Market Indices Bar

The bar at the top of the page shows five real-time benchmarks that tell you the overall mood of the market at a glance. All five update every 30 seconds.

• S&P 500 (ES=F): The 500 largest US companies. This is the most-watched benchmark in the world. When it rises, the broad market is healthy.
• DOW (YM=F): 30 large blue-chip companies. More narrow than the S&P but watched by long-term investors for economic stability signals.
• NASDAQ (NQ=F): Technology-heavy index. Moves faster and more aggressively than the S&P. A strong NASDAQ often means risk appetite is high.
• RUSSELL 2K (RTY=F): 2,000 smaller US companies. Considered a leading indicator: small caps often move before large caps.
• VIX: The "Fear Index." Measures expected market volatility over the next 30 days. Below 15 = calm market. 15–25 = moderate uncertainty. Above 30 = fear. Above 40 = panic.

These are futures contracts, not spot prices, so they trade nearly 24 hours a day: you can see overnight sentiment before the US market opens.

Market Mover Banner & ⚡ Action

When the S&P 500 futures (ES=F) move beyond a configurable threshold during the session, a Market Mover banner appears across the top of the app. It identifies the headline driving the move, the direction and magnitude of the ES=F change, and an AI-assigned signal rating (Bullish / Bearish / Neutral).

On the right side of the banner is the ⚡ Action button. It gives you two interaction modes:

• Hover: A panel opens showing an AI-generated trade recommendation for the ES=F futures market — a short-term hedge for bearish conditions, or an alpha setup for bullish ones. The panel closes automatically when you move the cursor away.
• Click: Locks the panel open so you can read and scroll without it dismissing. A × button appears in the top-right corner of the panel — this is the only way to close it once locked.

Futures Recommendation (top of the panel)

• Action chip: BUY, SELL, or HEDGE — the suggested directional trade.
• Instrument: The specific vehicle (e.g. ES=F Short, SPY Puts, VIX Calls).
• Rationale: Two sentences on why this trade makes sense given the current event.
• Timeframe: How long the trade thesis is expected to play out (intraday, overnight, 1–3 days).
• Risk Note: The key risk or stop-loss approach for the trade.
• Confidence: High / Medium / Low — the AI's own confidence assessment.

Market Impact — Stocks & ETFs (below the futures rec)

A separate, deeper analysis loads in parallel, scanning the entire US market across all sectors to identify which specific stocks and ETFs are most likely to move significantly as a result of the event.

• Sector Theme: A one-sentence summary of the dominant market theme driving today's moves.
• ▲ Expected Gainers: Up to 5 names (stocks and ETFs) most likely to benefit, each with company name, sector, and a brief rationale. At least 2 are ETFs for broad exposure.
• ▼ Expected Losers: Up to 5 names most likely to come under pressure, with the same detail.

Both the futures recommendation and the stock picks are generated independently — the futures rec appears first while the broader market scan loads below it. If the market is calm (no significant move detected), the banner and Action button are not shown.

Global Indices: Comparison Chart

The Global Indices panel lets you compare major markets across countries and regions on one chart. It’s designed to answer a simple question: Where is strength (or weakness) concentrated right now?

How to build a comparison

• Open Global Indices and click any index box to add it to the chart (max 10).
• Boxes are grouped by country/region to keep selection organized.
• Use the timeframe picker (7D → 20Y) to change the analysis window.

Indexed chart (start = 100)

• Each line is indexed so all series start at 100 for the selected window.
• This makes performance comparable even when price levels are wildly different.
• Example: a value of 104.20 means the index is up 4.20% since the start of the window.

Selected table (updates as you move the cursor)

• Country: where the index is based.
• %: the live percent change at your cursor position on the chart (all rows update together).
• % top: for the selected window, the percent of timestamps where that index was the highest among the selected set (ties split credit).
• Symbol: the underlying data symbol used to fetch candles.
• Remove: removes that index from the comparison.

Market event triangles (2006+)

• Triangles on the timeline mark major market events.
• Click a triangle to open the event panel and generate an explanatory essay.
• The floating chart tooltip is intentionally hidden to keep the chart clean; the Selected table is the primary readout.

