> ## Documentation Index > Fetch the complete documentation index at: https://docs.vectrade.io/llms.txt > Use this file to discover all available pages before exploring further. # Market Data & Analytics > Complete guide to VTrade's market data infrastructure — browse 160+ instruments across six asset classes, conduct deep fundamental and technical research on individual securities, and leverage professional-grade analytics tools for portfolio optimization. # Market Data & Analytics VTrade provides comprehensive market data coverage and professional-grade analytics tools designed to support every stage of the investment decision process — from initial screening and idea generation, through deep fundamental research, to ongoing portfolio risk management and optimization. *** ## Market Overview Market Overview — Global market snapshot with sentiment indicators, sector heatmap, and top movers Navigate to **VTrade → Market** from the left sidebar for a real-time snapshot of global market conditions. ### Global Ticker Strip A persistent horizontal ribbon at the top of the Market page displays 24 benchmark instruments updating in real-time: | Category | Instruments Shown | | --------------------- | -------------------------------------------------------- | | US Indices | S\&P 500, NASDAQ Composite, Dow Jones Industrial Average | | International Indices | FTSE 100, DAX 40, Nikkei 225, Hang Seng | | Currencies | EUR/USD, GBP/USD, USD/JPY, USD/CNY | | Crypto | BTC-USD, ETH-USD, SOL-USD | | Commodities | Gold (XAU/USD), Crude Oil (WTI), Natural Gas | | Rates | US 10-Year Treasury Yield, US 30-Year Treasury Yield | Each ticker shows: symbol, current price, and change % with color coding (green = positive, red = negative). ### Overview Dashboard The default Market tab provides a consolidated view of current conditions: **Market Breadth Indicator:** * Displays the ratio of advancing vs. declining securities across major US exchanges * Visual bar chart showing the advance/decline line * Breadth above 2:1 suggests strong bullish momentum; below 1:2 suggests broad selling pressure **Sentiment Gauge:** * A semicircular dial indicating aggregate market sentiment * Scale ranges from Extreme Fear → Fear → Neutral → Greed → Extreme Greed * Derived from multiple inputs: put/call ratio, VIX level, market breadth, new highs vs. new lows, and social media sentiment analysis **Top Movers (Three-Column Layout):** | Column | Content | | --------------- | -------------------------------------------------------------- | | **Top Gainers** | 10 instruments with highest positive % change today | | **Top Losers** | 10 instruments with largest negative % change today | | **Most Active** | 10 instruments with highest trading volume relative to average | **Sector Heatmap:** * Color-coded tile grid with each tile representing a GICS sector * Tile size proportional to sector's total market capitalization * Color intensity indicates magnitude of daily performance * Green = positive sector return; Red = negative sector return * Hover for precise percentage and dollar contribution to the market **Volatility Spotlight (VIX):** * Current VIX level with historical context * Classification labels: Low (\< 15), Moderate (15–20), Elevated (20–30), High (30–40), Extreme (> 40) * 30-day VIX chart showing volatility trend *** ## Asset Class Tabs The Market page features dedicated tabs for each tradable asset class. Each tab presents a comprehensive sortable table with asset-class-specific columns. ### Equities Equities — Tradable stocks across multiple global exchanges **Coverage:** 40+ individual equities across 5 global exchanges: | Exchange | Region | Example Tickers | | ------------ | -------------- | ---------------------------------------------------- | | NASDAQ | United States | AAPL, MSFT, NVDA, TSLA, AMZN, GOOGL, META, AMD, NFLX | | NYSE | United States | JPM, BAC, JNJ, PG, KO, DIS, V, MA | | LSE (London) | United Kingdom | BARC.L, HSBA.L, BP.L, AZN.L | | TSE (Tokyo) | Japan | 7203.T (Toyota), 9984.T (SoftBank), 6758.T (Sony) | | KOSDAQ | South Korea | 005930.KS (Samsung), 000660.KS (SK Hynix) | **Table Columns:** Symbol, Name, Exchange, Price, Change %, Volume, Market Cap, P/E, 52W Range, Sector. ### ETFs ETFs — 37 funds organized by investment strategy **Coverage:** 