01 — Market Discovery

Click a sector, see industries. Click an industry, find the stocks driving performance. Size represents market cap, color represents performance.

The heatmap is discovery. Instead of searching for what’s moving, users see the entire market at once — every sector, every industry, every stock — organized by structure and colored by performance. Red to green gradients make winners and losers instant. Market cap determines block size so users see where the volume is.

For educators, this is how market lessons begin. Open the heatmap and ask: “What’s green today and why?” Students drill down, spot patterns across sectors, and develop market intuition. The heatmap transforms passive screen-watching into active market exploration.

Multiple timeframes — 1D, 1W, 1M, 3M, YTD, 1Y — let users zoom out and see seasonal patterns or zoom in and see intraday movers. One click moves from broad market view to a single stock ready for deeper analysis.

• S&P 500 sectors color-coded by performance — red to green gradient
• Drill down: sector → industry → individual stocks
• Block size represents market cap — see where the volume is at a glance
• 6 timeframes: 1D, 1W, 1M, 3M, YTD, 1Y — spot intraday moves or seasonal patterns

03 — Market Intelligence

Same structure, different metrics. View performance, volume, or other market drivers — all in one click.

The heatmap isn’t limited to performance. Toggle between view modes to see the market through different lenses: performance shows winners and losers; volume shows where the action is; other metrics reveal divergences and opportunities. The visual structure stays consistent — sectors and industries in the same hierarchical layout — but the meaning of color and size changes with each view.

For traders, this teaches pattern recognition across market dimensions. For educators, it’s a teaching accelerator: “Why is this stock red on performance but blue on volume?” The heatmap makes these questions visual and immediate.

• Performance view — red to green gradient showing winners and losers
• Volume view — block size shows trading activity and liquidity
• Additional metrics — IV, moving averages, or other market drivers
• Consistent structure across all views — learn once, explore many ways

Percent Change With Variable Timeframe

Days Until Earnings

52 Week High-Low Ranking

PEG Ratio — Over or Under Valued

Implied Volatility

01 — Pre-Built Strategy Scans

Options strategy scans like Bull Call, Iron Condor, and Covered Call — plus directional scans for bullish trending, bearish trending, and stagnant markets. Each shows qualifying trades in real time.

The scan library eliminates the biggest pain point in trading education: “What should I trade?” Pre-built scans cover options strategies (Bull Call, Iron Condor, Covered Call, and more), directional plays (bullish trending, bearish trending), and market conditions (stagnant, high volatility). Each scan displays the count of real-time qualifying trades.

For educators, this is the bridge between teaching a strategy and trading it. You explain a Bull Call Spread in class. Students open the scan, see 23 qualifying trades right now, click one, and execute. And with Scan Look Back, you can set any scan to any date in the past — over a decade of history — and see exactly what it would have surfaced. It’s a confidence builder: students and partners can verify the scans work before committing real capital.

• Options strategy scans — Bull Call, Iron Condor, Covered Call, Straddle, and more
• Directional scans — bullish trending, bearish trending, stagnant markets
• Real-time count of qualifying trades per scan
• Scan Look Back — set any scan to any past date across 10+ years of history
• Partners can add custom scans designed for their specific strategies

03 — Partner-Curated Defaults

Use your Admin Account to set which scans appear by default. Your students start with a curated, guided discovery experience.

This is the B2B money shot. Partners use the Admin Account to designate their favorite scans — the strategies they teach most, the ones most relevant to their students. When a new student logs in, they see your curated scan list first. It’s guided discovery under your brand.

You’re not just offering a tool — you’re offering an onboarding experience. Your students get a hand-picked entry point into options trading, not a bewildering wall of 50 choices. That curation is a teaching statement that deepens student trust and dramatically accelerates their time to first trade.

• Admin Account controls default scan visibility
• Mark your preferred scans to appear first
• Students still see all available scans — your defaults are just highlighted
• Updates push instantly to all your users

01 — Proprietary IP

Technical, Inner Circle, Valuation, and Fundamentals — proprietary research depth your competitors cannot offer.

