Analyzing Opportunity Details
Educational Content: This documentation explains statistical relationships observed in historical data. It is not investment advice. Correlations are based on past data and do not predict future performance. All investments carry risk of loss.
Opening the Detail Panel
From the Opportunities Dashboard, click any row in the opportunities table.
A detail panel slides in from the right side, showing complete information about that opportunity.
Alternative access:
- Click a ticker in the "Top Opportunities" cards
- Click through from an alert notification
- Direct link from external tools (if you save opportunity URLs)
Panel Anatomy
The opportunity detail panel has six main sections:
- Header - Company info and key metrics
- Summary Stats - Overall score, confidence, direction
- Top Strategies - The 3-5 drivers creating this opportunity
- Driver Details - Statistical breakdown for each driver
- Quick Actions - Watchlist, alerts, external links
- Historical Context - When pattern last appeared, outcomes (if available)
Let's explore each section in depth.
Header Section
Company Identification
Company Logo - Visual branding for quick recognition
Ticker Symbol - Bold, large font (e.g., "NVDA")
Company Name - Full legal name (e.g., "NVIDIA Corporation")
Sector - Industry classification (e.g., "Technology")
Industry - Sub-sector detail (e.g., "Semiconductors")
Why this matters: Context for evaluating the opportunity. Tech stocks behave differently than utilities. Semiconductors have different catalysts than software.
Metadata
Last Updated Timestamp
Shows when this opportunity was last recalculated. Example: "Updated 2 hours ago"
Freshness check:
- ✅ <4 hours - Fresh data, actionable
- ⚠️ 4-8 hours - Decent, but refresh if concerned
- ❌ >8 hours - Stale, hit refresh before acting
Data Freshness Indicator
Some opportunities show: "live", "delayed 15min", or "end-of-day"
Live data - Updated in real-time as filings hit Delayed - Price data on 15min delay (most free plans) EOD - End-of-day data only (next update after close)
Summary Statistics
Three large metrics dominate this section:
Overall Score
Display: Large number (0-100) with color coding
Color meaning:
- Dark blue/green (80-100) - Very strong
- Medium blue (70-79) - Strong
- Light blue (60-69) - Moderate
- Gray (<60) - Weak (rarely shown)
Visual aid: Progress bar fills proportionally (85/100 = 85% filled)
Interpretation: This is your "at a glance" quality metric. Higher = stronger historical pattern.
Confidence Score
Display: Number (0-100) with reliability indicator
Reliability tags:
- Very High (80-100)
- High (60-79)
- Moderate (40-59)
- Low (<40)
What to look for: You want confidence ≥65 at minimum. Confidence ≥80 is ideal.
Red flag: Score of 85 with confidence 35 = DON'T TRADE. High score is likely noise.
Direction Badge
Display: Colored badge with text
Bullish - Blue badge, "BULLISH" text Bearish - Red badge, "BEARISH" text Neutral - Gray badge, "NEUTRAL" text
Icons: May include directional arrows (↑ for bullish, ↓ for bearish)
Quick filter: If you only trade long, ignore bearish immediately.
Top Strategies Section
This section lists the 3-5 most important drivers contributing to the overall score.
Strategy Card Layout
Each strategy shows:
Strategy Name - Descriptive label (e.g., "Insider Buying", "Momentum Bullish")
Direction Icon - Arrow indicating bullish (↑), bearish (↓), or neutral (↔)
Contribution Percentage - How much this strategy contributes to total score
Signal Strength - Qualitative label:
- Very Strong (r ≥ 0.7)
- Strong (r = 0.5-0.69)
- Moderate (r = 0.3-0.49)
- Weak (r < 0.3)
Example Top Strategies Display
1. Insider Buying ↑ Bullish
Contribution: 32% | Signal: Very Strong
2. Momentum Bullish ↑ Bullish
Contribution: 24% | Signal: Strong
3. Valuation Gap ↑ Bullish
Contribution: 18% | Signal: Moderate
4. Price Reversion ↑ Bullish
Contribution: 12% | Signal: Moderate
5. Sector Rotation ↑ Bullish
Contribution: 8% | Signal: Weak
Interpreting Strategy Lists
All strategies same direction (example above):
- High conviction setup
- All signals agree
- Lower risk of mixed signals
Mixed directions:
1. Insider Buying ↑ Bullish (32%)
2. Momentum Breakdown ↓ Bearish (24%)
3. Valuation Gap ↑ Bullish (18%)
- Conflicting signals
- Lower conviction
- Often results in Neutral overall direction
- Proceed with caution
Contribution sum:
The percentages should add up close to 100% (allowing for rounding and minor factors not in top 5).
