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.

Directly below the indices sits the inflation strip and its profit / loss calculator, covered in the next section.

Inflation Adjusted Profit / Loss Calculator

This calculator sits directly below the market indices, above the five inflation readings, and answers one question: did an investment actually beat inflation, or did its number just go up while the cost of living rose underneath it? Click the Inflation Adjusted Profit / Loss Calculator heading to open or close it. It starts closed on every visit, and the five inflation readings below it stay visible whether it is open or shut.

The five readings the calculator sits above are, left to right: the change in consumer prices over the most recent month, the change so far this calendar year, the core rate (consumer prices excluding food and energy) over the past twelve months, the personal consumption expenditures price index over the past twelve months, and the producer price index over the past twelve months. Each one carries the month it is measured for, and they will not always agree: the personal consumption measure is released about two weeks behind the consumer price index and is often a further month back, while the producer price index is usually released ahead of it.

The producer price index is the last of the five. Where the other four measure what households pay, this one measures what producers receive for their output, before it reaches the shelf. It is the same pressure read from the selling side rather than the buying side, which is why it often moves before the consumer measures do. Hover or tap any of the five cells for its full explanation and the two readings the percentage is computed from.

Why it exists: a position that tripled over twenty years may have barely held its value in real terms. The calculator splits a gain into the part that only kept pace with inflation and the part that is a genuine gain on top of that, using the same consumer price series shown in the readings below it.

The fields, in order

• Purchase Amount: what you paid, typed as plain digits with no currency symbol. Commas are grouped in as you type.
• Purchase Date: when you bought, as MM/DD/YYYY. The day of the month does not matter, the underlying data is monthly.
• Sale Amount: what you sold for, or what the position is worth now. Optional, the box says so.
• Sale Date: when you sold, as MM/DD/YYYY. Optional: leave it blank and it uses the latest reading, which is today. A typed sale date is checked the same way as the purchase date and cannot fall before it.
• GO: runs the calculation. Pressing Enter in any of the four fields does the same thing. The × beside it clears both dates and both results while leaving the two amounts in place.
• Break Even: what the purchase amount would need to be worth at the sale date simply to keep pace with inflation. It stays a neutral colour because it is a benchmark to clear, not a gain or a loss.
• Profit / Loss: the sale amount measured against Break Even, the real inflation-adjusted result. Green if the investment cleared inflation, red if it did not.

Ways to use it

• Grade a closed position: fill all four boxes. Break Even is the inflation hurdle, Profit / Loss is how much of the sale was a real gain above it.
• Grade a position you still hold: put its current market value in Sale Amount and leave Sale Date blank. The result is your real gain to date.
• See the inflation hurdle on its own: fill Purchase Amount and Purchase Date and leave both sale boxes blank. Break Even alone tells you the number you have to beat.
• Re-base the inflation readings to a date: applying a Purchase Date also switches the four cells below from their month, year to date and annual view to the total price change from that month up to the latest reading, with the second cell showing that span as an annual rate. Clearing the date with the × returns them to the default view.

Both amounts stay put while you change dates; the × resets only the dates. A blank Purchase Amount leaves Break Even blank without touching anything else, and a blank Sale Amount or a sale date that fails validation leaves Profit / Loss blank the same way, so the row degrades one box at a time rather than all at once.

The money printing row

Directly under the four inflation readings, marked with a ◈, is a second strip showing how fast the supply of dollars itself is growing: M2 money supply over the past twelve months and over the most recent month, the monetary base (physical currency plus the reserves banks hold at the Federal Reserve) over twelve months, and the Federal Reserve's total assets (the size of its balance sheet, the clearest measure of bond buying) over twelve months. All four come from Federal Reserve data and, like the inflation readings, are shown in a neutral colour because a growth rate is a reading, not a gain or a loss.

Applying a Purchase Date re-bases this row too: each figure switches to the total growth from that month to the latest reading, so you can see how much the dollar supply expanded over the exact span you held something.