No competitor offers proprietary scores like these. Each of the four — Technical, Inner Circle, Valuation, and Fundamentals — combines data sources and algorithms iVest+ has built from the ground up. They’re the reason your users will choose your platform over anyone else’s.

The Technical Score aggregates momentum, volatility, and trend strength. Inner Circle combines insider Form 4 filings with institutional position changes to show you where the smart money is. Valuation uses multiple methodologies to measure upside and downside. Fundamentals scores earnings quality, balance sheet strength, and growth trajectory.

Every score is clickable. Users can navigate straight to the underlying research view — seeing the exact data, ratios, and benchmarks that generated each score. It’s transparency built in. For partners, this is the ultimate B2B differentiator: you’re offering proprietary research IP that no competitor can replicate. Your users get analytical depth that makes your platform the only tool they need.

• Technical Score — Momentum, trend, volatility at a glance
• Inner Circle Score — Smart money signal from insider and institutional data
• Valuation Score — Upside/downside measured by multiple methodologies
• Fundamentals Score — Earnings quality, balance sheet, growth assessment
• All 4 scores clickable for deep-dive research views

03 — Smart Money Signal

Insider Form 4 filings combined with institutional position changes. Who’s buying, who’s selling, and at what scale.

The Inner Circle score tracks insider transactions and institutional positioning simultaneously. When executives are buying — or dumping — you see it. When major institutions are accumulating shares or reducing positions, the signal appears. Combined, these two data sources create what might be the single most actionable research insight: the smart money signal.

Insiders know their business better than anyone. Institutions move capital on the highest conviction. When both are pointing the same direction, it matters. The Inner Circle view breaks this down: you see each insider filing, the transaction direction and size, the institutional moves by quarter, and a narrative on the direction. For traders, this is a critical research layer. For partners, it’s a research depth story that resonates with users.

• Insider Form 4 filings with transaction details, dates, and ownership context
• Institutional position changes by quarter with institution names and stake sizes
• Directional summary: buying signal vs. selling signal vs. mixed
• Timeline view showing transaction history over time
• Screens and filters to find matching opportunities across 25,000+ symbols

05 — AI Research

Ask questions about any stock conversationally. Real AI integration with sourced answers — not a chatbot badge.

The AI Analyst is available on every research page. Ask it anything about the company you’re researching: “Why did earnings miss guidance?” “What are the biggest risks to valuation?” “How does this company’s debt load compare to peers?” The AI reads the underlying data — financial statements, conference call transcripts, SEC filings, industry data — and responds with a sourced answer.

This isn’t a generic chatbot. It’s research-specific AI that understands the data it’s analyzing. Every answer includes citations so users can verify claims and dive deeper. And because it’s part of iVest+, your users experience it as part of your platform’s intelligence — not a third-party add-on. One of 8 AI-powered features throughout the platform that deepen research capability and accelerate decision-making.

• Ask questions about any company, sector, or metric
• AI reads financial data, transcripts, SEC filings, industry reports
• Sourced answers with citations for verification
• Available on every research page for instant analysis
• Part of 8 integrated AI features across the platform

07 — Visual Financial Analysis

Earnings, dividends, analyst projections, price simulation, and full financial statements — all presented visually first, with drill-down to the raw data.

The Fundamentals tab gives users access to earnings history, dividend data, analyst price projections, and a future price simulator — plus the complete P&L statement, balance sheet, and cash flow statement. But here’s what makes it different: all of this data is presented visually first for fast analysis and easy trend identification. Users don’t need a finance degree to spot whether earnings are growing, margins are compressing, or debt is rising.

The full financial reports are available on drill-down for users who want the raw numbers. But the visual layer is the default — charts, trend lines, and color-coded indicators that make fundamental analysis accessible to everyone. This is Visual Analysis for people who aren’t in finance, and it’s exactly what education-focused partners need. Your students engage with fundamentals because they can see the story, not just the spreadsheet.

• Earnings, dividends, analyst projections, and price simulator on one page
• Full P&L, balance sheet, and cash flow statements on drill-down
• Visual-first design: charts and trends before raw numbers
• Accessible fundamental analysis for non-finance audiences

01 — Multi-Broker Aggregation

Combine every account — every broker — into one unified portfolio dashboard.

