Track live market quotes, institutional flows, and AI conviction scores with persistent server-side storage, drag-and-drop reordering, dual viewing modes, and live base currency conversion.

• Dual View Modes (Cards vs. Table): Toggle seamlessly between the visual Grid Card View and compact Data Table View with sticky columns and mobile horizontal swipe support. Persisted in user preferences.
• Drag-and-Drop Reordering: Easily rearrange the order of stocks by dragging cards or table drag handles (). New positions are immediately saved to the server.
• Dynamic Multi-Currency Display: All prices, quotes, and ranges convert in real-time to your chosen base currency (USD, EUR, GBP, CHF, JPY, etc.).
• Live Price, Sparklines & Timeframe Axis: Real-time pricing with 1D change, smooth SVG gradient trajectory curves, start/end date markers, and multi-week period return badges (e.g. 30D Trend: +12.85%).
• AI Conviction Gauge: Multi-factor momentum rating (0–100%) and directional stance (Strong Bullish, Bullish, Neutral, Bearish) calibrated with market downturn damping.
• RSI (14), SuperTrend, CMF (20), VWAP: Multi-factor quantitative health indicators displayed in high-contrast badges.
• AI News Catalyst Synthesis: Real-time summary of corporate developments, macro events, and sentiment with breaking news weighting.
• Company Search Modal: Click "+ Add Stock" to open the search modal with real-time company name and symbol lookups across international exchanges.
• Inline Removal: Click the ✕ button directly on any card or table row to remove an asset.

3 dedicated sub-tabs for complete institutional analysis on any global stock or ETF basket:

Autonomous multi-factor market radar precalculating asymmetric setups, breaking positive news catalysts, and benchmark basket leaders across global equity markets for stocks not currently on your watchlist.

The scanner operates continuously in the background (default: every 30 minutes, configurable from 15 min to 2 hours by administrators). The Last Scan / Next Due stat box displays exact timestamps alongside a ticking Live Countdown Timer. Changing the scan interval immediately recalculates and updates the schedule in real time.

• ⚡ Elite Institutional Alpha (≥ 85% Conviction): Filter threshold defaults to the highest-probability quantitative setups (≥ 85%), with adjustable options down to 50%.
• 🔥 Breaking Positive News & Parabolic Catalysts: Flags viral news headlines, major deal awards, FDA clearances, and explosive volume expansions.
• 🚀 High Momentum Breakouts: Requires active SuperTrend Bullish state, positive 30-day slope, and relative volume confirmation.
• 💎 Deep Value & Mean-Reversion: Identifies oversold quality dip-buying candidates (RSI < 55) trading at a fundamental discount.
• 👑 Dividend Aristocrats & Defensive Cash Flow: Screens durable yield leaders with robust multi-year cash flow.
• ⚡ TTM Squeeze Volatility Breakouts: Detects Bollinger Band compression inside Keltner Channels anticipating major directional moves.

The Top Tab 4 badge updates dynamically to match the exact number of found opportunities. Use the recommendations search bar to filter instantly by ticker, company, or sector without resetting your query when toggling between Grid Cards and Table view modes.

Scanner cards with active market catalysts display a glowing amber Pulsing Catalyst Dot next to their directional bias badge (e.g. Strong Buy). Hovering over the dot reveals a rich Catalyst Popover with real-time volume surge statistics, breaking wire headlines, and story summaries. Clicking the dot or popover immediately opens the Global News Modal for full coverage.

FinDashIQ provides a dedicated backtesting workspace to rigorously test quantitative models, benchmark against Buy & Hold, inspect dual equity & drawdown curves, analyze side-by-side strategy matrices, audit full trade ledgers, and execute forward paper trades.

• Backtest Asset Selector Tabs: Switch instantly between portfolio stocks using dedicated asset tabs. Click any ticker tab to run the backtest for that security with zero page reload.
• Sync to Watchlist Button: Click the "Sync to Watchlist" button in the asset selector header to instantly align your backtesting asset list with your active watchlist. The sync runs asynchronously and displays a confirmation badge.
• Search Asset: Click "Search Asset" to look up any global equity or ETF across US, European, and Asian exchanges and add it directly to your backtesting workspace.
• Inline Removal: Click the ✕ badge on any asset pill to remove it from the backtesting bar without modifying your primary watchlist.

