Platform Guide

The Situation Room: a Risk-On / Risk-Off / Chop verdict banner at the very top (one synthesized read of the regime, with the factors behind it), a source-cited AI Market Brief explaining why the market is moving — with a Daily / Weekly / Monthly / Quarterly toggle (today's drivers, the week's wrap, the month's trend, or the quarter's arc, each with the real S&P move and sector leadership over that horizon), a cross-asset ticker strip (indices, gold, oil, dollar, 10Y, Bitcoin/Ethereum) with the US market open/closed status, real CNN Fear and Greed, an interactive indices chart, sector-rotation heatmap, the 3-star economic calendar (which now also marks US market holidays / closures and early-close days), earnings this week, Movers (top gainers/losers/unusual volume), Market Breadth, Top Conviction Setups, Insider Buys, ex-dividend & IPO calendars, an image-led US market news window, plus the latest agent insights and alerts.

The Investing.com-style "Ask AI" assistant in the right-hand tool rail on the home page, running on the same orchestrated engine as Master Chat: it routes your question to the relevant desks, streams a grounded answer, and shows which desks it consulted plus follow-up suggestions. Seven quick-prompt categories (Stock Picks, Market Trends, Earnings & Fundamentals, Technical, Watchlist, Screener, News). Type a ticker with a keyword for an INSTANT CARD: "conviction NVDA", "SWOT AAPL", "bull and bear MSFT", "fundamentals GOOGL". A plain-English screen (e.g. "screen for stocks above their 50 and 200 day moving averages") returns a ranked table.

Your full market watchlist in the right-hand tool rail: every index, every commodity and every S&P 500 large-cap ZENITH covers, each with its live price, move and (for stocks) Unified Conviction (0-100). It stays current by itself — when a stock leaves the index the scan drops it and it disappears here automatically. The S&P 500 names are organised into collapsible GICS sector accordions (each showing its average move and Conviction) with their sub-industries (Semiconductors, Biotechnology, Banks…) grouped beneath. A filter box searches the whole list, and you can pin your favourites to the top. Ask AI and Master Chat read your pinned names when you ask about "my watchlist". (Different from the themed Watchlist Ideas baskets.)

A replica of Investing.com's ProPicks, in the right-hand tool rail — same strategy lineup and benchmarks, filled with ZENITH's own picks. Nine strategies: Tech Titans, Beat the S&P 500, Dominate the Dow, Healthcare Heroes, Energy Elite, Financial Fortresses and Best of Buffett (ranked by Conviction), plus Top Value Stocks and Quality Compounders (ranked by a new fundamentals layer — value = low P/E, PEG, P/B; quality = high ROE, margins, growth, low debt). Each holds the top names of its pool, equal-weight, rebalanced monthly. A risk guardrail caps how many names may come from any single sector (so the broad baskets stay diversified, shown as an "N sectors" tag) and drops fundamentally broken names (losing money AND shrinking). Every name shows live price, Conviction and return since it was picked, plus a one-line rationale. The technical strategies show a real 3-year WALK-FORWARD backtest vs their benchmark (re-picked every month with no look-ahead — total return, annualized, win-rate and max drawdown); the value/quality strategies show a clearly-labelled 6-month hypothetical instead. (Only the Mid-Cap and Small-Cap ProPicks strategies are omitted — ZENITH's universe is large/mega-cap.)

The main assistant, connected to all the intelligence in the system plus the live market picture. It now ORCHESTRATES: each question is routed to the relevant specialist desks (e.g. Technical, Smart Money, Macro), it pulls each desk's freshest notes, and synthesizes one answer with reasoning and a confidence level. The reply shows which desks it consulted (click a desk to open it) and offers smart follow-up suggestions. Quick-action chips above the box let you ask common questions or run safe commands (refresh everything, daily brief) in one click. Ask about a specific stock (e.g. "quick read on NVDA") or your portfolio and it pulls the LIVE numbers — Swing score, price, daily/weekly move, setup and P&L — shown as compact data cards above the answer. Copy any answer, or Clear the whole conversation, from the buttons in the header. Polished chat UI with avatars, formatted answers and a typing indicator.