Most traders juggle multiple brokers: one for stocks, another for options, a third for margin accounts. The Portfolio module aggregates all of them. Connect any account and see a consolidated view: total account balances, combined buying power, available margin across all accounts, and every position in one list.

Beyond live accounts, the platform includes a built-in virtual account that’s one of the best in the industry. It handles realistic fills, exercise, assignment, and cash-settled index options — so students learn with the same mechanics they’ll face with real money. This is not simplified paper trading that breaks down on complex strategies.

Users can also stage trades for later execution — saving positions from scans, templates, or the chain without submitting to the broker. Staged trades persist across sessions and can be reviewed, modified, and executed when the setup confirms. It’s a workflow discipline tool that teaches patience and planning.

• Connect multiple brokerage accounts to one dashboard
• Built-in virtual account with realistic fills, exercise, and assignment
• Stage trades for later — review and execute when the setup confirms
• Real-time sync across all accounts — no manual refresh required

02 — Deep Brokerage Integration

Place, modify, cancel, roll, close, assign, monitor — all inside the platform. The brokerage integration runs deep, not just at the trade ticket.

Most platforms stop at “place a trade.” iVest+ goes deeper. Every routine interaction your users have with their broker — order status, modifications, cancellations, rolls, buy-to-closes, exercise requests, assignment handling, corporate action acknowledgments, dividend tracking, margin alerts — happens inside the platform. No second tab. No bouncing to a clunky broker portal mid-decision.

The only reasons a user ever needs to open their broker’s website: moving money in or out, downloading a statement, or pulling tax documents. Buying power, margin calls, pending order queues, position adjustments, option assignments, splits, dividends — all surfaced live, all managed in-app, all in your brand’s environment.

For B2B partners, this matters two ways. First, your brand stays front and center — students never bounce to a generic broker UI mid-workflow. Second, every brokerage action is logged, tagged, and visible in your reporting. Coaches see exactly what students did with their orders, not just what trades eventually closed.

• Full order lifecycle: entry, modification, cancellation, replace — all in-app
• Exercise, assignment, and early-close handling without leaving the platform
• Option rolls execute as single-ticket close-and-reopen with net pricing
• Live buying power, margin status, and day-trade calls surfaced on every screen
• Corporate actions (splits, dividends, mergers) reconciled automatically in positions
• Every brokerage interaction logged to the Journal with full intent and timing

01 — Core Differentiator

Skip the complexity of the full options chain. Pick a strategy, and everything you need is right there — max risk, max reward, breakeven, risk/reward ratio, net Greeks, and a visual P&L that shows exactly where you make and lose money.

Options chains are overwhelming. Hundreds of strikes, multiple expirations, and it takes real expertise to know which legs to combine. iVest+ strategy templates cut through that complexity. Pick a strategy — bull call spread, iron condor, collar, straddle — and the template builds the trade for you. You’re immediately in the strategy you selected, no guesswork required.

Everything a trader needs to evaluate the trade is right on the screen. Max risk, max reward, breakeven points, risk/reward ratio, and net Greeks — delta, gamma, theta, vega — all calculated instantly. The P&L chart shows profit and loss zones in color directly on the price chart, so users see at a glance where the trade makes money, where it loses, and where the breakevens fall. No mental math. No spreadsheet on the side.

Built-in guardrails make it impossible to misconfigure. Dates sync automatically, quantities lock relative to each other, and strikes are restricted to valid combinations. Students can’t accidentally build an invalid trade. Institutions get zero malformed orders reaching the broker.

For educators, this changes how options are taught. Students focus on strategy logic — why this spread at this width — instead of fighting order mechanics. For traders evaluating a position, every number they need is already calculated and visual. Pick the template, read the risk, place the trade.

• 20 strategy templates — pick a strategy and the trade builds itself, no chain required
• Max risk, max reward, breakeven, risk/reward ratio, and net Greeks all calculated instantly
• P&L zones shown in color on the chart — see profit and risk areas at a glance
• Built-in guardrails prevent invalid trades — zero malformed orders reach the broker

03 — Scenario Analysis

Model any scenario before you commit. Drag the IV slider to see volatility impact, or use Price Slices to see exactly what your trade is worth at any price on any date.