37 exchange-traded funds organized by category: | Category | Fund Count | Examples | | ------------- | ---------- | ------------------------------------------------------ | | Index | 6 | SPY, QQQ, IWM, DIA, VTI, VOO | | Sector | 11 | XLK, XLF, XLE, XLV, XLI, XLC, XLRE, XLB, XLU, XLP, XLY | | Thematic | 5 | ARKK, ARKG, BOTZ, HACK, TAN | | Fixed Income | 5 | TLT, IEF, SHY, HYG, LQD | | Commodity | 4 | GLD, SLV, USO, UNG | | International | 4 | EFA, VWO, FXI, EWJ | | Dividend | 2 | VYM, SCHD | **Table Columns:** Symbol, Name, Category, Price, Change %, AUM (Assets Under Management), Expense Ratio, Yield, Volume. ### Cryptocurrencies Crypto — 23 digital assets across multiple categories **Coverage:** 23 cryptocurrency tokens: | Category | Tokens | | ---------------- | ---------------------------------------------- | | Layer 1 | BTC, ETH, SOL, ADA, AVAX, DOT, ATOM, NEAR, APT | | DeFi | UNI, AAVE, MKR, CRV, LDO | | Exchange Tokens | BNB, FTT | | Meme / Community | DOGE, SHIB, PEPE | | Layer 2 | MATIC, ARB, OP | | Infrastructure | LINK | **Trading Hours:** 24/7/365 — crypto markets never close. **Table Columns:** Symbol, Name, Category, Price, Change % (24h), Market Cap, Volume (24h), Circulating Supply, All-Time High. ### Forex Forex — 21 currency pairs including majors, crosses, and emerging markets **Coverage:** 21 currency pairs: | Category | Pairs | | ---------------- | ------------------------------------------------------------- | | Majors | EUR/USD, GBP/USD, USD/JPY, USD/CHF, AUD/USD, USD/CAD, NZD/USD | | Crosses | EUR/GBP, EUR/JPY, GBP/JPY, AUD/JPY, EUR/CHF | | Asian | USD/HKD, USD/SGD, USD/KRW, USD/INR | | Emerging Markets | USD/MXN, USD/ZAR, USD/BRL, USD/TRY, USD/PLN | **Trading Hours:** 24 hours per day, 5 days per week (Sunday 5:00 PM ET – Friday 5:00 PM ET). **Table Columns:** Pair, Bid, Ask, Spread (pips), Change %, Day Range, Session (Sydney/Tokyo/London/New York). ### Commodities Commodities — 20 futures contracts across four categories **Coverage:** 20 commodity futures: | Category | Contracts | | ----------------- | ---------------------------------------------------------------- | | Precious Metals | Gold (XAU), Silver (XAG), Platinum, Palladium | | Energy | Crude Oil (WTI), Brent Crude, Natural Gas, Heating Oil, Gasoline | | Industrial Metals | Copper, Aluminum, Zinc, Nickel, Iron Ore | | Agriculture | Corn, Wheat, Soybeans, Coffee, Sugar, Cotton | **Table Columns:** Symbol, Name, Category, Price, Change %, Volume, Open Interest, Contract Expiry. ### Indices Indices — 20 major global benchmark indices **Coverage:** 20 global market benchmarks: | Region | Indices | | ------------ | ------------------------------------------------------------- | | Americas | S\&P 500, NASDAQ Composite, Dow Jones, Russell 2000, S\&P/TSX | | Europe | FTSE 100, DAX 40, CAC 40, Euro Stoxx 50, IBEX 35 | | Asia-Pacific | Nikkei 225, Hang Seng, Shanghai Composite, KOSPI, ASX 200 | | Volatility | VIX (CBOE Volatility Index) | | Rates | US 10-Year Yield, US 30-Year Yield, US 2-Year Yield | **Table Columns:** Index, Region, Level, Change %, Change (pts), YTD %, Session Status (Open/Closed). Indices are viewable for research and analysis but not directly tradable. To gain index exposure, trade the corresponding ETF (e.g., SPY for S\&P 500, QQQ for NASDAQ 100). *** ## Stock Detail Pages Clicking any instrument from the Market table, a watchlist, or a search result opens its comprehensive detail page. Stock pages feature 8 dedicated research tabs providing in-depth analysis. Stock Detail — Apple Inc. (AAPL) with full analysis tab system showing price chart, key statistics, and navigation tabs Above: The stock detail page for Apple Inc. (AAPL) — showing the interactive price chart, key trading statistics, fundamental snapshot, and the tab navigation system for deeper research. Stock Detail — NVIDIA Corporation (NVDA) demonstrating the same comprehensive analysis interface across different securities Above: The same comprehensive interface for NVIDIA Corporation (NVDA) — demonstrating that the analysis depth is consistent across all equities regardless of sector or market capitalization. The interface is uniform across all securities — whether you are researching a mega-cap technology stock (AAPL, NVDA), a UK-listed bank (BARC.L), or