4. Features & Workflows

Explore TickerTrends Core and KPI Tracking Suite workflows for alternative-data analysis, KPI context, screening, and research.

Features and workflows for investment research

TickerTrends Core and KPI Tracking Suite organize alternative-data signals and financial context for research. Start with a ticker, term, or screener workflow, then review available context and definitions.

KPI Dashboard

• Social Analysis Overview: High-level overview of what consumers are discussing across social platforms, with key topics automatically extracted.

• Catalyst Detection: Automatically identifies events and narrative shifts that may affect company performance. Users can review emerging catalysts alongside the relevant social, alternative data, and KPI signals.

• Research Notes: allow users to open full company-specific research reports directly within the platform. Documents are displayed in an embedded viewer, enabling seamless review of qualitative analysis alongside KPI performance and tracking data without navigating away.

• KPI Tracking: Available KPI estimates, revision history, and range context.

• Data Source KPIs: Available source-level signals and change views for research.

Source-level data

The source-level data view lets users review available time-series metrics for selected terms.

Available data types and terms vary by coverage and entitlement.

You have the option to view your unstructured data via chart or table through the "Show Table" button in the top right of the page.

The user will also notice that when they select a type, our similarity matching system automatically find related terms to the selected data source. If a user finds that something is missing, the "Add" button lets them seemlessly add a new value.

Visualization Tools

TickerTrends offers a set of visualization options to help investors analyze alternative data and KPI tracking in flexible, meaningful ways. These tools allow users to view data from different perspectives, highlight patterns, and combine series for deeper insight.

YOY Displays a year-over-year comparison that highlights annual growth patterns for the selected dataset.

Stacked Year Comparison Compares individual years of data in a stacked format, making it easier to spot seasonality and year-specific trends.

Volumetric Plots volumized data on one axis for each type, helping visualize scale differences across metrics.

Average Normalizes and averages all selected data series into a single line to capture the overall trend.

Aggregate Aggregates (sums up) multiple data series into a combined view, giving a consolidated picture of activity.

Outlier Cutoff (Beta) A slider tool that lets users filter data based on outlier strength. Values range from 0 (no filtering) to 1 (aggressive filtering), allowing users to smooth charts or isolate extreme movements. This attempts to smooth out event related massive spikes or drops.

Interval Mode Allows users to set the timeframe for viewing data. It sums up all selected values within the chosen interval (weekly, monthly, quarterly, or fiscal quarter) and displays them in a bar graph format, making it easier to spot seasonality and long-term trends.

Data Mosaic A customizable workspace for selected tickers or sectors. Add eligible metrics side by side for a consistent research view.

Create Widget

The Create Widget feature allows users to add customizable data modules to the Enterprise Dashboard. When creating a widget, users select the desired widget type and configure the relevant company, data source, or metric.

Available widget types include:

• Trend Chart – Visualize search trends and alternative data signals over time

• Financial Chart – Display financial data and market performance trends

• Metric Tracker – Monitor key business metrics and operational signals

• KPI Tracking – Track projected performance indicators over time

• Market Share - Visualize volumetric market share trends across competitors using TickerTrends data

• Discussion Share - Track share of voice and sentiment across brands based on social media posts

• Data Import – Integrate external data via CSV upload or API endpoints

Widgets enable users to build a personalized dashboard that surfaces the most relevant signals, tracking, and performance indicators aligned with their monitoring workflow.

KPI Tracking Revisions (Hover View)

Users can hover over tracked quarters in the Unified Search KPI Dashboard to view revision history, including the number of updates, initial trackings, and latest value. This enables transparent tracking changes over time directly within the chart view.

Unified Screener The 3. Unified Screener - KPI Tracking, Trackers, Data Source KPIs, Exploding Trends, Upcoming Earnings organizes available KPI, tracker, source-level, and catalyst indicators in one workflow.

Users can open this page from the Navigate menu by clicking Unified Screener.

Upcoming Earnings: provides a calendar view for covered companies, with available estimate and consensus context.

Buy-Side Bogeys & Market Expectations

The Market Expectations module surfaces buy-side bogeys alongside consensus estimates to help investors understand what the market is implicitly pricing in ahead of earnings.

Buy-Side Bogeys

Buy-side bogeys represent internal market expectation benchmarks derived from alternative data signals, historical earnings reactions, and KPI tracking models. Rather than reflecting a company’s reported guidance, these values estimate what investors likely expect a company to deliver for key metrics.

Each row includes:

• Metric – The KPI being tracked (e.g., MAU, Revenue, Operating Margin).

• Consensus – The current sell-side analyst consensus estimate.

• Bogey – The implied buy-side expectation derived from TickerTrends models.

• Δ (Delta) – The percentage difference between the bogey and consensus estimate.

• Confidence – Model confidence level based on signal strength and historical tracking accuracy.

Negative deltas suggest the buy-side expectation is below consensus, indicating potential downside risk if consensus estimates are too optimistic. Positive deltas suggest the opposite.

Earnings History

The Earnings History table provides historical context for how the stock reacted to previous earnings events.

Columns include:

• Quarter – Earnings release date

• P/S – Price-to-Sales multiple at the time of earnings

• vs SPY (bps) – Relative performance versus the S&P 500 after earnings

• Day Reaction – Stock move on the earnings day

• EPS Beat/Miss – Percent difference between reported EPS and consensus

This table helps users identify patterns between valuation levels, earnings beats/misses, and market reactions, which can inform positioning ahead of future earnings events.

The "Alerts" section will allow users to input all the tickers they care about and get emailed when a new alert surfaces. Additionally, they can also use the Unstructured Data section to add individual data source alerts.

Watchlist

Users will notice the purple star next to tickers on the table as well as searched tickers. By staring a ticker, they are automatically adding it to their active watchlist. This enables more filter features in the "Quick Filters" section.

KPI Tracking Table Fields

Ticker The stock ticker and company tied to the tracking row. The linked KPI appears directly beneath it.

Catalyst The main detected narrative or event associated with the company. This can include catalyst category tags, impacted KPI, and expected horizon.

Revisions A sparkline showing how the tracking has changed across recent updates.

Vs Consensus TickerTrends tracking relative to Wall Street consensus for the forward KPI, shown as a percentage difference.

Avg MOE Average historical margin of error for that KPI tracking based on backtesting.

Awareness Momentum Directional change in top-of-funnel attention. This measures whether awareness signals are improving or weakening across recent time windows.

Consideration Momentum Directional change in mid-funnel intent. This helps show whether users are moving beyond awareness into stronger evaluation behavior.

Action Momentum Directional change in bottom-funnel behavior. This is the closest funnel-stage view to measurable demand and conversion activity.

FCST Revision The latest change in the TickerTrends tracking since the prior published update.

Consensus Revision The latest change in analyst consensus for the same forward KPI.

Market Exp. TickerTrends’ read on how demanding current market expectations appear for the name. Labels such as Very Low, Low, Neutral, or Very High help users judge how much optimism may already be priced in.

YoY Tracking Tracking the year-over-year growth rate for the KPI.

PoP Tracking Tracking the period-over-period growth rate for the KPI.

YoY Accel The change in the tracked YoY growth rate versus the comparable prior period growth rate.

PoP Accel The change in the tracked period-over-period growth rate versus the comparable prior period growth rate.

Confidence A model confidence assessment for the tracking. This reflects signal strength, coverage quality, and historical reliability.

Updated The date of the most recent tracking update shown in the screener.