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Market Overview

article Articles (2)

Markets & Data Featured

Market Overview & Real-Time Data

Live indices, top movers, sector performance, and market breadth

market quotes real-time

Calendars, IPO & SPAC Trackers

Economic calendar, earnings calendar, IPO tracker, and SPAC tracker

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quiz Frequently Asked Questions (3)

During market hours (9:30 AM - 4:00 PM ET), quotes update every few seconds via WebSocket connections. After hours, data refreshes periodically. Historical data is fetched on demand and cached for performance.

Five providers: Financial Modeling Prep (FMP) for fundamentals and quotes, Alpha Vantage for historical data, Polygon.io for real-time quotes, Finnhub for WebSocket streaming and earnings, and Yahoo Finance for supplementary dividend/quote data.

Three calendars: Economic Calendar (GDP, CPI, Fed decisions, employment), Earnings Calendar (earnings dates, estimates, beat/miss history), and Dividend Calendar (ex-dates, payment dates, amounts). Plus IPO Tracker and SPAC Tracker.

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Dashboard & Analytics

Portfolio overview with real-time analytics

Advanced Analytics

5-tab analytics: Performance, Risk, Allocation, Income, Factor

Performance attribution and drawdown analysis

Allocation, selection, and interaction effects

Benchmark comparison and tracking error

Factor Investing

Fama-French 5-factor model exposure

Portfolio Management

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Factor-based portfolio optimization

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Retirement planning and projections

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Market Data

Market Overview

Indices, movers, and sector heatmap

A/D line, new highs/lows

Market Sentiment

Fear/Greed index, put/call ratio

Biggest gainers, losers, volume leaders

Sector Analysis

Sector performance analytics

Sector Rotation

Business cycle sector rotation model

Visual heatmap of sector returns

Economic Calendar

GDP, CPI, Fed decisions, employment

Earnings Calendar

Upcoming earnings dates and estimates

Bond market overview and yields

Foreign exchange rates

Cryptocurrency prices and trends

Analysis & Charts

Interactive stock charts

Technical Analysis

100+ indicators and drawing tools

Fundamental Analysis

Company fundamentals and key metrics

Income, balance sheet, cash flow (5Y)

13 valuation models

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Compare up to 5 stocks

Peer Comparison

Side-by-side peer metrics

Composite ranking across 5 categories

Peer Benchmarking

Percentile scorecard analysis

Earnings Analysis

Earnings deep-dive and trends

Dividends & Income

Dividend Dashboard

Income overview and tracking

Dividend Calendar

Ex-dates, payment dates, amounts

Dividend Safety

Safety scores (0-100) for all holdings

Dividend Growth

Growth rates and CAGR analysis

Dividend Forecast

DRIP and income projections

Dividend Aristocrats

25+ years of consecutive increases

Dividend Screener

Filter by yield, growth, safety

DRIP Calculator

Dividend reinvestment modeling

Buyback Tracker

Share buyback monitoring

Risk Management

VaR, CVaR, Sharpe, risk decomposition

7 crisis scenarios, 350+ drawdowns

4-model probabilistic simulation

Test strategies with 20Y of data

Correlation Matrix

Holdings correlation heatmap

Concentration Risk

Position and sector concentration

Liquidity Analysis

Liquidity risk assessment

Equal risk contribution allocation

Research & Insights

Analyst Ratings

Wall Street consensus ratings

Analyst price target compilation

Insider Trading

Insider buy/sell transactions

Institutional Holdings

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Short interest and days to cover

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Identify harvestable losses

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Filter by fundamental + technical criteria

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Unusual options activity

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Optimal trade size calculator

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Chat with AI about your portfolio

AI-generated portfolio analysis

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