Search & Analyze

Type any US stock ticker symbol into the search box (e.g. AAPL, NVDA, MSFT) and press Analyze. Quantamatica will simultaneously load:

• Live price, day range, and change
• Price chart with technical indicators
• Fundamental metrics (P/E, PEG, moving averages)
• AI-powered insight and trading analysis
• Recent news, SEC filings, and insider activity

Every ticker you analyze is automatically saved to the Market Scanner section below, so you can track multiple names at once without re-searching.

Pre-Market & After-Hours Quote

The bar directly below the search shows the currently analyzed stock's price during extended trading hours: before the market opens (4:00–9:30 AM ET) or after it closes (4:00–8:00 PM ET).

• PRE-MARKET: Driven by overnight news, earnings releases, analyst upgrades/downgrades, and macro data (e.g. jobs report at 8:30 AM ET).
• AFTER-HRS: Often reflects earnings results announced after the close, or news that breaks in the evening.
• REGULAR: During market hours, shows the live price with the session's change.

Extended hours are thinner markets with lower volume: moves can be exaggerated and may not hold at the regular session open.

Price Chart & Timeframes

The main price chart shows candlestick or line data for the analyzed stock. Select your timeframe using the dropdown:

• 1D / 5D / 1M / 3M / 6M / 1Y: Standard timeframes. Each candle represents one day.
• 24H Ext: 15-minute candles for today including pre-market and after-hours. Extended hours candles appear in a lighter blue color to distinguish them from regular hours.

Use the Value Graph button (top right of the chart area) to switch to the long-term fundamental valuation view.

Compare Chart

Compare is next to the timeframe control. It lets you put multiple tickers on one chart and see how they move together on a percentage basis from the start of the window (indexed performance), not dollar prices.

• Turn Compare on, then search or analyze additional symbols. Each new symbol is added to the chart (up to five). Your original symbol stays the primary until you change it.
• Hint text next to the button reminds you: you can click or search any stock to add it.
• Legend appears under the chart with a color square for each ticker. Click a ticker in the legend to remove that line. Removing a compare symbol drops it from the chart; if you remove the primary symbol while others remain, the app promotes the next symbol so the chart always has a basis.
• While Compare is active, overlays (EMA, VWAP, Bollinger) and the RSI / MACD panels are hidden so the view stays focused on the comparison.
• Compare is not available while Value Graph is open—exit Value Graph first.

JS2000 (toolbar)

JS2000 is an optional overlay on the main price chart (toolbar button next to Compare). It is off by default and does not change quotes, news, or any other part of the app until you turn it on.

• What it shows: Small green and red markers on the price line at certain dates. They reflect a simplified quantitative idea: when the log spread between your symbol and a broad peer (by default SPY; if you are already viewing SPY, the peer switches to QQQ) moves far from its recent average, that stretch sometimes mean-reverts. The marks approximate “lower extreme” and “upper extreme” crossings for that spread using a rolling window—a simple visualization of how spread statistics are often plotted, not a live trading system.
• Availability: Hidden or disabled on the 24H Extended session chart. Turning on Compare or Value Graph clears JS2000 for that view.

Chart Overlays (EMA, VWAP, Bollinger Bands)

Toggle overlays on and off from the legend above the chart. Each one adds a layer of analytical information.

• EMA 9: 9-day Exponential Moving Average. Fast-moving, closely tracks price. Used by short-term traders to spot momentum shifts. Price crossing above EMA9 is a short-term bullish signal.
• EMA 20: 20-day EMA. Medium-term trend indicator. A common entry signal: price bouncing off the EMA20 in an uptrend.
• EMA 50: 50-day EMA. The most-watched medium-term support/resistance line. Institutional traders pay close attention to the 50-day.
• VWAP: Volume Weighted Average Price. The average price paid for every share traded today, weighted by volume. Institutions use VWAP as a benchmark: price above VWAP is bullish intraday, below is bearish.
• Bollinger Bands (BB): Two bands placed 2 standard deviations above and below a 20-day moving average. When price touches the upper band, the stock may be overbought. When it touches the lower band, it may be oversold. Narrowing bands signal a breakout is coming.

RSI: Relative Strength Index

RSI is displayed below the price chart. It measures the speed and magnitude of recent price changes on a scale of 0 to 100, helping identify overbought and oversold conditions.

