Macro Regime Classifier
Bull / bear / chop classification with volatility and credit-spread context.
Each dossier shows the current macro regime (bull, bear, or chop) with volatility and credit-spread inputs, plus the rationale Claude derived from FRED macro series. Useful for sizing exposure to your risk tolerance.
Factor Model Rankings
Momentum, value, and quality percentiles vs the broader universe.
Every Pro dossier includes momentum, value, and quality percentiles computed against a broad universe and refreshed weekly. See where your stock ranks before you buy.
Valuation Models
Piotroski F-Score and a DCF fair value, computed from SEC annual filings.
Two classic valuation models on every stock detail page, both plain arithmetic over SEC EDGAR annual filings — no AI credits, free on every tier. The Piotroski F-Score runs nine accounting checks of financial strength across the last two annual reports and lists every signal, so you can see what passed and what didn't. The DCF estimates fair value from historical free cash flow with bear, base and bull cases against the current price, and shows its whole assumption set: starting free cash flow, growth rate, terminal growth, discount rate, net debt and share count. Where a model genuinely doesn't fit the company — banks, funds, too little cash-flow history — the app says why rather than printing a number it can't stand behind.
Backtesting Accuracy
Track how well past dossier verdicts predicted 30/60/90-day returns.
We score every past dossier verdict against the stock's actual 30, 60, and 90-day forward returns. The accuracy tracker keeps the AI honest — you see hit rates over time, not just confident-sounding takes.
Insider Form 4 Activity
Recent insider buys and sells with typed badges (CEO / CFO / Director).
Form 4 filings parsed from SEC EDGAR with role badges so you can immediately see whether the C-suite or rank-and-file directors are transacting. Aggregated as a sentiment signal in the dossier and listed individually with filing links.
SEC Material Events
8-K, S-1, and SC 13G/D filings flagged the moment they hit EDGAR.
Material events (8-K), new registrations (S-1), and significant ownership changes (SC 13G/D) are pulled directly from SEC EDGAR and folded into the dossier so you don't miss the filing that matters.
Geopolitical Events
GDELT-sourced geopolitical signals folded into every dossier.
GDELT geopolitical event data is folded into the dossier when relevant — useful for international stocks, defense exposure, supply-chain plays, and energy names where the macro picture matters as much as the chart.
Forward Macro Calendar
Next 14 days of CPI, NFP, FOMC, GDP, and PCE prints.
A forward 14-day calendar of CPI, NFP, FOMC, GDP, and PCE releases. Surfaces in the dossier so you can sense the macro print risk before adding to a position.
Daily Briefing Feed
The pre-market briefing as a narrated video or swipeable story every trading day, with the full write-up one tap away.
The Today tab carries the same daily market briefing published on the iTrading Buddy site, Instagram and YouTube: what moved overnight, the stories behind it and what is on the calendar. Each briefing opens as a story you can swipe or listen to, links to the full article with sources, and lands as a single push notification at 8 a.m. your time on trading days (no later than the 9:30 ET open), with one switch in Settings to silence it.
Multi-Source News
News headlines aggregated from across the web.
News headlines aggregated through Google News (which surfaces stories from across the web — Reuters, AP, Bloomberg, WSJ, FT, and many other outlets show up depending on the story) plus Brave Search for additional breadth. Switch between Top Stories and For You, which shows news on the stocks in your watchlists.
Stock Screener
Scan the US market for movers, gainers, losers, and custom filters.
Preset screens (Most Active, Gainers, Losers) plus filters for market cap, PE, dividend yield. Sort by price, change, volume, or symbol. One-tap alert creation from any row.
Earnings Calendar
Countdown timers, EPS consensus, and reminder alerts for every report.
See exactly when watchlist companies report — date, time (BMO or AMC), consensus EPS, and previous actuals. Set a reminder alert configurable days in advance.
AI Street View
Wall Street tone, synthesized by AI from recent coverage and earnings.
On every stock detail page, an AI-synthesized read of Wall Street tone — directional signal (bullish / neutral / bearish), key drivers grounded in recent news and earnings, and a list of source coverage you can tap through to read. Original AI commentary, not a redistributed analyst feed.
Sector Heat Map
Visualize the day's sector winners and losers in a color-coded grid.
Color-coded heat map of US sector performance for the day. Spot rotations at a glance — green for the leaders, red for the laggards, sized by market cap.
Economic Calendar
FOMC, CPI, jobs prints, and every macro event that moves the tape.
Track FOMC meetings, CPI releases, NFP jobs reports, GDP prints, PCE, retail sales, and every other major macro event that moves equities. Filter by importance.
Dividends & DRIP
Ex-dates, yield, payout history, and a DRIP compounding calculator.
Track ex-dividend dates, yield, and full payout history per ticker. Run the dividend reinvestment calculator to model long-term compounding scenarios.
Stock Comparison
Compare multiple tickers side by side: prices, fundamentals, charts.
Pick two or more tickers and compare price, fundamentals, key ratios, and chart overlays side by side. Useful for picking the best name in a sector.
Strategy Backtester
Test simple strategies against historical data before risking real capital.
Define simple rules (price above SMA 50, RSI under 30, etc.) and backtest them against historical data per ticker. See entry/exit P&L, win rate, and max drawdown before committing capital.