> For the complete documentation index, see [llms.txt](https://docs.tickertrends.io/tickertrends/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tickertrends.io/tickertrends/documentation-v2/4.-features-and-workflows.md).

# 4. Features & Workflows

**Overview**\
TickerTrends is designed to give investors a complete view of both alternative data signals and financial context for any ticker. When a user searches a ticker in the main search bar, the workflow moves through a structured series of modules inside the KPI Dashboard, with additional tools like Exploding Trends, Unstructured Data, and Sector Trends available for deeper analysis. TickerTrends supports both quarterly and semi-annual reporting structures, ensuring consistent forecasting coverage across public and private markets.

**KPI Dashboard**

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

<figure><img src="/files/Wd73wO2uQUGN3lyT9ld2" alt=""><figcaption></figcaption></figure>

* **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 forecast data without navigating away.

<figure><img src="/files/Bb5r8F8hbPPIt8PEo7QO" alt=""><figcaption></figcaption></figure>

* **KPI Predictions**: Forward-looking KPI forecasts with revisions, showing actual, predicted, and range bands.

<figure><img src="/files/dUaL5GYIR5gUOrKgze8u" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Mh3C5k4UeTkEBAi7qGbu" alt=""><figcaption></figcaption></figure>

* **Data Source KPIs**: Manually curated alternative data signals (search trends, app usage, web traffic, TikTok views, etc.) selected for relevance to that ticker. This data is also easy to view in a weekly year-over-year format to help investors easily understand how alternative data values are trends versus last year.

<figure><img src="/files/KFluHQ1RUY5uDqZvETV8" alt=""><figcaption></figcaption></figure>

**Unstructured Data**\
The Unstructured Data tab lets users view raw time series data for any dataset type covered in Section 2. This lets the user view data for any specific keyword they want to see, using the "**Quick Add**" feature on the bottom of the page.

<figure><img src="/files/TiT8VPkfFCl0CAyoAHN8" alt=""><figcaption></figcaption></figure>

All data sources listed in the beginning of the documentation are available to view raw terms for. Users can see recommended keywords by clicking any of the dropdown on the data sources.

<figure><img src="/files/y5obW3iYJ3ETsWvpnpgG" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3lhagtqd1D6pHgkpDGF4" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/zZTBxdh2maKZ3QzLwl9Z" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/14TB3M7gWic0ddqLDBGf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/8UKRsiSWVfWdxrVGFjfk" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/bhV88QGmNMxs6bXbEWbv" alt=""><figcaption></figcaption></figure>

**Visualization Tools**

<figure><img src="/files/mV5jluHVkyBwKcDb0tMb" alt=""><figcaption></figcaption></figure>

TickerTrends offers a set of visualization options to help investors analyze alternative data and KPI forecasts 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.

<figure><img src="/files/foJHWJsT7A7X3nI3Cbr3" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/i5mJ3CXFmvipcnD3FLpg" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZrV5YSfLTiwyx8LLPyJx" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ppsJsKCuyj2bdg9lit3p" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lNcaldHNwyIu00HXWcIo" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/YL5NmKpFNssggqAz2yCt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/IrW3yT0MJ6RK5uf51yrE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/q2mFv0XNvwi3SU0X0Voa" alt=""><figcaption></figcaption></figure>

**Social Context Timeline**\
Automatically detects abnormal spikes or drops in data and overlays the related social or news events happening at that time. Helps users quickly connect data movements with real-world drivers like product launches, viral moments, or company news.

<figure><img src="/files/yDkdWi5DaXYA0NdlEZnu" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/Nh8E3uf397bClhUwg6q0" alt=""><figcaption></figcaption></figure>

**Data Mosaic**\
A customizable workspace where users can build dashboards for specific tickers or sectors. Any data type in the platform can be added and displayed side by side, allowing analysts to track everything relevant in one view. This saves hours otherwise spent switching between datasets and platforms. Whether you want to monitor KPIs, web traffic, search trends, TikTok activity, or sector-wide themes, the Data Mosaic keeps it all organized and updated in real time.

<figure><img src="/files/YHvl6I9VpgQpd0DxQEar" alt=""><figcaption></figcaption></figure>

**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 Forecast** – 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, forecasts, and performance indicators aligned with their monitoring workflow.

<figure><img src="/files/poKPy55qkQ9lNjlFoCPT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Zs4lGdc4ea8QJAQ27wyg" alt=""><figcaption></figcaption></figure>

**Forecast Revisions (Hover View)**

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

<figure><img src="/files/llZ6Dn4oLaYRrx9lqKtf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/JYiXubUWeqV0KZxWp7cK" alt=""><figcaption></figcaption></figure>

**Unified Screener**\
The **Unified Screener** helps users identify the most important stocks, catalysts, and KPI setups across the platform in one ranked workflow. It is built to track the consumer journey from **Awareness → Consideration → Action**, making it easier to see whether a company is only attracting attention or whether that attention is progressing into stronger intent and measurable demand.

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

**Upcoming Earnings:** provides a calendar-style view of companies scheduled to report earnings over the next 14 days. The page highlights expected performance based on TickerTrends forecasts compared to Wall Street consensus estimates.

<figure><img src="/files/cdMmrGGWxZDn6vTkZR3O" alt=""><figcaption></figcaption></figure>

### 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 forecasting 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 forecast 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.

<figure><img src="/files/9gM0vYXPiGXo6BbYIaxJ" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/bdRuNMNVXPGd8SPqV8Bp" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/jhpkZ9P466n1NzKqKgzz" alt=""><figcaption></figcaption></figure>

**Watchlist**

<figure><img src="/files/UvxkvgdEzX2Td63GbUz7" alt=""><figcaption></figcaption></figure>

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.

#### Forecast Table Fields

**Ticker**\
The stock ticker and company tied to the forecast 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 forecast has changed across recent updates.

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

**Avg MOE**\
Average historical margin of error for that KPI forecast 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 forecast 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.

**Forecast YoY**\
The forecasted year-over-year growth rate for the KPI.

**Forecast PoP**\
The forecasted period-over-period growth rate for the KPI.

**YoY Accel**\
The change in the forecasted YoY growth rate versus the comparable prior period growth rate.

**PoP Accel**\
The change in the forecasted period-over-period growth rate versus the comparable prior period growth rate.

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

**Updated**\
The date of the most recent forecast update shown in the screener.