• Above 70: Overbought. The stock has risen quickly and may be due for a pullback or consolidation.
• 30 to 70: Neutral range. The trend can continue in either direction.
• Below 30: Oversold. The stock has fallen sharply and may be due for a bounce.

MACD: Moving Average Convergence Divergence

MACD is shown below RSI. It tracks the relationship between two exponential moving averages (12-day and 26-day) to identify trend direction and momentum shifts.

• MACD Line (blue): The difference between the 12-day and 26-day EMA.
• Signal Line (orange): A 9-day EMA of the MACD line. Acts as a trigger.
• Histogram: The gap between MACD and Signal. Growing bars = strengthening trend. Shrinking bars = weakening trend.

Stats Bar

Five key metrics displayed as cards below the search bar when a stock is loaded.

• Last Price: The most recent trade price, updated every 30 seconds.
• 50-Day MA: The average closing price over the last 50 trading days. Price above the 50-day MA is generally bullish. A break below it is a warning signal.
• 200-Day MA: The average closing price over the last 200 trading days. The long-term trend line. Stocks above their 200-day MA are in a long-term uptrend. Institutions use this heavily.
• PEG Ratio: Price-to-Earnings divided by the 5-year expected growth rate. The most balanced valuation metric. PEG below 1.0 = potentially undervalued. PEG 1.0–2.0 = fairly valued. PEG above 2.0 = potentially expensive relative to growth.
• Fear & Greed: CNN's Fear & Greed Index (0–100). Measures overall market sentiment. Below 25 = Extreme Fear (historically good for buyers). Above 75 = Extreme Greed (historically a caution signal). The gauge updates every 10 minutes.

Interactive Metric Cards

Three of the fundamental metric cards in the Insight tab are interactive — hovering or clicking them reveals a 5-year quarterly history chart that overlays the Latest News panel. This gives you a quick visual of a metric's trend without leaving the page.

The three interactive cards are:

• EPS (TTM) ↗: Quarterly earnings per share history — actual EPS bars with an analyst estimate line overlaid as a dashed reference.
• P/E Trailing ↗: Trailing P/E ratio computed from rolling 4-quarter TTM EPS and the quarter-end stock price, plotted as a line chart. A dashed white line shows the 5-year average P/E for context.
• Rev Growth ↗: Quarterly revenue history in billions.

The ↗ symbol on the card label indicates it is interactive.

Two interaction modes — same pattern for all three:

• Hover: Chart appears instantly. Moving the cursor away from the card dismisses it automatically after a short delay.
• Click: Chart is pinned open. A × close button appears in the top-right corner of the chart panel — use it to dismiss. While pinned, moving the cursor away does nothing.

Chart data is fetched once per session per ticker and cached — subsequent hovers on the same ticker load instantly.

AI Insight Tab

The Insight tab uses Groq's AI model to analyze the stock using live price data, recent candles, and news headlines. It generates a structured report with three components:

• Summary: A plain-English overview of the stock's current situation, trend, and key factors to watch.
• Signals: Specific bullish and bearish signals identified from the data (e.g. "Breaking above 50-day MA on above-average volume" or "RSI approaching overbought territory").
• Key Levels: Price levels to watch: support (where buyers historically step in) and resistance (where sellers historically appear).

Analytics Intelligence

The Analytics Intelligence row appears below the chart after you analyze any ticker. Click the ⚛ Analytics Intelligence header to expand it, then click Load next to any section to fetch that data on demand. Sections load independently — you only request what you need.

The ten sections available:

