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Stock Research
Live chart, indicators and news for one symbol
Deep Analysis
Every rule-based model for one symbol, in one view
Compare evidence. Keep the failures. Trade only after separate validation.
Long-only · 750–1,500 completed bars · costs in basis points (1 bp = 0.01%) · no orders
Market follows the workspace switcher in the top bar.
Costs, capital and sizing
Ready. A study does not place orders or change a trading strategy.
How this works
Neo never keeps optimizing until it finds a profit.
- Evaluate 12 standard, 24 extended, or up to 40 autonomous settings across Momentum, Mean Reversion, Breakout and Gann Confluence on three earlier windows.
- Select using return, drawdown, consistency and trade count. Leave the newest 20% of data out of that decision.
- Test the frozen winner once on the newest period, double the cost assumptions, and compare with holding the stock and cash. If evidence fails, report no demonstrated edge.
Autonomous mode refines the best validation settings, stops at 40 attempts, then tests one frozen candidate on the final period. Passing candidates are saved for paper research; failure stops the study.
Tests use completed bars up to your chosen end date. All four engines share the capital, allocation and risk limits. Entries use earlier volume; actual entry and exit turnover is checked against each bar. This estimates capacity from OHLCV, not exchange order depth. Unverified price adjustments or capacity failures prevent qualification. Intraday Sharpe uses a training-period estimate of observed bar frequency.
Reusing a final period for more experiments weakens its independence. Current news and trend descriptions are not backfilled into past decisions.
Quick start: try “compare AAPL”, check the ticker and costs, then Run study. Read the final verdict before the return. “No demonstrated edge” means the tested evidence was too weak—not that more tuning is guaranteed to work. Export saves the evidence; it does not activate the winner.
Historical simulations only. Saving does not activate trading.
No saved strategies loaded. Select Refresh to list them.
Chart notes are practice annotations, not orders.
Historical snapshot · no live feed attached. No chart click submits an order.
Changes the view only.
Choose a stored dataset and load its chart.
Indicators use earlier bars only. Lightweight Charts™ by TradingView. Copyright (с) 2023 TradingView, Inc.
Find listings, check stored coverage and download research history
Stored data
Download history
Refresh the library to see imported data and live recording status.
How this works
A stock directory entry does not mean its prices have been downloaded.
The library groups matching markets, sources and price bases. Exact overlaps collapse; conflicting prices are blocked. Original snapshots stay saved.
Live recording stores subscribed Alpaca minute bars while the server stream is connected. It does not subscribe to every stock, fill downtime gaps, or turn an incomplete session into a daily candle.
Stooq prohibits commercial use; Kaggle/Yahoo redistribution rights are unverified.
Market coverage and source requirements
Quant Research
Walk-forward regime and outcome research · research only, never starts trading
Walk-forward study
Up to 2,000 Alpaca bars · stop Swing Trader before fitting · asks for your trade PIN
How this works
Causal Gann signals, walk-forward HMM regimes and cost-aware scores. Accuracy and returns are not guaranteed.
- Uses your Alpaca history entitlement; no synthetic fallback.
- Stop Swing Trader before fitting.
- A report never starts trading.
- Training mode blocks research requests while you explore.
Research workflow
- Freeze your hypothesis, symbol, timeframe, rules and costs.
- Compare with a baseline; record failures and wins.
- Forward-test the frozen policy on broker paper. Review fills, losses, exposure and outages.
- Review weekly. Stay in cash when evidence is weak.
Lessons in Training never grant trading permissions.
Choose a symbol to begin.
AI evidence desk
Reviews recent attributed news with your own AI key · billed by your provider
Social search · uses your Grok key
X search is manual research only · cited posts remain unverified claims and never enter the automatic execution gate.
How this works
- API usage is billed by your provider; ChatGPT, Claude or Grok subscriptions do not configure API access here.
- Save a supported model ID with your key in API Providers.
- Requests are limited to 12 per worker hour; set spending limits at the provider too.
Strategy Lab
Backtest and stress-test rules on history · research only
Backtest settings
Tests the Gann/confluence engine with these settings. Adaptive brain overrides are disabled for this replay.
Strategy settings
Eight Gann scorer factors · 0 disables, 1 is default, 2 doubles
Eight configurable scorer factors · 30-point maximum
How this works
Weights are multipliers, not probabilities: 0 disables a factor, 1 keeps its default contribution, and 2 doubles it up to the factor’s point cap. Changing settings requires a new test. Other strategy parameters are in Paper Lab → Strategy profiles.
