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Research & briefs

The symbol page and the quick look

Every ticker opens a quick look (price with an honest feed label, one line of the desk's read, three actions) and has its own page of four tabs (Overview, Desk's read, Research, Your book) with the charts, every algorithm's reading, why it moved, your history with it and its peers.

Who it is for
Owners & operators
Reading time
12 min read
Updated

Any ticker in the console is a chip. Click it and pick Open detail for the quick look, or Open full page for the symbol page. Position rows, Markets rows and the command palette (type a ticker) open the quick look too; the page has its own address, /symbol/NVDA, so you can bookmark it or send it, and the rail keeps Markets lit while you are on it.

The quick look

A narrow panel for a fast decision, nothing more:

  • The ticker, its name, and badges that matter (held, , tradable, screened out, , on hold, whole shares only).
  • The price with a feed label in plain words. "Live, 10:47 CT" while a live feed prices the name during market hours; after the bell the session the price closed in ("Tue close", the same words Markets puts beside a closed price), or "After-hours trade, 17:24 CT" / "Pre-market trade, 07:10 CT" when a fresh print arrived outside the session; and, when the market is open but nothing live has reached the console for that name yet, "Tue close; no live price right now" over that close, with no day-change chip beside it (a close is not today's move). The label is never a guess: it is where the number came from and how old it is, and it never says "live" on a closed market.
  • A compact chart: today's line when the market is open and a live series exists, three months of daily closes otherwise.
  • The desk's read in one line: the lean (leans long, no edge, leans short), the single biggest reason (which weighted drives it), and whether the name passes the desk's . A penny stock up 90% in a day reads honestly: whatever momentum says, the line ends "it fails the desk's tradability screen (price at least $3.00, last close $2.66), so the desk would not trade it."
  • Your position (quantity, cost, unrealised, weight, stop) or, if you do not hold it, the last on it.
  • Three actions: Add to watchlist, Ask the desk (its view or a position, now or at the next session), Open full page.

Everything else moved to the page.

The page, tab by tab

The title block is two lines: Back, the ticker, its price and the day's change, with the four actions on the right; under it who the name is, its badges and where the price came from. Below it the page is four tabs, Overview, Desk's read, Research and Your book. Each is its own short page (about two screens at most) with its own address, /symbol/NVDA?tab=desk, so a link lands on the tab you meant; an old link to a section (#book, #analyst) opens the tab that section lives on now. A section with nothing on record is one line, not an empty panel. On a phone the actions are a bar docked above the bottom tabs, on every tab.

Overview

The chart with 1D (today, while a live series exists), 1M, 3M, 1Y and 5Y. Only the ranges the history covers are offered, so a young listing shows fewer pills rather than an empty chart. A price scale sits beside the line, the legend names the dotted line (the previous close on today's line, your average cost on the daily closes), and the volume strip carries its own label underneath. Moving across the chart names the price at the pointer. Small diamonds on the rail mark earnings dates, splits and dividends; rings mark your own entries. Under the chart: the session's range, volume against its 20-day habit ("1.6× usual"), the gap at the open, the 52-week range with how far below its high the name sits, and what it trades per day; when those are yesterday's figures the line under them says so. Beside the chart: The desk's view, the one line from the quick look with the two or three algorithms that pull hardest (See why opens the Desk's read tab), and Your position in four figures with what sells it automatically (Your book opens that tab). Under the chart, Similar names: peers in its sector and the sector fund in a grid, each a chip with its last completed close and that session's change, held names marked; one line above the grid names the close date the tiles share (each tile names its own only when they differ).

