Insight Edge User Guide

A complete reference for every signal, score, and chart the platform produces — so you know exactly what you're looking at and how to act on it.

Disclaimer: Insight Edge is an educational and informational tool. Nothing here constitutes financial advice. All signals are probabilistic — they can and will be wrong. Always do your own research and consult a financial professional before investing.

Overview

Insight Edge runs a comprehensive, multi-layered stock analysis every time you enter a ticker. Each analysis draws from live market data, AI models, machine learning, and real-time news sentiment — then synthesizes everything into a structured signal with full supporting evidence.

The platform does not just look at one indicator. It considers where the stock is technically, how the fundamentals look, what the broader macro environment is doing, what the news says, and how an ML model trained on that stock's own history rates its next move — then weights and combines all of that into a single actionable opinion.

What Gets Analyzed

Layer	What It Looks At	Where You See It
Technical	Price trends, momentum, volatility, support/resistance	Technical tab, Signal
Fundamental	Earnings, valuation ratios, analyst targets, sector	Fundamentals tab, Trade Setup
Macro / Regime	Market conditions, VIX, Fear & Greed, geopolitical risk, volatility percentile	Regime banner, Weight bars
Pre-Market	Overnight futures, commodities, bonds, FX, sector ETF moves before the bell	Pre-Market Watch card, AI narrative ⚡ block
Geopolitical Risk	Live escalation, supply shock, and de-escalation scoring from global news	Geo Risk card, regime banner
Sentiment	Recent news tone, analyst consensus, rating distribution	Sentiment tab
ML Prediction	Per-stock price model + Signal Quality Predictor + Sector Movement Model	ML tab, Strategy tab (ML Intelligence block)
AI Narrative	Large language model synthesis of all above layers	Strategy tab
Financial Charts	Quarterly revenue, margins, debt, EPS beats, seasonality	Financial Charts tab

Credits & Plans

Credits are consumed when you run analysis operations. You start with free trial credits. Paid plans include monthly credit allocations.

Plan	Credits / Month	Key Features
Free	Trial credits only	Basic analysis, limited history
Basic	Monthly allocation	Full analysis, report saving
Pro	Higher allocation	All features, batch compare, alerts, budget-aware analysis

Credits are deducted when an analysis starts. If the analysis fails for any reason, credits are automatically refunded.

Running an Analysis

Type a ticker symbol (e.g. AAPL, NVDA) in the search box at the top
Optionally enter a budget (Pro plan) to get position-sized advice
Click Analyze — the analysis runs in the background with real-time status updates
Results appear across the dashboard cards and tabs when complete

Analysis runs asynchronously — you can navigate away and come back. If you refresh, the analysis will resume from where it left off.

Market Regime Card

The banner at the top of the dashboard tells you what kind of market environment you're in right now. The regime is detected automatically using live market stress indicators. It matters because the same stock can look like a BUY in a calm market and a HOLD or SELL in a crisis — and the platform adjusts its analysis accordingly.

Regime	Market Conditions	Signal Bias
PEACEFUL	Low volatility, stable trends, calm conditions	Technical signals most reliable. Growth and momentum strategies work well.
MODERATE VOLATILITY	Normal day-to-day uncertainty	Balanced analysis across all signal types.
HIGH VOLATILITY	Elevated fear, sharp moves	Charts less reliable. Fundamentals and macro matter more. Prefer defensive.
GEOPOLITICAL CRISIS	Major global stress event	Fundamentals anchor long-term value. Favour energy, commodities, defence.
EARNINGS SEASON	Jan/Apr/Jul/Oct reporting windows	Fundamental analysis dominates. Earnings visibility is the key variable.

Live Indicators

The regime banner shows four live readings:

Indicator	What It Measures	How to Interpret
VIX	CBOE Volatility Index — the market's "fear gauge"	Below 15 = calm. 15–25 = normal. 25–35 = stressed. Above 35 = crisis.
Fear & Greed	CNN composite of 7 market signals	0–25 = Extreme Fear. 25–50 = Fear. 50–75 = Greed. 75–100 = Extreme Greed.
Geo Risk	Live geopolitical escalation score from the Geo Risk Engine	0–30 = calm. 30–55 = moderate. 55–75 = elevated. 75–100 = high risk. Affects signal weights and sector routing.
Volatility Percentile	Where today's VIX sits relative to the past 12 months	90th+ = volatility in top 10% of past year — consider reducing position size.

