Ticker Page Overview

Deep dive on any stock. Everything you need to know in one place.

⏱️ Time to read: 5 minutes πŸ“±πŸŒ Platform: Both iOS & Web πŸ‘€ Best for: Everyone researching stocks


πŸ“„ What is the Ticker Page?

The Ticker Page is your complete stock analysis dashboard for any ticker.

Think of it as:

  • Stock research HQ

  • All data in one place

  • AI-powered insights

  • Decision-making tool

One page = Everything you need to know about a stock.


πŸ” How to Open a Ticker Page

πŸ“± iOS:

  1. Tap Search icon (top of any screen)

  2. Type ticker or company name

  3. Tap result

🌐 Web:

  1. Press / (forward slash) keyboard shortcut

  2. Or click search bar

  3. Type ticker

  4. Click result


Method 2: From Feed/News

Tap/click any ticker mentioned in:

  • News articles

  • Daily Summary

  • Banana Bites

  • Trending stocks

Instant jump to ticker page.


Method 3: From Portfolio

If you own the stock:

  • Portfolio tab β†’ Tap your position

  • Opens ticker page


Method 4: From Chat

AI mentions a stock:

  • Ticker appears as clickable link

  • Tap/click to view full page


🎨 Ticker Page Layout

Top Section: Header

Shows at a glance:

  • Company name & ticker symbol

  • Current price (real-time)

  • Today's change ($ and %)

  • Chart preview (line chart)

Example:

Tesla, Inc. (TSLA) $465.20 +$15.20 (+3.38%) [Small line chart showing today's movement]


Main Section: Tabs/Sections

πŸ“± iOS: Swipe left/right through sections 🌐 Web: Click tabs at top

Available sections:

  1. Overview - Summary & grades

  2. Analysis - AI insights

  3. Company - Business info

  4. Performance - Charts & returns

  5. News - Latest headlines

  6. Financials - Earnings, revenue, metrics

  7. Bulls vs Bears - Sentiment analysis

  8. Options - Options data (if applicable)


πŸ“Š Overview Section

The main summary page.

AI Snapshot Grades (⭐ Most Important)

Four letter grades A-F:

  • πŸ“ˆ Fundamental: Company financials (A = strong)

  • πŸ“Š Technical: Chart setup (A = bullish)

  • πŸ’¬ Sentiment: Market buzz (A = positive)

  • πŸ›‘οΈ Risk: Downside risk (A = low risk)

Overall Grade: Combined score

Learn more about Snapshot Grades β†’


Quick Stats

Key metrics at a glance:

  • Market Cap

  • P/E Ratio

  • 52-Week Range

  • Volume

  • Average Volume

  • Beta

  • Dividend Yield (if applicable)


AI Summary (1-2 Sentences)

What's happening right now:

Example:

"TSLA is breaking out above $465 resistance with strong volume. Momentum is bullish short-term, but valuation remains stretched. Good for swing trades, risky for long-term at current levels."

Quick answer to: "Should I buy this stock?"


Action Buttons

Quick actions:

  • πŸ’¬ Ask AI - Open chat about this stock

  • πŸ“Š Add to Theme - Save to a theme

  • πŸ”” Set Alert - Price alert

  • πŸ“ˆ Trade - Execute trade (if connected)


πŸ€– Analysis Section

"How It Makes Money"

Plain English explanation:

  • What does the company do?

  • How do they make revenue?

  • Business model explained simply

Example (TSLA):

"Tesla makes money by selling electric vehicles (Model 3, Y, S, X), energy storage systems (Powerwall, Megapack), and solar products. 80% of revenue comes from vehicle sales. Also earns from software subscriptions (FSD), charging network, and regulatory credits."


AI Deep Dive

Detailed AI analysis:

  • Current setup (bullish/bearish/neutral)

  • Key support & resistance levels

  • Catalysts (upcoming events)

  • Risks to watch

  • Time horizon recommendation

Companion-adapted: Blitz sees technical, Sage sees fundamentals

Learn more β†’


"Pricey or Cheap?" Card

One of the Quick Prompts - used in User's Example Workflow #1!

Shows:

  • Valuation analysis

  • vs. industry average

  • vs. historical valuation

  • AI verdict: Overvalued, Fair, Undervalued

Example:

TSLA Valuation: EXPENSIVE πŸ”΄

  • P/E: 75 (Industry avg: 15)

  • P/S: 8.5 (Industry avg: 2.0)

  • Historical avg P/E: 45

  • Verdict: Trading 67% above fair value. Wait for pullback.


🏒 Company Section

Company Story

The narrative:

  • Founded when?

  • By whom?

  • Company journey

  • Major milestones

  • Current stage

Learn more β†’


Key People

Leadership:

  • CEO

  • CFO

  • Key executives

  • Board members


Competitive Landscape

Who are the competitors?