• 👑 Omni-Consensus Master Ensemble: Combines all 9 quantitative indicators (SuperTrend, CMF, RSI, MACD, Stochastic, Bollinger Bands, EMA 9/21, SMA 50/200, Volume) into an institutional confluence engine with weighted voting.
• 🤖 AI Conviction Model: Dynamic conviction thresholding that initiates trades when quantitative momentum scores cross institutional certainty levels (≥ 70% bull, ≤ 30% bear).
• 📈 SuperTrend (ATR Trend Following): Follows ATR volatility trailing bands (10, 3) to ride macro trend expansions while strictly limiting downside whipsaws.
• ⚡ EMA Golden / Death Cross: High-speed trend-following model triggering on EMA 9 crossing above or below EMA 21.
• 🎯 Bollinger Bands Mean Reversion: Capitalizes on statistical extremes (20-period, 2.0σ) by entering when price tags the outer band and reverting to the 20-SMA baseline.
• 🌊 MACD + RSI Dual Momentum: Crossover momentum model entering when the MACD signal line crosses exiting oversold RSI zones.
• ⚡ Stochastic Oscillator Cross: Swing trading system trading %K and %D line crossovers (14, 3, 3) in oversold (< 20) and overbought (> 80) territory.
• 💧 Chaikin Money Flow (CMF) Volume Breakout: Institutional accumulation model identifying sustained institutional buying pressure when CMF crosses +0.05.

• Primary Compounding Equity Curve: Plots the cumulative growth of the strategy portfolio (green line) versus the Buy & Hold benchmark (dashed gray line) across every market day, with interactive tooltip inspection.
• Performance Relative to Initial Investment Chart: Interactive area chart visualizing cumulative percentage gain or loss relative to starting investment capital ($0.0\% baseline). Enables direct visual comparison between algorithmic alpha and passive Buy & Hold returns over time.

Located directly below the charts, the comparative matrix runs all 8 strategies simultaneously against the active asset. It presents a side-by-side table comparing Return, Alpha, Win Rate, Profit Factor, Sharpe, Sortino, Max Drawdown, and Closed Trades. Clicking "Select" on any row instantly activates that strategy in the main chart and trade ledger.

• Zero-Lookahead Trade Log: Complete chronological log of every executed simulated order with Order #, Action (BUY/SELL/SHORT/COVER), Entry Date, Exit Date, Execution Price, Realized PnL ($ and %), and Final Portfolio Capital.
• Indicator Trigger / Exit Reason: Explains the exact mathematical condition that triggered entry or exit (e.g. "SuperTrend Bullish Flip (CMF: +0.18)", "Stop-Loss Breached (-5.0%)", or "Take-Profit Target Hit (+12.0%)").
• Trade Filtering: Toggle between All Trades, Wins Only, or Losses Only.
• CSV Export: Click "Export CSV" to download the complete order ledger for external analysis in Excel, Python, or institutional risk engines.

• Active Virtual Positions Tracker: Monitor ongoing simulated positions with live mark-to-market valuations, unrealized PnL ($ and %), allocated capital, stop-loss, take-profit, and active status. Click "Close Position" to manually exit any trade.
• Modern Configurator Modal: Click "+ New Paper Trade" to launch the enhanced wide execution modal:
  • Quick Asset Pills: Instantly switch between watchlist tickers with 0ms latency.
  • Order Side Toggle: Segmented 2-button selector for Buy / Long vs Sell / Short.
  • Quick Capital Chips: 1-click allocation buttons ($1k, $2.5k, $5k, $10k, $25k) with automated share count calculation.
  • Live Price Synchronization: Synchronize with the live market bid/ask or customize entry price.
  • Dynamic SL & TP Presets: Rapid preset chips (-3%, -5%, -8%, -10%, -15% for Stop-Loss; +6%, +10%, +12%, +18%, +25% for Take-Profit) with real-time price distance badges.
  • Live Asymmetric Risk / Reward Card: Instant calculation of R:R ratio (e.g. 2.4 : 1), exact Dollar Capital at Risk ($), Potential Reward ($), and total position size.

