📚 Help & Documentation

The Sector Heatmap provides visual representation of S&P 500 sector performance. Each sector is color-coded based on performance metrics, making it easy to identify market trends and opportunities at a glance. Use this interactive visualization to understand sector rotation and market sentiment.

💡 Pro Tip: Use the heatmap during market open and close to quickly assess daily sector performance. Strong sector performance often indicates broader economic trends and investment themes.

The ETF Dashboard provides comprehensive analysis of Exchange-Traded Funds across various asset classes and strategies. ETFs offer diversified exposure to markets, sectors, and investment themes. Use this data to build balanced portfolios and access specific market segments efficiently.

💡 Pro Tip: Compare expense ratios when choosing between similar ETFs. A 0.5% difference in fees can significantly impact long-term returns. Focus on AUM and volume for liquidity considerations.

The Crypto Heatmap visualizes the top 100 cryptocurrencies by market cap in an interactive format. Colors represent 24-hour price changes while rectangle sizes represent market capitalization. This provides an instant overview of the entire crypto market's performance.

💡 Pro Tip: Use the heatmap during high volatility periods to quickly assess market sentiment. Large green or red areas indicate strong market-wide trends that may present opportunities or risks.

Top Picks provides curated stock selections based on four proven investment strategies: Growth, Value, Dividend, and Momentum. Each strategy targets different investor goals and risk profiles, helping you find stocks that match your investment approach and market outlook.

💡 Pro Tip: Different strategies work better in different market conditions. Growth performs well in bull markets, value shines during recoveries, dividend provides stability, and momentum captures short-term trends.

Discover high-quality investment opportunities with our comprehensive stock scoring system. View scores for S&P 500 companies plus all stocks in your portfolios, ranked by overall quality and fundamental strength. Filter, sort, and analyze stocks to build superior portfolios.

Our scoring system mirrors credit scoring logic but applied to stock quality. Each stock receives a score from 300-850 across six dimensions, weighted by importance. The weighted average determines the final Stock score, which maps to letter grades (A-E) for intuitive interpretation.

Not Investment Advice: Scores are analytical tools, not buy/sell recommendations. Use as part of comprehensive research.
Past Performance: Based on historical and current data. Future results may differ significantly.
Data Lag: Some fundamental data updates quarterly. Recent news may not be reflected immediately.
Sector Differences: Different industries have different normal ranges for metrics. Compare within sectors when possible.
Market Conditions: Scores don't predict market crashes or overall market direction, only relative quality.
Qualitative Factors: Management quality, competitive moats, and innovation aren't fully captured in numbers.

The Long/Short Analysis Dashboard provides technical analysis signals for trading decisions using multiple moving averages, momentum indicators, and volume analysis. This systematic approach helps identify optimal entry and exit points for both long and short positions based on proven technical indicators.

💡 Trading Strategy: Combine Signal and SMA Decision for entries. Strong Long + Bullish Stack = High confidence long. Strong Short + Bearish Stack = High confidence short. Always confirm with volume and consider RSI for overbought/oversold conditions.

The Candlestick Patterns Dashboard provides advanced pattern recognition for technical analysis and trading signals. Identify bullish and bearish reversal patterns, continuation signals, and market sentiment indicators using proven Japanese candlestick methodology. Each pattern is automatically detected and classified with trading suggestions.

💡 Pro Tip: Candlestick patterns are most effective when combined with volume analysis, trend context, and support/resistance levels. Use the pattern count summary to gauge overall market sentiment - more bullish patterns than bearish often indicates positive market momentum.

The News Sentiment Dashboard provides real-time analysis of financial news articles and their sentiment impact on individual stocks. Using advanced natural language processing, each news headline is classified as Positive, Negative, or Neutral, helping you gauge market sentiment and identify potential market-moving events.

💡 Pro Tip: Pay special attention to earnings-related news, FDA approvals (for biotech), merger announcements, and guidance changes - these typically have the strongest correlation between sentiment and actual price movement. Use the timestamp to ensure you're viewing current information during volatile periods.

The Options Demo Dashboard provides a comprehensive introduction to covered call options strategies for free users. Learn how options work, understand the Greeks, and explore potential profit scenarios using real market data. This demo shows the mechanics of selling covered calls to generate income from your stock holdings.

💡 Pro Tip: For learning purposes, focus on understanding how premium, strike price, and time to expiration affect potential profits. Higher premiums mean more income but often come with higher risk. Start with out-of-the-money strikes to reduce assignment probability while learning the strategy mechanics.

The Options Screener Dashboard provides advanced analysis of both call and put options with comprehensive sentiment analysis and put/call ratios. This professional tool helps identify optimal options trading opportunities by analyzing volume, sentiment, and market positioning across multiple option types and strikes.

💡 Pro Tip: Use the combination of grade, sentiment, and P/C ratio to identify the highest probability trades. A+ graded options with "Ultra Bullish" sentiment and low P/C ratios often represent the best covered call opportunities, while high-grade puts in bearish sentiment environments may offer excellent protective hedging or speculation opportunities.

The Market Overview Dashboard provides a comprehensive snapshot of current market conditions across multiple dimensions. Get instant insights into market leaders, top performers, trading activity, and sector rotation patterns. This all-in-one view helps you quickly assess market sentiment and identify opportunities.

💡 Pro Tip: Use Market Overview as your daily market briefing. Strong sector performance + high-volume leaders + positive large-cap momentum often indicates a healthy bull market. Conversely, widespread sector weakness may signal defensive positioning opportunities.

Monitor major global stock market indices in real-time. These indices represent the performance of leading companies in their respective countries and regions. Use this data to understand global market sentiment, identify international opportunities, and assess worldwide economic trends.

💡 Pro Tip: Monitor global markets to identify regional trends, currency impacts, and international diversification opportunities. Time zone differences mean these markets can provide early signals for US market movements. Strong global coordination often indicates healthy market trends.

Track your investments with comprehensive portfolio management tools. Monitor real-time performance, analyze stock quality with our proprietary grading system, and make informed investment decisions based on fundamental analysis, technical indicators, and market sentiment.

Our proprietary FICO-style stock scoring system evaluates stocks across six critical dimensions, combining fundamental analysis, technical indicators, and market sentiment into a single letter grade (A through E). Each stock receives a weighted score from 300-850 (like credit scores), converted to a letter grade for easy interpretation.

Value-Weighted Portfolio Scores: Your portfolio's overall grade is calculated using value-weighting, not simple averaging. Larger positions have proportionally more impact on your portfolio grade, reflecting their actual contribution to your wealth.

Regular Monitoring: Review portfolio grades monthly at minimum, weekly during earnings seasons
Grade Context: Consider grade alongside sector trends, market conditions, and company news
Diversification: Don't sacrifice diversification solely for grade optimization
Long-Term Focus: Grades can fluctuate short-term; focus on sustainable quality trends
Combined Analysis: Use grades with your own research, not as standalone buy/sell signals
Quality Over Timing: It's better to be in B-grade stocks consistently than chase A-grades at wrong times

Explore the complete holdings of major stock market indexes. Research individual companies within each index, analyze performance metrics, and discover investment opportunities. Each index provides real-time data on constituent stocks with comprehensive filtering and sorting capabilities.

Diversification: Use multiple indexes to build diversified portfolios across market caps and sectors.
Performance Comparison: Compare same companies across different indexes to understand relative performance.
Trend Analysis: Monitor daily changes to identify momentum and market rotation patterns.
Quality Focus: Focus on companies appearing in multiple quality indexes (S&P vs Russell) for stability.