Click anywhere on the row to open a chart beneath it. It draws all three measures on one scale: by default as their twelve-month growth rate over the last twenty years, or, when a Purchase Date is set, as their total growth since that month. Click the row again to close it.

The Compare control in the chart header adds one more line for reference: pick the S&P 500 (or the Nasdaq, Dow, gold or bitcoin) from the menu, or type any ticker and press Enter. The comparison is put through the same calculation as the money measures, its twelve-month price change, or its total change since the Purchase Date, so it sits on the same scale and shows whether an investment kept pace with the growth of the money supply. The × removes it.

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.

Two percent days. On the daily views, a small green dot marks any session that closed 2% or more above the previous close, and a small red dot marks any that closed 2% or more below it. The dot sits on the price line at the day it describes. The move is measured close against the previous close, the same basis as the day's change shown at the top of the page. The dots appear on Daily 1 Year, 3 Months and 6 Months only: on the weekly and monthly views one bar covers many sessions, and on the intraday views one bar covers minutes, so a single day's move is not something those bars can show, and the control greys out there.

The Day move menu next to Timeframe sets how big a move earns a dot: 2, 3, 4 or 5 percent. Changing it redraws the dots immediately without reloading the chart. A busy stock can mark a third of its sessions at 2 percent, so raise the setting to see only the largest days.

The last item in that menu is #, which switches the threshold from a percentage to points. Pick it and a box appears: type 12 and the chart marks every session that closed 12 points or more away from the previous close, up or down. This is the setting to use when you think in points rather than percentages, and decimals work too, which matters for lower priced shares. There is no list to choose from, because what counts as a large point move depends entirely on the price of the stock. If a number cannot be used the box outlines in red and the chart is left alone. Your menu choice and both thresholds are remembered for next time.

Beside that menu, two running totals show how many sessions on the chart in front of you cleared the threshold: the green figure counts the days that closed that far up, the red figure the days that closed that far down. They change with the threshold and with the timeframe, so the counts always describe the chart you are looking at rather than a fixed window, and hovering them gives the sentence in full along with how many sessions the chart covers. They disappear on the weekly, monthly and intraday views, where the dots do not apply, rather than showing zero, which would wrongly suggest the stock had no big days.

The dots work in Compare mode too. Every symbol on the chart gets its own dots, drawn on its own line and measured against that symbol's own previous close, so the marks always belong to the line they sit on. The two running totals then cover all the lines together, and hovering them breaks the count down symbol by symbol. The dots are drawn slightly smaller as you add symbols, because several lines at a low threshold can mark a great many sessions at once.

In Compare mode a Day moves panel also appears directly above the Side-by-Side Fundamentals table, listing every symbol on the chart with its own count of up days and down days. The heading states the threshold in force and the note below states how many sessions the count covers, because both change as you change the menu and the timeframe. Symbols are listed in the same order and colour as the chart lines rather than ranked by count, so each row matches the line it describes. One caution: if you set the menu to a number of points rather than a percentage, the counts are no longer comparable between symbols, because a given number of points is a far bigger move for a low priced share than a high priced one. The panel says so when you are in that mode.

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

To the right of Value Graph, three readings for the loaded symbol sit on the same row: Grade (the rules-based income statement grade, A to F, the same one the Research Deep Dive statement tab shows), EFM (the ten-factor model score, 0 to 100, the same one the Metrics EFM tab breaks down) and Q (business quality, 0 to 100, a separate reading that is never folded into the EFM score). Each one hovers to its own explanation. Grade and EFM fill in on their own a moment after the chart. Q is filled in on request: it shows a small refresh arrow until you click it, because measuring business quality reads the company against up to eight competitors and is by far the heaviest reading in the app. Once you have clicked it for a symbol, it fills in on its own whenever you come back to that symbol for the rest of your visit. A symbol an engine cannot score, an exchange traded fund with no filed statement, or a bank, which Q refuses, shows a dot rather than a number, never a zero.

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.

Research Deep Dive

The ◈ Research Deep Dive row sits directly above Analytics Intelligence, below the chart, once you have analyzed a ticker. The company name is printed beside the title so you always know which company the report belongs to. Click the row to open it.