Success formula validator
Walk-forward, Monte Carlo, stability, regime and edge-decay checks · historical behaviour only
How this works
Full validation runs walk-forward, Monte Carlo path analysis, parameter stability, regime performance and edge-decay diagnostics with the days and minimum score above. Single layers send only the symbol (and Monte Carlo runs). These results describe historical behaviour; independent validation and paper trading are still required.
Strategy brain
Regime-aware evaluation of one symbol across strategies · research only
How this works
The adaptive multi-strategy brain combines regime detection, streak awareness, partial profit taking, drawdown scaling and self-tuning strategy weights. Evaluating a symbol does not place an order.
Strategy performance
| Strategy | Trades | Win % | P&L | Weight | Grade |
|---|---|---|---|---|---|
| No strategy history yet · run Evaluate strategies. | |||||
Daily checklist
Adaptive weights
Research engines · symbol-based engines use the Backtest symbol (SPY if blank) · none place orders
Strategy discovery
Genetic search for candidate rules · hypotheses only
Cross-asset arbitrage
Pair deviations and cross-asset momentum
PCA stat-arb
Eigenportfolio z-score signals · mean-reversion research
Walk-forward optimizer
Rolling in-sample / out-of-sample windows
Alpha combiner
Regime-weighted blend of alpha streams from scans
Kelly position sizer
Kelly statistics from recorded trades
Master recommendation
Combined research tiers · not orders
Risk manager
Drawdown, exposure and sector limits
Estimated engines · derived from OHLCV
Estimated from OHLCV · not provider data
Volatility arbitrage
ESTIMATEDImplied vs realized volatility · no options-chain feed
Dark pool analyzer
ESTIMATEDBlock and iceberg patterns · no dark-pool print feed
Institutional flow
ESTIMATEDFlow estimates · fund profiles are unverified examples
RL execution agent
Crypto engine
PEAD · post-earnings drift
EXPERIMENTALSynthetic earnings cannot establish historical performance · research only
How this works
Hypothesis to test: some positive earnings surprises may be followed by continued price movement; reversals and losses remain possible. The screen tests EPS beat >5%, revenue beat ≥0, 1–6 analysts, $100M–$3B cap, +3% to +15% reaction and ≥200K average volume. It enters after the first red close following the gap and models +5%/+8% targets, a −5% stop and a 20-bar exit. These thresholds are research assumptions. A fixed number of trades does not establish profitability or qualify this strategy for live use.
ORB · opening range breakout
DAILY-BAR APPROXIMATIONDaily-bar approximation · not intraday validation
How this works
Hypothesis to test: a breakout from the opening range with higher volume may continue, but false breakouts can lose money. Daily bars cannot observe the first 30 minutes or identify institutional buying. Any intraday validation needs appropriately timed bars and realistic execution costs.
Sector rotation lag
DAILY-BAR APPROXIMATIONDaily-bar approximation · stocks vs their sector ETF over five days
How this works
Hypothesis to test: a stock lagging a stronger sector may catch up, or may keep underperforming for company-specific reasons. The five-day comparison does not reveal fund allocations. Evaluate the rule across different periods and compare with simple baselines before forward paper testing.
Small-cap last 30 minutes
DAILY-BAR APPROXIMATIONDaily-bar approximation · not intraday validation
How this works
Hypothesis to test: late-session reversals or volume changes in small-cap stocks may precede a rebound. This daily-bar simulation cannot observe the 3:00–3:30 PM window or closing-auction fills; it treats each day's close as the evaluation point. Variant A's earnings-blackout filter is unavailable (no earnings calendar); a volume-based "no material news" proxy is used instead. Variant C's fixed short interest is not measured historical data. Results appear in the Backtest tab.
Scenario tools · synthetic inputs
These tools run on synthetic inputs, not measured data.
Short squeeze ignition
SCENARIO · SYNTHETICAssumes 25% short interest and four days to cover for every symbol · scenario only
How this works
Hypothesis to test: short covering may amplify a price move, but high short interest alone does not predict a squeeze. This form supplies no short-interest feed, so the simulation assumes 25% short interest and four days to cover for every symbol. Those synthetic values and daily-bar timing cannot establish historical performance.
Options chain
Research display · MOCK values are synthetic · sandbox or delayed data is not a live quote · no order placed
How this works
Provider attempts use the Tradier sandbox, then Yahoo’s unofficial endpoint, then deterministic mock data. Check the returned provider label: sandbox or delayed data is not a live executable quote, and MOCK values are synthetic illustrations. Viewing a chain or selecting a delta does not validate an options strategy or place an order.
How this works
Adaptive selection uses rule-based regime and volume checks. The news gate can veto an entry when fresh symbol-specific evidence is missing or negative. Macro headlines are research context, not symbol trade signals. Execution mode is saved with the policy; Require approval now is a live override for the running session.