A school of personal AI mentors, each teaching the PUBLIC method and mindset of a legendary investor — switch between them with the tabs at the top: Aswath Damodaran ("the dean of valuation"), Michael Burry (deep-value contrarian of "The Big Short", taught with his documented misses too) and Tom Lee (Fundstrat's data-driven "stay constructive" strategist). Every mentor has: METHOD — a multi-module Hebrew curriculum plus a streaming chat that teaches in his voice (click any lesson to drop into the chat on that idea); SLIDES — a presentations agent that builds a step-by-step teaching deck on any topic you pick, which you page through at your own pace; ANALYSES — his real published analyses distilled into Hebrew briefs (summary, HIS conclusions, what it means for you) with a link to each original source: Damodaran's come live from his blog "Musings on Markets", Burry's and Lee's are research-built and sourced; and QUIZ — a fresh multiple-choice practice quiz with instant feedback and a score. Damodaran also has three signature tools: the DCF LAB (enter your assumptions, get an instant fair value, then have Damodaran critique them), STORY (write a company narrative and he translates it into the value drivers it implies, runs the possible/plausible/probable test), and VERDICT (his read on every stock in YOUR portfolio, grounded in ZENITH's reverse-DCF). Burry has the BET LAB (margin-of-safety + asymmetric reward:risk calculator with his read) and Lee has the BULL CASE builder (rate five data factors, get a constructive score with his read). A "מאמן" toggle in the chat turns on SOCRATIC COACH mode: the mentor guides you with questions instead of answers, and reveals the full answer when you ask for it (e.g. "תן לי את התשובה"). It teaches their framework (never claims to BE them, never fabricates quotes). Education, not investment advice. Conversations are kept per-mentor on your device.

Your private college, mirrored on the platform: the Psagot courses (Crypto by Alon Horesh, Options by Lior Barak) with AI lesson summaries, animated demos, quizzes and a daily learning journal (videos stay in the offline desktop app). Its ACADEMY PROFESSOR is a personal, course-only tutor — NOT Master Chat: he holds professor-level command of every lesson, transcript, summary and quiz in the college, answers grounded in the course material (citing the exact lesson), offers practice questions and a next step in the course, and NEVER STOPS LEARNING — any course you add to the academy is compiled into his knowledge base on your PC and synced to the platform automatically every day. It also includes a MASTERY EXAM (מבחן שליטה) — hard, open-ended, applied questions (with a champion tier that fuses several lessons at once); the professor grades every answer strictly against the course material, reveals the full correct answer and exactly what you missed, and gives a 0-100 mastery read so you know whether you truly own the material.

The 16 agents. Clicking a sector opens its insights, its run log, and a dedicated chat for that domain.

The divergence radar: cross-references the Smart Money desk (insider buys, cluster buys, Congress trades) against retail social attention to surface QUIET ACCUMULATION (smart money buying while the crowd is asleep) and CROWD TRAPS (the crowd piling in with no smart-money support). A quadrant scatter plus ranked lists with the exact evidence behind each name.

A faithful build of Bank of America's Bull & Bear method: it counts how many of BofA's TEN hard-data red flags are raised (fund-flow FOMO, hedge-fund leverage, put/call complacency, junk-credit spreads at lows, record margin debt, narrow breadth, central-bank liquidity, valuation bubble, IPO-supply drain, an oil shock) and DERIVES the 0-10 score from the count using BofA's own bands (0-2 = buy, 3-5 = hold, 6-7 = caution, 8+ = sell/hedge — 8 flags ≈ 9.2, the June-2026 reading). Four flags are computed LIVE from public data (options sentiment, HY credit, breadth, oil); the other six need BofA's proprietary feeds (EPFR flows, hedge-fund leverage, FINRA margin debt, valuation, IPO pipeline, central-bank liquidity) and carry BofA's reported reading until wired. At 8+ flags it auto-warns of a likely 10-20% tactical correction into Q3-Q4 from institutional rebalancing. Also a WALL STREET CONSENSUS panel of every big bank's signature top-risk model — BofA Bull & Bear, Citi Panic/Euphoria (Levkovich), Goldman Bear-Market-Risk Indicator, Morgan Stanley Cycle Indicator, Deutsche Bank positioning and JPMorgan flows — each with its reported reading (which AUTO-UPDATES from the #banks news desk when a fresh number prints) and a sell/caution/neutral verdict. Four of them — Citi, Goldman, Morgan Stanley and Deutsche Bank — also update LIVE from data we compute: Citi from a sentiment composite (Fear & Greed, put/call, the VIX and social sentiment); Goldman from a live 5-factor macro read (the FRED yield curve, unemployment and core inflation, plus a valuation stand-in); Morgan Stanley's cycle phase from FRED unemployment, capacity utilisation, industrial production and the curve; and Deutsche's positioning percentile from the regime score, Fear & Greed and the VIX — each shown beside the bank's reported figure, with a divergence flag when the live read cools below the bank's published stance. Then a CATALYST WATCH (Fed transition, IPO supply, oil & the Strait of Hormuz, margin debt, JPM rebalancing, Tom Lee's autumn-drawdown thesis); and the REAL BofA print beside our estimate. Honestly labelled as a proxy — not BofA's proprietary indicator.