Real-time financial intelligence feed streaming headlines, regulatory filings, earnings reports, viral sentiment anomalies, and macroeconomic updates from premier worldwide wire services.

• Search & Filter: Filter headlines in real time by keyword, company name, or publisher. Toggle between All Wires, 🚀 High Impact Catalysts, and 🏛️ Tier 1 Sources.
• Stock Attribution: View company-specific news streams directly from any stock's deep-dive terminal or watchlist card.
• 1-Click Catalyst Deep-Dive: Clicking any catalyst box from the AI Stock Scanner immediately focuses the news wire on the exact article with direct links to read original source reporting.

FinDashIQ features dynamic multi-currency conversion supporting 10 major global fiat currencies.

• Real-Time Conversion: When you change your base currency in the Profile Modal, all stock prices, sparkline ranges, entry zones, stop-losses, and portfolio totals recalculate instantaneously.
• Exchange Rate Caching: Live forex rates are fetched and cached locally with automatic background refresh to maintain sub-10ms response times.

Configure multi-factor trigger rules that continuously evaluate quantitative indicators and dispatch instant alerts to your trading desk, automated bots, and messaging channels.

• 🌐 ALL WATCHLIST ASSETS (Global Monitor): Selecting this target monitors your entire active watchlist simultaneously. When any holding triggers the signal (e.g. adverse news, oversold RSI dip), an alert is dispatched specifically for that asset.
• Individual Stocks / ETFs: Monitor a specific stock or search international companies via the Search Stock modal.

• Trend & Volatility: SuperTrend Direction Flips (Bullish/Bearish), SMA 50/200 Golden & Death Crosses, Bollinger Band Upper Breakouts & Lower Reversal Zones.
• Momentum Oscillators: RSI Deep Oversold (<30) & Overbought Exhaustion (>70), MACD Signal Line Crosses, Stochastic Oscillator Crosses (<20).
• Institutional Flow: Chaikin Money Flow Heavy Inflows (>+0.15) & Outflows (<-0.15), Daily VWAP Breakouts and Breakdowns.
• 📰 Breaking News Catalysts: 🚨 High-Impact Breaking News, 📈 Bullish Catalysts (Earnings/Upgrades), 📉 Adverse Events (Downgrades/Headwinds), 🏛️ Tier-1 Publisher Breaking Headlines.
• AI & Risk Levels: AI Conviction Upgrades (≥80%) & Drops (<45%), Dynamic ATR TP1 Reached, Volatility Stop-Loss Breaches, Intraday Volatility Spikes/Drops (±3.5%).

• Configurable Slider (1m to 24h): Set your desired automated polling interval directly with the slider bar (defaults to 15 minutes). Persisted automatically.
• Live Heartbeat & Countdown: Real-time timer counts down to the next scan with live active status indicator.
• Check Signals Now: Execute an instant background calculation and news scan across your rules without waiting for the timer.
• Pause / Resume: Temporarily suspend background polling at any time with a single click.

Receive instant markdown-formatted market catalyst signals, price breakout alerts, and direct news links right in your Telegram chats, public channels, or private trading groups.

• Step 1: In Telegram, search for your bot (e.g. @FinDashIQ_bot) and tap "Start" (or send hello).
• Step 2: In FinDashIQ Destination, type auto (or your numeric Chat ID from @raw_data_bot).
• Step 3: Click Trigger Test Message — the alert will arrive directly in your private chat.

• Step 1 (Make Public): In Telegram group settings ➔ Edit ➔ Group Type ➔ Set to Public ➔ Assign handle (e.g. FinDashIQ).
• Step 2 (Admin Rights): In Group Administrators, add your bot (e.g. @FinDashIQ_bot) as an Admin with Post Messages rights.
• Step 3: In FinDashIQ Destination, enter @FinDashIQ and click Trigger Test Message.

• Step 1: Add your bot to the private group as an Administrator.
• Step 2: In the group chat, send /test @FinDashIQ_bot.
• Step 3: In FinDashIQ Destination, enter auto (or the numeric group ID starting with -100...) and click Trigger Test Message.

Push real-time quantitative indicator breakouts and corporate catalyst wires directly into your Discord trading channels with rich formatted embeds.