Volatility Percentile

The regime banner header includes a Volatility Percentile chip — e.g. VOL 87th. This tells you where today's market volatility ranks relative to the past year. A 90th percentile reading means volatility is higher than 90% of trading days in the last 12 months — a strong signal to reduce position sizes.

Percentile	Color	Meaning
0–40th	Green	Below-average volatility — calm conditions, normal sizing
40–70th	Yellow	Above-average volatility — slightly elevated, use caution
70th+	Red	High volatility — widen stops or reduce position size

Sector Bias

Below the regime indicators, the dashboard displays which sectors the current market environment favours (green pills) and which it disfavours (red pills). These are updated every time the regime is fetched and reflect the model's assessment of macro tailwinds and headwinds by sector.

Display	What It Means
XLE ↑ Overweight	Current regime conditions favour this sector — technical, macro, or geo factors create tailwinds
XLK ↓ Underweight	Current regime conditions are a headwind for this sector — risk/return skewed unfavourably

When you run a stock analysis, check whether the sector it belongs to is in the overweight or underweight list. An overweight sector adds a regime tailwind; underweight adds a headwind the model already accounts for.

Pre-Market Watch

The Pre-Market Watch panel (above the Quick Search box) gives you a real-time read on the overnight market environment before the bell. It fetches live data from 21 instruments — equity futures, commodities, bonds, FX, and sector ETFs — and organises them by what matters most given the current market regime.

Regime Badge & Briefing

The top of the card shows the current regime label alongside a plain-English briefing paragraph. The briefing is generated from live quotes and describes what is moving, why it matters, and what traders should watch. It refreshes every 5 minutes automatically.

Watch Priorities

The Top Watch Items list ranks the 8 instruments most relevant to the current regime and geo risk environment. Each item shows the instrument name, its current reading, and a short reason why it matters today. Items flagged with ● URGENT have moved to a level that requires immediate attention.

Priority Level	When It Appears
URGENT	Level has crossed a critical threshold (VIX panic zone, oil supply shock level, bond yield spike)
HIGH	Elevated reading — watch closely, may escalate
Normal	Within expected range given the current regime

Instrument Grid

The five instrument grids (Equity Futures, Commodities, Bonds/Rates, FX, Sector ETFs) show every tracked instrument with its current price, overnight change, and a context note when the price has crossed a key level.

Category	Instruments	What to Watch
Equity Futures	S&P 500, NASDAQ, Dow, Russell 2000, VIX	Gap direction sets tone for open. VIX spike = expect wide spreads.
Commodities	Oil (WTI), Gold, Natural Gas, Silver, Copper	Oil spikes hit consumer names. Gold surges = flight-to-safety. Copper = global growth proxy.
Bonds / Rates	10Y Treasury, 20Y Bond ETF (TLT), 2Y Treasury, HYG	Rate spike = growth/tech headwind. TLT rally = risk-off. HYG drop = credit stress signal.
FX	USD Index, EUR/USD, USD/JPY	Dollar strength = emerging market / commodity headwind. Yen surge = risk-off signal.
Sector ETFs	XLK, XLE, XLF, XLV, XLU	Pre-market sector moves flag rotation — which sectors are getting bought vs sold before open.

How It Affects Your Analysis

Pre-market data feeds directly into the stock analysis pipeline. When you run an analysis, the AI narrative receives the pre-market price direction and gap size as explicit context. If a stock is gapping down 2% before the open, the AI will adjust entry guidance, warn about potential intraday volatility, and raise the implied stop risk accordingly. The pre-market condition is shown prominently near the top of the AI narrative as a ⚡ PRE-MARKET SIGNAL block.

Pre-market volumes are thin. A 1% pre-market move can reverse at the open. The Pre-Market Watch is a context tool — it improves your situational awareness before the bell, not a signal to act on in isolation.