An independent, two-sided market-top signpost engine built from real institutional frameworks (BofA Bull & Bear Signposts, Goldman Bull/Bear Risk, Citi Panic/Euphoria, Morgan Stanley Cycle Model, JPMorgan Recession Scorecard). Displays 17 live and reported signals across four families — Valuation (CAPE, forward P/E, Rule of 20, concentration), Rates & Credit (yield curve, HY spreads, Fed stance, core inflation), Macro & Cycle (Sahm rule, recession odds, ISM, consumer confidence), and Sentiment & Positioning (put/call, VIX, Fear & Greed, margin debt, FMS cash). Each signal shows its status (red/amber/green/grey), current value, threshold, data source and bank attribution, plus whether it is computed live from FRED or a proprietary reading carried from the bank. Argues both the bull case (why the market may rise) and bear case (why it may fall) with a weighted verdict on who wins, plus LLM-written smart prose summaries per section and horizon (daily/weekly/monthly/quarterly). Data is cached and refreshes in the background so the page never blocks.

EPS Revision Momentum + Earnings Surprise (SUE) desk: tracks consensus estimate revisions over 30/90 days, analyst breadth (raises vs cuts), and post-earnings drift in large-cap universe. Displays a market-wide revision tilt gauge (green/red/mixed based on the % of names with positive vs negative momentum), top upward/downward revisions, biggest earnings surprises, and candidates in the post-earnings-drift window (which tend to keep moving for ~60 days). Each stock shows its 0-100 estimate-momentum score plus detailed revision metrics. Cached from yfinance, refreshed weekly in batches. Research only.

Options positioning desk reading what traders are really doing: a one-line market-stress verdict (calm/caution/stress) from VIX term structure (contango vs backwardation), real put/call ratios from SPY/QQQ/IWM option chains, dealer gamma exposure (GEX), gamma-flip levels, call/put walls revealing support and resistance, and max-pain strikes (option expiry magnets). Per-ticker cards show IV Rank (is volatility cheap or expensive), expected daily/weekly move, and an open-interest ladder by strike. Off-hours shows IV Rank only (option-chain data becomes unreliable when markets close). Educational analysis of options market positioning, not trading advice.

The Credit, Rates & Positioning desk — a macro-risk lens for institutions. Shows HY/IG/BBB credit spreads (option-adjusted from FRED) with 3-month changes and 10-year historical percentiles, recession probability from the NY Fed yield-curve model plus Sahm rule and the inverted-curve tell, the market-implied federal funds path from the ZQ future showing priced cuts or hikes, the Chicago Fed's Financial Conditions Index, and CFTC commitments of traders in the S&P, Nasdaq, Treasuries and VIX. All data from FRED and CFTC, computed live and cached for instant load.

Short interest and squeeze radar plus Fama-French factor exposure of your portfolio (or a reference basket). The Squeeze Radar ranks stocks 0-100 by how densely shorted, hard-to-cover and rising they are (fuel for a potential upside reversal). The Most Shorted panel shows stocks by raw percent short of float. The Factor Exposure section regresses your portfolio's daily returns on six factors (market beta, size, value, profitability, investment conservatism, momentum) to reveal what you are really betting on beneath the individual names: your market multiplier, annualised alpha, R-squared, and style tilts. Data sources: yfinance short interest (updated in background batches), Ken French daily factor library.

Historical stress tests and risk-tiered model portfolios. Tests your portfolio (or a reference basket) against four historical crises (2008, COVID, 2022, 2023 SVB) with actual holdings' returns weighted by current allocations — shows estimated drawdown per crisis and how SPY performed during each window. Three target-allocation templates (Conservative 30/70 split, Balanced 70/30, Growth 85/15) built from liquid ETF blocks (SPY, QQQ, AGG, TLT, GLD) show as actionable building blocks. If you have a portfolio, its current equity/crypto/other split is displayed alongside the models for comparison. Educational only — not investment advice.

A transparent valuation screen that solves for the free-cash-flow growth rate the current price already implies, then compares it to analyst-expected growth (as a revenue-growth proxy) to surface rich and cheap names. Three views: "High Bar" (stocks with the highest implied growth demands), "Rich" (priced above expectations, vulnerable to disappointment), and "Cheap" (implying less growth than expected, showing upside potential). NEW — the cheap list now separates VALUE TRAPS from real OPPORTUNITIES: every cheap stock runs a Simply-Wall-St-style checklist (profitability, margins, ROE, revenue growth, FCF yield, debt, analyst expectations and price target, falling-knife momentum, distance from the 52-week low, trend vs the 200-day average) and receives a verdict — Opportunity (cheap with no structural reason), Borderline, or Value Trap (cheap for a good reason) — with the exact checks shown behind every call ("the checks behind the verdict"). Each cheap stock also gets a Simply-Wall-St-style FAIR VALUE GAUGE: green/amber/red zones (undervalued / about right / overvalued at ±20% around fair value) with a white current-price marker and a pink analyst-consensus-target dot (targets load in the background on first visit), plus Value/Quality/Health score bars. Uses a 9% discount rate, 2.5% terminal growth and a 10-year explicit period; P/FCF readings above 80 are excluded as unreliable. The verdict layer is a transparent statistical screen, not advice.