Desk's read

The one line from the quick look, then the working behind it:

  • The one line names the score the desk's decisions use ("with a of +0.23"; hover or tap blend score for its scale, from −1 to +1) and the algorithm it mostly rests on, which is a word you can open for what that algorithm is. The strip under it shows the two or three algorithms that pull hardest on that score, each as "adds +0.42" (its weighted pull); an algorithm whose pull prints 0.00 is not listed there, and when none pulls the strip says so in one sentence. The blend then lists every weighted algorithm by its full name, each with its vote in words and its own score ("reads long, strongly, score +0.83"), its share of the blend, and its rank in the universe where one exists. The score is the weighted average of those readings, counting only the algorithms that have a view. A score or a pull that rounds to zero reads "no edge today, score 0.00" or "no pull 0.00" in the neutral color: zero is not a direction, so it is never shown as leaning either way. Algorithms with no weight yet sit on the behind one click. While is being tried out beside today's blend, one sentence at the foot of this card says what it reads on the name and that the desk does not use it for decisions yet, with a link to how the switch is decided.
  • Rule machines ( today) answer a different question than the blend: not how much the like the name, but whether it has a price setup and at what prices. The row says it in a sentence, as of the close it read: No setup (with the reason: the weekly trend points neither way, or points up with no pullback yet, or points down, which a desk that never sells short cannot use), Buy setup forming (the weekly trend is up and the daily chart has pulled back; the sentence names the close that would fire it and where the stop would sit), Buy setup fired (the plan is to buy at the open that follows and sell on a close below the stop; the PM may act on it, and nothing is ordered until it proposes a trade), or Not traded here (the method's short setup, shown as a caution with a sell-below level, never as a buy). One line under it says what the method is, and Technical details holds the method's own terms (the weekly trend, the average-value line, the last three-bar high and low, the projected range, the state code), each with its meaning. A setup never changes the score and never blocks a trade. This is the change that stopped one ordinal reading from halving every continuous member's pull.
  • Tradability is the 's own screen under this book's thresholds on Risk › Universe, check by check with a tick, a cross or a question mark: listed and tradable, not halted, not a leveraged product, price floor, enough history, enough dollar volume, not on the do-not-trade list. The verdict is one counted line ("Passes all eight tradability checks." or "Fails one of the eight tradability checks."); the checks that pass behind Show the checks, while anything that fails or cannot be verified stays open above them. A failing check leads with what it found ("Halted at the last check") and then names the screen it fails; a number that is not stored yet reads "no close stored yet", never a zero.
  • Context the desk weighs, computed by code and never a veto: a very large one-day move, a volume surge, earnings inside three sessions, sitting far below the 52-week high, a caution or risk-off regime.
  • If the desk traded it: when the name passes the screens and something reads long, the entry, and exit its algorithm publishes with the signal (Jim's trigger, stop and predicted high today). When those levels come from Jim's method the tile agrees with its row: with no buy setup there is no entry plan to show, and on a fired setup the entry is the open that follows, never a level that "already passed". Expected-return bands per score are shown when they are published for the blend.
  • The market regime in words; one line that says whether the PM and the signals agree, quoting the PM's last call on the name; and, behind The screen's numbers for this name, the nightly screen's figures (12-month momentum, 2-day RSI, recent returns, distance from the 52-week high, volume against its average, dollars traded per day), each named in words.

Research

view first: what the thinks of the name now, written by the console from the rating's own fields: the rating and how sure it is ("Hold, fairly sure. Downgraded from Buy 3 hours ago."), what comes next and the prices that would make it look better or wrong, and how its predictions on the name have done in counts ("3 right, 0 wrong, 1 pending"; a percentage only appears once enough have been checked). The Researcher's own text waits behind The Researcher's note, as written. Every earlier version and every prediction is listed beside it, a few at a time. See analyst coverage.

Why it moved beside it: dated headlines and filings for the name (near-duplicates folded), the briefs that mention it and the checkable predictions they made, and the next earnings date. Headlines come from news sources, not from the desk. A name with no rating and nothing written about it shows two lines saying so instead of two empty panels.