Connecting data does not start trading. Stop the agent before changing the data connection.
Data connection not verified.
Orders need your trade PIN.
| Symbol | Score | Signal | Entry | SL | TP | R:R |
|---|---|---|---|---|---|---|
Agent status not loaded yet. | ||||||
Changes save automatically and need your trade PIN.
How this works
Moves the stop up as a position gains, locking in 50% of unrealized gains.
Bulk actions
Protected positions are skipped by bulk sells. Each action asks you to confirm.
How this works
Lock positions to exclude them from all bulk sells. Protected positions can only be sold manually per row. Set a stop floor on any position to get an alert when it is breached; selling still requires your confirmation.
| Symbol | Type | Qty | Avg Entry | Current | P&L ($) | P&L (%) | Value | Stop Floor | Actions |
|---|---|---|---|---|---|---|---|---|---|
No open positions. | |||||||||
| Time | Symbol | Action | Qty | Entry | Stop | Target | Strategy | Status |
|---|---|---|---|---|---|---|---|---|
No trades executed today | ||||||||
Pick your simulated account before connecting. Broker sign-in does not enable trading.
How this works
Use secure broker sign-in in Neo when your operator has configured it, or save your OAuth token in API Providers. Find your simulated account here, then select moomoo in Broker connection.
Verify your saved token. Live stock execution is awaiting broker contract acceptance.
How this works
Save your official OAuth token in API Providers, then verify the tools available to your account. Account reads and order review are supported by the integration.
Fund or link a bank through your broker’s app. Connection alone does not certify live execution.
| Symbol | Qty | Entry | Now | P&L | Actions |
|---|---|---|---|---|---|
Positions not loaded yet. | |||||
Orders not loaded. Refresh to check submissions and fills.
| Time | Order ID | Symbol | Side | Qty | Filled qty | Reported status | Average fill price | Details |
|---|---|---|---|---|---|---|---|---|
| Order status unverified. | ||||||||
Pending or accepted is not a fill. Missing fields remain unknown. Results may cover only the provider's recent-order window; reconcile an uncertain request before submitting again.
Smart Money
Delayed SEC 13F filings and labelled example profiles.
How this works
SEC filings come from the separate SEC EDGAR source with their accession and report period. Form 13F does not report short positions, and a filing does not show what the manager owns today. SEC Form 13F guide
Profiles, managers, overlap and lookup use labelled example data: their holdings and activity are unverified. No real-time hedge-fund order tape is connected, and nothing on this page is a trade signal.
Delayed quarterly snapshots · not current positions or signals.
Select a manager to request reported holdings.
Loading example profiles…
Paper Lab
Test strategy rules on paper before any live use.
Research only · Run Analysis never places an order.
Trade journal
Review paper, live and backtest records, and keep your own trade notes.
More detail
Manual broker fills appear in Broker Hub → Broker orders; they are not added here automatically.
| Date | Symbol | Side | Entry | Exit | P&L | R-mult | Strategy | Source | Exit reason | Hold | Details | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Journal not loaded yet. | ||||||||||||
Alerts
Get notified when a symbol reaches your price level.
Price alerts require available data and active monitoring. They do not place or protect orders.
Monitor status not checked.
| Symbol | Condition | Price | Note | Status | Actions |
|---|---|---|---|---|---|
Alerts not loaded yet. | |||||
| Time | Symbol | Condition | Target | Triggered at |
|---|---|---|---|---|
No alerts triggered yet | ||||
Risk dashboard
Review exposure and control new entries.
Block new entries for a strategy or the day, or halt everything.
Kill-switch entry tags. These labels do not indicate running engines or permission to trade. L1 blocks matching new entries; existing positions remain open.
| Symbol | Side | Qty | Value | P&L | P&L % | Weight |
|---|---|---|---|---|---|---|
Refresh to load positions. | ||||||
Account
Profile, sign-in security and trade PIN.
Account info
Changing your username does not change how you sign in.
Password
Trade PIN
Required to place trades, connect brokers and change API keys.
Recent activity
Recorded strategy trades
These statistics do not include every manual broker fill. See Broker Hub › Broker orders for order history.
Settings
Market, trading defaults, risk limits and display.
Trading market
Choose one market, then save. Changing market does not move positions or stop running automation.
Trading defaults
Used for backtesting and agent trading.
Risk controls
Portfolio-level risk limits. Changes apply immediately to the risk manager.
Swing Trader
Changes apply immediately.
System status
API keys
Keys are managed on API providers. A saved key does not confirm provider access or enable trading.
Broker
Brokers are connected in Broker Hub.