• Analyst Consensus: Wall Street analyst ratings (Buy/Hold/Sell counts), average price target, and a bar chart of the distribution.
• Earnings Surprise History: Last 8 quarters of EPS actual vs. estimate, with a chart showing the surprise pattern over time.
• Short Interest: Short float %, short ratio (days to cover), shares short, and month-over-month change. High short interest can mean either bearish conviction or future squeeze potential.
• 13F Institutional Ownership: Largest institutional holders by % held, with a bar chart of the top 8. Institutions control most market volume: knowing who owns a stock matters.
• Options Unusual Activity: Put/call ratios by open interest and volume, total call and put OI/volume, ATM implied volatility, and the top contracts by volume. Data is sourced from CBOE (15-minute delayed).
• Investment Thesis: AI-generated analysis of why the market values this company the way it does — the bull case, bear case, and key drivers.
• Earnings Transcript (8-K): The most recent earnings call results: EPS actual vs. estimate, revenue, and an AI summary of key themes, guidance, and management tone from the latest 8-K filing.
• 10-K / 10-Q Analysis: AI analysis of the most recent annual or quarterly SEC report — identifying strengths, risks, and forward guidance buried in the filing.
• Risk Flag Scanner: AI-identified red flags from recent SEC filings. Each flag shows severity (LOW / MED / HIGH), category, and a plain-English description.
• Credit & Debt Summary: Debt/EBITDA ratio, net debt, total debt, cash position, credit rating (if publicly rated), and interest coverage. Useful for assessing balance sheet risk before entering a position.

DCF Valuation

DCF stands for Discounted Cash Flow: a method of estimating what a company is worth today based on its expected future earnings, discounted back to present value.

Access it via the DCF button in the top navigation. Enter or confirm the inputs and Quantamatica calculates the intrinsic value.

• EPS (Earnings Per Share): Used as a proxy for free cash flow. The current annualized earnings power of the company.
• Growth Rate: Expected annual earnings growth for the projection period.
• Discount Rate: The minimum acceptable rate of return (your hurdle rate). Higher discount rate = more conservative valuation.
• Terminal Value: What the company is worth at the end of the projection period, based on a final P/E multiple.

Value Graph

The Value Graph (toggle with the button top-right of the chart area) shows a historical picture of how a stock's price has related to its fundamental value over 3, 5, 10, or 15 years.

• White line: Actual market price each year.
• Orange line (Fair Value): EPS × Fair P/E (growth-adjusted using analyst 5-year consensus). This is what the stock should be worth based on earnings and reasonable growth expectations.
• Blue dashed line (Normal P/E): EPS × the stock's own historical average P/E. Shows what the market has historically been willing to pay.
• Green fill: The earnings base (EPS × Fair P/E floor).

The current year uses analyst forward EPS estimates (noted with an asterisk) to avoid distortion from one-time GAAP charges like write-downs or acquisition costs.

News & SEC Filings

News Tab: Aggregates company-specific headlines from three sources: Finnhub, GNews, and TheNewsAPI. Updated every 15 minutes per ticker. Each article shows the source, time, and headline. Click to read the full article.

What to watch for:

• Earnings reports and guidance changes
• Analyst upgrades or downgrades with new price targets
• Product launches, partnerships, or regulatory approvals
• Executive changes (especially CEO or CFO departures)
• Legal or regulatory issues

SEC Tab: Shows the 20 most recent electronic filings submitted to the SEC by the company. Color-coded by filing type:

• 10-K: Annual report. The most comprehensive disclosure a company makes. Read this to understand the business deeply.
• 10-Q: Quarterly report. Three of these per year between 10-Ks. Shows quarterly financials and updates.
• 8-K: Material event. Filed within 4 business days of any significant event: earnings, mergers, executive changes, legal settlements. High-priority reading.
• 4: Insider transaction report. Filed when a corporate insider buys or sells shares. See the Insider section for more.

Insider Transactions

The Insider tab shows recent buy and sell activity by company executives, directors, and major shareholders: people who know the business better than anyone.

• Insider buying: Executives buy stock for one reason: they believe the stock will go up. Cluster buying (multiple insiders buying near the same time) is a particularly strong signal.
• Insider selling: Has many possible explanations: diversification, tax planning, personal expenses. Selling alone is not necessarily bearish unless it's heavy and clustered.

The Top Insider Buy/Sell Ratio row at the bottom of the page ranks stocks across the market by the ratio of insider purchases to sales: the higher the ratio, the more insiders are buying relative to selling.

Market Scanner

The Market Scanner is the left panel. When no portfolio is active, it shows your recent search history — stocks you've analyzed — with live prices updating every 5 minutes.

• Keeps up to 20 recently searched tickers
• Always includes four pinned defaults at the bottom: MSFT, TSLA, NVDA, AAPL
• Shows: current price, day high/low, dollar change, and percent change
• Click any row to load that stock instantly
• Hover a row to reveal the ✕ (remove from history) button

Search history persists in your browser's local storage: it survives page refreshes but resets if you clear your browser data. For a persistent, named list, use a Portfolio.