a Korean semiconductor company (005930.KS), the same 8 research tabs and data depth are available. ### Accessing Stock Pages by Exchange You can also browse stocks organized by their listing exchange. Each exchange page presents a comprehensive table sortable by price, change %, volume, market cap, P/E ratio, and sector. Click any row to navigate directly to the full stock detail page. **NASDAQ — US Technology & Growth Equities:** NASDAQ-listed equities with sortable market data columns **NYSE — US Blue-Chip & Dividend Equities:** NYSE-listed equities with sortable market data columns **KOSDAQ — Korean Technology & Semiconductor Equities:** KOSDAQ-listed equities with sortable market data columns Each exchange view supports the same column sorting, search filtering, and click-to-navigate functionality. Use these views to discover instruments within a specific exchange ecosystem. *** ### Tab 1: Summary Summary Tab — Price chart, key statistics, and fundamental snapshot The Summary tab is your starting point for any security, providing: **Interactive Price Chart:** * Candlestick chart with configurable timeframes (1min – 1W) * Technical indicator overlays (SMA, EMA, Bollinger Bands, RSI, MACD, VWAP) * Volume histogram * Drawing tools (trend lines, Fibonacci, horizontals) * Full-screen mode for detailed analysis **Key Trading Statistics:** | Statistic | Description | | ----------------- | ----------------------------------- | | Open | Today's opening price | | Day High | Highest intraday price | | Day Low | Lowest intraday price | | Previous Close | Yesterday's final price | | Volume | Shares traded today | | Avg. Volume (20D) | 20-day average daily volume | | 52-Week High | Highest price in trailing 12 months | | 52-Week Low | Lowest price in trailing 12 months | **Fundamental Snapshot:** | Metric | Description | | ---------------- | ------------------------------------------------------------- | | Market Cap | Total shares outstanding × current price | | Enterprise Value | Market cap + debt – cash (true company value) | | P/E Ratio (TTM) | Price ÷ trailing-twelve-month earnings per share | | Forward P/E | Price ÷ next-year consensus EPS estimate | | PEG Ratio | P/E ÷ earnings growth rate (value relative to growth) | | EPS (TTM) | Earnings per share, trailing twelve months | | Revenue (TTM) | Total revenue, trailing twelve months | | Profit Margin | Net income ÷ revenue | | Dividend Yield | Annual dividend ÷ current price | | Beta | Stock volatility relative to S\&P 500 (1.0 = market-matching) | | Short Interest | Percentage of shares sold short | **AI Composite Score:** * VecTrade proprietary rating (0–100) combining technical, fundamental, and sentiment signals * Broken down into component sub-scores with letter grades (A+ through F) *** ### Tab 2: Options Options Tab — Full options chain with Greeks and implied volatility A complete options chain display for the selected security: **Expiration Selector:** * Dropdown listing all available expiration dates (weeklies and monthlies) * Days-to-expiration (DTE) shown next to each date * Filter: All, Weeklies Only, Monthlies Only **Chain Layout (Split View):** | Calls (Left) | Strike | Puts (Right) | | ----------------------------------------------------------------- | ------------ | ----------------------------------------------------------------- | | Last, Bid, Ask, Change, Volume, OI, IV, Delta, Gamma, Theta, Vega | Strike Price | Last, Bid, Ask, Change, Volume, OI, IV, Delta, Gamma, Theta, Vega | **Visual Indicators:** * In-the-money (ITM) contracts highlighted with a shaded background * At-the-money (ATM) strike row emphasized with a border * Volume heatmap — darker cells indicate higher relative volume **Options Metrics Explained:** | Greek | Interpretation | | ----- | ---------------------------------------------------------------------- | | Delta | Expected price change per \$1 move in the underlying | | Gamma | Rate of change of delta (acceleration) | | Theta | Daily time decay — how much value the option loses per day | | Vega | Sensitivity to a 1% change in implied volatility | | IV | Implied volatility — the market's expectation of future price movement | *** ### Tab 3: Financials Financials Tab — Income statement, balance sheet, cash flow, and visual breakdowns Deep