Geo Risk Card

The Geo Risk card (below the regime banner) shows a real-time read on the global geopolitical environment sourced from live news feeds. It scores three independent dimensions and combines them into an overall risk level. The scores are updated every 30 minutes and feed directly into signal weighting and sector routing.

The Three Subscores

Subscore	What It Measures	High Reading Means...
Escalation	Military conflict, sanctions, diplomatic breakdown, threat language in global news	Market-wide risk-off pressure. Defense and energy typically benefit. Growth/tech penalised.
Supply Shock	Energy disruption, shipping lane blockages, commodity production threats	Oil/gas exposure elevated. Airlines, consumer discretionary, industrials at risk.
De-escalation	Ceasefire talks, diplomatic progress, sanctions relief signals	Risk-on relief possible. Previous flight-to-safety trades may unwind.

Overall Geo Risk Badge

Badge	Score Range	Market Implication
CALM	0–30	Geopolitical background noise only — no meaningful market impact expected
MODERATE	30–55	Some tension in the news. Macro weight slightly elevated. Watch sector exposure.
ELEVATED	55–75	Active geopolitical stress. Macro weight meaningfully higher. Regime may shift to GEOPOLITICAL_CRISIS.
HIGH RISK	75–100	Major crisis event active. Maximum macro weight. Sector routing strongly favours defensives, energy, gold.

Score Velocity & Net Score

The Geo Risk card also shows two derived readings:

Reading	What It Is	How to Use It
Score Velocity	How fast the geo risk score is changing (↑↑ rising fast, ↑ rising, → stable, ↓ falling, ↓↓ falling fast)	A fast-rising velocity means risk is escalating in real-time — increase caution even if absolute score is still moderate.
Net Geo Score	Escalation + Supply Shock minus De-escalation, normalised to a net directional reading	Positive net = net bearish geopolitical pressure. Near zero or negative = de-escalation is offsetting escalation.

Sector Exposure Tags

When supply shock or escalation scores reach significant levels, the card displays Sector Exposure tags — coloured labels showing which sectors face the highest geo risk impact. These are calculated from the relative sensitivity of each sector to the specific type of geo event detected.

Sector exposure tags flag which parts of the market the Geo Risk Engine is most concerned about — not necessarily which direction they'll go. XLE with a supply shock warning may rally (as an energy producer) while airlines face headwinds from the same event.

Weight Bars

The four colored bars next to the regime banner show how the AI is weighting each signal type for the stock you just analyzed. They update after every analysis and are stock-specific — they reflect the actual balance the model used for this particular stock at this moment, not a generic default.

The bars change between stocks. A stock near earnings will show a higher Fundamental weight. A high-momentum stock in a stable market will show more Technical weight. These bars tell you what the model leaned on most.

Bar Color	Signal Type	Rises When...
■ Blue — Technical	Price action, trend, momentum	Market is calm, charts are reliable, strong directional trend
■ Green — Fundamental	Earnings, valuation, financials	Earnings event approaching, high stock volatility, EARNINGS_SEASON regime
■ Orange — Macro	Market conditions, geopolitical risk	GEOPOLITICAL_CRISIS or HIGH_VOLATILITY regime
■ Purple — Sentiment	News tone, analyst consensus	Strong directional news flow, oversold/overbought RSI extremes

BUY / SELL / HOLD Signal

The main signal is the platform's synthesized opinion on the stock at this moment in time. It is not a guarantee — it is a probabilistic assessment based on the weight of evidence across all analysis layers.

Signal	What It Means	What to Do With It
BUY	Bullish evidence outweighs bearish across most layers	Look at Trade Setup for entry, stop, and targets. Confirm with your own view.
HOLD	Mixed evidence — no clear edge in either direction	Best used as "wait for more clarity." Don't force a trade when the model sees noise.
SELL	Bearish evidence outweighs bullish across most layers	For existing positions: review your stop loss. For new positions: consider waiting.

Important: The signal reflects conditions at the time of analysis. Markets move — a BUY signal from yesterday may no longer apply today. Always run a fresh analysis before acting on a signal.