It writes a full equity research note on that company, in four parts:

• Executive Summary: what the business actually sells, by product and end market, the specific problems each product solves for its customers, how the money is made and how much of it recurs, the two or three moats protecting those earnings, and what the company can do that a rival could not copy quickly.
• Company Overview: how the company is built and run beneath that summary. Revenue by segment and roughly what each contributes, where the profit sits versus where the revenue sits, geographic mix, customer and channel concentration, pricing and contract length, cost structure and key inputs, supply chain dependencies, and the unit economics of the core product.
• Competitive Position: the moats tested rather than restated. Evidence that each one is holding or eroding, named competitors compared head to head, who leads on which dimension, how share and growth have trended, and what would have to happen for a rival to take the lead.
• Financial Health: cash position, total debt, the ratio between them, the pace debt is being paid down at, and the return being earned on what is still outstanding.

Every number in the report is taken from verified data, never from the model's memory. The live price, previous close, day range, market capitalisation and share count are read from the market data provider on the day the report is written and handed to the model with instructions that they override anything it remembers. Any competitor comparison table is computed by Quantamatica and reproduced as given, with real ticker symbols rather than invented placeholders. That table sets the company against up to four of its listed competitors on share of the group's market value, revenue growth, gross and net margin, free cash flow yield and market value, and alongside those it carries three of our own readings for each company: its EFM Score, its Q business quality score, and its Income Statement Grade, so the company can be compared with its rivals on the same measures the rest of the platform uses. Where a reading is refused or unavailable for a company, such as Q on a bank, the cell says so rather than carrying an estimate. The most recent income statement and its grade are supplied too, so the Financial Health section answers from filed figures instead of recalled ones. Where a figure comes from the model's general knowledge of the company, it is required to say which fiscal year it belongs to rather than presenting it as current.

There is deliberately no price target and no buy, sell or hold rating. Judgements are expressed in words and anchored to the verified figures. A recommendation invented by a language model would look like research without being it.

Below the written report the same view draws the company's cash flow by year (operating cash flow and free cash flow), its free cash flow margin, and debt against cash, from the annual statements. A chart is only drawn where at least two years of that figure exist.

Reports are shared and long lived. Once written, a report is stored and reused for months rather than regenerated per person, which is what keeps it available on a free AI tier. The header therefore prints the date it was written and states that the figures are as of that date. If the AI limit is reached while you are asking for a fresh one, the last good report is shown and labelled as cached, with a note to reopen later for a refresh, rather than an error page.

The Income Statement tab at the top of the popup is a different kind of thing entirely: it is fully deterministic and uses no AI at all. It shows the most recent annual income statement, two fiscal years side by side with the change between them, a balance sheet and cash strip underneath, and templated commentary. Every figure comes from the market data provider's normalisation of the company's filed statements.

Above the statement sits a rules-based fundamentals grade, A to F with a score out of 100, built from seven factors: revenue growth, gross margin, operating margin, net margin, free cash flow, the direction margins are moving, and the balance sheet. Each factor is scored on fixed breakpoints and shown as its own chip with the value it was scored on, so you can see what produced the letter. A net loss, negative free cash flow or falling revenue caps the grade, and the cap is printed rather than applied silently.

The grade is a stated prior, not a fitted model, and it is not a rating or a price target. The breakpoints were chosen from reasoning about what good looks like, not trained on historical returns.

Banks and insurers are graded on fewer factors. Gross margin, operating margin and free cash flow describe deposit and reserve flows for these companies rather than a return to owners, so those three are left out and the tab says so. Exchange traded funds and any symbol with no filed statement produce a plain message instead of a table: there is nothing to show, and an empty grid would read as a fault.

At the foot of the tab is a link to the original filing on the Securities and Exchange Commission's EDGAR system, the most recent annual report on file. The figures above it are a data provider's normalisation, so this is the authoritative source to check them against.