1. Open your Discord server and navigate to your trading channel (e.g. #quant-signals).
2. Click the gear icon next to the channel name to open Channel Settings.
3. Go to Integrations ➔ Webhooks ➔ New Webhook.
4. Name the webhook (e.g. FinDashIQ AI Desk) and click Copy Webhook URL.

Dispatches structured HTML executive notification memos directly to your inbox or email automation webhook endpoints.

Configure your outbound SMTP credentials in your .env file:

SMTP_HOST=smtp.gmail.com
SMTP_PORT=587
SMTP_USER=your_email@gmail.com
SMTP_PASSWORD=your_app_specific_password
SMTP_FROM=alerts@findashiq.com

• Asset Symbol & Company: Ticker and profile summary.
• Algorithmic Context: Multi-factor momentum, volume, and volatility status.
• Breaking News Links: Direct hyperlinks to full catalyst articles.

Instant in-browser and operating system desktop push alerts with zero latency, powered by the HTML5 Notification API and Web Audio synthesizer.

• HTML5 Desktop Notifications: Fires operating system notification popups even when your browser is minimized or running in a background tab.
• Web Audio Synthesizer Chime: Produces a high-priority dual-tone acoustic chime (587Hz ➔ 880Hz) with zero external media files.
• 100% Offline Capable: Runs entirely client-side without external notification servers.

1. Select 🔔 In-App & Desktop Sound Alert in the Dispatch Channel dropdown.
2. Click the Enable Desktop Alerts button next to the destination label.
3. Click Allow / Grant on your browser's permission prompt.

Connect FinDashIQ signal alerts to custom trading execution bots (Python, Node.js, Go), FastAPI listeners, or automation hubs (Zapier, n8n, Make).

{
  "event": "QUANT_SIGNAL_TRIGGER",
  "timestamp": "2026-08-30T10:35:00Z",
  "ticker": "NVDA",
  "signalName": "SuperTrend Direction Flip ➔ Bullish Uptrend",
  "signalType": "supertrend_bull",
  "category": "Trend & Volatility",
  "threshold": "Bullish Uptrend Confirmation",
  "title": "🚨 NVDA Signal Triggered: SuperTrend Bullish Flip",
  "message": "Quantitative Multi-Factor Engine triggered condition [Bullish Uptrend Confirmation] for NVDA...",
  "news": {
    "headline": "NVIDIA Unveils Next-Gen AI Architecture",
    "summary": "Major cloud providers order high-volume deployments...",
    "publisher": "Reuters Financial Wire",
    "url": "https://www.reuters.com/..."
  },
  "metrics": {
    "rsi14": 58.4,
    "cmf": 0.185,
    "vwap": 173.20,
    "aiConviction": 84.0
  }
}

Role-based access control keeps watchlists, notification rules, currency choices, and visual theme preferences completely isolated per user account.

• Administrator (admin): Full platform access + User Management tab in profile modal to create/delete accounts and assign roles.
• Standard User (user): Private watchlists, personalized alert triggers, base currency configuration, and profile customization.

FinDashIQ achieves sub-10ms response times via multi-tier server-side caching and incremental delta synchronization, backed by hardened reverse proxy security headers.

• Persistent Disk Cache (data/cache/): Historical bars are saved locally in CSV format.
• Delta Downloads: On reload, the engine downloads only missing recent bars (1–2 days) rather than full multi-year histories, reducing network bandwidth by >98%.
• Security Headers: Enforces HSTS, restrictive CSP, X-Frame-Options: SAMEORIGIN, X-Content-Type-Options: nosniff, and ProxyFix headers for reverse proxies.
• Force Refresh: Click "Force Refresh" in any tab to bypass cached data and perform a live query.

Important regulatory, educational, and liability provisions governing the use of FinDashIQ.

• No Financial Liability: The creator and contributors assume no liability for any trading losses or financial decisions made based on platform metrics or AI synthesis.
• Data Privacy & GDPR: User accounts and preferences are stored securely on your server instance with zero tracking cookies and no third-party telemetry.
• Full Impressum: Click "Impressum & Legal" in the footer or auth screen to review complete provider details and privacy disclaimers.