Shared on Portfolio, Positions, and Performance. Pick one portfolio for assessment, positions, and performance.
Review grouped stock candidates, keep the strongest aligned names, and move them into watchlist or trade workflows.
Match all selected triggers.
Select a candidate row to inspect ranking context, trigger evidence, and queue state.
Commit the selected candidates into saved trade strategies and queue draft orders from each candidate setup.
Preset sizing can calculate per-candidate quantities. Entry, stop, and target will come from each live candidate setup.
Legacy chart detail AI summary using ticker fundamentals and recent news.
Ask Shares
Questions route to deterministic candidate and strategy review outputs only.
Optional - helps you remember the strategy purpose
Only one trading preset can be the Candidates default. Checking this clears the flag on any other preset.
Negative = below market (limit buy), Positive = above market, 0 = market price
Exit position if price drops below this % (must be negative)
Exit position at this profit target % (must be positive)
Dynamic stop that follows price up (optional)
Percentage of total portfolio value to allocate
Total dollar amount to deploy across all stocks in universe
Fixed dollar amount per stock position
Exact share quantity per position (best for single-stock trades)
Maximum number of concurrent positions (optional)
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