Investment + Trading Decision Intelligence

Understand the company. Know when and how to act.

Stocks Agent connects long-term company intelligence with options-market signals, strategy analysis, portfolio-aware scenario testing, and AI assistance—so investors can move from research to a better-informed decision.

The decision workflow
1. CompanyEarnings, CPS, Momentum, DataKnobs Score
2. MarketDemand, resistance, normalized distance
3. StrategyChoose the action that fits your objective
4. ScenarioTest upside, downside, assignment and payoff
5. AgentKeep monitoring against your goal
Long-term company intelligence

Start with the question that matters most: is this a company worth owning?

Stocks Agent brings multiple independent signals together so users can identify companies that deserve deeper attention rather than relying on one ratio, one chart, or one analyst opinion.

EC

Earnings Call Intelligence

Condense management commentary, guidance, growth drivers, risks, and changes in business outlook into a decision-ready summary.

C

CPS Score

Use a structured company performance signal to compare businesses consistently and understand whether operating performance is strengthening or weakening.

M

Momentum Score

See how the market is behaving around the stock and distinguish a good business from a potentially better or worse entry setup.

DK

DataKnobs Score

Start with a consolidated signal across multiple dimensions, then drill into the evidence behind the score before making a decision.

Trading intelligence

Once you like the company, decide when and how to act.

Stocks Agent analyzes options-market positioning to identify demand, resistance, and normalized distance from those levels.

Demand intelligenceIdentify potential price areas where options activity suggests stronger demand or market interest.
Resistance intelligenceSurface areas where options positioning may influence the stock or create meaningful resistance.
Normalized distanceCompare how close different stocks are to demand or resistance even when their prices are very different.
Decision contextCombine company quality with trading setup instead of viewing technical or options signals in isolation.
Illustrative market map

Where is price relative to demand and resistance?

Demand zoneNeutral rangeResistance zone
Normalized distance to demand0.28
Normalized distance to resistance0.61
Company score82 / 100
Decision postureEvaluate entry
Three ways to use Stocks Agent

Choose how much help you want: Analyze → Assist → Agent.

The same intelligence can support a hands-on investor, a conversational AI workflow, or a goal-based monitoring agent.

Analyze

Give me the intelligence. I will decide.

Explore earnings summaries, CPS, Momentum, DataKnobs Score, demand, resistance, options positioning, portfolio context, strategy analytics, and scenario results directly.

View analysis capabilities
Best for:\n\n• Experienced investors\n• Analysts and researchers\n• Users who want direct access to evidence\n• Investors who prefer to interpret the data themselves

Assist

Show me the intelligence—and let me ask questions.

Investigate a stock or portfolio position conversationally. Ask why a score changed, compare two strategies, or explore what happens under different price outcomes.

Example questions:\n\n“Why is the DataKnobs Score high?”\n\n“Compare buying the stock versus selling a put.”\n\n“What are the risks of this covered call?”\n\n“What changed in the latest earnings call?”

Agent

Define the goal. Keep the recommendation ready.

Set an investment or trading objective and let Stocks Agent keep evaluating relevant company, market, portfolio, and options conditions against that goal.

Example goals:\n\n“Find strong companies near attractive demand levels.”\n\n“Watch my holdings for covered-call opportunities.”\n\n“Find cash-secured puts on companies I would own long term.”
Strategy intelligence

Move from “what is happening?” to “what can I do?”

Stocks Agent includes a growing options-strategy library. The objective is not to recommend complexity—it is to connect market view, objective, portfolio, and risk to an appropriate strategy to evaluate.

Income

Covered Call

Evaluate premium income against assignment risk and upside surrendered on shares you already own.

Entry

Cash-Secured Put

Evaluate getting paid while waiting to buy a stock at a strike price you are willing to accept.

Protection

Collar

Explore downside protection while potentially offsetting part of the hedge cost by selling a call.

Directional

Long Call / Long Put

Model defined-cost directional exposure without taking the same exposure as buying or shorting shares.

Defined Risk

Bull / Bear Spreads

Compare directional views with capped risk and defined payoff structures.

Volatility

Straddle & More

Evaluate scenarios where the magnitude of movement may matter more than direction.

Scenario engine

Test the strategy before you decide.

Explore what happens if the stock rises, falls, stays flat, reaches the strike, or moves sharply. Compare premium, assignment, breakeven, capital at risk, and opportunity cost.

Breakeven stock basis*$101.80
Max option premium / contract$320
Upside before strike9.52%
ScenarioCovered call

*Illustrative simplified metric for education. Actual outcomes depend on cost basis, commissions, taxes, exercise/assignment timing, and other factors.

One connected system

From information overload to decision intelligence.

01

Company Intelligence

Is this a business worth owning?

02

Market Intelligence

What is happening with the stock now?

03

Options Intelligence

Where are demand and resistance?

04

Strategy Intelligence

What action fits the objective?

05

Scenario Intelligence

What happens under different outcomes?

06

Agent Intelligence

What deserves attention next?

Stocks Agent by DataKnobs

Data → Intelligence → Decision → Monitoring

Understand the company. Understand the market. Understand the strategy. Test the outcome. Stay ready for the next decision.

Start with Analyze Explore Agent Mode