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Understanding Stock Pages

Stock pages are your command center for researching any company. Every stock in Rallies has a dedicated page with price data, financials, charts, analyst info, and more. This guide walks you through everything you’ll find there.

Getting to a Stock Page

  1. Use the search bar at the top of the screen
  2. Type a ticker symbol (AAPL) or company name (Apple)
  3. Click the stock from the results
  4. You’re on the stock page

From Watchlist

Click any stock in your watchlist to go directly to its page.

From Portfolio

Click any holding in your portfolio to view its stock page.

From AI Chat

When the AI mentions a stock, click the ticker to open its page.

Stock Page Overview

When you land on a stock page, here’s what you’ll see:

Header Section

At the very top:
  • Ticker symbol — AAPL
  • Current price — Real-time for Pro, 15-min delayed for Free
  • Today’s change — Percentage change with color indicator
  • Share button — Share the stock page
Stock pages have five main tabs:
TabWhat It Shows
DigestAI-generated news summary and insights
FundamentalsFinancial statements and metrics
FundsWhich hedge funds hold this stock
PoliticiansCongressional trading activity
AnalystsWall Street ratings and price targets

Price Chart

The interactive chart shows price history: Timeframes: Today, Week, YTD, Year, All Chart types: Line, Candle Features:
  • Indicators — Add technical overlays
  • Targets — Show analyst price targets on chart
  • Chart AI — Get AI analysis of the chart pattern
Hover over the chart to see exact prices at any point in time.

Key Statistics

Below the chart, a row of important metrics:
MetricWhat It Tells You
Market CapTotal company value (price × shares)
P/E RatioPrice relative to earnings
EPSEarnings per share
Analyst TargetAverage Wall Street price target
RevenueTotal annual revenue
Dividend YieldAnnual dividend as % of price

Stock Page Tabs

Digest Tab

The Digest tab provides AI-powered insights about the stock: What’s the latest? AI-generated summary of recent news and events affecting the stock, including:
  • Breaking news analysis
  • Market context
  • Key developments
Go deeper Suggested questions to explore, like:
  • “What’s AAPL’s earnings quality?”
  • “How does AAPL compare to its competitors?”
  • “Is AAPL a good long-term investment?”
Upcoming Events Calendar of important dates like earnings reports and economic data releases.

Fundamentals Tab

The Fundamentals tab shows financial data with an interactive chart: Revenue & Net Income Chart Visual comparison of revenue and net income over time (quarterly or yearly view). Metrics Table Toggle between Quarter and Yearly views to see:
CategoryMetrics Included
ProfitabilityRevenue, Gross Profit, Net Income, Profit Margin, EPS
CashCash, Operating Cash Flow
Balance SheetTotal Assets, Total Liabilities, Equity, Current Assets
ValuationPE Ratio
GrowthResearch And Development, Operating Income
Expandable Sections Click to expand detailed views:
  • Income Statement — Full P&L breakdown
  • Balance Sheet — Assets and liabilities detail
  • Cash Flows — Operating, investing, financing activities
  • Comprehensive Income — Other income items

Funds Tab

See which hedge funds and institutional investors own this stock: What You’ll See
  • List of funds holding the stock
  • Position size and allocation
  • Recent changes (increased, decreased, new position)
This data comes from 13F filings with the SEC, updated quarterly.

Politicians Tab

Track congressional trading activity in this stock: What You’ll See
  • Which politicians have traded this stock
  • Buy/sell activity
  • Transaction dates and amounts
⚠️ Note: Politicians must disclose trades within 45 days, so this data may be delayed.

Analysts Tab

Consensus Rating Visual radar chart showing the distribution of analyst opinions across:
  • Strong Buy
  • Buy
  • Hold
  • Sell
  • Strong Sell
Average Target The consensus price target from Wall Street analysts. Rating History Table Detailed log of recent analyst activity:
ColumnDescription
DateWhen the rating was issued
FirmInvestment bank or research firm
AnalystIndividual analyst name (when available)
ActionMaintained, Raised, Lowered, or Initiated
TargetNew price target
ChangeDollar change from previous target

Using the AI on Stock Pages

Every stock page has AI integration:

Quick Ask

Click “Ask AI” to start a conversation about this stock. The AI already knows which stock you’re looking at. Try:
“What’s the bull case?” “How does the valuation look?” “Any concerns I should know about?”

Deep Research

Click “Deep Research” (Pro) to generate a comprehensive analysis report on the spot.

Contextual Questions

In chat, you can reference “this stock” and the AI understands:
“Compare this stock to its main competitor”

Comparing Stocks

Want to compare multiple companies?
  1. Open a stock page
  2. Click “Compare”
  3. Add other stocks to compare
  4. View metrics side-by-side
Or ask the AI:
“Compare AAPL, MSFT, and GOOGL”

Stock Page Actions

Add to Watchlist

Click the ”+ Watchlist” button to add the stock to any of your watchlists.

Set Price Alert

Click the bell icon to set a price alert for this stock.

Share

Copy the link to share the stock page with someone.

Data Freshness

Understanding when data updates:
Data TypeUpdate Frequency
PriceReal-time (Pro) / 15-min delay (Free)
VolumeReal-time
FinancialsQuarterly (after earnings)
Analyst ratingsAs published
Insider tradesAs filed (up to 2 days after trade)
NewsContinuous

Frequently Asked Questions

Why is some data missing for certain stocks?

Data availability varies by company:
  • Small caps may have less analyst coverage
  • International stocks may have limited data
  • Very new IPOs take time to build data history

What’s the difference between the stock page and asking the AI?

The stock page shows structured data at a glance. The AI can explain, analyze, and contextualize that data. Use both—the page for quick reference, the AI for deeper understanding.

Can I customize what I see on stock pages?

Some display preferences may be adjustable in settings. The core data sections are standard for all users.

How do I know if data is real-time or delayed?

Pro users see real-time data. Free users see 15-minute delayed data. Check the timestamp near the price for confirmation.