Example: 32% + 24% + 18% + 12% + 8% = 94%
The remaining 6% comes from minor factors below the top 5 cutoff.
Driver Details Section
Click any strategy card to expand full statistical details.
Expanded Driver View
Strategy Name Header - Large, bold (e.g., "Insider Buying")
Pattern Description - Plain English explanation:
"This strategy identifies historical patterns where insider buying activity preceded significant price movements."
Statistical Metrics:
Correlation (r-value)
Display: r = 0.74 (or r = -0.52 for bearish)
Meaning:
- Positive r - When this signal occurs, price tends to move up
- Negative r - When this signal occurs, price tends to move down
- Magnitude - How strong the relationship is (0.7+ is very strong)
Interpretation guide:
- r > 0.7 - Very strong positive correlation
- r = 0.5-0.7 - Strong positive correlation
- r = 0.3-0.5 - Moderate positive correlation
- r < 0.3 - Weak (we filter these out)
Sample Size (n-value)
Display: n = 156
Meaning: This pattern has been tested 156 times in historical data.
Quality check:
- n ≥ 150 - Excellent (well-validated)
- n = 80-149 - Good (solid evidence)
- n = 50-79 - Moderate (decent sample)
- n = 30-49 - Low (minimum threshold)
- n < 30 - Too low (filtered out)
Statistical Significance (p-value)
Display: p < 0.01 or p < 0.05
Meaning: Probability this correlation happened by random chance.
Standard thresholds:
- p < 0.01 - Less than 1% chance of randomness (highly significant)
- p < 0.05 - Less than 5% chance of randomness (significant)
- p ≥ 0.05 - Not statistically significant (filtered out)
What you want: Always look for p < 0.05. The lower, the better.
Pattern Timeframe
Display: insider_buying_20d → forward_return_30d
Left side - The signal (what happened) Right side - The outcome (what followed) Numbers - Time periods in days
Translation: "When insiders bought over the past 20 days, we measured returns over the following 30 days."
Trading implication: This is a 30-day hold pattern. If you're day trading, this pattern isn't validated for your timeframe.
Common timeframes:
- 5-day forward - Short-term swing
- 10-day forward - Medium-term swing
- 20-30 day forward - Long-term swing
- 60+ day forward - Position trading
Historical Performance Metrics
Some drivers show additional context:
Success Rate - Percentage of times pattern worked
"Pattern worked in 112 of 156 tests (72%)"
Average Move - Mean price change when pattern appeared
"Average 30-day return: +8.4%"
Win/Loss Ratio - Size of wins vs size of losses
"Average winner: +12%, Average loser: -4%"
Max Drawdown - Worst case in historical data
"Largest loss: -18% (during 2020 crash)"
Important: These are historical statistics, not predictions. Past performance ≠ future results.
Quick Actions Bar
Action buttons for managing this opportunity:
Add to Watchlist
Button: Star icon or "Add to Watchlist" text
Click to:
- Add ticker to your favorites list
- Shows up in favorites summary card
- Easy access for daily monitoring
Remove: Click again to unfavorite
Set Alert
Button: Bell icon or "Create Alert"
Click to:
- Open alert builder pre-filled with this ticker
- Set custom thresholds (score drops, direction changes)
- Get notified when pattern changes
Use case: "Alert me if NVDA score drops below 70"
View External Chart
Button: Chart icon or "View Chart"
Click to:
- Open TradingView, Yahoo Finance, or your configured default
- See price action and technical indicators
- Correlate statistical pattern with price behavior
Pro tip: Always check the chart before trading. Statistical patterns + price action = complete picture.
Export Data
Button: Download icon (if available)
Click to:
- Export driver statistics to CSV
- Save historical pattern data
- Analyze in Excel or other tools
Use case: Track which patterns work best for your trading style
Pattern Context Section
When This Pattern Last Appeared
Display: Timeline or date list
"Similar patterns occurred:"
- NVDA: 3 months ago → +14% over 30 days
- AAPL: 6 months ago → +9% over 30 days
- AMD: 8 months ago → +11% over 30 days
Why this matters: See real examples of when similar setups played out. Learn from history.
Red flag: If all examples are from 2021 bull market, pattern might not work in current conditions.
Pattern Variants
Some opportunities show related patterns:
"Related patterns you might be interested in:"
- Insider Buying + Earnings Beat (Score: 78)
- Momentum Bullish + FDA Approval (Score: 81)
Use case: Find similar opportunities or validate your thesis with complementary signals.
