Docs & Beginner Guide

How to use it

• Start here to see which part of the workspace needs attention.
• Open Portfolio X-Ray when research coverage or concentration needs review.
• Use the watchlist and market headlines to choose the next company to investigate.
• Reopen a recent report or start New Analysis when you already have a ticker in mind.

How to use it

• Search by ticker or company name, such as AAPL or Apple; if company search is unavailable, press Enter to use a typed ticker directly.
• Keep the default analysts unless you have a specific reason to narrow the research.
• Use the site-funded model for a simple start, or connect your own provider key in Settings.
• Queue the run and follow its progress before opening the completed report.

How to use it

• Start with Top Opportunities or the 12-item Alert Queue.
• Read What Changed and Why It Matters before looking at the ticker.
• Open Evidence & Provenance to inspect the dates and source signals.
• Investigate a company you do not understand; Watch a company you want to follow.
• Use filters to narrow the feed by category, sector, freshness, or watchlist.

How to use it

• Choose the investment question you are trying to answer.
• Set a minimum market cap to remove names that are too small for your needs.
• Compare the metrics behind each result instead of relying on the score alone.
• Send interesting names to New Analysis for deeper evidence and debate.

How to use it

• Enter a ticker or open Strategy Lab from a completed research report.
• Choose trend following, six-month momentum, or buy and hold.
• Select a date range and realistic transaction cost.
• Compare the strategy with SPY and read the assumptions before drawing conclusions.
• Use the result to challenge the research thesis, not as a prediction of future returns.

How to use it

• Browse the public archive before creating an account, then filter to ticker-linked stories when signed in.
• Use Watchlist Only to see stories connected to companies you already follow.
• Open the brief, verify the material facts, and check the original source.
• Choose Analyze on a related ticker when the story creates a research question.

How to use it

• Search by ticker or company, then enter the number of shares you own and your average cost when available.
• Import a CSV with Ticker, Shares, and optional Average Cost columns, or export the saved portfolio with current values and research status.
• Save the portfolio to calculate current market values and position weights.
• Review whether one stock or sector drives too much of the portfolio result.
• Use the research review queue to prioritize holdings that have never been analyzed, whose last report is older than 90 days, or that have material headlines after the report.
• Run a 6-month, 1-year, or 2-year historical scan to compare capital weight with risk contribution, then check volatility, drawdown, beta, and positions that move together.
• Use the scenario simulator to apply hypothetical all-holding, sector, or ticker shocks and inspect the projected dollar impact.
• Use Analyze on a large position when its research thesis needs another look.
• Treat X-Ray as a diagnostic: it is not broker-connected and does not include cash, dividends, taxes, or trading advice.

How to use it

• Search by ticker or words from the report excerpt.
• Filter by BUY, HOLD, or SELL and open a report to read the complete research.
• Treat a shared report as a research starting point and check its analysis date and sources.
• Repeated analyses for the same ticker are not shared again inside a rolling six-hour window.

How to use it

• Search by ticker when reviewing a company over time.
• Open a report to inspect the evidence, full agent discussion, and immutable source manifest.
• Select two to four completed reports for the same ticker to compare their signals, models, source domains, and report revisions.
• Use the revision history on a report to compare earlier analyses of the same ticker.
• Remember that an older report reflects the information available on its analysis date.

How to use it

• Add companies from Radar, the search field, or the Watchlist page; they sync when you sign in on another device.
• Use Watchlist Only in Radar to focus on developments affecting followed companies.
• Quick Analyze a watched company when you want a fresh research report.

How to use it

• Add a provider key only if you need more runs, another model, or provider-specific access.
• Keys are encrypted at rest and injected only into that run's isolated process.
• Remove a saved key when it is no longer needed.