  • Direct competitors

  • Market share comparison

  • Competitive advantages

  • Moats


πŸ“ˆ Performance Section

Price Charts

Interactive charts:

  • 1D, 5D, 1M, 3M, YTD, 1Y, 5Y, MAX

  • Technical indicators (MA, RSI, MACD)

  • Volume overlay

  • Drawing tools


Returns Comparison

How it's performed vs benchmarks:

  • vs S&P 500

  • vs Nasdaq

  • vs sector ETF

  • vs competitors

Example:

TSLA Performance (YTD)

  • TSLA: +42.5%

  • S&P 500: +18.2%

  • Nasdaq: +28.5%

  • Auto Sector: +12.0%

TSLA is outperforming all benchmarks. πŸš€

Learn more β†’


πŸ“° News Section

Latest headlines for this stock:

  • Earnings announcements

  • Analyst ratings

  • Company news

  • Sector news affecting stock

Sorted: Most recent first

Tap article to read full story.


πŸ’° Financials Section

Earnings Data

Latest quarterly & annual:

  • Revenue

  • EPS

  • Beat or miss vs estimates

  • Guidance

  • Key highlights


Key Metrics

Fundamental data:

  • P/E Ratio

  • PEG Ratio

  • Price/Sales

  • Price/Book

  • Debt/Equity

  • ROE, ROA

  • Profit Margin

  • Revenue Growth


Financial Statements

View full statements:

  • Income Statement

  • Balance Sheet

  • Cash Flow Statement

Historical data: Past 4 quarters + 5 years annual


🎯 Bulls vs Bears Section

Sentiment analysis - what people think

Shows:

  • Bullish % vs Bearish %

  • Social media sentiment

  • Analyst ratings breakdown

  • Reddit/WSB mentions

  • Twitter buzz

Visual: Bull vs Bear gauge

Learn more β†’

Bulls vs Bears

πŸ“ˆ Options Section (If Applicable)

Options data:

  • Implied Volatility (IV)

  • Options volume

  • Put/Call ratio

  • Most active strikes

  • Upcoming expirations

Shows AI-recommended options plays


πŸ’‘ Using the Ticker Page Effectively

Research Workflow

When researching a new stock:

1. Start with Overview

  • Check Snapshot Grades

  • Read AI summary

  • Quick stats

2. Read "How It Makes Money"

  • Understand the business

3. Check "Pricey or Cheap"

  • Is valuation reasonable?

4. Review Performance

  • How's it been doing?

5. Check Bulls vs Bears

  • What's the sentiment?

6. Read Recent News

  • Any catalysts?

7. Ask AI Questions

  • Tap "Ask AI" button

  • Get clarification on anything

Total time: 5 minutes = well-informed decision


Quick Decision Framework

After viewing ticker page, ask yourself:

βœ… Snapshot Grade: Mostly A's and B's? βœ… Valuation: Fair or undervalued? βœ… Technical: Bullish setup? βœ… Sentiment: Positive? βœ… News: Good catalysts?

If 4+ are yes β†’ Consider buying If 3 or fewer β†’ Pass or wait


🎭 Ticker Page by Companion

Blitz (Day Trader) πŸš€

Emphasizes:

  • Technical grade

  • Intraday chart

  • Volume analysis

  • Support/resistance

  • Day trade setups


Maverick (Momentum Trader) πŸ“ˆ

Emphasizes:

  • Technical + Sentiment grades

  • Multi-day charts

  • Catalysts coming up

  • Swing entry/exit points


Sage (Long-Term) 🏦

Emphasizes:

  • Fundamental grade

  • Valuation metrics

  • Company story

  • Long-term growth potential

  • Dividend info

Same page, different focus based on YOUR companion!


πŸ“± vs 🌐 Platform Differences

iOS

  • βœ… Swipe through sections

  • βœ… Optimized for mobile

  • βœ… Quick action buttons prominent

  • βœ… Share to social apps

Web

  • βœ… Tabs across top

  • βœ… More data visible at once

  • βœ… Larger charts

  • βœ… Multi-panel view

Both have same content, just different layouts.


❓ FAQ

Q: Is ticker page data real-time? A: Yes! Price updates every few seconds during market hours.

Q: Can I compare multiple tickers? A: Not side-by-side yet (coming soon). Open multiple tabs on web.

Q: Does every stock have all sections? A: Most do. Some small caps may have limited data.

Q: Can I customize what I see? A: Not yet. Default view optimized for most users.

Q: Is ticker page available for crypto? A: Only crypto stocks (COIN, MARA, etc). Not BTC/ETH directly yet.

Q: Can I see pre-market/after-hours data? A: Yes! Shows extended hours data when applicable.


What's Next?

Deep Dive on Ticker Features:

Use in Workflows:


Ticker Page = Your Stock Research Command Center. One page, all the answers! πŸ“ŠπŸš€

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