Workflow Doc
Stock Screener
Route: /terminal/research
What this does
Stock Screener runs single-symbol equity research and head-to-head stock comparison. It returns a structured result screen with price, overall grade, key metrics, outlook, recent earnings reports, fundamentals, analyst consensus, sentiment, and recent news.
How it works
- Open the page and choose single-stock analysis or
Compare Stocks. - Enter one ticker such as
AAPLorBRK.B, or enter two tickers for head-to-head comparison. - The page checks usage limits, validates the symbol format, and loads the returned analysis payload.
- The result surface renders an
Analysis resultheader followed by sections such asOverall grade,Volatility,Trend,Performance outlook,Drawdown,Earnings quality,Fundamental context,Analyst consensus,Market sentiment, andNews context. - Compare mode renders side-by-side grade, return strength, trend quality, drawdown resilience, stability, beta, valuation, and dividend context.
Inputs
- One ticker symbol entered in the search field
- Two ticker symbols entered in Compare Stocks mode
- A free or paid usage state tied to the current account
Outputs
- Company header with ticker, exchange, sector, and industry
- Price and change statistics
Overall gradewith score and weighted subscores- Key metrics for valuation, balance sheet, range, and market-cap context
- Annualized volatility readout
- Trend direction with SMA 50 and SMA 200
- Performance outlook windows for
3 month,6 to 12 month, and3 year CAGR - Max drawdown over the trailing three-year window
- Earnings score and last four quarter panels
- Fundamental metrics including valuation and market-cap context
- Analyst recommendation distribution
- Sentiment label, score, and drivers
- Recent headline links or fallback external source links
- Head-to-head comparison output for two selected stocks
When to use it
Use this workflow when you want one stock reviewed in depth or you want to compare two stocks before making your own research decision.