Themes Overview
Natural language stock screener. Find stocks by describing what you want.
⏱️ Time to read: 4 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Everyone
🎯 What are Themes?
Themes are custom stock lists created using natural language. Instead of complex screening criteria, just describe what you want.
Think of them as:
Smart stock lists
Natural language screener
Custom watchlists on steroids
AI-powered stock collections
Instead of: "Filter by P/E < 15 AND Revenue Growth > 20% AND Market Cap > $10B"
Just say: "Find me undervalued tech stocks with strong growth"
AI understands and creates the list.
💡 How Themes Work
Traditional Stock Screener:
Time: 10-15 minutes. Hard to use.
Ape AI Themes:
Time: 30 seconds. Easy.
That's the power of natural language.
🎨 Types of Themes
1. Quick Themes (Pre-Built) 🚀
Suggested themes created by Ape AI:
Tech Titans - Large cap tech leaders (AAPL, MSFT, GOOGL...)
Dividend Aristocrats - 25+ years of dividend growth
EV Revolution - Electric vehicle companies
AI & Machine Learning - AI-focused stocks
Clean Energy - Solar, wind, renewable energy
Biotech Movers - High-growth biotech
Value Plays - Undervalued quality stocks
Meme Stocks - WSB favorites (GME, AMC...)
One tap to add these to your feed.
Learn more about Suggested Themes →
2. Custom Themes (You Create) 🎨
Your own custom lists:
Examples:
"Stocks under $50 that pay dividends"
"Tech companies growing revenue over 30% YoY"
"Stocks Warren Buffett owns"
"Companies with earnings next week"
"Stocks breaking all-time highs"
"Reddit r/WallStreetBets trending stocks"
Literally anything you can describe, AI can find.
📱 Where to Find Themes
iOS
Open Discover tab
Swipe right on top carousel until you see "Themes"
Or scroll to "Your Themes" section
Tap a theme to view stocks in it
Web
Go to Themes page (left sidebar)
See all your themes listed
Browse suggested themes
Click any theme to open
🎯 What You Can Do with Themes
1. Browse Stocks in Theme
Tap/click a theme → See all stocks that match
For each stock, you see:
Ticker & company name
Current price & % change today
AI Snapshot Grade (A-F)
Quick stats (Market Cap, P/E, etc.)
Tap any stock → Go to full ticker page
2. Monitor Theme Performance
Track how your theme is doing:
Average % change today
How many stocks up vs down
Top performers in theme
Worst performers in theme
Example:
Your Theme: "AI Stocks"
15 stocks in theme
Avg performance today: +2.3% 🚀
12 up, 3 down
Top: NVDA +5.2%
Bottom: AI -1.8%
See at a glance if your theme is hot or not.
3. Get AI Analysis on Theme
Ask AI about your theme:
Examples:
"Which stocks in my AI theme are the best buys?"
"Analyze my Tech Titans theme"
"Which stock should I buy from my Value Plays theme?"
"Are my EV stocks overvalued?"
AI looks at all stocks in your theme and gives recommendations.
4. Set Alerts on Theme
Get notified when:
Any stock in theme moves +/- 5%
New stocks match your theme criteria
Earnings coming up (for stocks in theme)
Major news for theme stocks
Never miss action in your themes.
5. Add to Feed
Show theme updates in your Feed:
When enabled:
News about theme stocks shows up
Price alerts for theme stocks
Trending stocks from your theme highlighted
Your feed becomes personalized to your themes.
🌟 Why Themes are Powerful
1. No Complex Filters
Traditional screeners:
Dozens of dropdown menus
Need to know exact metrics
Easy to make mistakes
Hard to save and reuse
Themes:
Just describe what you want
AI figures out the filters
One sentence = one theme
Easy to modify
2. Dynamic & Live
Traditional watchlists:
Static list you manually update
Stocks stay even if no longer relevant
Themes:
Automatically update
Stocks removed if they no longer match
New stocks added if they match
Always current
Example: "Tech stocks under $100"
NVDA at $95? In the theme. ✅
NVDA hits $105? Removed from theme. ❌
Your theme stays true to your criteria.
3. Shareable (Coming Soon)
Share themes with friends:
Export theme criteria
Send to Discord/Twitter
Others can clone your theme
Build community themes
Feature coming soon!
4. Multiple Strategies, One Place
Have different trading strategies?
Create themes for each:
"Day Trade Momentum Plays" (Blitz)
"Swing Trade Setups" (Maverick)
"Long-Term Value Holds" (Sage)
Switch between strategies by switching themes.
