebar

Minimize the sidebar for more screen space. Toggle with Ctrl+B.

Hash-Based Routing

Deep-link directly to any stock's overview, technicals, financials, or ratios (e.g., #equity/AAPL/overview).