Portfolios

Portfolios let you track named groups of stocks separately from your recent search history. When a portfolio is active, the scanner shows only that portfolio's tickers. Up to 10 portfolios, each with up to 500 symbols. If you add a symbol when the list is full, rows without a share quantity are removed first to make room. If all 500 rows have share quantities, create another portfolio.

Creating a portfolio:

• Click the dropdown arrow next to PORTFOLIOS
• Select ＋ New Portfolio and give it a name (e.g. "Tech Plays", "Earnings Watch")
• Search any ticker to add it automatically to the active portfolio

Bulk Import: Add many tickers at once without searching one by one.

• Open the portfolio dropdown → Bulk Import, or click the button inside an empty portfolio
• Stocks: paste tickers separated by commas, spaces, or new lines: AAPL, MSFT, NVDA, TSLA
• Optional shares and average cost per share on each stock line: NVDA 50 102.50 — pre-fills Portfolio Analytics. You may use commas in share counts (e.g. PATH 2500 12.40 or PATH 2,500 12.40).
• Options (US equity, standard multipliers): one per line — AMD 04/24/2026 165.00 P -2 1.62 (underlying, expiration, strike, P or C, contracts, entry premium per share). Negative contracts = short. Pricing uses OCC symbols via the same live quote feed as stocks.

Editing a position:

• Hover any portfolio row → click the ✎ (pencil) button at the bottom-right of the row
• Enter your shares held and average cost basis per share
• Once at least one position has both shares and cost entered, the Portfolio Analytics row appears

Portfolio data is stored in your browser's local storage. It persists across sessions but is not synced across devices.

Portfolio Analytics

When an active portfolio has at least one ticker with both shares and cost basis entered, a ◈ Portfolio Analytics row appears below the Analytics Intelligence row. Click the header to expand it.

The badge in the header shows the current total portfolio value. The vs picker lets you choose a benchmark for comparison: S&P 500, NASDAQ, or Russell 2K.

Seven sections are available — all calculate instantly from live scanner prices and your local position data, with no additional API calls:

• Portfolio Summary: Six KPI cards — Total Value, Total Cost, Unrealized P&L, Total Return %, Today's P&L, and number of positions.
• Unrealized P&L: Table showing each position: shares, avg cost, current price, market value, unrealized gain/loss in dollars and percent.
• Position Weights: Horizontal bars showing each position's % of total portfolio value — tells you where your capital is concentrated.
• Today's Performance: Dollar gain/loss for each position today, sorted by contribution, plus a portfolio total for the session.
• Benchmark Comparison: Your portfolio's today % change versus the chosen index, with an "alpha" line showing by how much you're outperforming or underperforming. Switch the benchmark using the picker in the header.
• Top & Bottom Performers: Your best and worst positions by total unrealized return % — useful for identifying where to add or trim.
• Return Attribution: Each position's contribution in percentage points to the total portfolio return. Shows which holdings are the biggest drivers of your gains or losses.

Benchmark comparison uses today's price change only. Long-term alpha tracking against an index requires the full historical entry date and index level at that date, which is not yet implemented.

Top Gainers & Unusual Volume

Top Gainers Today: The 8 biggest percentage gainers in the US market today. These are stocks with the strongest price momentum on this session. Updated every 5 minutes.

What causes stocks to appear here:

• Earnings beats with strong guidance
• Analyst upgrades with significant price target increases
• FDA approvals, contract wins, or major partnerships
• Short squeezes (heavily shorted stocks moving violently upward)

Unusual Volume: Stocks trading at significantly higher volume than their normal average. Volume is the fuel of price moves. A stock breaking out on 3× or 4× normal volume is a much more reliable signal than one moving on light volume.

GEX Scanner

The GEX Scanner (Gamma Exposure Scanner) reads the options market structure across your watchlist and recent searches to identify where market makers are positioned — and what that positioning means for how each stock is likely to move.

Open it from the Analytics Intelligence panel via the GEX Scanner button, or from the main toolbar.