Consumer Credit

Open it from DATA › Consumer Credit. It shows how many consumer loans at United States commercial banks are going bad, sourced from the Federal Reserve's own quarterly release on charge-off and delinquency rates, and places every reading against its own history so you can see whether today is ordinary or stretched.

It covers four loan types: credit cards, other consumer loans (auto, personal and other installment loans), all consumer loans together, and single-family mortgages. Each carries two measures:

• Delinquent: loans 30 or more days past due, plus loans the bank has stopped accruing interest on, as a share of all such loans. This is where stress shows up first.
• Charged off: loans the bank has written off as uncollectable, net of anything later recovered, as an annual rate. Banks write off a credit card at 180 days past due, an installment loan at 120, so this is where stress ends up.

The sections

• Where each loan type stands: the latest rate, its percentile against every quarter published (the 90th percentile means only a tenth of quarters were higher), the long-run median, and a bar running from the lowest quarter to the highest with today marked in blue and the median in grey.
• History: both measures for each loan type over every published quarter, with recessions shaded. A chart with a red border has a rate above its usual range, meaning higher than three quarters of its own history, and the line under its title names which one.
• Does delinquency lead charge-offs: measured on the data rather than assumed. Each cell is how closely a change in delinquency matches the change in charge-offs that many quarters later. A blank cell is inside the noise floor. For credit cards and consumer loans the strongest match is one quarter later; for mortgages the two move in the same quarter.

What it does not cover. The release counts commercial banks only. Credit unions, finance companies, online lenders and federal student loans are outside it, so it understates stress where borrowers rely on those lenders. The figures arrive about two months after each quarter ends.

It is not a forecast. The page shows where consumer credit stands today against its own past. It does not predict the next quarter, and it does not predict the direction of any stock.

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.

Earnings Results in the News Card

On the day a company reports, its results are pulled to the top of the news card and stay there until the market has had a full trading session to price them. A morning report holds through that evening; a report released after the closing bell holds until the following session closes, because its own session had already ended before a single share traded on the news.

What you will see

• EARNINGS badge: marks the articles carrying the results, so the reordering is visibly deliberate rather than the feed losing its sort.
• Verdict chip, bottom left of the item: Bullish when both earnings per share and revenue beat consensus, Bearish when both miss, Neutral when the company lands in line or beats one measure and misses the other. A result within half a percent of consensus counts as in line. Hover the chip to see the figures it was read from.
• Arrow on the price chart, in the same colour, on the bar carrying the release. Below the price for a beat, above it for a miss. On a daily chart with after-hours data the arrow sits on the bar nearest the actual announcement, which is usually the after-hours move.
• Results table: click a flagged article to open it, and the reported quarter appears above the article, showing revenue and earnings per share against both the year-ago quarter and the Wall Street estimate.

Why a verdict is sometimes missing

The badge can appear with no chip and no arrow. That is deliberate, not a fault. For the first hours after a company reports, the data vendors often list the event without yet publishing the actual figures, and Quantamatica will not guess a verdict it cannot source. The chip fills itself in within about twenty minutes of a vendor posting the numbers.

Earnings per share is shown on the vendor's own basis, and the actual is always compared against that same vendor's estimate. Different publishers report the same quarter on different accounting bases, so a figure you see quoted elsewhere may not match. Comparing across two sources produces a surprise percentage that describes nothing real.

The year over year column is deliberately blank for earnings per share, for the same reason: the only year-ago series available is on a different accounting basis. Revenue has no such split, so it carries the comparison.

Treasury Yields

Open it from DATA › Treasury Yields. The page covers the 2-year, 10-year and 20-year, sourced from the United States Treasury's own daily par yield and inflation-protected yield curves.

The page never forecasts a yield, and that is a deliberate design decision. Yield direction does not persist: measured across more than a thousand sessions, the correlation between one day's direction and the next is statistically indistinguishable from a coin flip. Any tool putting an arrow on a future yield level is showing you a confident number with nothing behind it. What the page shows instead is what the market has already priced.