Confidence Score

Confidence (0–100%) measures how strongly and consistently the evidence points in the signal direction. High confidence means multiple independent layers agree. Low confidence means the picture is mixed even if the signal leans one way.

Confidence is not the probability of the trade being profitable. It measures agreement across the analysis layers — not whether the market will cooperate.

Range	Interpretation	Action
80%+	High conviction — multiple layers strongly agree	Full-size position per your risk rules. Still use a stop loss.
65–80%	Moderate conviction — most layers agree	Normal position size. Watch for confirmation before adding.
50–65%	Weak conviction — layers partially agree	Smaller position or wait for a clearer setup.
Below 50%	Very weak — signal is marginal at best	Skip the trade or use it as background context only.

Signal Rank (D → S)

Signal Rank is a letter grade from D (weakest) to S (strongest) that summarizes the overall quality of the setup — not just the direction, but how well-supported, timely, and actionable the signal is.

Rank	Quality	What It Tells You
S	Exceptional	Rare, high-conviction setup. All layers aligned. Act decisively with proper risk management.
A	Strong	Most layers agree. Good risk/reward. High confidence. Use full position sizing.
B	Moderate	Decent setup with some uncertainty. Reasonable trade with standard sizing.
C	Weak	Mixed signals. Lower confidence. Reduce size or wait for a better entry.
D	Poor	Signal is unclear or contradicted by other layers. Best to avoid or observe only.

Target B rank or above before taking a trade. S and A ranks are where the most reliable setups occur.

Probability Score

The Probability Score estimates the likelihood that this stock will outperform the S&P 500 over the next 30 days. It is distinct from the signal — a stock can have a HOLD signal but a 60% probability score if the macro tailwinds are strong.

Score	Interpretation
70%+	Strong outperformance probability — good setup for relative-strength trading
55–70%	Moderate edge — worthwhile if signal and rank agree
45–55%	Coin-flip territory — no meaningful edge detected
Below 45%	Stock likely to underperform — consider avoiding or shorting

Edge Score by Trading Style

Edge scores show how strong the opportunity looks for each time horizon. The same stock can have a strong day-trading edge but a weak investment-grade edge, or vice versa. Use these to match the signal to your actual trading style.

Horizon	Timeframe	Best For
Day Trade	Intraday	High momentum, volume spike, clean technical pattern
Swing Trade	1–10 days	Technical breakout, earnings momentum, short-term news catalyst
Position Trade	Weeks to months	Trend following, fundamental catalyst, analyst upgrade cycle
Investment	Months to years	Value at a discount, strong fundamentals, sector tailwind

Edge scores are 0–100. Above 60 = usable edge. Above 75 = strong edge. Below 40 = weak or negative edge for that horizon.

Trade Setup

The Trade Setup card gives you actionable numbers — where to enter, where to cut the loss, and where to take profit. All levels are calculated from the current price action, recent support/resistance, and the stock's average volatility.

Field	What It Is	How to Use It
Entry Zone	Ideal price range to open the position	Buy near the lower end of the entry zone for better risk/reward.
Stop Loss	Price at which the trade thesis is invalidated	Exit if price closes below this level. Don't move it further down.
Target 1	First realistic upside target — nearest resistance	Consider taking partial profits here (e.g. sell 50% of position).
Target 2	Extended target if the move continues	Hold remaining position for this level if fundamentals stay intact.
Risk/Reward	Ratio of expected gain vs potential loss	Below 1.5x: skip it. 2x+: good. 3x+: excellent setup.

Regime-Aware Stop & Target Placement

Stop and target distances are automatically adjusted based on the stock's individual price regime detected at analysis time. This means the same stock in different conditions will produce different stop distances — and that's intentional.

Stock Regime	Stop Adjustment	Target Adjustment	Logic
BREAKING_OUT	Tighter (−15%)	Wider (+25%)	Strong momentum — let winners run, cut losers fast
CONSOLIDATING	Wider (+25%)	Tighter (−20%)	Choppy range — avoid noise-triggered stops, modest targets
BREAKING_DOWN	Tighter (−25%)	Tighter (−25%)	Bearish pressure — fast exits, reduced upside expectation
OVERSOLD_BOUNCE	Slightly wider (+10%)	Slightly tighter (−10%)	Bounce may be short — give room but take profits early
Normal / Trending	Standard	Standard	Default ATR-based calculation

Trade levels are calculated at the time of analysis. They become stale as price moves — re-run the analysis before using these numbers for a live trade.