Reading the Full Panel: Example Walkthrough
Let's analyze a complete opportunity:
Header
NVDA - NVIDIA Corporation
Technology | Semiconductors
Last Updated: 2 hours ago | Data: Live
✅ Fresh data, actionable sector
Summary Stats
Overall Score: 82
Confidence: 76
Direction: BULLISH
✅ High score, high confidence, clear direction
Top Strategies
1. Insider Buying (32%, Very Strong) ↑
2. Momentum Bullish (24%, Strong) ↑
3. Valuation Gap (18%, Moderate) ↑
4. Price Reversion (12%, Moderate) ↑
5. Sector Rotation (8%, Weak) ↑
✅ All bullish, strong alignment, top 2 drivers contribute 56%
Driver #1 Details
Insider Buying
insider_buying_20d → forward_return_30d
r = 0.74, n = 156, p < 0.01
Pattern worked in 115 of 156 cases (74%)
Average 30-day return: +9.2%
✅ Strong correlation, large sample, highly significant, good historical returns
Evaluation
Overall assessment: High-quality opportunity
Strengths:
- Strong score + high confidence
- All drivers aligned (bullish)
- Large sample sizes (n=156+)
- Fresh data (2 hours old)
Risks to check:
- Verify chart shows no recent massive run-up
- Check if insiders are still buying or just old data
- Confirm semiconductor sector isn't overbought
Decision: Strong candidate for further research. Add to watchlist, check chart, size position appropriately.
Common Analysis Mistakes
Mistake #1: Only Reading Overall Score
The error: See score of 85, immediately trade without reading drivers
Why it's wrong: Score might be driven by one weak high-contribution driver, or conflicting signals that cancel out
Fix: Always read at least top 3 drivers and check for alignment
Mistake #2: Ignoring Timeframes
The error: Pattern says forward_return_30d but you day trade it
Why it's wrong: Pattern validated for 30-day holds, not intraday moves
Fix: Match your holding period to the pattern's timeframe
Mistake #3: Stale Data
The error: Last Updated: "8 hours ago" but you trade as if it's current
Why it's wrong: New filings may have changed the score dramatically
Fix: Always refresh if data is >4 hours old
Mistake #4: Not Checking All Drivers
The error: Driver #1 looks great, you stop reading
Why it's wrong: Driver #2 might be bearish with 30% contribution, creating conflict
Fix: Read all top 5 drivers, check for alignment
Mistake #5: Forgetting Confidence
The error: Score 88 confidence 35 → "Wow, 88!"
Why it's wrong: Low confidence means this is likely noise
Fix: ALWAYS check both score and confidence
Pro Tips
Tip 1: The 60-Second Quality Check
- Score + Confidence (5 seconds) - Both ≥70?
- Direction (2 seconds) - Matches your strategy?
- Top 3 drivers (20 seconds) - All aligned?
- Sample sizes (15 seconds) - All n ≥80?
- Timeframe (10 seconds) - Matches your hold period?
- Last Updated (5 seconds) - <4 hours?
If all check out: Deep dive. If any fail: Skip.
Tip 2: Compare Drivers Across Similar Opportunities
Open 2-3 similar opportunities (same sector, similar scores)
Compare:
- Do they share common drivers?
- Are sample sizes similar?
- Do timeframes match?
If all 3 show "Insider Buying" as top driver: Strong sector-wide pattern.
If drivers completely different: Might be noise or different types of opportunities.
Tip 3: Track Your Decisions
Keep a simple log:
Date | Ticker | Score | Confidence | Top Driver | Your Decision | Outcome
---
10/24 | NVDA | 82 | 76 | Insider Buying | Added to watchlist | +8% (30d)
10/24 | TSLA | 78 | 45 | Momentum | Skipped (low conf) | -3% (would've lost)
Over time you'll see: Which patterns work for you, which drivers are reliable, optimal thresholds.
Tip 4: Set Up Comparison Views
Open multiple panels (if supported) to compare opportunities side-by-side
Compare:
- NVDA (Score 82) vs AAPL (Score 78)
- Which has higher confidence?
- Which has better driver alignment?
- Which has more favorable timeframe for your strategy?
Choose the best opportunity, not just the first one you see.
Next Steps
You now know how to read every section of the opportunity detail panel. Continue your education:
Understand the math: Statistical Significance - Deep dive on p-values, correlation, and why they matter
Practical application: Your First Opportunity - Walk through a complete analysis from finding to trading
Advanced patterns: Building Strategies - Learn how to combine multiple signals for even stronger setups