Option traders live and die by implied volatility. A straddle bought at 52% IV that drops to 41% post-earnings can turn a $300 loss into a $1,200 loss — but most platforms force you to imagine that outcome. iVest+ shows it. Drag the IV slider up or down from the current level, and a dotted line appears on the risk graph showing the projected position value at the adjusted IV. You see exactly what happens to your P&L if volatility rises, collapses, or stays flat.

Price Slices take it further. Set any price point — by entering a value, a percentage offset, or simply dragging a line on the chart — and see the theoretical P&L, position value, and Greeks at that exact price. Set the date you want to analyze, and the calculation adjusts for time decay. Add multiple lines for deeper analysis: what does the trade look like at the current price, at your target, and at your stop? All three answers are on the screen at once.

For educators, students stop guessing about vega and theta — they see them. Move the IV slider to understand why selling premium into high IV works. Drag a Price Slice to next Friday and watch theta eat into the position. For traders, it’s the fastest way to answer “what’s this trade worth if the stock hits X by Y date?” — no spreadsheet required.

• IV Slider projects position value at any volatility level on the risk graph
• Price Slices show theoretical P&L, value, and Greeks at any price and date
• Enter a price, percentage offset, or drag lines directly on the chart
• Add multiple price lines for side-by-side scenario comparison

05 — Deep History

Step through any day since 1999 and watch Greeks evolve in real time. See how your strategy would have performed under any market condition in 25 years.

Backtesting options is harder than backtesting stocks. Greeks change every day. Volatility shifts. Decay happens. Most platforms offer point-in-time results. iVest+ gives you day-by-day stepping.

Select a strategy. Set an entry date. Then step forward one day at a time and watch how the position evolves. See the Greeks on day 1, day 2, day 15. Watch gamma compress, vega shift, theta decay. Plug in historical prices and watch the P&L surface update. This isn’t looking at a line chart — it’s actually living through the trade, day by day.

For educators, this is revolutionary. Students understand options by experiencing them in minutes vs weeks or months. For traders testing strategies, this is the difference between a theoretical backtest and actually knowing what would happen. And because you can test any date since 1999, you can test strategies across the 2008 crisis, 2020 pandemic, 2022 rate shock, and dozens of other market regimes in living color.

• Daily stepping from 1999 to present for any strategy
• Watch Greeks and P&L change in real time as you advance
• Test across different market regimes (2008, 2020, 2022, etc.)
• Full decay, volatility, and price history embedded

Take It With You

Detach the P&L panel and navigate anywhere in the platform — charts, indicators, fundamentals, heatmap — while your position stays visible.

Most platforms force you to choose: analyze the trade or study the chart. iVest+ gives you both at once. Pop out the P&L graph and move it to any monitor or tab — see your position alongside the daily chart, moving averages, volume, RSI, and support/resistance levels, all live at the same time.

When you use the rolling icons to shift a strike or roll an expiration, you watch the risk curve update while staring at the exact price level you’re rolling to. Decision-making with the trade and the technicals in the same field of view.

• Detach P&L panel and keep it on screen while navigating the app
• Analyze the options position next to full technical charts
• Roll strikes or expirations with the rolling icons — watch P&L update live
• No alt-tab, no memorizing levels, no rebuilding

01 — Core Differentiator

The platform matches option legs automatically. 80+ strategies recognized — no manual tagging required.

Most traders log their trades manually: enter the underlying, record the entry price, note the strategy type. Most platforms do nothing with this data except store it. iVest+ is different.

The moment a multi-leg trade is imported, the platform analyzes the strike prices, expiration dates, and leg types, then matches them against 80+ known option strategies — iron condors, vertical spreads, butterflies, diagonals, straddles, collars, and dozens more. Each trade is instantly tagged with a strategy ID. No student confusion. No manual miscategorization. The journal knows what was actually traded.

For educators, this is transformative. You no longer have to correct students’ trade logs or spend time managing tags. The platform enforces accuracy at the point of entry. Your students focus on learning; the system handles classification.