User-defined alert rules evaluated live on page open against ZENITH's latest stock scans. Create rules by ticker, metric (price, RSI, ZENITH score, daily/weekly change) and threshold (greater or less than); each rule shows the current value, whether it has triggered, and a live indicator (red dot if triggered, green if waiting, grey if no data). Rules stay on-site only with no push notifications or Discord alerts—they update every time you open the page.

Top-down swing trade selection following the healthy order: Market → Sector → Stock → Entry. Before anything is picked the DESK COUNCIL convenes: every room (technical, momentum, rotation/RRG, MACRO — which votes by mechanism: the regime favors defensives or growth, a 10Y-yield move hits long-duration valuations or lifts lending margins, an oil move drives Energy — analysts, smart money, earnings, sentiment) votes BOTH WAYS on the GICS sectors — which deserve long focus and which deserve short/avoid — each vote with its plain-language reason, plus a flowing deliberation paragraph explaining where the rooms converge and clash. Picks are taken only from the agreed sectors: names that fire one of your own bullish setups, pass fundamental quality gates, score at least 60 technically, and earn cross-desk confirmation. Each pick shows a conviction score, technical/quality/value ratings, the setups that fired — and a plain-words brief: THE STORY (what the company actually does and where the money really comes from, no jargon or numbers) and MACRO → THIS COMPANY (the concrete mechanisms through which the current environment touches its customers, costs, demand and profitability — explanation, not a verdict). Shorts mirror the same funnel: a council-avoided sector, a bearish setup of yours, a technically weak name and a weak-enough business, with cross-desk DENIALS (downgrades, PT cuts, negative reactions, negative crowd) lifting short conviction. The MARKET GATES the output: the regime sets a conviction floor and a bench size per side (risk-on widens the long bench and demands more of a short; risk-off does the opposite; neutral trims both to the best few) — quality over quantity. A final CHIEF-RISK COHERENCE CHECK (two independent passes must agree, plus a logic guard protecting council-endorsed sectors) can drop a pick whose thesis contradicts the macro, with the reason shown transparently. The list freezes weekly (Saturday), feeds the Market Review deck and the In-Depth Reports, and returns zero picks per side if nothing clears the gates — never forced.

A CFRA-style earnings-quality screen that flags low-quality earnings and possible accounting manipulation BEFORE the blow-up: the Sloan accruals ratio (net income vs operating cash flow), the 8-variable Beneish M-score (above -1.78 = aggressive-accounting suspicion, marked with a red flag), and a 0-100 quality score per stock. Banks and financials are excluded (the model does not apply). NEW: a search bar to look up ANY ticker and see its earnings-quality metrics across the last 4 annual reports — revenue, net income, operating cash flow, plus accruals and the M-score for each year — so you can see whether earnings quality is improving or deteriorating over time. Source: yfinance annual statements. Research only.

Ranks every Large/Mega cap stock by a TOP-DOWN score - a gated funnel (Technical × Market × Sector × Fundamentals) so a strong stock scores high only inside a strong sector, in a supportive market; a technically-perfect name in a weak sector or a hostile tape is capped down automatically, and every score carries its full breakdown on hover. A methodology banner shows the live market regime and the strongest / weakest sectors right now. The raw technical swing score is kept as the final (entry-timing) layer. Plus a Unified Conviction column, Top 10 bullish/bearish, setups, and search. At the top sits the Swing Recommendations panel — the room's only true recommendations, built by the top-down funnel (Market → Sector → Stock → Entry) with the DESK COUNCIL choosing the sector focus: every room votes (technical, momentum, rotation, analysts, smart money, earnings, sentiment) and the deliberation is shown with each room's reason. Picks come in BOTH directions — long from focus sectors, short/avoid from avoided sectors, zero per side is honest; the market regime gates each side's conviction floor and bench size, and a chief-risk coherence check can transparently drop a pick that clashes with the macro. Every pick opens with "Understand this pick" — the company's story in plain words, how the current macro touches this specific company (customers, costs, demand, profitability), and which rooms confirm it (weekly-frozen, shared with the Swing Selection page). The Top-10 lists are raw technical rankings, not recommendations. Clicking a stock opens a detailed page with a chart, a SNIPER BRIEF at the top (market / sector / RRG gates, a days-to-earnings clock, an options IV lens with the expected move, and the ACTIVE user-defined setups detected live on the daily / weekly / monthly charts, ending in a Hebrew shoot-or-wait verdict), a conviction panel, a full Simply-Wall-St-style Fair Value report (current price vs DCF cash-flow value on undervalued/overvalued zones with the analyst-target dot, an opportunity / borderline / value-trap verdict with every check behind it, a 5-axis SNOWFLAKE radar — value / quality / future / health / momentum, auto Risks and Rewards flags, a P/E-vs-sector comparison with closest-cap peers, a LIVE Simply-Wall-St-style report header (price, day move, percent-undervalued, the Current-Price bar and the last chart point all refresh themselves every 30 seconds from a live quote) — an interactive 5-year price chart (zoom / pan / exact-date crosshair) vs the REAL historical analyst-consensus-target line — rebuilt from every firm's recorded target revisions (split-adjusted median), so the magenta line rises and falls over the years exactly as analysts revised — plus 1Y/7D/1D moves, a Fair Values RANGE panel placing every estimate the platform holds (our DCF, our PEG-fair, the analyst mean/high/low targets) on one price axis against the last price, an interactive Future Cash Flow Value History chart (today's DCF fair value projected back through the company's actual reported trailing-12-month earnings, drawn as a step line against price), three valuation-multiples charts — trailing EPS, P/E and PEG over 5 years, built from real reported quarters, with the same hover and zoom — a 4-year past-performance table from real annual reports, and a set-your-own-fair-value alert button wired to Smart Alerts), a TipRanks-style Analyst Consensus card (the Wall-Street rating, a bullish/neutral/bearish breakdown and a Current/Low/Average/High target track, with an expandable per-firm actions and research-notes table), an Earnings History & Review card (per-quarter consensus-vs-reported beat/miss including the next quarter, a Revenue tab, and three Hebrew AI reviews - the last report with a justified-or-not verdict on the REAL next-day and 5-day price reaction, the last four reports, and the annual report), an Income Statement widget (annual/quarterly revenue and net-income bars) with an 'is the growth already priced in?' PEG verdict cross-checked against same-industry peers, a Holders card (institutions, the insider-transaction ledger colour-coded by type, and dated politician-trade news mentions), a Company Profile (a plain-Hebrew description of what the business does plus a facts table), an Analysis Corner (seven fact-grounded Hebrew Q&A questions plus a same-industry peer-comparison table), a one-click Bullish-or-Bearish AI verdict that synthesises the fundamentals, analysts, technicals and news pulse into a single stance, and an AI News Summary button inside the news card that runs the full WarrenAI-style brief with a real price/volume table) and an analyst report.