The sections

• Headline tenors: the 2-year, 10-year and 20-year with the day's move in basis points.
• The curve today: par yield at every tenor the Treasury publishes, with your three highlighted.
• What the curve already prices: implied forward rates. These are the rates today's curve makes equivalent over a future window, reached by arbitrage rather than opinion. If the ten year rate ten years forward reads well above today's ten year, the market is pricing higher rates ahead. It is the market's forecast, not Quantamatica's.
• Where each level comes from: each nominal yield split into the inflation-protected real yield and the breakeven inflation rate implied by the gap. This is where a long end move explains itself, a rising 20-year driven by real yields is a very different signal from one driven by inflation expectations.
• Curve shape: the slopes, each shown against its own history as a percentile, so you can see whether today is ordinary or stretched.
• Volatility regime: how violently each tenor is moving and how sticky that state has been. Direction does not persist but magnitude does, so this is the part of "what happens next" that can honestly be measured. Each row is shown against the base rate for that state; where there is no lift over the base rate the page says so rather than presenting a non-finding as a finding.
• Catalysts: Federal Reserve meeting dates, what the fed funds futures market implies for the policy rate, and the live Treasury auction schedule. This is the one genuinely forward-looking part of the page, and it involves no inference at all, these dates are published in advance.
• Track record: every volatility regime call is written down on the day it is made and graded ten sessions later against what actually happened. The percentages elsewhere on the page are measured from the same history that produced them, so this is the out-of-sample record. It accumulates forward and nothing is backfilled.
• Sensitivity to the front end: how far each tenor has actually moved for a given move in the 3-month bill. Near one means policy sets the level. Well under one means term premium does, which tells you which tenor a policy surprise will really hit.

The first load takes around twenty seconds while several years of curve history are fetched, then it is cached for an hour.

Gold Futures

Open it from DATA › Gold. It analyses the COMEX gold futures contract (100 troy ounces), not spot gold, and produces a fixed report: market overview, buy setups, sell setups, no-trade zones, and execution notes.

Setups are built from market structure and are discarded rather than softened. A setup that does not clear the reward-to-risk floor or the structural stop rule is not shown at a lower confidence, it is not shown at all. "No high-probability setup right now" is a valid and expected output, and a page that always produces a trade would be worth less, not more.

Three further inputs adjust the confidence of a setup and can never create or suppress one on their own, with every adjustment shown alongside its reason: the Commitments of Traders report, the term structure across listed contracts, and options positioning. Note that the positioning data is several days old by construction, it is a swing risk filter, never an entry trigger, and its age is stated on every response.

Position sizing is calculated from your account size and risk percentage, entered at the top of the page. Where a structural stop would exceed your risk budget on a full contract, the page also sizes the micro contract and tells you when that is the only correct instrument.

Next Session

Open it from DATA › Next Session. The top of the page is four Autopilot hold lists, Grok Portfolio then DeepSeek Portfolio then Wolff's Flagship Fund then Jim Simons Tracker, each copied from that book's last published names. Hold the names on a list. A name that leaves stays on the table for a day with a red line through it, marked Sell. All four update once a day at 10:00 Eastern. The title of each list carries the date of that book. Delayed appears only when that date is older than the last day the market was open. Each row shows when the name was included, the price on that date, the price when you opened the page, and the difference. The profit / loss line under each list is the weight-weighted move of those names since they were included. They are not Quantamatica scores, and they are not the next-session setups below them. A published book is sometimes marked incomplete; the page shows what Autopilot has disclosed, not a padded fifteen-name sleeve. The Simons list follows Renaissance Technologies' latest public filing, the fifteen largest positions.

Below that list are names where a large move in the upcoming regular session is already being priced or is scheduled to hit, and where a second independent reading agrees. That board is not a forecast of which five stocks will rise tomorrow.

A name appears only when two of these three channels fire: a confirmed earnings window (a same-vendor surprise, or a dated window with no verdict yet), an extended-hours print already up, or volume running well above that name's own average. Sign comes from the tape or a bullish surprise. A window with no figures never invents a direction. Setups that fail those rules are discarded, not softened. No next-session setup right now is a valid and expected output, and a page that always produced five names would be worth less, not more.