• 80+ option strategies automatically recognized (iron condor, vertical spread, butterfly, diagonal, straddle, collar, etc.)
• Multi-leg trades tagged instantly at import — no manual entry required
• Strategy ID assigned and searchable across all student accounts
• Eliminates miscategorization and manual review of trade logs

03 — Auto-Tags

Found it in a scan? Tagged. Set a bracket? Tagged. Rolled a covered call? Tagged. Hit your target or stopped out? Tagged.

The journal doesn’t just record trades — it categorizes them so you can see exactly what’s working and what isn’t. Beyond the 80+ strategy identifications, the system tags every contextual detail: which scan or condition triggered the trade, whether a full bracket was set, if the user rode through expiration, rolled out a position, or made an adjustment. It even analyzes whether the target or the stop was hit more often.

Add your own custom tags on top. Tag by thesis, market regime, setup type — anything. Then slice your performance reports by any combination. The auto-tagging turns raw trade data into structured, measurable intelligence.

For educators and coaches, this is where the journal becomes a teaching tool. Instead of asking “what happened?” you can see exactly how a student found the trade, how they managed it, and whether their process is producing results. The tags make every coaching conversation specific, data-driven, and actionable.

• Scan and condition source tagging — know how every trade was found
• Bracket, adjustment, and roll tracking — every management action tagged
• Target vs. stop analysis — see which exit hit more often
• Expiration behavior tracking — held, closed early, or rolled
• Custom tags — slice performance by any category you define

04 — Stock Research Context

Pull up any stock in Research and your entire journal for that ticker is one tab away — trades, tags, and performance already filtered for you.

Every time your traders open a chart in Stock Research, the Activity tab is right there showing every trade they’ve ever placed on that symbol — executions, adjustments, closes, roll history, and the auto-generated strategy tags. No switching tools. No cross-referencing spreadsheets. No trying to remember what worked last time on AAPL earnings.

The tag-reporting panel on the right automatically filters to the ticker in view, so a quick glance tells the full story: P&L on this symbol, win rate, which strategies performed here, average hold time, and how current positions are behaving. It’s the journal, scoped to the exact decision the trader is about to make.

For B2B partners, this is where the coaching loop closes. Advisors reviewing a client’s position see the full history on that name in one screen. Educators demoing a trade idea pull up their own prior results as proof. Compliance teams audit by ticker without stitching reports together. The journal stops being a separate tool — it becomes context that follows every research session.

• Activity tab — every prior trade on the ticker, in chronological order
• Strategy tags and life-of-trade data shown inline for each entry
• Tag-reporting panel auto-filters to the symbol in view
• P&L, win rate, and hold-time stats scoped to this ticker only
• Open positions with real-time Greeks and adjustment history
• One-click jump back to full trade detail in the journal
• Cross-account view — see activity across every linked account at once

05 — Performance Intelligence

Tag analytics. Visual breakdowns. Pattern discovery. All based on actual trading data.

Strategy ID tags are the foundation for real analytics. The platform generates 25+ performance reports, all built on the automatic strategy classification: P&L by strategy type, win rate by tag, average holding period per strategy, profitability by underlying, performance by time-of-day, adjustment success rates, and custom breakdowns by hashtags.

Your students (and your coaches) don’t have to wonder what they’re good at and what needs work. The data tells the story. Iron condors beating spreads? The reports show it. Earnings trades underperforming? Visible in seconds. Adjustments actually improving position P&L? Quantified.

For B2B partners, these reports transform the journal from a record-keeping tool into a performance management system. Coaches see student strengths and blind spots without digging through trade history. Educators track cohort performance by strategy type across hundreds of students.

• P&L by strategy type — see which strategies are profitable
• Win rate by tag — percentage of winning trades per strategy
• Average holding period per strategy
• Profitability by underlying symbol
• Performance by time-of-day and market conditions
• Adjustment success rates — which defensive moves worked?
• Custom hashtag analytics — track performance on topics you define

07 — B2B Proof Point

With user permission, partners can view full student journals. See notes, tags, strategy IDs, P&L, adjustments, and life-of-trade.

The journal becomes a collaborative coaching platform. Partners can view any user’s full trade history (with permission), see what strategies they’re trading, review adjustment decisions, track P&L progression, and provide targeted feedback without managing multiple data sources.

