User Guide

MarketVisions

An AI-powered stock analysis workbench. Add stocks to your watchlist, run Gemini LLM analysis, track multi-horizon forecasts, and measure how accurate the AI predictions actually are over time.

Quick Start

1

Add a stock

Use the search bar on the dashboard to find any US-listed ticker. Select it and click Add to Watchlist.

2

Run analysis

Click the Sparkles/AI icon (✨) next to any stock. The AI fetches live quote, options chain, news, and fundamentals, then generates a report.

3

Read the report

Review the recommendation, confidence score, valuation, technicals, news sentiment, options strike walls, and forecasts.

4

Track accuracy

Run the EOD Job daily. It records actual closing prices and scores each AI forecast — building a hit-rate history for every horizon.

Dashboard

The dashboard is your watchlist overview. Clicking on the MV MarketVisions header logo at any time will trigger a quick page reload to refresh all quote ages.

Action Icons
Replaced text buttons with quick-action controls in the watchlist rows:
  • Sparkles / AI — Triggers a new AI analysis run using the selected default model.
  • 👁 Eye — Navigates to the detailed stock analysis and dashboard tabs.
  • Move to... — Dynamically moves the stock to sub-lists (Hold List, Interest Watch, Less Watch) to organize your dashboard view.
  • 🗑 Trash — Removes the stock and its related forecasts and notes from your watchlist.
Signal
BUY / HOLD / SELL recommendation from the latest AI analysis.
Trend
↑ UP · → SIDEWAYS · ↓ DOWN — the AI's directional view.
1D / 1W / 1M / 1Y Forecast
Predicted price for each horizon. Below each price you'll see the empirical hit rate (e.g. 73% (10)) — how often past forecasts at that horizon were directionally correct, out of how many samples.
EOD Job
Click "Run EOD Job" in the header to fetch today's closing prices for every stock and score any pending forecasts. Run it once per trading day after market close.

Analysis Report

Open any stock details and click the Run Analysis button (or Sparkles icon on Dashboard). The AI model analyzes quote data, fundamentals, options sentiment, and stored news to produce the report.

Recommendation & Confidence

The verdict bar shows BUY, HOLD, or SELL alongside a confidence percentage (0–100%). Higher confidence means the model found stronger supporting evidence in the data.

Short-Term Forecasts

Four price targets from the latest analysis:

  • 1D — Next trading day estimated close. Based heavily on current price momentum and technical indicators.
  • 1W — ~5 trading days out. Reflects near-term catalysts and momentum.
  • 1M — ~22 trading days out. Incorporates fundamental and macro context.
  • 1Y — ~252 trading days out. Directional estimate; treat as orientation.

These update every time you rerun the analysis. The EOD job evaluates them against actual prices as their horizons arrive.

Valuation

Covers P/E ratio with explanation, EPS, Price-to-Book, Market Cap, analyst consensus target price, and an AI assessment of whether the stock appears overvalued, fairly valued, or undervalued.

Technical Analysis

Describes the stock's position in its 52-week range, trend direction, volume analysis, and moving average context. For RSI and MACD charts, see the Technicals tab.

Buy & Sell Signals

Explicit bullet-point lists of what supports the bull case vs the bear case. Useful for quickly scanning the AI's reasoning.

Risk Factors

Categorised risks (MARKET · OPERATIONAL · REGULATORY · MACRO · GEOPOLITICAL · FINANCIAL) each rated LOW / MEDIUM / HIGH severity.

Macro & News

The AI's view on political factors, broader economic conditions, recent news impact, and sector outlook. News articles fetched via the News tab are loaded from the database and supplied directly to the AI, ensuring news-aware stock predictions.

Competitors

2–4 key competitors with comparison notes. Helps contextualise the stock's position in the industry.

Long-Term Forecasts

Scenario analysis across 1Y, 2Y, 5Y, and 10Y horizons. Each shows bear / base / bull price targets with assumptions and a confidence level.

