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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.

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Getting to a Stock Page

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Search

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

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From Watchlist

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

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From Portfolio

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

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From AI Chat

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

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Stock Page Overview

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

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Header Section

At the very top:

• Company name and ticker — Apple Inc. (AAPL)
• Current price — Real-time for Pro, 15-min delayed for Free
• Today’s change — Dollar and percentage change
• Market status — Whether market is open/closed

Quick action buttons:

• Add to watchlist
• Set price alert
• Ask AI about this stock
• Deep Research (Pro)

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Price Chart

The interactive chart shows price history: Timeframes: 1D, 1W, 1M, 3M, 6M, 1Y, 5Y, All Chart types: Line, candlestick, area Indicators: Add moving averages, volume, and more (varies by platform) Hover over the chart to see exact prices at any point in time.

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Key Statistics

A snapshot of important metrics:

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Deep Dive Sections

Stock pages are organized into sections you can explore:

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Overview

Company Description What the business does, in plain language. Key Facts

• Sector and industry
• Headquarters location
• Number of employees
• Founded date
• CEO name

Recent News Headlines and stories affecting the company.

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Financials

Income Statement

• Revenue (total sales)
• Gross profit
• Operating income
• Net income
• EPS

Balance Sheet

• Total assets
• Total liabilities
• Shareholders’ equity
• Cash and equivalents
• Total debt

Cash Flow

• Operating cash flow
• Capital expenditures
• Free cash flow
• Dividends paid

You can view financials quarterly or annually, and see multiple years of history.

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Valuation

Key valuation metrics with context:

• P/E Ratio — Current vs. historical vs. industry
• Forward P/E — Based on expected future earnings
• P/S Ratio — Price to sales
• P/B Ratio — Price to book value
• EV/EBITDA — Enterprise value to EBITDA
• PEG Ratio — P/E adjusted for growth

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Analysts

Consensus Rating

• Overall rating (Strong Buy, Buy, Hold, Sell, Strong Sell)
• Distribution of analyst opinions
• Number of analysts covering

Price Targets

• Average target price
• High and low targets
• Upside/downside from current price

Recent Rating Changes Timeline of upgrades, downgrades, and initiations. Earnings Estimates

• Expected EPS for upcoming quarters
• Revenue estimates
• Historical beat/miss track record

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Earnings

Last Earnings

• EPS actual vs. expected
• Revenue actual vs. expected
• Beat or miss status
• Stock reaction

Earnings History

• Track record of beats and misses
• Trends in earnings surprises

Next Earnings

• Expected report date
• Consensus estimates

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Ownership

Institutional Ownership

• Percentage held by institutions
• Top institutional holders
• Recent buying/selling activity

Insider Activity

• Recent insider transactions
• Insider ownership percentage
• Who’s buying and selling

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Dividends (if applicable)

For dividend-paying stocks:

• Dividend yield — Annual dividend / price
• Annual dividend — Dollar amount per share
• Payout ratio — Dividends as % of earnings
• Dividend history — Increases, cuts, consistency
• Ex-dividend date — When you need to own shares
• Payment date — When dividends are paid

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News & Events

Recent News Headlines from major financial news sources, sorted by recency. SEC Filings Recent filings (10-K, 10-Q, 8-K, insider forms) with links to full documents. Upcoming Events Earnings dates, ex-dividend dates, and other calendar items.

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Using the AI on Stock Pages

Every stock page has AI integration:

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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?”

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Deep Research

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

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Contextual Questions

In chat, you can reference “this stock” and the AI understands:

“Compare this stock to its main competitor”

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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”

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Stock Page Actions

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Add to Watchlist

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

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Set Price Alert

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

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Share

Copy the link to share the stock page with someone.

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Data Freshness

Understanding when data updates:

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Frequently Asked Questions

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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

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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.

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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.

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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.

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Related Articles

• Understanding Financial Statements
• Reading Stock Charts
• What Analyst Ratings Mean
• Using AI for Stock Analysis