fundamental analysis with interactive financial statement data: **Income Statement:** * Revenue, COGS, Gross Profit, Operating Expenses, EBITDA, Operating Income, Net Income * Toggle between Quarterly and Annual views * Multi-year comparison (up to 10 years of annual data, 20 quarters) * Year-over-year growth rates highlighted **Balance Sheet:** * Total Assets, Current Assets, Non-Current Assets * Total Liabilities, Current Liabilities, Long-Term Debt * Shareholder Equity, Retained Earnings, Book Value per Share * Key ratios: Current Ratio, Debt-to-Equity, Quick Ratio **Cash Flow Statement:** * Operating Cash Flow, Capital Expenditures, Free Cash Flow * Investing Activities, Financing Activities * Dividends Paid, Share Buybacks * Net Cash Change **Interactive Visualizations:** * **Revenue Sankey Diagram** — Flow chart showing revenue sources and how they convert to profit * **EPS History Chart** — Quarterly EPS with analyst estimate bars (beats shown green, misses shown red) * **Dividend History** — Payment timeline with yield calculation and growth rate CAGR * **Margin Trends** — Line chart tracking gross, operating, and net margins over time *** ### Tab 4: Ownership Ownership Tab — Institutional, retail, and insider ownership breakdown Comprehensive ownership structure analysis: **Ownership Distribution Pie Chart:** * Institutional investors (percentage and dollar value) * Retail investors (individual shareholders) * Insiders (executives, directors, 10%+ holders) **Top Institutional Holders (Table):** | Column | Data | | ------------- | ------------------------------------------------ | | Institution | Fund/firm name (e.g., Vanguard Group, BlackRock) | | Shares Held | Number of shares owned | | % Outstanding | Percentage of total shares | | Value (\$) | Dollar value of position | | Change | Increase/decrease vs. prior quarter filing | | Filing Date | Most recent 13F filing date | **Insider Transactions (Table):** | Column | Data | | ----------- | ----------------------------------- | | Name | Insider name | | Title | Role (CEO, CFO, Director, VP, etc.) | | Transaction | Buy or Sell | | Shares | Number of shares transacted | | Price | Transaction price per share | | Value (\$) | Total dollar value | | Date | Transaction date | | Remaining | Shares still held after transaction | **Congressional Trading (if applicable):** * Recent stock transactions by members of the US Congress * Legislator name, party, chamber, transaction type, estimated value range, and disclosure date *** ### Tab 5: News News Tab — Company-specific headlines with AI sentiment analysis Curated news feed filtered to the selected security: Each article displays: * **Headline** — Clickable link to full article * **Source** — Publication name (Reuters, Bloomberg, CNBC, etc.) * **Timestamp** — Publication date/time with relative indicator ("2 hours ago") * **Sentiment Badge** — AI-classified sentiment: * 🟢 **Bullish** — Positive implications for the stock * 🔴 **Bearish** — Negative implications for the stock * ⚪ **Neutral** — Informational, no clear directional bias * **Summary** — Two-line excerpt of the key information News items sorted chronologically (newest first) with infinite scroll pagination. *** ### Tab 6: Seasonals Seasonals Tab — Historical monthly performance patterns Statistical seasonal analysis based on historical price data: **Monthly Performance Bar Chart:** * 12 bars representing average return for each calendar month (based on 10-year history) * Green bars = historically positive months; Red bars = historically negative months * Standard deviation whiskers showing return dispersion * Win rate label on each bar (e.g., "Jan: +2.3% avg, 70% positive") **Seasonal Patterns:** * "Best months" and "worst months" highlighted with confidence levels * Notable recurring events (product launches, earnings cycles, dividend dates) annotated * Year-over-year overlay comparison (this year vs. historical average) *** ### Tab 7: Filings Filings Tab — SEC regulatory documents with direct EDGAR links Regulatory filing history from the SEC EDGAR database: | Filing Type | Description | Frequency | | ----------- | ------------------------------------------------------------- | --------------------- | | **10-K** | Annual report — comprehensive business and