History Tab

Tracks how the AI's views and forecasts have evolved over time.

Recommendation Trend Chart
Appears when there are 2+ analyses. Bar height = confidence, bar colour = BUY/HOLD/SELL. Overlaid lines show the forecast price (accent) vs actual entry price (dashed) at each analysis date.
Accuracy Stats
Avg Price Error (how close the 1D price forecast was in %) and Direction Hit Rate (what % of forecasts correctly predicted up vs down). These are populated by the EOD Job.
Price Chart
Actual closing prices (solid) vs forecast prices (dashed). Shows the gap between AI predictions and reality over time.
Forecast Table
Detailed row-per-day breakdown: forecast price, actual price, absolute error, % error, and direction correct tick/cross.

Technicals Tab

Fetches live technical indicator data from Alpha Vantage on first open (cached 4 hours). Shows 60 days of data.

RSI (14)

Relative Strength Index measures momentum on a 0–100 scale.

  • Above 70 — Overbought. Price may be due for a pullback.
  • Below 30 — Oversold. Price may be due for a rebound.
  • 40–60 — Neutral zone.

MACD (12, 26, 9)

Moving Average Convergence Divergence shows trend strength and momentum shifts.

  • MACD crosses above Signal — Bullish crossover.
  • MACD crosses below Signal — Bearish crossover.
  • Green histogram — Positive momentum building.
  • Red histogram — Negative momentum building.

Options Tab

Fetches and visualizes current options chain data for optionable tickers to identify market positioning, sentiment biases, and price thresholds.

Market Sentiment Dial

Highlights aggregate sentiment and options activity metrics:

  • Sentiment Dial — Shows the proportion of Calls (bullish speculation) vs Puts (bearish hedging/protection) based on total open interest.
  • Put/Call OI Ratio — Displays the ratio of put vs call open interest (e.g., < 0.5 indicates heavy bullish calls, > 1.2 indicates heavy bearish puts).
  • ATM Implied Volatility — Gauges expected market volatility for the nearest expiration cycle.

Strike Walls

Reveals key support and resistance levels from option contract concentrations:

  • 🛡️ Call Strike Walls (Resistance) — High concentrations of call open interest where sellers hedge by capping the price.
  • 🧱 Put Strike Walls (Support) — High concentrations of put open interest acting as strong support cushions.
  • ITM / OTM Status — Visual tags indicating whether strike prices are currently In-The-Money (ITM) or Out-of-the-Money (OTM).

News Tab

Fetches the 20 most recent news articles mentioning the ticker from Alpha Vantage's News & Sentiment API.

Database Persistence
When news is fetched, it is stored in the database. Subsequent AI analyses pull these stored articles to perform news-aware analysis and forecast generation.
Sentiment Score
A float from −1 (extremely bearish) to +1 (extremely bullish). The score shown is ticker-specific when available, otherwise the article's overall score.
Sentiment Label
Bullish · Somewhat-Bullish · Neutral · Somewhat-Bearish · Bearish
Summary Bar
Aggregate counts of bullish/neutral/bearish articles and the average score across all fetched articles.

Earnings Tab

Displays historical quarterly and annual earnings per share (EPS) results.

Quarterly EPS Surprise
Shows reported date, fiscal ending date, estimated EPS, actual reported EPS, and surprise metrics (both absolute surprise and percentage difference). Positive surprises are color-coded as green, and negative surprises as red.
Annual EPS History
A historical log of final annual EPS values over the last several fiscal years to help assess long-term profitability trends.

Financials Tab

A dynamic financial statement viewer supporting full fundamental depth.

Statement Switcher
Toggle between three major statements: Income Statement (Revenues, Gross Profit, Operating/Net income), Balance Sheet (Assets, Liabilities, Shareholder Equity), and Cash Flow (Operating, Investing, Financing, Free Cash Flow).
Period Toggle
Easily filter metrics between Annual and Quarterly reporting intervals to examine seasonal changes and annual compound growth rates.