Why GEX Matters

Market makers sell options and then hedge their exposure by buying or selling the underlying stock. The direction and size of that hedging creates real, mechanical price pressure — it's not sentiment, it's actual order flow. GEX tells you where that pressure is and whether it's working for or against a trend.

Column Reference

• Regime (POS / NEG): The current GEX regime. POS means market makers are net long gamma — they buy dips and sell rips to hedge, which dampens volatility and keeps price in a range. NEG means they are net short gamma — they hedge by trading in the same direction as price, which amplifies moves and allows trends to accelerate.
• Flip: The Gamma Flip level — the exact price where the regime changes from POS to NEG or vice versa. This is the single most important level in the scanner. Long bias when price is above the Flip. Short bias when price is below it.
• Δ Flip: How far the current price is from the Flip level, expressed as a percentage. Rows highlighted in amber are within 3% — a regime change is imminent. These are the highest-conviction setups to watch.
• Max Pain: The price at expiration where options buyers collectively lose the most money. Price tends to gravitate toward this level as expiration approaches due to options hedging mechanics.
• Δ Pain: Distance from current price to Max Pain. A large positive reading means price is well above max pain and may face gravitational pull downward into expiry. A large negative reading is the reverse.
• Call Wall: The strike above spot with the heaviest call open interest. Market makers hedge by selling the stock near this level, creating mechanical resistance. A useful ceiling for near-term price action.
• Put Wall: The strike below spot with the heaviest put open interest. Market makers hedge by buying the stock near this level, creating mechanical support. A useful floor for near-term price action.
• P/C: Put/Call open interest ratio. Above 1.2 indicates heavy put positioning (bearish lean). Below 0.8 indicates heavy call positioning (bullish lean). Extreme readings can signal crowded trades that are prone to reversals.

How to Use It

Data is sourced from CBOE options chains with a 15-minute delay. The scanner pulls from your recent searches and pinned defaults (MSFT, TSLA, NVDA, AAPL) and refreshes automatically.

Buffett Criteria

This scanner runs a two-stage Discounted Cash Flow analysis on every S&P 100 company each morning at 9:40 AM ET, and shows only the stocks that pass all five quality gates AND are trading below their calculated fair value.

The five quality gates (all must pass):

• ROE ≥ 15%: Return on Equity. The company generates at least 15 cents of profit for every dollar of shareholder equity. Warren Buffett considers sustained ROE above 15% the hallmark of a durable competitive advantage.
• Debt/Equity ≤ 0.8: The company has manageable debt. Buffett avoids companies that rely heavily on borrowed money to generate returns.
• Net Profit Margin ≥ 8%: The company keeps at least 8 cents of every dollar of revenue as profit. High margins signal pricing power.
• Revenue Growth > 0%: The business is growing, not shrinking.
• EPS positive 3 consecutive years: The company has been consistently profitable, not relying on one-time gains.

The DCF calculation:

• Stage 1 (years 1–5): Company's own analyst consensus growth rate
• Stage 2 (years 6–10): 15% fixed (mature growth phase)
• Discount rate: 10% (Buffett's hurdle rate)
• Terminal multiple: 20× P/E
• Margin of safety: 30% below calculated intrinsic value

The list is intentionally short. In a fairly valued or expensive market, few or no stocks may appear. That itself is useful information: it tells you quality companies are not on sale.

This is a quantitative screen, not a buy recommendation. Always research a company fully before investing.

EFM Signal

EFM is Quantamatica's proprietary multi-factor signal engine. It scores every stock in the S&P 100 and Nasdaq 100 universe each morning at 10:30 AM ET: after the opening volatility has settled: and identifies the names with the strongest combined technical and fundamental setup for the week ahead.

The score (0–100) is built from a weighted combination of signals across three categories:

• Technical signals: Price vs 50-day MA, RSI entry zone, MACD crossover, volume conviction
• Fundamental signals: PEG ratio, EPS growth, revenue growth
• Sentiment signals: Insider buying activity, Fear & Greed environment

When a stock scores above the EFM threshold, it automatically populates the search field in light blue: a visual alert that this ticker has a strong multi-factor setup right now.

The weights behind the EFM score are set and adjusted by Quantamatica's research team based on what has historically produced quality setups. The model is designed to evolve as new criteria are added over time.

Disclaimer

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