A connected research workflow
Guided Read and the Master Dashboard bring several lenses together for a ticker. Stock Charts provides the observed path, drawings, technical studies, and dated range overlays. Options Charts and the chain let you inspect expiration-specific positioning, implied volatility, and quote quality.
EFI Rotation, market regime, and seasonality add leadership, broad risk context, and historical comparisons. Screeners narrow defined universes for further review. Separate workflows cover Options Flow, SEC insider purchases, and supported event-market price targets.
Each view answers a particular question. A seasonal average, option-implied range, rotation state, and observed stock move are different kinds of evidence; combining them does not turn them into a guaranteed forecast.
Sources you can distinguish
- Options
- Massive is the authoritative source for expiration discovery, contract metadata, live snapshots, bid/ask quotes, Greeks, open interest, and volume. Permitted quote fallbacks remain labeled.
- Stocks & history
- yfinance supplies stock prices and OHLC history. Chart candles use adjusted history with source and last-bar timestamps; this is not an exchange realtime feed.
- Insider filings
- SEC filing evidence supports a selected material-purchase feed. Transaction time, filing availability, source coverage, and selection reasons have distinct meanings.
- Event markets
- Polymarket price-target context retains the contract's target, condition, deadline, and market-quality evidence. Market odds are not objective certainty.
History, estimates, and outcomes
Historical comparisons describe eligible past observations. Model estimates describe a calculation with a particular scope and horizon. Resolved outcomes describe what the selected instrument or stock path actually did. EFI keeps these categories separate so a later result cannot silently rewrite an earlier expectation.
Missing required evidence should be unavailable with a reason, rather than silently becoming zero or a neutral directional vote. A valid historical comparison also needs the evidence that was available at the decision time; today's information cannot be treated as a past observation.
Research support, with clear limits
- Analytics and screening policies do not establish future returns or remove the risk of loss.
- Live tools depend on account access, instrument support, source freshness, and sufficient evidence.
- AI explanations should point to the underlying evidence. They do not replace quote validation, contract identity, or deterministic product rules.