Type a stock screen in plain words — English or Hebrew — mixing TECHNICALS (RSI, moving averages, MACD, Bollinger, volume, 52-week distance, momentum, setups) with FUNDAMENTALS (market cap, P/E, forward P/E, PEG, P/B, P/S, dividend yield, ROE, margins, revenue/EPS growth, debt-to-equity, FCF yield, beta, and ZENITH's own Value/Quality scores). Example: "profitable tech under $50B with a dividend over 2%, RSI under 45" or "מניות דיבידנד עם חוב נמוך ומכפיל רווח מתחת ל-20". The AI turns your words into concrete filters (a chip row shows exactly how it understood you, and anything it could NOT map is flagged so nothing is silently ignored), the result table adapts its columns to the criteria you used, and "top 10"-style limits and sort intents (cheapest, biggest, highest dividend) work too. One-click presets in three groups: Technical (52-week breakout, oversold in an uptrend, pullback, high-conviction strong), Fundamental (deep value, dividend payers, fast growers, fortress balance sheet) and Blended (GARP, quality on a dip). Fundamental data refreshes weekly (~490 names covered); names without data are excluded from fundamental filters. Click any result for the quick-look flyout. At the very bottom sits a permanent Finviz-style Fundamental Screener (always shown) whose numbers are pulled DIRECTLY from Finviz for 1:1 parity — P/E, Forward P/E, PEG, P/S, P/B, P/C, P/FCF, EV/EBITDA, EPS (real trailing, negative shown in red), Dividend, EPS and Sales growth, ROA, ROE, Operating / Net / Gross margin, Current and Quick ratio, Debt/Equity, Beta, plus ZENITH Value/Quality. It also carries the mean Analyst Rating (Strong Buy to Strong Sell) and, from the financial statements, the reported Revenue, EBITDA, Gross Profit, Net Income, Operating and Free Cash Flow, Cash, Total Debt (in billions) plus next-year Revenue and EPS estimates. Pick a range from any of the ~35 dropdown filters to narrow the covered large-caps instantly (combine as many as you like), or filter by Analyst Rating, Sector, Sub-sector (industry) or Index — S&P 500, Nasdaq 100 or Dow Jones 30 (a name can belong to several). Six one-click quick screens (Deep value, GARP, Fast growers, Dividend and safe, High quality, Undervalued), a ticker/name search, click-any-column-header to sort, a live match count, and clicking anywhere on a row opens that stock page. Refreshed daily; a name not yet covered on Finviz falls back to our own data. A tab at the top switches this bottom panel between the Fundamental screener and a matching TECHNICAL screener that filters every large-cap by the indicators ZENITH computes — RSI, price versus the 50 / 200-day SMA and 20-day EMA, MACD, Bollinger %B, volume surge, distance from the 52-week high and low, week and month momentum and the swing score — with a breakout flag, and a mini price chart (sparkline, green when rising and red when falling) in every row. A Chart dropdown in the filter row switches the mini chart in every row between four timeframes at once — 4-hour, daily, weekly and monthly — and clicking a sparkline still opens a full pop-up chart. Plus quick screens (Breakout, Oversold bounce, Uptrend pullback, Momentum leaders, Overbought, Near 52-week low).

