Research Tools
Reading the market analysis dashboard
Check the market regime, breadth, and indices, then screen stocks with four purpose-built screeners.
- Market analysis
- Screeners
- Regime
Market regime cards
The top of the dashboard summarizes the current backdrop in three cards.
- Regime status — risk-on, risk-off, or neutral, based on a composite score.
- VIX level — the current reading and term spread.
- Equal versus cap weight — the RSP/SPY ratio and its 60-day change.
Built-in screeners
Four screeners apply transparent, documented criteria. Open the criteria modal on any screener to see exactly how it scores.
- QARP — quality at a reasonable price (high ROE and margins, contained P/E and PEG).
- Momentum — strong daily moves with size and volume floors.
- Value Disciplined — low P/E and price/book with positive margins.
- Dividend Growers — healthy yield with a sustainable payout ratio.
Working through results
Each screener returns a paginated list of matches. Use Refresh Data to pull the latest numbers, and open individual names in the detail page to confirm the screen before forming a view.