✨ Features Overview
Trade Picker includes a comprehensive set of features designed to help you track, analyze, and make decisions about potential trades.
📋 Watchlist Management
Keep track of the stocks you're interested in:
- Add symbols - Easily add stocks by entering their ticker symbols
- Bulk add - Add multiple symbols at once using comma separation
- Enable/Disable - Temporarily disable symbols without removing them
- Remove - Permanently delete symbols from your watchlist
- Notes - Add personal notes to each watchlist item
🔍 Data Scraping
Automatically collect market data from multiple sources:
Data Sources
| Source | Data Collected |
|---|---|
| Yahoo Finance | Current price, market cap, P/E ratio, volume, 52-week range, analyst recommendations |
| SEC EDGAR | Recent filings (10-K, 10-Q, 8-K), insider transactions, institutional holdings |
| News Sources | Recent news articles, press releases, market commentary |
Scraper Controls
- Start/Stop - Control when scraping runs
- Progress tracking - See real-time progress for each symbol
- Status indicators - Visual feedback on scraping stages
- Error handling - Clear messages when issues occur
📊 Scoring System
Automated scoring helps identify opportunities:
- Stock Long Score - Potential for buying and holding
- Stock Short Score - Potential for shorting
- Option Call Score - Potential for call options
- Option Put Score - Potential for put options
📖 Learn More: See the Scoring System documentation for detailed formulas and explanations.
📈 Stock Details Page
Get comprehensive information for each stock:
Price Information
- Current price and change
- Day's high and low
- 52-week range
- Volume and average volume
Financial Metrics
- Market capitalization
- P/E ratio (trailing and forward)
- EPS (earnings per share)
- Dividend yield
- Beta
Score Factors Table
View the input factors that contribute to each score:
- Sentiment - Market sentiment from news and social media
- Momentum - Price trend strength and direction
- Catalyst - Upcoming events that could move the stock
- Risk - Volatility and downside potential
- Value - Fundamental valuation metrics
Each factor shows its current value and the weight it carries for each score type.
Historical Charts
- Visual line charts showing factor values over time
- Trading score history with configurable time range
- Adjustable resolution: daily, weekly, or monthly
- Compare how factors have changed over 7 days to 1 year
Events and Catalysts
- Upcoming earnings dates
- Ex-dividend dates
- Recent SEC filings
- Corporate events
- Source tracking - See which collector fetched each event
- Collection timestamps - Know when data was collected
🔀 Sorting and Filtering
Quickly find what you're looking for:
Sorting Options
- Sort by any score type (ascending/descending)
- Sort by symbol name
- Sort by last update time
- Sort by price change
Filtering Options
- Filter by sector
- Filter by score range
- Search by symbol name
- Show only enabled/disabled items
🤖 AI Analysis
Get deeper insights with LLM-powered analysis:
- Comprehensive reports - AI-generated analysis of each stock
- Sentiment analysis - Understanding of market sentiment
- Risk assessment - Evaluation of potential risks
- Trade recommendations - Suggested actions based on data
💡 Tip: AI analysis requires configuring an API key in the settings. The analysis quality depends on the amount of scraped data available.
📁 Scraped Content Management
Review all collected data:
- Content history - See all scraped content for each symbol
- Source tracking - Know where each piece of data came from
- Timestamps - See when data was collected
- Content type filtering - Filter by news, filings, etc.
⚙️ Settings
Customize the application:
API Configuration
- OpenRouter API Key - For AI-powered analysis
- Polygon.io API Key - For market data (5 free calls/min)
- Finnhub API Key - For news and earnings (60 free calls/min)
- Alpha Vantage API Key - For fundamentals (25 free calls/day)
API keys can be set in the Settings panel or via environment variables.
SEC CIK Numbers
For SEC EDGAR data collection, each company needs a CIK (Central Index Key):
- Auto-Lookup - Click "Auto-Lookup All CIKs" to automatically find and set CIKs for all stocks
- Per-Stock - In the stock detail page, click 🔍 next to the CIK field for individual lookup
- Manual Entry - CIKs can also be entered manually (10-digit format)
Per-Stock Data Source Settings
Configure which data sources apply to each stock individually:
- Default - Uses global source settings
- Enabled - Force enable this source for this stock
- Disabled - Disable this source for this stock
- Identifier - Set source-specific IDs (e.g., CIK for SEC)
Global Data Source Configuration
Configure each data source at the global level:
- Enable/Disable - Turn sources on or off
- History Days - How many days of historical data to fetch (1-365)
- Update Frequency - How often to refresh data (hourly, daily, weekly)
- Data Types - Select what to collect from each source:
- Price Data
- Fundamentals
- News
- Events
- Filings
Available Data Sources
| Source | Capabilities | Rate Limits |
|---|---|---|
| 📈 Yahoo Finance | Real-time prices, fundamentals, news, recommendations | No API key required |
| 📋 SEC EDGAR | Official filings (10-K, 10-Q, 8-K), insider trades, institutional holdings | No API key (requires CIK) |
| 📅 Earnings Data | Earnings dates, estimates, surprises, historical results | No API key required |
| 🔷 Polygon.io | Market data, news, aggregates, ticker details | Free: 5 calls/min |
| 🐟 Finnhub | Company news, earnings calendar, recommendations, financials | Free: 60 calls/min |
| 📊 Alpha Vantage | Prices, news sentiment, income statements, company overview | Free: 25 calls/day |
📖 Free API Keys:
🌙 Dark Mode
The application supports a dark theme that's easy on the eyes for extended use.
📱 Responsive Design
Trade Picker works on:
- Desktop browsers
- Tablets
- Mobile devices
Feature Roadmap
Upcoming features being considered:
- Portfolio tracking
- Alert notifications
- Backtesting capabilities
- Custom scoring formulas
- Export to CSV/Excel