Technical Tab

The Technical tab shows the raw price-action evidence: momentum indicators, trend signals, volume, and volatility. This is the most direct read on what price is doing right now.

Key Indicators

Indicator	What It Measures	Key Levels
RSI (14)	Relative Strength — momentum overbought/oversold	Below 30 = oversold. Above 70 = overbought. 40–60 = neutral.
MACD	Momentum crossover — trend shifts	MACD above signal line = bullish momentum. Below = bearish.
ADX	Trend strength — not direction	Below 20 = choppy. 20–40 = trending. Above 40 = strong trend.
SMA 50 / 200	Medium/long-term moving averages	Price above SMA = bullish. Below = bearish. SMA crossovers = trend change.
ATR	Average True Range — daily price move size	High ATR = wider stops needed. Low ATR = tight, controlled moves.
Volume Ratio	Today's volume vs recent average	Above 1.5x = unusual activity. Important to confirm breakouts.
Bollinger Bands	Volatility envelope around price	Near upper band = stretched. Near lower band = compressed. Squeeze = breakout coming.

Signal Checklist

The technical tab shows a checklist of bullish/bearish signals. Count the greens vs reds — more greens = stronger technical case for the signal direction.

Fundamentals Tab

Fundamentals tell you if the business is worth owning — regardless of short-term price action. A stock can look technically bullish but be fundamentally overvalued. The fundamentals tab gives you the business quality picture.

Metric	What It Measures	How to Interpret
P/E Ratio	Price relative to earnings	High P/E = growth premium (or overvalued). Compare within same sector.
Forward P/E	P/E based on next year's estimated earnings	Lower than trailing P/E = earnings expected to grow.
PEG Ratio	P/E divided by earnings growth rate	Below 1 = undervalued for growth. Above 2 = expensive for growth.
Revenue Growth	Year-over-year sales increase	Accelerating growth is a positive catalyst. Decelerating growth is a warning.
Profit Margin	What % of revenue becomes profit	Higher and expanding margins = pricing power. Compressing margins = cost pressure.
Debt / Equity	How leveraged the company is	High debt limits flexibility in downturns. Low debt = financial strength.
Beta	Sensitivity to market moves	Above 1.5 = amplified moves. Below 0.8 = defensive. 1.0 = moves with market.
Analyst Target	Wall Street consensus 12-month price target	Compare to current price for implied upside/downside.

ML Prediction & Sector Intelligence

Insight Edge runs two complementary ML layers. The first is a per-stock price predictor trained on the stock's own technical history. The second — and more powerful — is the Sector Movement Model: a self-learning system that predicts tomorrow's sector ETF direction based on macro factors, cross-sector rotation, and geopolitical risk.

What the Sector Model Learns

Unlike systems trained once and frozen, the Sector Movement Model retrains every night using yesterday's real market data. It learns from 11 independently trained sector models (XLK, XLF, XLV, XLE, XLI, XLY, XLP, XLB, XLU, XLRE, XLC) — one per SPDR sector ETF.

Feature Category	What It Captures
Full Technical Suite	RSI + slope, MACD histogram + slope, Bollinger position/width, ADX, ATR%, Stochastic, golden cross, SMA slope, volume surge, 52-week position — same indicators used in the Signal Quality model
Macro Factors	VIX level and acceleration (rate of change), Treasury rates (TLT), gold (GLD), oil (USO), dollar index (UUP), and broad market (SPY) — each weighted by how sensitive that specific sector is to it
Cross-Sector Rotation	5-day and 20-day returns across all 11 sectors — the model learns which sector movements lead or lag others
Geopolitical Risk	Live escalation, supply shock, and de-escalation scores fed in at prediction time from the Geo Risk Engine
Earnings Proximity	Days to the nearest major earnings release within the sector — model knows to be less certain near earnings
Market Regime	VIX-based regime encoding (Peaceful / Moderate / High Volatility / Crisis / Earnings Season)

Each sector has its own sensitivity weights. XLE cares 2.5× more about oil price movements than XLK does. XLU and XLRE care 2.5× more about Treasury rates. These weights are embedded in training — not manually set.

