> ## Documentation Index
> Fetch the complete documentation index at: https://support.rallies.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding Stock Pages

> Learn how to use Rallies.ai stock pages. Understand all the data, charts, metrics, and tools available for researching any company.

# 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

### 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

### 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

### Navigation Tabs

Stock pages have five main tabs:

| Tab              | What It Shows                          |
| ---------------- | -------------------------------------- |
| **Digest**       | AI-generated news summary and insights |
| **Fundamentals** | Financial statements and metrics       |
| **Funds**        | Which hedge funds hold this stock      |
| **Politicians**  | Congressional trading activity         |
| **Analysts**     | Wall 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:

| Metric             | What It Tells You                    |
| ------------------ | ------------------------------------ |
| **Market Cap**     | Total company value (price × shares) |
| **P/E Ratio**      | Price relative to earnings           |
| **EPS**            | Earnings per share                   |
| **Analyst Target** | Average Wall Street price target     |
| **Revenue**        | Total annual revenue                 |
| **Dividend Yield** | Annual 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:

| Category          | Metrics Included                                        |
| ----------------- | ------------------------------------------------------- |
| **Profitability** | Revenue, Gross Profit, Net Income, Profit Margin, EPS   |
| **Cash**          | Cash, Operating Cash Flow                               |
| **Balance Sheet** | Total Assets, Total Liabilities, Equity, Current Assets |
| **Valuation**     | PE Ratio                                                |
| **Growth**        | Research 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:

| Column      | Description                               |
| ----------- | ----------------------------------------- |
| **Date**    | When the rating was issued                |
| **Firm**    | Investment bank or research firm          |
| **Analyst** | Individual analyst name (when available)  |
| **Action**  | Maintained, Raised, Lowered, or Initiated |
| **Target**  | New price target                          |
| **Change**  | Dollar 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 Type       | Update Frequency                      |
| --------------- | ------------------------------------- |
| Price           | Real-time (Pro) / 15-min delay (Free) |
| Volume          | Real-time                             |
| Financials      | Quarterly (after earnings)            |
| Analyst ratings | As published                          |
| Insider trades  | As filed (up to 2 days after trade)   |
| News            | Continuous                            |

***

## 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.

***

## Related Articles

* [Understanding Financial Statements](/research/financial-statements)
* [Reading Stock Charts](/research/charts)
* [What Analyst Ratings Mean](/research/analyst-ratings)
* [Using AI for Stock Analysis](/ai-assistant/stock-analysis)
