Guide
The AI Assistant tab synthesizes all six analysis views — Price/Volume, Candlestick, Screener, Momentum, Volatility, and Volume — into a single confluence score and verdict per stock. The top ten ranked stocks appear as Top Confluence Picks, with an optional AI watchlist brief and chat for follow-up questions.
Each analyzed stock receives a numeric confluence score that reflects how many bullish (or bearish) signals align across the six tabs. Higher scores mean broader agreement; negative scores mean bearish alignment dominates.
The score is computed deterministically from cached unified analysis — no extra per-stock AI calls. The same indicator data powers the individual Screener, Momentum, and Volume tabs.
| Tab | Affects score? | Role in confluence |
|---|---|---|
| Price/Volume | Yes | AI signal (BUY / HOLD / SELL) and confidence — up to ±3 points each. |
| Candlestick | Yes | AI signal and confidence — same weight as Price/Volume. |
| Screener | Yes | Strong-buy filters (MACD bullish, RSI oversold, near support, above SMA-20) add points; strong-sell filters subtract. ±2 per matched filter. |
| Momentum | Yes | Composite momentum score: +2 if ≥70, +1 if ≥55, penalties if weak (<45). |
| Volume | Yes | Surge/Elevated volume adds points; Dry Up subtracts. Rising OBV adds +1; falling OBV −1. |
| Volatility | No (score) | ATR % is shown for context and used as a ranking tiebreaker — lower volatility ranks higher when scores tie. It does not add or subtract from the confluence score. |
After scoring, each stock gets a plain-language verdict:
| Verdict | Typical meaning |
|---|---|
| Strong Buy | High confluence score (≥12), no opposing AI signals, no BUY vs SELL conflict. |
| Buy | Moderate bullish alignment (score ≥6) without SELL signals on both AI tabs. |
| Hold | Mixed or neutral alignment — not clearly bullish or bearish. |
| Avoid | Bearish confluence or both AI tabs show SELL. |
| Conflicting | Price/Volume and Candlestick disagree (e.g. BUY vs SELL). Review both tabs before acting. |
| Insufficient Data | Analysis still loading or incomplete for this symbol. |
Top Confluence Picks prefer stocks with Strong Buy verdicts, then conflict-free Buy verdicts. If fewer than ten qualify, remaining slots fill from the next highest scores.
Top Confluence Picks are computed from unified analysis over a selectable OHLCV window: 15D, 30D (default), or 60D trading days. Use the period buttons in the Top Confluence Picks header on the AI Assistant tab.
The selected period is shared across all six analysis tabs (Price/Volume, Candlestick, Screener, Momentum, Volatility, and Volume). Changing it re-analyzes your watchlist and may change confluence scores, verdicts, and rankings.
Shorter windows (15D) emphasize recent price action and patterns; longer windows (60D) incorporate more history. Compare periods when you want to see whether a pick holds up across different time horizons.
Stocks are ordered by:
Live prices in the table refresh when you open the AI Assistant tab, so quote data reflects current market snapshots rather than prices frozen at analysis time.
Symbols classified as exchange-traded funds show a small ETF badge next to the ticker. Fair value triangulation does not apply to ETFs, so the Fair value column shows an em dash (—) instead of bear/base/bull scenario links for those rows.
Even high-scoring stocks can show warnings when tabs disagree. Common conflict flags:
Conflicts do not always disqualify a stock from the top ten, but they appear in the orange Conflicts to review section so you can investigate before relying on the pick.
The Watchlist brief is a short prose summary of your watchlist generated from the same confluence JSON sent to the model. It highlights top picks and conflicts using only your actual data — no invented tickers or numbers.
Ask about your analysis lets you chat in plain language (e.g. “Compare my top two picks”). Answers are grounded in your watchlist context only.
If OpenAI is not configured, the brief falls back to a deterministic text summary built from the same scores and verdicts.
Access Top Confluence Picks from the Analysis page under the AI Assistant tab.