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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+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:
β€œTSLA 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: β€œShould 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):
β€œTesla 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†’

β€œPricey 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 β€œHow It Makes Money”
  • Understand the business
3. Check β€œPricey 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 β€œAsk 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€