The Daily Feedback Loop

Every trading day at market close the system:

Grades yesterday's sector predictions against actual ETF closes
Checks if 30-day accuracy has dropped below the 90-day baseline (concept drift)
Checks if UP predictions and DOWN predictions are diverging in accuracy (directional bias flip)
If drift is detected, automatically increases the weight on recent training data so the model self-corrects faster
Makes new predictions for all 11 sectors for tomorrow and saves them
At 4am UTC, all models retrain incorporating the graded predictions as high-confidence training samples

Anomaly Detection — Knowing When It Doesn't Know

Most models output high confidence even when they're in unfamiliar territory. The Sector Movement Model includes an IsolationForest anomaly detector trained on its own historical feature distribution. When current market conditions are statistically unusual compared to what the model was trained on, it flags the prediction as out-of-distribution and automatically reduces the displayed confidence.

Output	What It Means
Direction (UP/DOWN/NEUTRAL)	Predicted next-day sector ETF direction
Confidence %	Percentile-scaled confidence — high only when features strongly support the prediction AND conditions are within normal range
OOD Warning	Shown when today's market conditions are outside the model's training distribution. Confidence is automatically dampened. Common triggers: rapid VIX spike, extreme geo escalation score, imminent sector earnings.
Agreement with Signal	Whether the sector model agrees with the individual stock's BUY/SELL/HOLD signal

The OOD flag is not a failure — it's the model being honest. A dampened confidence score on an unusual day is more useful than a falsely high confidence score. When you see an OOD warning, size down or wait for clarity.

How It Improves Over Time

On day one, the model trains purely on historical price and macro data. Over time, each graded daily prediction is fed back as a 3× weighted training sample — real-world outcomes carry more weight than historical backtests. After a year of operation the model will have seen a full cycle of earnings seasons, volatility regimes, and geopolitical events, and will have self-corrected hundreds of times. The longer it runs, the sharper it gets.

Signal Quality Predictor (SQP)

Below the confidence bar in the analysis output you may see a Context Note generated by the Signal Quality Predictor — a second ML model trained on historical trade outcomes. It evaluates whether the current setup has historically been a reliable signal or a low-win-rate false positive.

Context Note	What It Means
"Context favorable — historically reliable setup"	Current technicals + regime match conditions that have historically produced winning signals
"Context warning: 16% win rate — technicals + regime unfavorable"	Similar setups in the past have been low-probability. Size down or wait for confirmation.
(no note)	Signal quality is neutral — no strong historical pattern in either direction

ML Intelligence in the AI Narrative

The AI narrative (Strategy tab) contains a dedicated ML Intelligence Layer block that surfaces three key data points:

Ensemble Price Prediction — the per-stock ML model's direction and magnitude estimate for the near term
Signal Quality Note — the SQP's historical win-rate context for this exact setup
Sector Movement Model — tomorrow's predicted direction for the stock's sector ETF, and whether it agrees or diverges from the stock's individual signal

When the sector model and the stock signal diverge — for example, the stock shows BUY but the sector model predicts the sector is heading DOWN — the AI will flag this as a divergence risk and adjust its confidence and recommendation accordingly. When they align, the AI uses this as additional confirmation evidence.

The divergence flag is one of the most valuable ML outputs. A BUY signal that the sector model contradicts is a much weaker setup than one where both agree. Watch for alignment vs divergence in the Strategy tab narrative.

Sentiment Tab

Sentiment measures how news flow and Wall Street analysts are positioned on the stock. Strong positive sentiment can be a tailwind even for technically mixed setups.

News Sentiment

Reading	What It Means
BULLISH (0.2 to 1.0)	Recent news is predominantly positive for the company
NEUTRAL (-0.2 to 0.2)	Mixed or no significant news flow
BEARISH (-1.0 to -0.2)	Recent news is predominantly negative — potential headwind

Analyst Consensus

Consensus	Meaning
Strong Buy / Buy	Most analysts rate the stock a buy. Price target above current price.
Hold	Analysts are split or neutral. Target near current price.
Sell / Strong Sell	Most analysts rate the stock a sell. Target below current price.