financial overview | Annual | | **10-Q** | Quarterly financial report | Quarterly | | **8-K** | Current event disclosure (material events) | As needed | | **DEF 14A** | Proxy statement (shareholder vote matters) | Annual | | **13F** | Institutional investment manager holdings | Quarterly | | **4** | Insider trading reports | As transactions occur | | **S-1** | Registration statement (IPOs) | As needed | Each filing entry shows: type badge, document title, filing date, and a direct link to the full document on SEC EDGAR. *** ### Tab 8: Profile Profile Tab — Company overview, leadership, and classification Comprehensive company background information: | Field | Content | | -------------------- | --------------------------------------------------------------------- | | Business Description | Multi-paragraph overview of operations, products, and market position | | Sector | GICS sector classification | | Industry | GICS industry sub-classification | | Sub-Industry | Granular industry classification | | Headquarters | City, State/Province, Country | | Founded | Year of incorporation | | IPO Date | Date of initial public offering | | Employees | Full-time headcount | | CEO | Chief Executive Officer name | | CFO | Chief Financial Officer name | | Website | Official corporate URL | | Phone | Investor relations contact | | Fiscal Year End | Month when fiscal year closes | **Key Executives Table:** * Name, Title, Age, Tenure, Total Compensation (annual) *** ## Analytics Suite Analytics Dashboard — Portfolio risk metrics, equity curve, treemap, and correlation analysis Navigate to **VTrade → Analytics** for professional-grade portfolio analysis and market screening tools. ### Analytics Dashboard The main analytics view provides a multi-panel dashboard: **Performance Strip:** * Total equity, daily P\&L, win rate, profit factor, Sharpe ratio — all visible without scrolling **Equity Curve (Primary Chart):** * Portfolio value over time with benchmark comparison overlay * Timeframe selector: 1W, 1M, 3M, 6M, 1Y, All-Time * Drawdown waterfall beneath the main curve * High-water mark and recovery periods shaded **Risk Metrics Panel:** | Metric | Description | Your Value | Interpretation | | ------------ | ------------------------------------------------------------- | ---------- | -------------------------------------- | | VaR (95%) | Value at Risk — maximum expected daily loss at 95% confidence | Dynamic | Lower = more conservative | | CVaR (95%) | Conditional VaR — average loss in the worst 5% of scenarios | Dynamic | Tail risk measure | | Sharpe Ratio | Excess return per unit of total risk | Dynamic | > 1.0 good; > 2.0 excellent | | Max Drawdown | Largest peak-to-trough portfolio decline | Dynamic | Capital preservation indicator | | Beta | Portfolio sensitivity to S\&P 500 | Dynamic | \< 1.0 = defensive; > 1.0 = aggressive | | Calmar Ratio | Annual return ÷ max drawdown | Dynamic | Risk/reward efficiency | **Holdings Treemap:** * Rectangular grid where each rectangle represents a position * Rectangle size = position weight in portfolio * Rectangle color = profitability (green = profit, red = loss, intensity = magnitude) * Hover for: symbol, weight %, P\&L \$, P\&L % **Sector Allocation Donut:** * Interactive donut chart with sector breakdown * Click a segment to filter the treemap to only that sector **Correlation Matrix:** * Heatmap grid showing pairwise correlations between all holdings * Scale: -1.0 (perfectly inverse) to +1.0 (perfectly correlated) * Helps identify diversification gaps (highly correlated positions) **What-If Simulator:** * Select a hypothetical new position (symbol, quantity, direction) * Preview how it would change: portfolio beta, Sharpe ratio, sector allocation, correlation profile * Useful for pre-trade risk assessment before committing capital *** ### Stock Screener Stock Screener — Multi-criteria filtering with sortable results Navigate to **Analytics → Screener** for systematic stock discovery. **Available Filter Criteria:** | Filter Category | Parameters | | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Sector** | Technology, Healthcare, Financials, Energy, Consumer Discretionary, Consumer Staples, Industrials, Materials, Utilities, Real Estate, Communication Services | | **Market Cap** | Nano (\<$50M), Micro ($50M–$300M), Small ($300M–$2B), Mid ($2B–$10B), Large ($10B–$200B), Mega (>$200B) | | **P/E Ratio** | Custom range (e.g., 5–20 for value, 30+ for growth) | | **Forward P/E** | Custom range | | **PEG Ratio** | Custom range (\< 1.0 = undervalued relative to growth) | | **Price Change (%)** | Daily, weekly, monthly, or YTD change range | | **RSI (14)** | Custom range (\< 30 = oversold, > 70 = overbought) | | **Dividend Yield** | Minimum yield percentage | | **Beta** | Custom range (0.5–1.5 typical) | | **Revenue Growth** | Year-over-year growth rate range | | **EPS Growth** | Year-over-year earnings growth range | | **Profit Margin** | Minimum net profit margin | | **Debt/Equity** | Maximum leverage ratio | | **Short Interest** | Percentage range of shares sold short | | **Analyst Rating** | Strong Buy, Buy, Hold, Sell, Strong Sell | | **52-Week Position** | Within X% of high or low | **Results Table:** Matching instruments display in a comprehensive sortable table with all filter fields as columns, plus: current price, AI score, and action buttons (Trade, Add to Watchlist, View Detail). **Saved Screens:** Save frequently used filter combinations for one-click access. Examples: "Value Stocks," "High-Growth Tech," "Oversold Dividend Payers." *** ### Performance Calendar Performance Calendar — Daily P&L heatmap in calendar format A visual calendar showing your daily trading performance: **Color Encoding:** * **Dark Green** — Highly profitable day (> +2% portfolio return) * **Light Green** — Moderately profitable (+0.5% to +2%) * **Grey** — Minimal change or no activity * **Light Red** — Moderate loss (–0.5% to –2%) * **Dark Red** — Significant loss (\< –2%) **Interaction:** * Hover any day for a tooltip showing: date, P\&L (\$), P\&L (%), number of trades, best trade, worst trade * Click any day to drill down into the full trade list for that session * Navigate between months using arrow controls * Toggle between: This Month, Last Month, Custom Month **Summary Statistics (Visible Below Calendar):** * Best day ($ and %), Worst day ($ and %), Average daily P\&L * Days profitable vs. days unprofitable (ratio) * Longest winning streak, Longest losing streak *** ### Cash Flow Analysis Cash Flow Analysis — Waterfall chart and daily flow visualization Comprehensive cash flow visualization: **Waterfall Chart:** A step-by-step waterfall showing cumulative cash movements: * Starting balance (leftmost bar) * * Trading profits (green bars) * − Trading losses (red bars) * − Fees paid (grey bars) * * Rewards earned (blue bars) * \= Ending balance (rightmost bar) **Daily Cash Flow Line Chart:** * Time-series showing net daily cash inflow/outflow * Identifies patterns (e.g., consistent fee drain, reward spikes on competition days) * Moving average overlay to smooth noise **Summary Metrics:** * Net trading cash flow (all-time) * Average daily cash flow * Largest single-day inflow and outflow * Total fees as % of total trading volume *** ### Portfolio Rebalance Tool Portfolio Rebalance — Target allocation vs. current drift with trade suggestions Navigate to **Analytics → Rebalance** for systematic portfolio rebalancing. **Step 1 — Define Target Allocation:** Set your ideal portfolio allocation by sector, asset class, or individual position weight. For example: * Technology: 35% * Healthcare: 20% * Financials: 15% * Energy: 10% * Cash: 20% **Step 2 — View Current Drift:** A comparison table shows: | Sector/Asset | Target % | Current % | Drift | Status | | ------------ | -------- | --------- | ----- | -------------- | | Technology | 35% | 42% | +7% | 🔴 Overweight | | Healthcare | 20% | 12% | –8% | 🟢 Underweight | | Cash | 20% | 28% | +8% | 🔴 Overweight | **Step 3 — Review Trade Suggestions:** The tool calculates specific trades required to restore target allocation: * "Sell 5 shares of NVDA (\$4,250 proceeds)" * "Buy 10 shares of JNJ (\$1,580 cost)" * "Buy 15 shares of XLV (\$2,100 cost)" **Step 4 — Execute:** * Execute trades individually (click to open Trading Desk with order pre-filled) * Execute all at once (batch execution with single confirmation) Schedule monthly rebalancing reviews. Market movements naturally cause drift from target allocations. Regular rebalancing enforces discipline and prevents unintentional concentration risk.