This is the feature that transforms iVest+ from a student tool into an educator’s platform. You don’t teach in a vacuum. You coach with full visibility into what your students are actually trading, how they’re managing risk, which strategies they’re executing well, and where they need guidance.

Unlike generic platforms where trade data is locked in a personal account, iVest+ gives educators and coaches the collaborative visibility they need. Your students’ trades are their own, but with permission, coaching becomes informed, specific, and dramatically more effective.

This coaching access capability is the major B2B proof point — this is why educators choose iVest+ and why they build their programs around it.

• View student journals with explicit user permission
• See strategy IDs, tags, life-of-trade progression
• Review P&L at each decision point
• Identify coaching opportunities without manual review
• Track cohort performance across hundreds of students
• Provide targeted feedback based on actual trade data
• Transforms journal into collaborative coaching platform

01 — Core Differentiator

Bracket orders, risk-based sizing, and direct trade management — without leaving the chart.

Most platforms separate charting from order entry. iVest+ connects them. Your users can build bracket orders directly on the chart — set entries, stops, and targets visually, then let the platform calculate position size based on their risk parameters. No switching between windows. No mental math. The trade is right where the analysis happens.

For educators, this changes how you teach trade management. Students see the entry, the stop, the target, and the risk — all in one view. It makes abstract concepts concrete and dramatically reduces execution errors.

• Draw your entry, stop, and target right on the chart — by drag, by dollar, or by percentage
• Risk-based quantity sizing — set dollar risk, platform calculates shares

03 — Analytical Depth

Every standard technical indicator, plus beyond-OHLCV data most charting platforms can’t touch — insider scores, institutional ownership, IV/HV, options volume by call/put, and more.

Every standard technical indicator is here — moving averages, RSI, MACD, Bollinger Bands, volume profiles, and dozens more. But iVest+ goes well beyond OHLCV. Chart the insider score to see Form 4 activity trends. Overlay institutional ownership percentage to track smart money accumulation. View historical and implied volatility side by side. Break down options volume and open interest by calls vs. puts. These are the indicators that give traders context most platforms simply don’t offer.

Each indicator is fully customizable — colors, parameters, line styles, and display position. More importantly for partners, you set the defaults. Which indicators appear on a new user’s chart, what parameters they use, what colors they render in — all pushed from the Admin Account. When an instructor says “when the green line crosses up through the red line, it’s a buy signal,” every student is looking at the same green line and the same red line. Teaching stops being a per-student screen-share and becomes a consistent visual language across your user base. The same control extends to system profiles — full indicator collections, pre-configured and owned by the partner.

And iVest+ will develop custom indicators tailored to your specific methodology — available exclusively in your branded platform.

• Technical indicators: MAs, RSI, MACD, Bollinger, Volume, and 90+ more
• Beyond-OHLCV: insider score, institutional ownership %, HV/IV, options volume and OI by call/put
• Full customization — colors, parameters, line styles, positioning
• Partner-set defaults — push your preferred indicators, parameters, and colors to every user from day one
• System profiles — curated indicator stacks controlled by the partner for consistent teaching
• Custom indicator development — built to your methodology, owned by you, exclusive to your platform

05 — Full Context

Current trades, past trades, backtesting results, and options legs — all visible in one view.

The iVest+ chart isn’t just a price display — it’s the central workspace. Open positions show with real-time P&L. Prior trades appear as historical reference so users can see what they did last time at this price level. Backtesting results overlay directly on the chart, showing exactly where a strategy would have entered and exited.

Even multi-leg options trades display on the chart, with each leg visible. This level of visual context turns the chart into a decision-making surface: users aren’t just looking at price — they’re looking at their entire trading history and current exposure in one place.

• Active positions with real-time P&L directly on the chart
• Prior trades as historical markers for pattern recognition
• Backtesting results overlaid with entry/exit points
• Options legs visible on the price chart

01 — Alert Types & Precision Controls

Set alerts on price levels, volume thresholds, or any of dozens of technical indicators — each with optional offset controls for precision timing. Apply any alert across an entire watchlist in one click.