The list is ordered by the size of the move already observed, not by business quality. Quality scores, price-to-earnings-to-growth, and the longer-horizon forecast are deliberately left out. Click a symbol to analyze it.

Each call is written down and graded after the target session closes: the return has to clear one and a half times that name's own twenty-session daily volatility, and it has to beat the S&P 500. Apply the journal SQL once; until then the page omits the record rather than showing an empty one. Nothing is backfilled.

The Confirmation backtest tab is the reconstructable half only: an up regular session plus unusual volume at that close, then the next regular close. Extended-hours prints and the live earnings window are not in any free daily archive, so they are left out. That tab is not a backtest of the live board. The journal is the record for the rules you actually see.

Under the live board, Impulse lab is the experimental half of the page. It tests a different object: a sourced driver that is already extended, an asset that should take that impulse (Bitcoin, gold, long-term Treasuries, or a sector with a measured sensitivity), and that asset already printing in the claimed direction. A scheduled Federal Reserve date or Treasury auction is listed and does not invent a sign. The formula on this lab will change and is not written to the journal.

Social Arbitrage

Open it from DATA › Social Arb. It looks for the gap between how much a company is being talked about and how far its price has actually responded, on the reasoning that attention often moves before price does.

The ranked board scores each name on social momentum, the size of that information gap, and a set of risk measures including a manipulation check. Click any row for the detail behind a name.

The scoring weights are stated priors, not fitted values. They were chosen from reasoning about what should matter, not trained on historical returns, and the page does not claim otherwise. The accompanying backtest deliberately covers only the price-confirmation part of the score, because no historical archive of social data exists to test the social part against. That record is instead accumulated forward from the day the signal journal is installed.

Pricing Power Index

A 0 to 100 score on the Fundamentals view measuring whether a company can raise prices without losing customers. Four components: the level of gross margin, how well that margin holds relative to peers when input costs rise, whether revenue still grows while margin holds, and margin stability. Peers act as the control for cost shocks, which is what makes the score meaningful without an inflation data feed.

Margin history comes from the company's own filings with the Securities and Exchange Commission. Hover the card to see up to twenty quarters of history; the most recent point is the headline score, so the chip and the chart can never disagree.

Some companies are refused outright. Banks, insurers and property trusts have no meaningful gross margin, so no score is produced for them, and the card removes itself rather than showing a number that would be nonsense. Declining revenue caps the score, and the cap is always reported rather than applied silently.

Sector Flow

Open it from DATA › Sector Flow. It tracks capital rotation between sectors on a Relative Rotation Graph, plotting relative strength against the momentum of that relative strength. A sector's position on the graph shows whether it is leading, weakening, lagging or improving against the broad market, and the trail shows the path it took to get there.

Use it to see where money is moving before that rotation is obvious in headline index levels.

Alongside the eleven standard sectors it carries four themes: Clean Energy, Bitcoin, Ethereum and Quantum Computing. Quantum Computing is tracked through the Defiance Quantum fund (QTUM). That fund holds about seventy companies in equal amounts, most of them cloud and chip businesses rather than quantum ones, so its expanded board lists quantum computing companies directly instead: the companies whose main business is quantum computers or quantum-safe security. The largest technology companies with quantum programmes of their own are left off on purpose: at their size they would fill the whole heatmap for a business line that is a small part of what they sell.

The rotation always runs clockwise, and that is worth understanding rather than reading into: momentum is defined as the rate of change of the ratio, so anything plotted this way circulates clockwise, including data with no real pattern in it at all. The direction is not a finding, the position is: a sector actually in the Leading quadrant is measured to be outperforming with rising strength. The Sector Performance Heatmap table below prints both numbers directly, RS-Ratio and RS-Momentum, so you can see why two sectors can land in different quadrants even when one has the higher ratio: the quadrant depends on both readings together, not on either alone.

