User Guide

Start here Getting Started

When you first open the app, you'll see a sidebar on the left with two lists: Tickers and Concepts.

• Tickers are the companies you want to research (e.g. AAPL, MSFT, TSLA)
• Concepts are the financial metrics you want to chart (e.g. Revenue, Net Income)

Search and click to select. Your selections persist the next time you visit.

You can switch between light and dark theme using the toggle in the top right.

Tab Financials

This is your main research view. Pick one or more tickers and a financial concept, and a chart appears immediately. You can plot multiple companies on the same chart to compare them side by side.

• Stock price chart — shows the historical stock price for your selected companies. If you have multiple tickers selected, prices are shown as percentage change so they're easy to compare on the same scale.
• Fundamentals chart — shows the financial metric you selected (Revenue, Net Income, etc.) over time, pulled directly from SEC filings.
• Merge — click the Merge button to combine both charts into one, with prices on the left axis and financials on the right. Great for spotting how financial performance relates to stock price.

If the charts feel crowded, use the collapse buttons (▼) to hide the price or fundamentals panel, giving the other more room.

Data tab

Switch to the Data tab (below the charts) to see the exact numbers behind the chart in a table. Each row links directly to the original SEC filing so you can verify the source yourself.

News tab

The News tab shows recent articles for your selected tickers. Each article displays:

• The headline, publisher, and publication date
• A description of the article
• A sentiment score — how the article is likely to affect the stock price, scored from negative to positive
• Hover over the sentiment score to see a one-sentence explanation of why it received that rating

Tab Formulas

Don't see the metric you need? Build it yourself. The Formulas tab lets you combine existing concepts using simple math.

For example, to calculate Profit Margin:

1. Type a name: Profit Margin
2. Type the formula: NetIncomeLoss / Revenues
3. Click Add

Your new metric appears in the concept list. Select it just like any other concept and it will plot on the chart alongside your other selections. Your formulas are saved and available every time you return.

Tab Companies

The Companies tab is your starting point when you don't know exactly what you're looking for. Browse thousands of public companies — each card shows a business summary, recent management commentary, and current news with sentiment scores.

Finding companies

• Type any keyword in the search bar — company name, ticker, or topic (e.g. "electric vehicles", "cloud software", "biotech")
• Click tag chips to filter by sector or theme
• Results rank by relevance — exact ticker matches come first

Using your results

Click Use Displayed Tickers to add all the visible companies to your selection at once. Then head to Quadrant to compare them visually, or back to Financials to dig into their numbers.

Tab Quadrant

Plot any two financial metrics against each other — every dot on the chart is a company. This is the fastest way to screen a large group of companies and spot the outliers.

Color by formula — add a third metric to color the dots, turning the chart into a heat map (e.g. color by revenue growth to see which profitable companies are also growing fast).

Focusing on specific companies

• Click a dot to highlight a single company
• Find companies alphabetically in the legend
• Drag-select a region of dots to box in the ones you want, then choose to keep only those in your active selection

Once you've narrowed it down in Quadrant, head back to Financials to compare just those companies in detail.

Tab Watchlists

Watchlists let you save and track groups of tickers over time.

Creating a watchlist

• Click + New to create a watchlist, give it a name, and optionally set a start date
• Or click + Create Watchlist from Selection in the sidebar to instantly save your current tickers

Managing tickers

• Type tickers directly into the add bar (e.g. AAPL MSFT or AAPL,MSFT,GOOGL) and click Add
• Click From Sidebar to bulk-add all currently selected tickers
• Set a Weight for each ticker — positive for long positions, negative for short (doesn't need to sum to any value)
• Set Alert Above ↑ or Alert Below ↓ price targets to receive an email when a ticker crosses that threshold

Sub-tabs

• Performance — chart the price performance of your watchlist from any start date. Click Load Chart to display.
• News — latest news articles with sentiment scores for every ticker in the list
• Analyst Ratings — current analyst consensus and price targets

Click Use in Sidebar to load all the watchlist's tickers into your active sidebar selection so you can analyze them in Financials or Quadrant.

Tab AI Playground

Not sure where to start, or how to write a formula? Just ask. Type a question in plain English and the AI will build a chart from the financial database for you.

"Show me the top growth stocks in the last five years with at least $50 million in revenue"

The AI returns a chart of matching companies. From there:

• Click Use Displayed Tickers to add those companies to your panel
• Click See Data Table to open the full results in the SQL Explorer

The AI remembers your conversation, so you can follow up with refinements like "now filter to only tech companies" or "show the same thing but sorted by market cap".

• Chat history — all your past conversations are saved in the sidebar on the left. Click any session to resume it, or click + New to start fresh.
• Model selector — choose which AI model powers the chat. Claude Sonnet 4.5 is the default and recommended option.

Tab SQL Explorer

For power users who want precise control. Write any SQL query directly against the financial database. The schema panel on the left shows all available columns — click any column name to insert it into your query.

Press Ctrl+Enter (or Cmd+Enter on Mac) to run a query.

The main table is called financial_data and contains one row per company, per month, per financial concept — so you can filter, aggregate, and join however you like.

Template variables

Use these anywhere in your query — they're substituted automatically when you run it:

Results show in a table below. Click Use Displayed Tickers to add any companies from your query results directly to your selection.

Data Refresh Rates

Financial data is sourced from SEC filings and refreshed weekly. Stock price data depends on your account status — account holders see live prices, while visiting users see monthly averages from the built-in historical archive.

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