Documentation · Section 3 of 6
AI Analysis
The six AI analysts and their investing styles, and the objective Key Metrics table: valuation, profitability, growth, financial health and capital allocation.
Meet the AI Analysts
A persona panel that scores every symbol you follow.
When you follow a symbol, a panel of AI analyst agents reviews its fundamentals. Each analyst embodies a distinct investing style and scores the company against its own principles.
- Margaret Holloway, Deep Value
- Howard Sterling, Quality Compounder
- Nadia Vance, Disruptive Growth
- Marcus Crane, Activist Quality
- Arthur Pennington, Moat & Management
- Sofia Reyes, Macro Momentum
- Each verdict is bullish, bearish, or neutral with a confidence level.
- Every score is broken down by category, with written reasoning — no black-box verdicts.
- Analysis refreshes automatically as new fundamentals arrive.
The analysts are AI research perspectives, not human advisers: a confidence level is not a probability of profit, and each analyst scores against its own criteria, so raw totals are not comparable between them. Meet the personas on the Know the agents page in the user menu.
Learn: Deep value and quality compounders · Disruptive growth and activist quality · Economic moats, management quality and macro momentum
- Margaret Holloway, Deep Value
- Howard Sterling, Quality Compounder
- Nadia Vance, Disruptive Growth
- Marcus Crane, Activist Quality
- Arthur Pennington, Moat & Management
- Sofia Reyes, Macro Momentum
- Each verdict is bullish, bearish, or neutral with a confidence level.
- Every score is broken down by category, with written reasoning — no black-box verdicts.
- Analysis refreshes automatically as new fundamentals arrive.
The analysts are AI research perspectives, not human advisers: a confidence level is not a probability of profit, and each analyst scores against its own criteria, so raw totals are not comparable between them. Meet the personas on the Know the agents page in the user menu.
Learn: Deep value and quality compounders · Disruptive growth and activist quality · Economic moats, management quality and macro momentum
Key Metrics
Objective derived fundamentals, no persona involved.
The Key Metrics panel on the symbol view is an objective companion to the analyst opinions: a flat table of derived fundamentals computed from reported financials.
- Valuation: P/E, P/B, P/S, P/FCF, EV/EBITDA, EV/EBIT, PEG, FCF yield, price to Graham number, DCF margin of safety
- Profitability & returns: ROIC, gross/operating/net margins, ROE, ROA
- Growth: revenue growth year over year and multi-year, EPS growth, FCF growth, R&D growth
- Financial health: debt/equity, current ratio, liabilities/assets, net debt/EBITDA
- Capital allocation: cash conversion, capex and R&D intensity, dividend yield, payout ratio, share-count change
Each group's headline metric carries a one-word badge from fixed bands (P/E: Cheap up to 15, Fair up to 30, Expensive above). The bands are the same for every sector, so read a badge as a starting point, not a verdict. Rows show the year-over-year change against the prior fiscal year where one exists. Values update as new fundamentals arrive.
Learn: Stock valuation ratios explained · Profitability and growth metrics · Financial health and capital allocation
- Valuation: P/E, P/B, P/S, P/FCF, EV/EBITDA, EV/EBIT, PEG, FCF yield, price to Graham number, DCF margin of safety
- Profitability & returns: ROIC, gross/operating/net margins, ROE, ROA
- Growth: revenue growth year over year and multi-year, EPS growth, FCF growth, R&D growth
- Financial health: debt/equity, current ratio, liabilities/assets, net debt/EBITDA
- Capital allocation: cash conversion, capex and R&D intensity, dividend yield, payout ratio, share-count change
Each group's headline metric carries a one-word badge from fixed bands (P/E: Cheap up to 15, Fair up to 30, Expensive above). The bands are the same for every sector, so read a badge as a starting point, not a verdict. Rows show the year-over-year change against the prior fiscal year where one exists. Values update as new fundamentals arrive.
Learn: Stock valuation ratios explained · Profitability and growth metrics · Financial health and capital allocation