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Stock evaluation

What it does

Stock evaluation runs a structured multi-step analysis on one ticker and ends with a clear recommendation: Buy, Hold, Sell, Overweight, or Underweight, with the reasoning behind it.

Each step is run by a specialised AI agent, and you can watch progress in real time as the workflow runs.

When to use it

  • You’re considering a buy and want a structured second opinion before pulling the trigger.
  • You want a single page that pulls together fundamentals, technicals, news, and portfolio fit instead of opening five tools.
  • You hold the stock and want to re-evaluate whether the original thesis still holds.
  • You’re comparing two names — run an evaluation on each and compare the verdicts.

How to use it

  1. Open Stock evaluation from the sidebar.
  2. Enter the ticker and click Evaluate.
  3. The page kicks off the workflow and shows a progress panel with each step in order:
    1. Gather context — what kind of company, where it trades, basic facts.
    2. Fundamentals — key financial metrics, growth, profitability, balance sheet.
    3. Technicals — price action and chart context.
    4. News & macro — recent developments and the macro backdrop.
    5. Portfolio fit — how the position would interact with what you already hold.
    6. Bull / bear debate — both sides of the trade, structured.
    7. Risk review — what could go wrong.
    8. Final verdict — the rating and the reasoning.
  4. As each step completes, its output appears below the progress panel.
  5. The final rating is shown as a coloured badge at the top once the workflow finishes.

You can leave the page mid-run. The job continues in the background and shows up when you return.

If a step fails

  • Click Retry to re-run the failed step. You can choose a different AI model from the picker if available.
  • Steps are independent — a failure in one doesn’t necessarily break the rest of the report, but the Final verdict can only be produced once all upstream steps succeed.

Tips & gotchas

  • Evaluation is a workflow, not an instant lookup. Expect a wait for the whole thing to finish.
  • Portfolio fit only works if a broker is connected (or if you have manual investments entered). Without holdings, the agent can’t reason about diversification.
  • The verdict isn’t financial advice. It’s structured reasoning to inform your decision — read the rationale, don’t just look at the badge.
  • Re-run when material news breaks. The verdict reflects information at the time of the run.
  • Same ticker, different runs may differ slightly. That’s normal for multi-agent reasoning. Look at the rationale, not just the label.