Sentiment is a secondary signal. It confirms or adds caution to the main signal — don't trade purely on news sentiment without technical and fundamental support.

Strategy Tab

The Strategy tab contains the AI's full synthesis — a written narrative that connects all the analysis layers into a coherent story, plus structured scenario analysis and entry/exit recommendations.

AI Analysis Narrative

The AI model reads all the data — technical, fundamental, macro, sentiment, ML, news — and writes a professional opinion. It will highlight the most important factors, any contradictions between layers, and key risks or catalysts to watch. The narrative contains several structured blocks:

Block	What It Contains
⚡ PRE-MARKET SIGNAL	If pre-market data is available, this block appears near the top of the narrative and describes the stock's overnight gap direction, magnitude, and how the AI has adjusted its entry and stop guidance in response. A gap-down will raise stop risk warnings; a gap-up may tighten entry guidance.
ML Intelligence Layer	Shows the ensemble price model result, the Signal Quality Predictor's historical win-rate note, and the sector movement model's predicted direction. Flags explicit alignment or divergence between the sector model and the stock signal (see ML Prediction section).
Main Narrative	Synthesis of all layers into a cohesive trading thesis — what matters most, what the risks are, and how to think about the setup.
Scenario Analysis	Bull, Base, and Bear cases with price targets for each.
Entry / Exit Guidance	Entry strategy type, position sizing context, and any regime-specific adjustments to stops and targets.

Scenario Analysis

Scenario	What It Shows
Bull Case	What has to go right and the upside price target if it does
Base Case	The most likely outcome based on current evidence
Bear Case	The downside scenario and how far the stock could fall

Entry Strategy Type

Type	What It Means
Aggressive	Buy now — strong setup. Enter full size immediately.
Scaling	Buy in tranches — enter 50% now, add on confirmation
Breakout	Wait for price to break a key level before entering
Wait	Setup is forming but not ready — monitor and re-analyze later

Financial Charts Tab

Financial Charts shows five quarters of real company financial data in chart form — so you can see trends, not just snapshots. This is where you evaluate business quality over time.

Chart	What to Look For
Revenue & Net Income	Both growing together = healthy expansion. Revenue up, income down = cost pressure.
Margin Trends	Three margin lines: gross, operating, net. Expanding margins = efficiency. Compressing = squeeze.
Debt & Coverage	Coverage ratio above 3x = safe. Below 1.5x = watch out. Rising debt + falling EBITDA = danger zone.
EPS Beats vs Misses	Consistent beats = reliable execution. Consecutive misses = risk of guidance cut and analyst downgrades.
Seasonal Returns	Average monthly return over 5 years. High win-rate months with positive avg return = seasonal tailwind for BUY signals.

Reading the Seasonal Chart

Each bar shows the average monthly return for that calendar month over the past 5 years. Green = historically positive. Red = historically negative. Hover a bar to see the win rate — how often that month finished positive out of 5 years.

Seasonality is a probabilistic edge, not a guarantee. A month with +3% average and 80% win rate is a meaningful tailwind when combined with a BUY signal. A weak seasonal period during a SELL signal adds confluence. Never trade seasonality alone.

Watchlist

The Watchlist lets you track up to a defined number of stocks without running a full analysis. Watchlist cards show the current price, today's change, and the last analysis signal if one exists. Click any card to run a fresh analysis.

Use the watchlist to monitor your universe and catch new setups. Stocks in your watchlist can trigger alerts when conditions change.

Reports

Reports (Pro plan) automatically save your last 10 analyses so you can review them later. This is useful for tracking how your views have evolved, auditing your decisions, and keeping a record of signals you acted on.

Saved reports capture the exact analysis at the time of saving — regime, weights, signal, targets, AI narrative. Re-running the same ticker later may produce a different result as market conditions change.

