Research

Research is where you look at one company in depth: its price, your own trading record in it, how your rules judge it today, and what changed since you last looked. Every company page lives at /research/{TICKER}, for example /research/SPXC.

Open the index from the nav or press g then r. To open any listed company, press Cmd+K (or Ctrl+K), type a ticker or name, and press Enter.

On the index, Exclude holdings and Exclude open orders independently filter out names you already own or have on working orders. New names and analyses older than seven days are refreshed automatically by the background research queue, without requiring an open browser. Its status appears below the table.

The Research index#

/research has two lists:

• Your holdings: every open position. With none it says "No holdings yet" and links to import.
• Recently analyzed: up to 20 names you have evaluated, newest first, with the verdict (or your override), the summary and the date. With none it says "Nothing analyzed yet" and offers Run the 52-week-low screen.

Opening a company#

The ticker is resolved against SEC and Nasdaq records. If it does not match a listed security, or is ambiguous between share classes, you see "Symbol not recognized". Investi shows nothing rather than guessing.

Opening a page evaluates the company against your current rules. If the inputs differ from the last stored evaluation, a new immutable revision is saved, so the Research history tab always shows when and why a verdict moved.

If you came from Discover (?from=discover), a bar at the top offers Back to screener and Next candidate.

Hover card#

Hover or keyboard-focus any ticker in the app (Portfolio, Markets, Home, History, Calendar, Notebook and elsewhere) and a hover card opens beside it after a short pause. It is the same card as the Chrome extension, in the same order, from the same GET /api/v1/securities/{ticker}/intel payload:

• The price, day change, any pre-market or after-hours print, a 30-day sparkline and the quote's source and time. These stay fixed at the top.
• Your position: shares and value, average cost, unrealized P/L, lifetime round trips and realized P/L, your last buy and sell, and open orders.
• Research: the verdict badge with its date, the 52-week low, and the verdict summary.
• Earnings: EPS actual against estimate for up to eight quarters plus next quarter's consensus, and the next report ("estimated" when it is the vendor's projection, "Reported" with the date when the company reported in the last 10 days, otherwise "Not announced").
• Analysts: the low, average and high price target against the current price, and six months of buy, hold and sell counts.
• Catalysts: up to three upcoming events, then up to eight recent ones with the lean mark, kind, source, age and the session's close-to-close reaction (the same selection rule as the extension).
• Intraday, then Open lots, Round trips and Recent fills when you have trades in the name.

The quote, Your position and Research arrive with the first request; the sections from Earnings down arrive with a second one and show placeholders until then. If market data is still being fetched the card says "updating" and asks again a couple of times; a section that is still not ready says so ("Earnings history is still loading on the server.", "Events are still loading on the server. Hover again in a moment.") rather than showing a guess. The sections scroll inside the card while the header, quote and footer stay put, and the card's height follows your window.

Pin keeps the card open, and a little wider, while you move the pointer away or scroll the page. Esc or the close button closes it. On a phone the card spans the screen width.

Drag the card by its header to put it anywhere on the screen. From then on every hover card opens at that spot instead of beside the ticker, in this browser, until you double-click the header to put it back beside the ticker. A card at a remembered spot waits longer before closing (1.2 seconds instead of 280 milliseconds) and keeps waiting while the pointer is heading toward it, so you can reach it from a ticker on the other side of the screen. If the window is smaller than the remembered spot, the card slides in to fit. On a phone the card is not draggable.

Page layout#

From the top: the header, then on the left the views panel (the chart opens first), the Earnings, cash and drawdown graphics, What could move it, and the records panel. On the right, Why it matters stays in view and scrolls on its own. On a phone the same blocks stack in that order, with Why it matters right after the chart.