💡 Theme Ideas by Companion
For Blitz (Day Trader) 🚀
Momentum Themes:
"Stocks up 5%+ today with high volume"
"Breaking 52-week highs"
"Gapping up pre-market on earnings"
"High IV options for day trading"
"Most volatile stocks today"
Goal: Find intraday action
For Maverick (Momentum Trader) 📈
Swing Setup Themes:
"Stocks breaking out of consolidation"
"Oversold quality stocks (RSI < 30)"
"Earnings in 2-4 weeks with positive momentum"
"Cup and handle patterns forming"
"Trending stocks with volume confirmation"
Goal: Find multi-day opportunities
For Sage (Long-Term) 🏦
Value & Quality Themes:
"Dividend aristocrats yielding over 3%"
"Undervalued stocks (P/E < 15) with earnings growth"
"Wide moat companies trading below fair value"
"Berkshire Hathaway holdings"
"Stocks with 10+ years of profit growth"
Goal: Find quality long-term holds
🔄 Theme Workflow Examples
Example 1: Finding Swing Trades
1. Create Theme:
"Tech stocks breaking out with volume, priced $50-$150"
2. AI Creates List: 15 stocks match → AMD, NVDA, CRM, NOW, PANW...
3. Review Snapshot Grades: Filter for A or B grades only
4. Narrow to Top 3: AMD (A-), NVDA (A+), CRM (B+)
5. Deep Dive: Open ticker pages, read AI analysis
6. Ask AI: "Which of these 3 is the best swing trade?"
7. Execute: AI recommends AMD → Place trade from chat
Total time: 5 minutes
Example 2: Building Long-Term Portfolio
1. Create Theme:
"Dividend stocks with 20+ years of growth, yield over 2.5%"
2. AI Finds 23 Stocks: JNJ, PG, KO, PEP, MMM, etc.
3. Review Fundamentals: Check each company's Snapshot Grade
4. Ask AI: "Rank these by best value for long-term hold"
5. AI Ranks Top 5:
JNJ
PG
KO
CAT
TGT
6. Diversify: Buy 1 from each sector
Portfolio built in 10 minutes.
⚙️ Theme Settings
Customize Your Themes:
Theme Refresh Frequency:
Real-time (updates as market moves)
Daily (updates once per day)
Weekly (updates Monday)
Notification Settings:
Alert when stocks added/removed
Alert on big moves in theme
Daily theme performance summary
Display Options:
Sort by: % change, market cap, grade
Show: All stocks, top 10, top 25
View: List, grid, chart
📊 Theme Performance Tracking
See how your themes perform over time:
Metrics:
Average return (day, week, month)
Best performing stock in theme
Worst performing stock
Win rate (% of stocks up)
Volatility
Example:
Theme: "AI Stocks"
Created: Oct 1, 2024
1-month return: +12.5%
Best stock: NVDA +28%
Worst stock: C3.AI -5%
Win rate: 80% (12 of 15 stocks up)
Track which themes work best for you.
💡 Pro Tips
1. Start with Suggested Themes
Don't know what to create?
Browse suggested themes first
See what's possible
Clone and modify
Build confidence
2. Combine Themes for Better Ideas
Create multiple related themes:
"Tech Stocks" (broad)
"Undervalued Tech" (value)
"Tech Earnings This Week" (catalyst)
Compare them to find the sweet spot.
3. Use Themes for Sector Rotation
Create a theme for each sector:
Tech, Healthcare, Energy, Finance, etc.
Monitor performance daily
See which sector is hot
Rotate capital accordingly
4. Be Specific
❌ Vague: "Good stocks" ✅ Specific: "Large-cap tech stocks with earnings growth over 25% and P/E under 30"
Specific themes = better results
❓ FAQ
Q: How many themes can I create? A: Unlimited! Create as many as you want.
Q: Do themes update automatically? A: Yes! Stocks are added/removed as they match criteria.
Q: Can I export my theme to my broker? A: Not yet, but export feature coming soon!
Q: Can I backtest my theme? A: Coming soon! Historical performance feature in development.
Q: Do themes work with paper trading? A: Yes! Use themes to find ideas for your Ape Paper Trading account.
Q: Can I share themes with friends? A: Not yet, but theme sharing coming in future update!
What's Next?
Explore Themes:
Suggested Themes → - Pre-built themes to try
Creating Themes → - Step-by-step creation guide
Use Themes in Workflows:
Swing Trade Entry Timing → - Find setups with themes
Themes = Your Custom Stock Universe. Find exactly what you're looking for! 🎨🚀
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