Legacy key entry
The same keys as API providers, in the older layout. Prefer API providers, which also shows validation.
Data provider keys
Configure data sources used by supported features. Missing credentials or entitlements can leave data unavailable. Check each result’s source and timestamp; illustrative research data cannot authorize a trade. Saved secrets are masked when displayed.
US stock data and paper trading integration. Feed coverage, account permissions and live access require separate verification.
1. Go to alpaca.markets → Sign up
2. Paper Trading → Generate API Key
3. Paste Key ID + Secret above
Additional data source where integrated. Coverage, delay and request limits depend on your provider plan.
1. Go to polygon.io → Review plans and create an account
2. Dashboard → API Keys
3. Copy key and paste above
Earnings surprises, analyst estimates, financial statements. Required for PEAD strategy.
1. Go to financialmodelingprep.com → Get API Key
2. Dashboard → copy your key
3. Paste above. Powers: earnings, analyst estimates, financial statements, PEAD.
Used by Claude analysis features. Optional for manual paper simulation; AI features require a configured model and provider access.
Polygon: endpoint and plan dependent
Yahoo: unofficial research fallback where used
Source order varies by feature; unavailable data stays blocked
Research data keys
Store credentials for supported research sources, then test access. Coverage depends on implemented endpoints and provider entitlements; saving a key does not connect every listed feature. Quarterly 13F filings are delayed disclosures, not current institutional trades.
Research datasets may include filings, insider disclosures and government activity. Confirm API coverage and pricing with the provider.
Provider research: delayed 13F disclosures and other datasets where integrated. Check the displayed source and report date.
quiverquant.com → Dashboard → API Key
Quarterly holdings research. Verify current API access, coverage and pricing with the provider.
Provider research: reported holdings and quarterly changes where integrated; not a current position feed.
whalewisdom.com → Account → API Access
Options, off-exchange activity and congressional disclosure datasets. API access and update frequency depend on your plan.
Provider datasets require a supported integration and entitlement; saving this token does not verify a live feed.
unusualwhales.com → API → Generate Token
Ownership, short-interest and insider research datasets. Confirm API availability and pricing with the provider.
Provider research coverage varies; inspect source dates and integration status before use.
fintel.io → API → Generate Key
Sentiment datasets depend on the selected RapidAPI product and supported integration. Verify coverage and subscription terms.
A saved RapidAPI key does not verify sentiment coverage or freshness.
rapidapi.com → Search "Fear Greed" → Subscribe
Fundamentals, earnings and news where integrated. Endpoint access and request limits depend on your plan.
Powers: Fundamentals, Earnings, Economic Data, SMA/EMA
alphavantage.co → Get Free API Key
News and research datasets where integrated. Coverage, delay and request limits depend on your plan.
Powers: News Sentiment, Insider Trading, SEC Filings, Earnings Calendar
finnhub.io → Sign up → Get API Key
News aggregation for supported headline features. Recency, deployment permissions and quotas depend on your plan.
Used by supported headline routes; this key does not enable the separate symbol-news trading gate.
newsapi.org → Review plans and get API Key
Federal Reserve economic data — rates, CPI, GDP, unemployment. Free
Powers: Macro Economic Analysis, Rate Forecasting, GDP/CPI Data
fred.stlouisfed.org → API Keys → Request Key
Direct SEC filings — 13F, 10-K, 8-K, insider Form 4. Free (User-Agent)
Powers: Raw 13F Filings, Insider Form 4, Corporate Filings
sec.gov/edgar → Requires User-Agent with contact email
Crypto data keys
APIs for on-chain data, DeFi yields, crypto sentiment, and exchange data.
Crypto prices, market caps, volume, DeFi data. Free (30/min) / $130/mo Pro
Powers: Crypto Prices, Market Overview, DeFi TVL
coingecko.com → Developer API
On-chain metrics, MVRV, SOPR, whale tracking, exchange flows. $30-800/mo
Powers: On-Chain Analysis, Whale Tracking, Exchange Flows
glassnode.com → API → Generate Key
Display
Saved in this browser.
API providers
Connect your own data and broker keys.
0 configured · 0 validated · 0 available
How this works
Keys are saved per user and encrypted at rest (AES-256-GCM). A saved key overrides any server default for that provider and takes effect within about five minutes, without a restart.
Saving, testing and removing keys asks for your trade PIN. A saved or validated key does not enable trading; data and trading entitlements are checked separately.
The list shows providers for your trading market (change it in Settings). Estimated monthly data cost of configured providers: $0.
Your sign-in provider manages your password. Verify your identity again before changing an existing trade PIN.
Verify identity to change trade PIN