Compare the business and the market
Place price action beside company fundamentals, dated events, sector peers, and your own saved research view. Comparisons remain explicit about different business models, reporting periods, currencies, and unavailable inputs.
Keep a decision trail
Use watchlists, notes, alerts, saved layouts, and review history to record what mattered when an idea was formed. Later evidence can be compared with the original thesis instead of relying on memory or a rewritten narrative.
See portfolio consequences
Review position size, concentration, correlations, scenarios, and defined risk before treating an attractive chart as an isolated decision. Outputs depend on the holdings and assumptions supplied and are not individualized advice.
Stay in control of private work
Portfolio and research data are account-scoped. AI is used only in explicit workflows, and available controls let you review or remove supported private data rather than making it public by default.