Analyst Revision Breadth shows what analysts are doing to their earnings estimates across each fund's ten largest holdings: how many were raised, how many cut, and the share of companies whose numbers are rising. It is a reading of what is happening now, not a prediction of which sector will lead. No source publishes a history of revisions, so the measure cannot be tested against the past the way price signals can, and the one test the data allowed came back inside its own noise floor. The record builds forward from the day it starts, and the two right-hand columns show how breadth has shifted since.

Sector Fund Flows shows the capital actually entering and leaving each sector fund. Everywhere else on the page, flow is inferred from price. Here it is measured. For most sector funds the number comes from the change in shares outstanding, which move only when the fund creates or redeems units, so it is capital and nothing else. For the few funds whose issuer does not publish that, the figure is estimated from the change in fund assets with the price effect removed, and those rows are marked. Figures are shown over the latest session, five sessions and twenty one, each with its size as a share of the fund so a large fund and a small one can be compared. The record has to build up from the day it starts, because no source publishes a history of fund assets, so it reads as empty at first and says so.

Sector Sensitivity, further down the page, answers a different question: which sectors move when a macro driver moves. Each cell reads as "this sector moves this much against the market per 10 basis points on the 10-year yield", or per 1 percent on crude, the dollar or credit, or per 1 point of volatility, measured over five years of daily data. Blue means the sector rises with the driver, amber means it falls. A blank cell means the relationship is inside the noise floor, so nothing is claimed, and a question mark means the direction is not stable across the sample.

It is deliberately not a ranking of what to buy next. Sector leadership does not persist: measured over 45 non-overlapping months, last month's strongest sectors beat the weakest by -0.05% the following month, which is indistinguishable from zero. The table is useful paired with a view of the driver itself, such as what the Treasury Yields page shows is already priced for rates.

The Catalyst Map below it lists the macro catalysts that move sectors, and the direction each sector is expected to go relative to the market when a catalyst fires: crude rising, an inflation print above consensus, a credit spread widening, a policy shift. These are expected directions from economic reasoning, not measured forecasts, so each one is checked against the five-year data above where that data exists, and marked where the two disagree. Each catalyst carries a tier that says how much sits behind it, from a measured driver, through a series we have not wired up yet and a scheduled release, down to reasoning alone. It also carries a rank for whether it can be acted on ahead of the move: high only where the catalyst itself trends or arrives on a known date, low where the response is already priced or the theme plays out over quarters. Rows are grouped by family by default; click a sector column to rank every catalyst by its effect on that sector, or the Catalyst heading to sort by name and back.

Both the rotation graph and the Capital Flow Momentum bars below it can be played back over the last year. Press Play on either and it steps through one trading session at a time, taking about two minutes end to end: on the graph you watch sectors rotate through the four quadrants, on the bars you watch them reorder as they gain and lose strength. The two play independently. Pause stops one where it stands, and the slider scrubs to any date.

While either plays, its scale is held fixed, so a bar getting longer or a dot moving right means the sector really is gaining rather than the axis having moved. On the graph the dots are also drawn at one size during playback: dot size normally shows volume against its 20-day average, and that is a reading for the current day only.

The legend under the rotation graph has a checkbox for each sector, all ticked to start. Uncheck one and it drops out of the graph and out of the playback, so you can narrow the view to the few sectors you want to compare without the rest of the field in the way. The axes do not move when you do this, they are still set by the full list, so the sectors you keep stay exactly where they were. The choice is remembered between visits.

Click any sector row to expand it. It opens on a day heatmap of that sector: one tile per company, tile area set by market capitalisation, tile colour by how far the company moved today, grouped under the industry it belongs to. Each tile carries the price change and the percent change, and the smallest tiles carry only what fits, so hover for the rest. Colour saturates at three percent in either direction, so a deep red or deep green tile is a large move rather than an unusually large company. Hovering gives the full name, last price, market capitalisation and both change figures. Below the map, the same companies are listed with the scoring that ranks them.