A Finviz-style options screener that FINDS the tickers for you (built lesson-by-lesson from the user's IV course). It reads the REAL option chain for EVERY listed expiry from 7 to 60 DTE across the ~100 most liquid large-caps — each (stock × expiration) is a row. At the very top a Most Inflated Options panel surfaces the names whose options are the most expensive right now, each shown at its ≈45-day MONTHLY expiry (never a weekly), ranked by a blend of how expensive the options actually are (IV level) and how rich they are versus the stock's own 1-year history (IV Rank + IV Percentile); cheap-premium names are excluded so a quiet stock can't look inflated just for itself. That panel also breaks the inflated names down BY SECTOR (click a sector to filter the table to it). Filter the full table with Finviz-style range dropdowns — IV Rank, IV Percentile, IV level, DTE, premium %, cushion, IV/RV, sector and environment (each opens preset ranges like Over 90 / Under 30 / 30 to 45) — click any column header to sort (default IV Rank, highest first), and tick "one row per stock" for a clean ticker list. Per row: ATM implied vol for that expiry, ATM put premium as % of spot (collect 10% = high IV, 1% = low) and the breakeven cushion, the expected move (ATM straddle), 20-day REALIZED vol and the IV/RV ratio (above 1 = options priced richer than the stock actually moves), a premium badge and a vega-aware structure hint (very high IV → straddle/strangle; middle → iron condor; low IV → debit/calendar). Extra tastytrade columns cover the course lessons directly: an EARNINGS date with a flag when a report is within a week (IV is puffed up for the event and crushes right after), the IV−HV spread (implied minus real historical volatility — the premium seller's edge from part 3), and a ↑/↓ IV 5-day trend arrow (is the spike still expanding or already contracting) — plus matching filters for earnings timing, liquidity and IV−HV, and a ticker search box up top. IV Rank and IV Percentile are the REAL values pulled from tastytrade — the exact numbers shown in tastyworks (e.g. LMT ≈ 67) — refreshed a few times a day. A VIX gauge shows the market-wide IV in its 1-year range. Data refreshes every ~6 hours; educational readout, not advice.

The Tools button on the home tool rail, rebuilt like Investing.com's Tools menu — a categorized launcher: Calendars (Economic, Earnings, Holiday), US Economy (Fed Rate Monitor, US Treasury Yield Curve) and More Tools (Stock Screener, Currency Converter). Click any item to open the full tool.

The full week of high-impact US economic releases grouped by day, with Actual vs Forecast coloured green (beat) / red (miss), 1-3 importance dots and a live countdown to the next print. Source: Nasdaq economic calendar.

Upcoming large-cap (≥ $10B) earnings reports grouped by day, each with the timing (before the open / after the close), the consensus EPS forecast, last year's EPS for context and the number of estimates. Click a ticker for its stock page. Source: Nasdaq earnings calendar.

The official NYSE / Nasdaq full market closures plus early-close (1:00 PM ET) days, grouped by year, with the next upcoming closure highlighted and a countdown. So an empty trading day is never a surprise.

The current federal funds target range and the effective rate (EFFR), the recent rate-decision path (hikes/cuts), and a countdown to the next FOMC meeting with the full 2026 schedule. Honest about what it is: the official rate and calendar, not a futures-implied probability. Source: FRED + the Federal Reserve.

The par-yield curve from 1-month to 30-year, drawn today vs a month and a year ago, with the 2s10s and 3m10y spreads and a clear normal / inverted read (the classic recession tell). Source: FRED daily Treasury yields.

A live currency converter over ~30 currencies using the European Central Bank's daily reference rates: pick any two currencies and an amount and get the converted value plus the exact cross rate both ways, with a popular-rates table. Source: Frankfurter / ECB.

A Finviz-style treemap of the large-cap universe grouped by sector: each tile is a stock sized by market cap and coloured by its move (green up / red down, by magnitude). Conveys breadth and where money is rotating in one glance. Toggle daily/weekly; click any tile for the quick-look flyout.

The cross-asset markets hub, organised into tabs like Investing.com: an Overview board, the Stocks discovery lists (Most Active by dollar and share volume, top Gainers and Losers, named 52-week Highs and Lows), global Indices (US plus FTSE, DAX, Euro Stoxx, Nikkei, Hang Seng), Commodities, Currencies and Bonds & Rates, Cryptocurrency, and Sector Rotation (relative strength vs the S&P 500). Quotes are delayed; click any stock ticker for the quick-look flyout.

