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  1. Summary:

    1. Performance: Key metrics to indicate stock performance. In addition to Price and volume metrics, ‘Analyze’ provides Returns, Margin, Risk and Value metrics.

    2. Analyst Ratings & Estimates: Analyst ratings and estimates for future earnings.

    3. News: Latest news from the world wide web for the stock.

    4. Price Volume History: Daily price and volume data along with historical data of 20+ years. This can be used to identify latest price and volume data and trend analysis.

  2. Financial Analysis: Annual and Quarterly views ofFinancial statements and key financial metrics including daily metrics and performance metrics.

  3. Institutional Analysis: Summary holdings data anddetailed views of Top holders, holding position changes describing new holders, holders who increased or decreases their positions, holders who sold off their positions and holders who held on to their positions based on latest SEC filings.

  4. Insider Analysis: Key insiders and institutional holders in the stock and their transactions including detailed views on insider sales and purchases and net insider activity.

  5. Option Analysis: Options Summary including Put/Call Ratio, Forward prices and Options Trends

  6. Technical Analysis: Technical indicators for identifying trends and signals.

    1. Momentum Indicators: Indicators that show fast the price of an asset is changing over time, helping traders identify if it's gaining or losing strength.

    2. Trend Indicators: Indicators that show whether a stock's price is generally going up, down, or sideways over a period of time.

    3. Overlap Indicators: Indicators that analyze how different moving averages interact to identify potential buy or sell signals.

    4. Performance Indicators: Indicators that evaluate how well a stock or market has performed relative to a benchmark or its own historical performance.

    5. Candle Indicators: Indicators that use patterns formed by candlestick charts to predict future price movements.

    6. Statistics Indicators: Indicators that use mathematical formulas and statistical analysis to identify trends, patterns, and anomalies in stock prices.

    7. Volatility Indicators: Indicators that measure the degree of price fluctuation or volatility in a stock or market, helping traders assess risk.

    8. Volume Indicators: Indicators that analyze trading volume, indicating the strength or weakness of price movements and potential trend reversals.

  7. Money Flow Analysis: Analysis on Institutional Money Trend, Fund flows, Options Trends among others.

  8. Performance Analysis: Deep dive in stock’s monthly returns, historic risk and risk adjusted performance.

  9. Benchmark Analysis: Comparison of selected stock’s performance with S&P500.

  10. Peer Analysis: Comparison of selected stock’s performance with similar stocks.

Further details of the data and insights provided by ‘Analyze’ are below:

Summary Information:

‘Summary’ tab shows daily price & volume data, Analyst recommendations, news and estimates as well as key metrics for returns, margin, risk and fair value .

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Financial Analysis:

The ‘Financial Analysis’ tab provides financial statements (Annual and Quarterly views), Company profile summary as well a key financial metrics

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Institutional Analysis:

The ‘Institutional Analysis’ tab provides a deep dive into the institutional holdings and change in holdings quarter-on-quarter.

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In addition to summarizing the institutional holdings based on latest published filings, the ‘Institutional Analysis’ tab provides a deeper dive into:

  • Snapshot of Top 10 institutional holders, their latest position and % change

  • Institutions that increased their positions and by how much

  • Institutions that decreased their positions and by how much

  • Institutions that took new positions in the stock

  • Institutions that held their positions in the stock

  • Institutions that sold out their positions in the stock

Insider Analysis:

The ‘Insider Analysis’ tab tracks all insider transactions

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Additionally, the ‘Insider Analysis’ tab provides views into Insider Sales, Insider Purchases, Net Insider Activity. It also separately tracks sales by insiders that hold ten percent or more of the company.

Options Analysis:

The ‘Options Analysis’ provides a summary of Put/call ratios, options sentiment, forward prices as well as trend analysis for options prices, put/call ratios and breakeven prices.

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Technical Analysis:

The ‘Technical Analysis’ tab provides a chart view based on the user-selected indicators and historical price and volume data.

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Money Flow Analysis:

‘Money Flow Analysis’ tracks smart money. Through multiple views like Institutional Money Trend, Top Institutional Holders Trends among others, ‘Money Flow Analysis' provides insights into institutional money flow.

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Performance Analysis:

‘Performance Analysis’ tab provides analysis of monthly returns, historic risk and compares risk adjusted performance with 10 year TBill.

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Benchmark Analysis:

‘Benchmark Analysis’ compares the selected stock with S&P500 for price performance, returns, risk and risk adjusted performance.

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Peer Analysis:

‘Peer Analysis’ compares the selected stock with similar stocks for price performance, returns, historic risk and risk adjusted performance.

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