The ten companies are the sector fund's own ten largest holdings, so the map shows what actually drives that sector rather than a selection of our own. The Fund weight column gives each one's share of the fund, while the ordering of the table is our score. The two crypto funds hold coins rather than shares, so those sectors fall back to a curated list of crypto-related companies. A company whose market capitalisation is not published is named under the map rather than being drawn at a guessed size.

Anything you hold in your active portfolio is shown here too. Its symbol is blue, on the map and in the table, so your own positions stand out among the fund's. A holding the fund does not own is added to the sector it belongs to and has no fund weight; a holding the fund already owns is simply marked. Switch the active portfolio in the left panel and the marks follow it. With no portfolio selected, the board says so under the map and shows the fund's ten on their own.

More Data Pages

The rest of the DATA menu:

• Options Scanner: a live feed of flagged options orders, surfacing unusual activity as it prints.
• High Frequency Trading: a reference view on high frequency market structure and how it shapes the order flow behind the prices you see.
• Big Blocks: large block trades, the prints big enough to indicate institutional rather than retail activity.
• Gov. Contracts: federal contract awards from USAspending, so you can see which public companies are winning government money.
• Global: the world index comparison chart, covered above under Global Indices.
• QuantOne: the quantitative research area.
• Portfolio: the full-page portfolio view, covered above under Portfolios.

Version Number

The version number sits in the top navigation bar, immediately to the right of INVITE, and reads as V. followed by three decimals.

It advances every time a change is released, so it identifies exactly which build you are running. If you contact support, read this number out first. It is the fastest way to establish whether you are on the current release or your browser is holding an older cached copy, which resolves a good share of reported problems on its own.

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. Every weekday morning it scores all five hundred stocks in the S&P 500, in three passes between 10:00 and 10:30 AM ET once the opening volatility has settled, and flags the names with the strongest combined technical and fundamental setup for the week ahead. The three passes merge into one board rather than replacing each other, so a name flagged at 10:00 stays up while the rest of the list fills in.

The score runs 0 to 100 and is a weighted blend of ten factors in three groups:

• Technical: price against the 50-day moving average, RSI entry zone, MACD crossover (read on the latest bar and the one before it, so a fresh cross still counts), and volume against its 10-day average.
• Fundamental: the valuation slot described below, earnings per share growth, revenue growth, and operating cash flow growth measured year over year on the last full fiscal year.
• Sentiment: insider buying against selling, and the Fear & Greed environment.

The valuation slot adapts to the company. For a normal operating company it is the PEG ratio. For banks, insurers and consumer lenders, where PEG carries no meaning, it switches to price-to-book. For property trusts it is set aside entirely. It stays one slot with one weight: only the metric behind it changes.

A factor that does not fit a business is set aside, not scored as a zero. A bank has no meaningful gross cash flow growth, so that factor is dropped for banks and the remaining weights are spread back out to total 100 over what is left. In the breakdown table those cells read Financial instead of a number, and the WT column shows the effective weight each factor actually carried after that adjustment, so it still adds up to about 100.

When a stock scores above the EFM threshold, its symbol drops into the search field in light blue: a standing alert that this name has a strong multi-factor setup right now.

Signal history. Every name that reaches the threshold is written to a journal, so past signals survive restarts and releases. The EFM tab carries a Signal history list, global across all tickers and newest first, showing the date, time and score of each past signal; click a row to load that name. On the price chart, a dashed line marks every past EFM signal on the loaded ticker within the visible range. The list accumulates forward from the day the journal is switched on.

Q, business quality, is shown next to the EFM score. It is a separate 0 to 100 reading of how good the underlying business is, and it is never blended into the EFM score: the two answer different questions and are kept side by side on purpose. Businesses Q will not score, such as banks, insurers and property trusts, show a dot rather than a number.

The universe is the S&P 500, refreshed once a year at the June index reconstitution; a renamed or delisted ticker drops itself when its data stops resolving. The weights behind the score are stated priors, set and adjusted by Quantamatica's research team from what has historically produced quality setups, not fitted to past returns. The model is built to evolve as new factors are added.

Disclaimer

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