Header#

The header shows the ticker, name, exchange, sector and industry, the delayed last price with a freshness label, and:

• 52-week range: a bar from the lowest to the highest daily close over the trailing 365 days, with a tick at the last price. Above it, how far the price is above the low (for example "+37.0% above low"); below it, the low, the distance from the high and the high. Hover an end for the date it was set. Without 52-week history it reads "No 52-week history from nasdaq.com for this symbol."
• Change: from the previous close.
• Volume: today's volume, with a multiple of average daily volume.
• Position: shares you hold (hover for average cost).
• Unrealized, Realized P/L and Round trips (with win rate) for your record in this name.

Outside regular hours a second line shows the pre-market or after-hours price.

Two buttons sit on the right:

• Watch toggles the name on your watchlist (POST /api/v1/watchlists). It updates immediately and reverts if the request fails.
• Set alert opens a small form: "Price falls to", "Price rises to" or "Within % of 52W low", plus a value. Save alert calls POST /api/v1/alerts. Alerts notify; they never place orders. Manage them in Notebook.

What could move it#

Below the earnings, cash and drawdown graphics, What could move it lists dated events that can move the stock: news, analyst actions, insider trades, SEC filings, short interest, the earnings date, the ex-dividend date and major US economic releases. Every row is a fact from a named source. Nothing in the section is a forecast.

Scheduled comes first: one chip per upcoming event, earliest first. An earnings chip shows the date and how far away it is ("in 3d", "tomorrow", "today"); a macro chip shows the release name, date and time in New York; others show their title. With nothing upcoming the line reads "Nothing scheduled in the next week."

The timeline follows, newest first and grouped by New York calendar day. The filter row above it (All, News, Analyst, Insider, SEC filing, Earnings, Dividend, Macro, Short interest) counts only the past events in the timeline, so a kind with only scheduled items, such as an upcoming macro release, gets no chip; those appear in the scheduled row instead.

The All view shows every past event that is not a headline (filings, insider trades, analyst actions, short interest, earnings, macro releases, dividends) plus only the 10 newest headlines, so a burst of news never pushes those events out of sight. When more headlines exist, a line such as "14 more headlines under News" follows the timeline; it switches to the News filter, which lists every headline. The All chip's count is the number of rows in this selection. In any view the first 25 rows show; Show all expands the rest. Each row has three columns:

The lean mark#

Some rows start with a mark: ▲ usually leans up, ▼ usually leans down or ◆ can move either way. Hover it for "Typical for this kind of event, not a prediction". The lean comes only from the kind of event. It never reads the headline's tone and never predicts the price.

An 8-K with several items takes the strongest lean among them: down over either way over none. Insider option exercises and trades that are not open-market are not listed.

Sources and states#

The feed covers the last 60 days plus upcoming events, newest first, capped at 80 items. Only earnings, dividends and macro releases can be upcoming: macro releases from today through the next 7 days, and the next earnings date and next ex-dividend date however far out. Sources:

• News: nasdaq.com news and Google News search by company name or ticker (the 40 newest results, labeled "Google News (publisher)"). Headlines that do not name the company are dropped, and a story that appears in both feeds is shown once, from nasdaq.com.
• Analyst actions: nasdaq.com rating changes, plus price-target and upgrade/downgrade headlines from either news source.
• Insider trades: nasdaq.com insider activity.
• Short interest: nasdaq.com, one item for the latest settlement (for example "Short interest 131.6M shares, 3.7 days to cover", with the change from the prior settlement). Only Nasdaq-listed stocks have it; for other stocks it is simply absent.
• SEC filings: SEC EDGAR material filings, with the 8-K item names.
• Scheduled events: earnings dates and reported quarters, ex-dividend dates and the US economic calendar, from nasdaq.com.

Sources that only give a date (filings, insider trades, ex-dividend dates, short interest settlements, some Nasdaq news) are placed at 09:30 New York time on that date. The reaction is the close-to-close move of the first session on or after the event; an event after 16:00 New York counts toward the next session.

While a slow source is still answering, the timeline ends with "Still loading:" and the kinds it is waiting for, above two placeholder rows. With no past events, it reads "No events in the last 60 days."

The footer lists the sources that answered and the time of the feed. Headlines are third-party, untrusted text: they are shown as-is and never passed to AI features as instructions.