A Relative Rotation Graph: every sector (and the top-scored stocks) plotted against SPY by relative strength versus its momentum, so you can see what is Leading, Weakening, Lagging or Improving. ZENITH does the reading for you and filters out the noise: only names that are far enough from the centre AND travelling in a steady, non-reversing direction become signals, sorted into a Long / Short / Ignore panel at the top with a reliability score and a plain reason for each call; choppy or centre-bound names fade to grey so you can skip them. Each name carries a tail showing its path over recent weeks, plus a rotation table with the exact readings. Toggle Sectors / Conviction names; click any ticker for the flyout.

Shows how CROWDED the platform's own high-conviction names have become. When too many of the top setups pile into the same stocks, sectors or risk factors, that crowding is itself a risk — everyone heads for the exit at once. It tracks the overlap over time so you can tell whether the best ideas are still under-the-radar or have quietly become a consensus trade.

Ready-made baskets of US large-cap stocks. At the top are AUTO screens built live from the latest scan — Highest Conviction, Weekly Momentum Leaders, Oversold (RSI ≤ 30) and Fresh Swing Setups — followed by ~30 themed sub-sector baskets (Artificial Intelligence, Semiconductors, Cybersecurity, Cloud, Fintech, Banks, Defense, Healthcare, Energy, Industrials, Materials, Real Estate/REITs, Utilities, Biotech, Insurance, Transportation, Agribusiness, China & EM ADRs, International Blue Chips and more). Each basket shows its live average move, advancers, the leader, the average Conviction, and the sub-sector benchmark ETF with its live 1D/1W move; open a basket to see its stocks and click any ticker or ETF for the flyout. A strip of the top baskets also sits on the home page.

Two desks in one room. The OPTIONS DESK lets you buy & write calls and puts and build any strategy — the picker scaffolds the legs for ~24 structures (Long/Short Call & Put, Covered Call, Cash-Secured Put, all four verticals, straddles, strangles, butterflies, Iron Condor, Iron Butterfly, calendars, diagonals, collar, ratio spreads) or a fully custom multi-leg build — then shows the live Greeks (Δ delta, Γ gamma, Θ theta, Vega, ρ rho) plus mark, IV and P&L on every leg, every strategy and the whole book, computed with Black-Scholes and auto-refreshing in real time. The volatility that drives every Greek is anchored to tastytrade's IV Index — the SAME real source the Option Screener uses — so a broken yfinance chain quote can no longer throw the numbers off; each strategy shows its underlying IV Index and IV Rank, and the status line tells you whether IV came live from the chain, from tastytrade, or (market closed) from historical vol. Each strategy also draws its PAYOFF-AT-EXPIRATION diagram with breakevens, max profit / max loss (flagged Defined vs Undefined risk), probability of profit and the expected-move band. Closing a strategy realizes its live P&L and logs it — with the % of your whole portfolio — to the Trading Journal. The STOCKS & CRYPTO tab keeps your share positions (with an optional Stop and Target) for market value, live P&L and exposure; closing a position realizes its P&L (at your exit price, or the live market price if you leave it blank) and MOVES it — with your notes and emotion — to the Trading Journal, while Delete removes it silently without logging; setting a stop/target powers the Open-Risk Cockpit on the home page, and these feed the Quant risk analysis and the Daily Brief. Analysis only — not wired to a broker.

Log trades plus the emotion behind them (calm/FOMO/fear/greed/revenge), so you keep a record of your trades and the mindset behind each one. Positions you close from My Portfolio — stocks and option strategies alike — land here automatically with their realized P&L and the % impact on your whole book; click Note on any entry to add or edit your notes and emotion after the fact.

Write WHY you are in a trade in plain words; the agent breaks it into falsifiable pillars (insider / breakout / sector / earnings / macro), watches each against live data, and alerts you the moment a REASON expires — even while price still looks fine. Shows a Thesis Health meter per position and your personal win-rate by reason type.

Create custom bots with a specialty area and a prompt of your own — for any topic that interests you.

All the reports: Daily Brief (daily), weekly, monthly, and on demand. In-depth reports come in a redesigned, readable layout: the Executive Summary now OPENS the report, a table of contents jumps to any chapter, every chapter is a styled card, and coverage grew to every market desk on the platform (analysts, banks, the options lab, news and FX joined the classic eight). The highlight is the AGENTS ROUNDTABLE — a corner placed right before the earnings chapter where all the desks literally talk to each other: each agent speaks in first person from its own real findings, they answer and challenge one another about the companies reporting that week, and close with joint conclusions (in Hebrew) drawn from the lines and between them. The monthly report also carries a "Week by Week" recap that rolls up the summary of every weekly report from that month. For each report: View / Download PDF / Ask (chat about the report itself).