From the Reports page you can:

View the full analysis detail in a modal
Download the report as a printable PDF via the purple Download button
Re-run the same stock on the dashboard
Delete reports you no longer need

Batch Compare

Batch Compare lets you analyze up to 5 stocks side by side in a single run. It's useful for sector screening — compare all the major names in a sector at once and identify which has the strongest signal rank and probability score.

Results are shown in a sortable table ranked by signal strength. The strongest setup rises to the top.

Alerts

Alerts notify you when a stock in your watchlist hits a condition you define — price crossing a level, signal changing from HOLD to BUY, etc. Alerts run passively in the background and can be delivered to your email.

Alert Type	Triggers When...
Price Alert	Stock price crosses above or below a level you set
Signal Alert	A fresh analysis produces a different signal than the last one
Confidence Alert	Confidence exceeds a threshold you set (e.g. notify when above 75%)

Glossary

Term	Definition
RSI	Relative Strength Index. Momentum oscillator ranging 0–100. Below 30 = oversold, above 70 = overbought.
MACD	Moving Average Convergence Divergence. Shows momentum direction via crossovers of two moving averages.
ATR	Average True Range. Measures average daily price movement. Used to set stop losses and measure volatility.
ADX	Average Directional Index. Measures trend strength (not direction). Above 25 = trending market.
SMA	Simple Moving Average. Average closing price over N days. 50 SMA = medium-term trend. 200 SMA = long-term trend.
P/E Ratio	Price-to-Earnings. Stock price divided by earnings per share. Measure of how expensive a stock is relative to profits.
PEG Ratio	P/E divided by earnings growth rate. Below 1 = undervalued relative to growth, above 2 = expensive.
EPS	Earnings Per Share. Net profit divided by shares outstanding. The primary earnings measure tracked each quarter.
VIX	CBOE Volatility Index. The market's 30-day implied volatility. Known as the "fear gauge."
Beta	Sensitivity of a stock to market moves. Beta > 1 = amplified moves. Beta < 1 = more stable than market.
Risk/Reward	Ratio of potential profit to potential loss on a trade. 2:1 means you risk $1 to make $2.
Support	Price level where buying interest historically appears. Tends to stop price from falling further.
Resistance	Price level where selling interest historically appears. Tends to cap upside moves.
Breakout	When price moves above a resistance level with volume, often signaling a new trend beginning.
Signal Rank	Insight Edge letter grade (D–S) for setup quality. Combines confidence, alignment, and momentum.
Confidence	How strongly multiple analysis layers agree on the current signal direction (0–100%).
Regime	The current market environment classification based on live volatility and sentiment data.
Geo Risk Score	Composite geopolitical risk score (0–100) derived from live news escalation, supply shock, and de-escalation signals. Affects signal weights and sector routing in every analysis.
Score Velocity	Rate of change of the Geo Risk score. ↑↑ = rapidly worsening. ↓↓ = rapidly improving. Used to detect fast-moving risk events before they reach full severity.
Volatility Percentile	Where today's market volatility (VIX) sits relative to the past 12 months. 90th percentile = more volatile than 90% of recent trading days. High readings suggest reducing position size.
SQP (Signal Quality Predictor)	A second ML model trained on historical trade outcomes. It rates the historical win rate of setups matching the current technical + regime fingerprint. Output appears as a Context Note below the confidence bar.
OOD (Out-of-Distribution)	Flag shown when current market conditions fall outside the range of data the ML model was trained on. Confidence is automatically reduced. Not a failure — it's the model being honest about its uncertainty.
Sector Bias	The regime model's assessment of which sectors the current macro environment favours (overweight) or disfavours (underweight). Shown as coloured pills below the regime indicators.
Stock Regime	The individual stock's own price pattern classification — BREAKING_OUT, CONSOLIDATING, BREAKING_DOWN, OVERSOLD_BOUNCE, or TRENDING. Used to adjust stop and target distances relative to ATR-based defaults.

Disclaimer

Insight Edge is for educational and informational purposes only. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. Past performance shown in signals, seasonal charts, and probability scores does not guarantee future results. All investing involves risk, including the possible loss of principal. Always consult a qualified financial advisor before making investment decisions. Insight Edge and its operators are not liable for any trading losses incurred through use of this platform.