The same feed is available as GET /api/v1/securities/{ticker}/catalysts (see the REST API), as the get_catalysts tool on the Claude MCP server, and in the hover card of the Chrome extension.

Views panel#

The top left panel has five tabs. The active tab is mirrored to ?view=, so links keep it (for example /research/SPXC?view=valuation).

• Chart: price chart with your fills and working limit orders drawn on it, the 52-week low and high, and the top of your rules' entry gate (drawn as "Zone ceiling"). While you hold the stock, your average cost ("Avg cost") and the framework's sell price ("Exit target") are drawn as lines too. Range tabs run from 5Y to 1D, intraday ranges offer 1, 5 or 15 minute candles, and you can switch chart type, add a comparison symbol (for example SPY), fit all bars, or go fullscreen (Esc exits). With the chart focused or fullscreen, press + or - to zoom and 0 to fit. Each overlay can be turned off under Indicators.

Event marks on the chart#

On daily ranges, small marks along the bottom of the price pane show dated events under the session they fell on (a weekend event moves to the next session):

Marks that would overlap merge into one: a single kind keeps its letter with a small count, mixed kinds show the number of events. Hover or focus a mark to open a card with each event's kind, date, title, detail and source (linked when the source gives a URL); on a phone, tap it, and tap anywhere on the chart to close it. Esc also closes it. Only past events are marked; upcoming ones are in the scheduled row of What could move it. Nasdaq publishes dividend history only for Nasdaq-listed stocks, so NYSE stocks show no D marks, and analyst marks reach back only 60 days.

• Valuation: a discounted cash flow tool. Sliders set FCF growth, forecast horizon, discount rate, terminal growth and margin of safety. It shows intrinsic value per share, value with margin of safety, the gap to last price, and the growth the current price implies (a reverse DCF). A sensitivity table varies discount rate and terminal growth, and P/E, P/S, EV/FCF and FCF yield are shown below. Save assumptions stores your inputs for this ticker. If free cash flow or share count is missing from SEC data, the tool explains why it cannot run.
• Financials: up to five fiscal years plus TTM, and up to six quarters, from SEC XBRL, in USD millions except EPS. Hover a line for its XBRL concept.
• Analysts: consensus target with low and high range, dispersion, buy/hold/sell counts and monthly target history, from Nasdaq (Zacks). A "Stale" tag marks old consensus. Individual firm targets are not shown because they need a licensed feed.
• Risk: drawdown from the 52-week high, max drawdown over 252 sessions, ATR(14) as a share of price, 30-session dollar volume, the thinnest session of the last 30 (lowest single-day dollar volume), new 52-week lows in the low-stability window set in your rules, and the 50-day trend.

Earnings, cash and drawdown#

Three graphics sit under the views panel. Each prints its numbers beside the drawing and names its source; with no data it says which source had nothing instead of drawing a placeholder.

• Earnings per share: one column per reported quarter (Nasdaq publishes the last four) and one for the next quarter. The outline is the consensus estimate and the solid bar the actual, green when it met or beat the estimate and red when it missed. The actual is printed above, the quarter and the surprise below; the next quarter shows its estimate in a dashed outline. Source: nasdaq.com (Zacks).
• Revenue and free cash flow: the last five fiscal years from SEC XBRL filings, with the latest value and its change on the year before. The latest year is highlighted; a negative year is drawn below the line in red; a year with nothing reported is a dashed line.
• Drawdown, last 12 months: each daily close against the highest close before it, with the drawdown now and the worst one with its date. The scale runs from 0% to at least -20%, deeper when the worst fall was deeper, and is labeled at the right.

Why it matters#

The right column starts with your verdict as a block in its color, with its shape and word (Green, Yellow, Red, Flagged, Dormant or No data), the rule that decided it ("Decided by entry gate"), the summary, and the rules version (for example "Rules v3"). A bar under the summary splits the gates into pass, watch, fail and unknown, with the counts written below it. If you overrode the verdict, the block shows your override with the computed verdict beside it, and your reason follows. Hard-rule blocks are listed in red.