The periodic Market Review (weekly every Sunday, plus monthly and quarterly editions), rebuilt around the user's own top-down swing method in three layers. LAYER 1 Macro: the state of the market, rates and inflation, and an explicit verdict on whether money is flowing into equities or out, with the period's economic prints read between the lines. LAYER 2 Sector Dominance: which sectors and sub-industries OWN the tape (RRG rotation state, medium-term relative strength, and the Desk Council's cross-room votes) - deliberately not last week's % moves. LAYER 3 Micro: the funnel's frozen picks (market to council sectors to quality to the user's own setups from the Setups Room, story-first, never entry/stop/target) plus everything the Setups Room fired. Adds The Big Reports - the period's significant earnings analyzed in detail from real numbers (estimate vs actual EPS, the true 1-day/5-day reaction, and whether the reaction was justified), curated news each with its why-it-matters, one sharp conclusion per desk, the grand cross-desk thesis, the high-impact calendar ahead and an actionable playbook. Zero chart-technical talk anywhere; numbers appear only as evidence inside the narrative. Available as interactive HTML, PDF download, or printable document.

An archive of weekly social-media buzz presentation decks built by the Sentiment desk every Sunday. Each deck covers the most-mentioned stocks and hottest topics that week across Reddit, WSB, StockTwits and market news, ranked by buzz volume, viral engagement, momentum and institutional coverage. Open any deck to page through it like a slide show; download as HTML. Generate a new deck on demand or wait for the automatic Sunday build. Data sources: Reddit/WSB, StockTwits, Bluesky (if configured) and market news.

A visual presentation, built automatically every Tuesday 05:00, that distills the platform's OWN overnight research discoveries (the nightly "What We Learned" notes each desk writes at 02:30) into a swipeable slide deck: a chart of which desks learned the most this week, a slide of short takeaways per theme, a "reading between the lines" slide with the smart cross-cutting conclusions the individual notes only hint at, and a "what to watch next week" close. Every deck has a chat that reads the deck back to itself so you can consult it in any language, plus a PDF download. Generate one on demand or wait for the automatic Tuesday-morning build.

The live US market news corner: a News Attention Radar that gauges how loud the tape is (0-100 hype, not importance) and lists the highest-attention stories - now categorized with filter chips (All / Company / Macro / Geopolitics) so macro and single-company news each get their own view, with lifestyle and opinion noise filtered out and quiet-but-important macro (CPI, Treasury yields, the Fed) and company (earnings, M&A, big moves) stories guaranteed a slot; an image-led headline feed (economy + companies); The Recap - the News desk brief on what is driving the market with Daily / Weekly / Monthly / Quarterly tabs, plus a 'Summarise the latest news' AI button that runs the full WarrenAI-style market brief and a live index-moves table (S&P 500, Nasdaq, Dow, VIX); a Browse-by-topic section with the same All / Company / Macro / Geopolitics filter over the full quality-filtered news wire (each story tagged with a colour category badge); and a news chatbot that scans the feed and explains any story in depth. Click a headline to read it inside the site with an AI explanation.

An autonomous editorial desk of veteran analyst-trader AI personas - an editor-in-chief, a business analyst, a story-hunter and a skeptic - that watches the whole platform around the clock (unusual price moves, analyst estimate revisions, options-IV spikes, valuation gaps and the live news tape) and publishes a long-form HEBREW feature article ONLY when the editor judges there is a story genuinely worth telling. Quality over quantity: most scans publish nothing, and autonomous pieces are capped at 2 a week. Every article follows a veteran trader's review structure - who the company is, how it really makes money, the core story told through numbers, what the market is missing, upcoming catalysts, honest expectation-setting, the main risk and a personal bottom line - with ZERO technical analysis and no buy/sell calls. You can also commission a piece on any ticker or free-text theme with the request box, and every article shows the exact radar evidence that put it on the desk. Every stock piece also carries two separate companion EXTRAS, modeled on the reader-supplied course prompts: THE COMPANY EXPLAINED TO A FRIEND (what it does day-to-day, where the money really comes from and what mainly drives profit - no numbers, no jargon, no opinion) and THE MACRO CONNECTION (which macro factor matters for this company right now and how it transmits through customers, costs, demand or profitability - mechanism only, no forecast) and THE COMPETITIVE MAP (who the real competitors are - including foreign or private ones - how the company differs from them, its advantages and gaps versus them, where it stands in its sector based on live sector data, and the main competitive threat to watch).

The Analyst Ratings desk: tracks Wall-Street upgrades, downgrades, initiations and price-target changes on large/mega-caps, and flags names where an unusual number of firms are re-rating at once. Sends alerts to its own #analysts channel and has a dedicated chat.

The Big Banks & Funds desk: tracks what Goldman, Morgan Stanley, JPMorgan, BofA, BlackRock, Berkshire and other big banks/funds are SAYING about the market - their research calls, market flags and statements (e.g. a 7-red-flags warning or a turn bullish) - picked up from the news. Sends the meaningful / hype-generating calls to its own #banks channel and has a dedicated chat.

This page — the full guide.

The health of all the agents, run log, AI engine status, and the size of the investment universe (Large/Mega cap).