Most platforms limit alerts to price: “notify me when SPY crosses 450.” iVest+ goes much further. Set alerts on price levels, volume spikes, moving average crossovers, Bollinger Band breaks, Keltner Channel touches, 6-month highs/lows, 52-week highs/lows, and more. Every alert type supports offset controls — set a 52-week high alert with a $0.50 offset to get notified just before the breakout, not after. And every alert can include a note, so when it fires, users see exactly what they planned to do — no scrambling to remember the thesis.

The real power is watchlist-level alerts. Apply any alert type to an entire watchlist: “notify me when anything on this watchlist hits a new 52-week high.” One setup monitors dozens of symbols. Each stock on the watchlist shows whether an alert is set and whether it’s fired, keeping users in context without navigating away.

• Price alerts — absolute levels, percent moves, gap detection
• Volume alerts — volume spikes and threshold breaks
• Indicator alerts — MA crossovers, Bollinger Bands, Keltner Channels, 6-month and 52-week highs/lows
• Offset controls — precision triggers like 52-week high minus $0.50
• Alert notes — attach your planned action so it’s right there when the alert fires
• Watchlist alerts — apply any alert across an entire watchlist; see set and fired status per stock

03 — Alert History & Engagement Loop

Alert history shows recently triggered alerts with one-click access to research, charts, and trading tools.

When an alert triggers, it’s not the end — it’s the beginning. Push notifications hit the user’s mobile device and appear in-platform simultaneously, so nothing gets missed. The alert shows the condition that fired, the note the user attached, and one-click access to the chart or research dashboard.

This is the engagement loop in action. Alert → push notification → open platform → review note → act. For partners, every triggered alert is a moment when users are primed to engage. The bell icon across the platform makes fired alerts instantly accessible — and watchlists visually distinguish which stocks have triggered, keeping the workflow tight.

• Push notifications to mobile device + in-platform alerts simultaneously
• Bell icon shows fired alerts — click to see exactly what triggered
• One-click navigation to chart, research, or trading tools
• Fired alerts visually distinguished on watchlists
• Alert history with timestamps, conditions, and engagement tracking

01 — Core Filtering

Technical, fundamental, and options criteria. Depth without overwhelm.

The screener gives you access to 400+ data points across 25,000+ stocks — spanning technical indicators, fundamental metrics, and options-specific criteria. The depth is organized into tiers so users aren’t overwhelmed: Level 1 delivers the most common screening criteria for fast filtering, while Level 3 unlocks the full 400+ data points for advanced users who want institutional-grade precision. Progressive disclosure reveals detail as they drill deeper — start with simple filters like price, market cap, and volume, then go as deep as insider trading activity, analyst sentiment, earnings surprise history, IV percentile, Greeks, and dozens more.

Multiple input types adapt to the data: sliders for ranges, checkboxes for categories, dropdowns for predefined sets, manual entry for exact values. Users control how deep they go. New traders find what they need fast. Advanced traders get the precision they demand. And everything is searchable — type a metric name and the screener finds it.

• Technical criteria: moving averages, momentum, volatility, and more
• Fundamental metrics: earnings, revenue, valuation, insider activity
• Options filters: IV percentile, volume, bid-ask spreads, Greeks
• Progressive disclosure — simple at first, detailed as needed

03 — Options Focus

Intraday IV, volume, Greeks — options-specific filters most screeners don’t offer.

Options traders need options data. The screener includes intraday IV percentile, real-time volume, bid-ask spreads, implied move, skew, and all four Greeks — updated throughout the trading day as market conditions shift. Filter for high-volume contracts, elevated IV for shorts, low spreads for entries, positive gamma setups, whatever your strategy demands.

Most screeners treat options as an afterthought. Here, they’re central. Your users can find the highest IV percentile in tech, the lowest IV in earnings plays, options with the widest volume profile, or setups that match their edge. It’s real-time, it’s deep, and it’s built for the people who actually trade options.

• Intraday IV percentile and implied move
• Real-time volume, open interest, bid-ask data
• Greeks — delta, gamma, theta, vega filtering
• Earnings-sensitive IV metrics and volatility smile data