Gates lists each quality, size, entry and sizing rule with a status mark that differs in shape as well as color (a tick for Pass, a warning triangle for Watch, a cross for Fail, a dash for Unknown), a short reason, and the result word. The full reason with its numbers is behind the (i) on each line. The deciding rule carries a Binding tag. Two gates draw their number against the limit:

• Net debt / EBITDA: a meter from 0 to one and a half times your ceiling, shaded comfortable, watch and over the ceiling, with the ratio (or "Net cash") and your watch level and ceiling written under it.
• Entry gate: the 52-week range bar with the gate ceiling marked.

Manual checks and context rows are not gates; they appear below in the framework block and in the Rule checks tab.

Next comes the framework block:

• Position size: Full size, Half size (with the reasons, for example a recent low or a YELLOW regime) or No new money.
• Trigger price: shown on a YELLOW verdict that would turn GREEN on price alone at or below this level. Set a price alert for it, not a live order.
• Exit target (or Exit target if bought when you hold no shares): the sell price and the percentage gain on cost that clears the exit rule.
• Market regime: GREEN, YELLOW, RED or Unknown. Hover for the signals.
• Clears +N% in 7 sessions: the 7-day estimate, shown as a band with a tick at 90%. Each of its four inputs is marked Raises, Lowers or Not assessed. It is a structured judgment, not a probability model.
• Judgment checks: the Kodak test, live legal or regulatory events, and known vs newly revealed. Each shows what Investi found (the legal scan's filings and headlines with links, and for the revealed check the latest guidance against the prior release and consensus, the drop against the cut and a suggested label), your saved answer and the date it counts until. Answer opens a short form: Pass, Fail or Unknown, a note, and an expiry (90 days by default). Saved answers feed the verdict.

Below that: Last sell, Open buy, Position signal (At exit target: sell, No new money, Hold for the exit target, or Not owned), New filing, Next earnings (marked confirmed or est., highlighted only when a confirmed date falls within the earnings call-out window, and reading "Reported" with the date when the company reported in the last 10 days; earnings never block a verdict), Last earnings (the most recent results release on record: an 8-K with item 2.02, a 6-K results press release, the vendor's reported date or its results article; it feeds the 7-day estimate), Since last review and Recent drop (a 5-session decline with the nearest filing, when there is one). Findings lists up to three points for and three against.

Two actions close the panel:

• Explain this verdict asks Claude for a plain-language explanation of the report. It appears only when the server has ANTHROPIC_API_KEY set; the explanation adds no new figures.
• Override with rationale lets you set Green, Yellow, Red, Flagged or Dormant with a written reason (at least 8 characters). The computed verdict is kept alongside.

See /docs/concepts/verdicts-and-policy and /docs/strategy/rules.

Decision context and hypothetical trade#

Decision context is descriptive only: recent intraday moves, volume against average, spread (usually "Not in feed", since the public feed has no bid and ask), nearest order, Target sell price (your exit target on cost, once you own shares), 5-session momentum, new lows forming in the low-stability window, ATR(14) and the count of data gaps.

Hypothetical trade: choose Buy or Sell, shares and price, then Simulate buy or Simulate sell (POST /api/v1/simulate). The result shows notional, shares after, average cost after, and estimated realized P/L (for a sell, matched with your lot method) or weight after (for a buy). It is a calculation only.

Records panel#

The bottom left panel has nine tabs, mirrored to ?tab=. Every list is a table you can sort and filter by any column, with the view kept in the URL, CSV export and a column chooser (extra columns such as account, fees or tax term are under Columns):

The Analysts view's monthly history (Month, Target, Buy, Hold, Sell, Consensus) is a table too.

With no imported trades, Fills shows "No imported trades for {TICKER}" with an import link and the form to track an order. Lot matching uses your reporting lot method; see /docs/concepts/ledger.

Footer#

A Sources and method drawer at the bottom gives the report schema version and ID, when it was generated, and every data source with its provider. See /docs/concepts/data-sources.