Your book

Your position (shares at average, weight, unrealised, the protective stop and the take-profit exit the Executor has armed) with one sentence saying what sells it automatically; the PM's own note on it waits behind The PM's note, as written, with its age beside the fold. Open orders and stops lists the armed stop from the strip again with what makes it sell (on closing-price stops: a close at or under it sells at the next open, and the disaster stop resting at the broker behind it is named with its price; on stops that rest all day: a touch), beside any order working at the broker or waiting for you; every proposal on the name with its outcome, newest first ("3 on record"), five at a time, including the fills that opened the lot; the 's findings on the name. Beside them: how the name fits the book, the , price alerts and if-then watches that touch it, each row saying its effect (Enforced, Instructed or Watching) and whether the desk has it; your requests on the name with their answers; and splits and dividends applied to your lot (those dated on or after the day the lot opened). What is missing is said in one line each ("No guidance, price alert or if-then watch touches JPM.").

States the page is honest about

Market closed

What you see
The price label names the session it closed in ("Tue close", "Fri Sep 4 close"); no 1D pill; the market pill says when it opens.

After hours, before the open

What you see
A fresh print outside the session is labelled as one ("After-hours trade, 17:24 CT"), never "live"; with none, the label is the session's close.

Open, nothing live yet

What you see
The label reads "Tue close; no live price right now"; no day-change chip; the chart promises today's line.

Screened out

What you see
a banner and a badge; the headline ends "so the desk would not trade it"; Place an order is disabled with the reason

Halted

What you see
a crimson banner; the halt check reads "Halted at the last check"; Place an order disabled

On hold in your book

What you see
an amber banner: the Executor is holding the name back after a suspicious price move; clear it on Risk

Delisted or renamed

What you see
a banner; history stays for reference; Place an order disabled

No prices stored yet

What you see
the price slot says "no price yet"; the chart, day strip and readings explain what fills them in

A ticker nothing knows

What you see
One panel, "Nothing on hand for ZZZZ", with Request research and Add to watchlist inside it

Not a ticker

What you see
"That isn't a ticker", with the way back to Markets

The actions

The title block (a docked bar on a phone) carries two things you can set in motion and two quieter gestures. Ask the desk is how the agents act on a name: one panel asks what (its view on the name, or build a position in it) and when (now, which runs a short session that costs about a dollar of model time and answers in a few minutes, at any hour; or at the next scheduled session, whose time the panel shows, at no extra cost), and its last line says what happens to an order under your autonomy setting: it waits for you in the Inbox, goes on its own up to your line, or goes on its own. After hours "now" still means now: the session runs at once as a read that cannot trade while the market is closed, says what it would do at the open, and the panel's last line says so. Place an order is how you act: your own order, now, through the Trade sheet and every Executor check (place a trade yourself); it is disabled with the reason whenever the name is screened out, halted, delisted, unknown, or the deployment has manual orders off. Add to watchlist and Research (the Researcher covers the name in its next brief; it is not the PM and nothing trades because of it) sit beside them, and writing your own guidance for the name is one link inside the Ask the desk panel. All of them are the same typed intents described in Markets and the symbol sheet: each records an ask with you as the author, and the owning role answers it in the Inbox.

Which of these makes a trade happen, by whom, and when? Place an order: you, now, while the market is open (outside market hours the sheet says so and keeps its button off, because the Executor refuses orders sent then). Ask the desk › Build a position: the PM, at the moment you chose (a session now, or its next scheduled one); it must propose the entry inside every cap with a stop or tell you exactly why not, and whether that order then waits for your approval is your setting, not the button; asked after hours, it tells you now the entry it would make and the premarket session proposes it for the open. Ask the desk › Its view: the PM answers and may propose; same rule for the order. Watchlist and Research never trade.

NotePrices on the quick look and the page come from the platform's own feed for every book (one consolidated feed for decisions, a labelled display feed for screens). Your broker keys are never used to fetch prices, and nobody's data plan changes what the desk decides.