Analytics Dashboard

Your personalized financial analytics and market overview

Dashboard

Welcome back, Investor

Portfolio

No portfolio data yet

Top Movers
Best and worst performers in your portfolio

Add holdings to see top movers

Alerts & Watchlist
Active price alerts and watchlist items

No active price alerts

Email Digest
Get weekly portfolio performance summaries
Email Digest Settings
Receive periodic summaries of your portfolio performance
Portfolio Summary
Watchlist Updates
Price Alerts Triggered
Market Summary
PDF Branding Settings
Customize your exported PDFs with your firm's branding

Displayed in the PDF header alongside the report title

Enter a direct URL to your logo image (PNG or JPG recommended, max 200x50px)

Display Marlowe attribution in the PDF footer

Sound Settings
Preview and customize sounds for different actions
Master Volume50%
Successfeedback

When an action completes successfully

Errorfeedback

When something goes wrong

Notificationnotification

New alerts and updates

Price Upnotification

Stock price increases

Price Downnotification

Stock price decreases

Download Completeaction

PDF or Excel export finished

Email Sentaction

Report emailed successfully

Add to Favoritesaction

Stock added to watchlist

Price Alertnotification

Target price reached

AI Analysis Completeaction

AI summary or insight ready

Pro tip: Subtle sounds help you stay aware of market changes without being distracted. Try the "Price Up" and "Price Down" sounds for real-time feedback.

The Gallery

Your finest calls

0

Total Calls

0

Winners

0

Active

0.0%

Avg Return

No calls in your gallery yet

Your best predictions will be displayed here

Analytics
Track feature usage and engagement
Total Events
1
Session Time
0m
Engagement
7
Features Used
0
Engagement Score7/100

Top Features

No feature usage data yet. Start using features to see analytics!

Event Breakdown

page_view: 1
Auto-Seal
Automatic timestamping of your research
0
Total Seals
0
Tickers
0
This Week

Recent Seals

No seals yet. Visit analysis pages to start sealing.

Feature Flags
Enable or disable UX features. 22 enabled, 0 disabled.
Streak TrackingTeen

Daily usage streak with milestones

Confetti CelebrationsTeen

Celebration animations for achievements

Feature UnlocksTeen

Features unlock with usage milestones

The StackTeen

Tinder-style swipeable stock cards

Feature Feedback
Help us understand which features resonate with you

Feature Feedback

No feedback collected yet. Use the app to see feedback prompts!

Scheduled Reports

Scheduled Reports

Automatically generate and email PDF reports on a schedule

No scheduled reports yet

Create a schedule to automatically generate and email reports

Report Templates

Report Templates

Pre-configured section combinations for different report types

System Templates

Investment Memo
Comprehensive analysis for investment decisions - includes valuation, financials, and peer comparison
2-page
Momentum & % ChangeHistorical PricingCapitalizationFundamentals+5 more
Used 0 times
Quick Summary
One-page overview with key metrics and price data
1-page
Momentum & % ChangeHistorical PricingCapitalizationTrading Multiples+1 more
Used 0 times
Full Analysis
Complete report with all available sections
2-page
Momentum & % ChangeHistorical PricingCapitalizationFundamentals+9 more
Used 0 times
Valuation Focus
Focused on valuation metrics, multiples, and DCF analysis
2-page
CapitalizationTrading MultiplesForward EstimatesDCF Valuation+1 more
Used 0 times
Fundamentals Only
Historical financial performance and growth metrics
1-page
FundamentalsSegment BreakdownDividend History
Used 0 times