Understanding Your AI Trading Dashboard

Master Capital Companion's powerful dashboard features for market analysis, scanning, and macro insights

• Seth Hobson

Think of Capital Companion's dashboard as your personal market command center. Let's dive into how to actually use this thing.

User Dashboard Layout

Key dashboard sections:

  • Recent Conversations
  • Market Pulse
  • Top Sectors
  • Stock Screener
  • Market News

Dashboard Overview

Recent Conversations 💬

The Recent Conversations panel keeps track of your stock analysis history. Think of it as AI-assisted pages in your trading journal.

  • Quick access to your most recent stock analyses
  • One-click return to previous analysis
  • Helps track your trading ideas and research flow

The Market Pulse: Your Real-Time Market GPS 🎯

Essential macro data at a glance:

  • Current Market Sentiment Score
  • Major Index Performance
  • VIX Level
  • Key Market Metrics
  • AI Market Insights Podcast

Key Metrics:

- VIX: 18.36% (Market volatility/fear gauge)
- GDP Growth Rate: 3.10%
- Unemployment Rate: 4.20%
- Inflation Rate (Core CPI): 3.30%

Think of these as your market weather report - they don't tell you exactly what to trade, but they sure help you know if you should bring an umbrella. And don't forget to try Luna, our AI market insights podcast, during your next run or while enjoying your morning coffee.

Note: All stock tickers and values shown are examples and may have changed since this guide was written.

Market Pulse Indicator

Top Sectors: Market Confidence Scores 📊

Just like a thermal camera helps you see heat signatures, our sector analysis shows you where the market's latest hot sectors are:

Current Leaders:

  1. Consumer Discretionary (XLY): 1.03
  2. Communication Services (XLC): 1.03
  3. Technology (XLK): 1.02

Laggards:

  • Utilities (XLU): 0.94
  • Financials (XLF): 0.98

Pro Tip: Numbers above 1.0 show sectors outperforming the market - that's often where you want to focus your stock picking.

Stock Screener: Your Trading Metal Detector 🔍

The screener shows you top-performing stocks in an easy-to-scan table format:

Table Columns

  • Stock: Ticker symbol with direct link to analysis
  • Close: Latest closing price
  • Volume: Today's trading volume
  • Avg Vol: Average daily volume
  • ADR %: Average Daily Range percentage
  • ATR: Average True Range

View Options

  • Maverick Top Stocks: Our AI-curated list of top swing trading setups
  • Trending Stocks: Currently popular stocks with high activity

Additional Features

  • Download CSV: Export the current view for external analysis
  • Previous/Next: Navigate through more stocks
  • Chat Button: Click for instant AI analysis of any stock

Stock Screener Interface

💡 Pro Tip: Use the "Chat" button on any row to instantly hop into a chat with the AI with the selected stock in-context.

Power User Features ⚡

1. Maverick Top Stocks Watchlist

Our AI scans all major US exchanges daily to find the best swing trading opportunities. Stocks must meet these criteria:

  • Strong uptrend confirmation
  • High trading liquidity
  • Optimal volatility for swing trading
  • Outperforming S&P 500
  • Near key technical buy points
  • Strong risk/reward ratio

💡 Pro Tip: The Maverick list refreshes daily at 6:00 am EST, before the market opens. Set alerts on your favorites to catch the best entries.

2. Data Export

  • Download CSV for custom analysis
  • Save watchlists
  • Track historical data
  • Import into external tools

Pro Tips for Dashboard Mastery

Morning Routine

  1. Check Market Pulse
  2. Scan sector performance
  3. Review Maverick Stocks
  4. Listen to the daily podcast

Custom Scanning

  • Use the "Chat" feature to ask specific questions
  • Combine multiple metrics
  • Save your favorite prompts

Context is King

  • Always check VIX before making moves
  • Compare sector performance to broader market
  • Watch volume patterns in your stocks

Common Questions

"Why does the Market Pulse matter?"

Think of it as your market GPS - it doesn't drive the car for you, but it sure helps you know where you're going.

"How often do metrics update?"

Market data updates in real-time during market hours, economic data updates as new reports are released.

"Can I customize the dashboard?"

Not yet, but it's on our roadmap. For now, use the chat feature and describe any specific mashup you need to the AI.

Next Steps

Create a Market Routine for Your Trading Plan

  • Listen to Luna daily
  • Keep the dashboard open during trading hours
  • Use the screener daily
  • Save important stocks to watch

Practice Using Tools

  • Try different scan/chat combinations
  • Use the chat for detailed analysis
  • Export data for your records

Remember: Think of this dashboard like a doctor's diagnostic tools - start with the vital signs (Market Pulse) and gradually work your way to more specialized tests (trend diagnosis) as you get better at reading the market's health. Each tool helps build a clearer picture of what's really happening under the surface with an AI companion to assist you.

Ready to dive deeper? Check out these guides to level up your trading:

Ready to start trading smarter? 🚀

Happy trading! 📈

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