DCF Calculator Tab

An interactive Discounted Cash Flow valuation simulator to estimate intrinsic equity value.

Flexible Assumptions

Adjust variables in real-time with responsive input boxes and sliders:

  • FCF Base — Starting Free Cash Flow value (pre-filled from fundamentals).
  • Growth Rate — Estimated annual growth for Years 1–5.
  • Discount Rate (WACC) — Target rate of return used to discount cash flows.
  • Terminal Growth — Perpetual growth rate after Year 5 (capped at inflation rates).

Valuation Summary

Instantly computes fair value, cash flows, and percentage discrepancies:

  • Implied Fair Value — Sum of discounted FCFs and terminal value divided by shares outstanding.
  • Upside / Downside — Price difference relative to current trading price.
  • Step-by-Step Breakdown — Tabular log displaying all formulas and totals.

Price Alerts

Set target thresholds and get notified on the dashboard when a stock crosses your price goals.

Alert Trigger Types
Configure alerts to trigger when the price goes ABOVE or drops BELOW a specific threshold.
Monitoring Loops
Alerts are continuously checked in the background whenever a quote is retrieved or the daily EOD job runs.
Dashboard Banners
Newly triggered alerts populate as colored notification cards at the top of your watchlist dashboard. You can review and clear them instantly.

Paper Trading Simulator

A complete simulated paper trading terminal. Put your AI forecast accuracy to the test with virtual capital.

Capital & Position Tracking

Manage virtual money and review holdings:

  • Starts with $100,000 virtual cash.
  • Tracks active holdings, share count, average cost basis, market value, and total return percentages.
  • Provides a one-click reset to start fresh at any time.

Order Entry Terminal

Simulate market transactions on watched stocks:

  • BUY / SELL orders — Execute trades using live market quotes.
  • Risk validations — Ensures you have sufficient cash on buy orders, and sufficient shares on sell orders.
  • Transaction logs — Detailed history of past executions with transaction costs and total trade values.

Notes

Each stock has a personal notes section for logging your own research, thesis, or reminders. Notes are passed as context to the AI on the next analysis run — so writing "management guided for 15% revenue growth next quarter" will feed directly into the AI's reasoning.

EOD Job

The End-of-Day job is the accuracy-tracking engine. Run it once per trading day, after market close.

What it does
Fetches today's closing price for every stock in your watchlist, stores it as a price snapshot, and scores any AI forecasts whose horizon has arrived.
Horizon windows
1D forecasts are scored 0–3 days after analysis · 1W at 4–10 days · 1M at 20–35 days · 1Y at 340–390 days.
Accuracy
Measures both price closeness (% error) and directional correctness (did the stock move the right way?). Hit rates accumulate on the dashboard as you run EOD daily.

Multi-Model Settings

MarketVisions allows you to choose which AI model executes your stock analysis. The model selector is located in the top-right header of both the dashboard and stock details pages.

Supported Providers

  • Gemini — Google's Gemini 2.5 Flash (fast, recommended) and Gemini 2.5 Pro (deep reasoning).
  • Grok — xAI's Grok 3 and Grok 3 Mini.
  • Mistral — Mistral Large (most capable) and Mistral Small (lighter).

Global Preference

Changing the default model updates your settings globally. Subsequent analysis requests will automatically run against the selected model until updated.

Limitations & Disclaimer

This is not financial advice.MarketVisions is an analytical tool for personal research. All AI-generated analysis reflects the model's interpretation of available data and may be incorrect, outdated, or biased.

  • Market data comes from Alpha Vantage. Free-tier rate limits apply — if a fetch fails, wait a minute and retry.
  • The LLM's macro and news commentary is based on training data, which has a knowledge cutoff. Use the News tab for live sentiment.
  • Long-horizon forecasts (5Y, 10Y) are scenario placeholders, not predictions. Treat them as directional orientation only.
  • Past forecast accuracy at a given horizon does not guarantee future accuracy.
  • Always cross-reference AI analysis with your own research before making any investment decision.