What's New

The new Global Symbol Search makes it faster to find and access instruments across the entire KlickAnalytics platform.

Search by symbol or company name, browse by asset class, and quickly jump into equities, ETFs, funds, indices, forex, crypto, futures, economic data, fundamentals, market stats, and portfolio tools—all from one unified search experience.

With popular results, tab-based filtering, and an optional Advanced Search, users can discover the exact symbol or dataset they need in seconds, making navigation across global markets much more efficient.

The new KlickAnalytics Menu gives users one central place to discover and open every application across the platform. Browse tools by category, instantly search through more than 130 apps, switch between different viewing layouts, and mark frequently used applications as favorites for faster access.

Whether you need markets, stocks, AI, reports, documents, automations, portfolios, economic data, crypto, or symbol-level analytics, everything is now easier to find—without navigating through multiple pages.

A new floating Ask AI button is now available across KlickAnalytics, giving users instant access to financial intelligence without leaving the page. Ask questions about stocks, markets, earnings, technical indicators, portfolios, economic data, or anything currently displayed on your screen.

Whether you need a quick explanation, deeper analysis, a market summary, or help finding the right data, KlickAnalytics AI is always one click away.

To access: This is available on all screen, just look for a floating ask AI button

We didn't build a portfolio tracker. We built a portfolio analyst that never sleeps.

Most "portfolio dashboards" show you a number that goes up and down. Ours tells you why — and whether you actually earned it.

We just shipped a full institutional-grade portfolio suite inside KlickAnalytics 🚀 — and here's what's under the hood:

📊 Every portfolio becomes a ticker. Your holdings compound into a private performance series ($P…) you can chart, compare, and benchmark like any stock — with a proper Time-Weighted Return engine that strips out your deposits and withdrawals. No more "I added $10k and it looks like I'm up 90%." Real performance, not cash-flow illusions.

💹 Profit/Loss that reads your transactions. Net positions built straight from your trades, with expandable FIFO lots, grouping by sector / industry / country / account, weighted-average summary rows, dividend income (LTM) + yield, and a frozen-column grid you can slice like a pro terminal.

📈 Performance, the way analysts actually look at it. Total-return vs benchmark, rolling beta / volatility / Sharpe / Sortino, periodic + annual returns, upside/downside capture, worst-5 drawdowns, underwater plots, and return-quantile boxplots.

🧮 60+ risk & return metrics — Sharpe, Sortino, Calmar, Omega, Smart Sharpe, Probabilistic Sharpe, Serenity, VaR/CVaR, tail ratio, Kelly, and more — with a configurable risk-free rate and a Monte-Carlo projection of where you might land.

🌍 Stress-test against history. Drop your portfolio into the 2022 inflation shock, COVID, the GFC, the 2025 tariff turmoil — or any window you define — and see how it would've held up vs any symbol you choose.

🔎 A full Data tab — every level, return, and drawdown point, charted + tabled, comparable, and exportable.

All of it benchmark-aware, mobile-ready, private by default, and shareable with your team.

The punchline: Your broker shows you a balance. We show you a thesis. 🎯

If your portfolio can't tell you its Sortino, its capture ratio, and how it survives a 2008 — it's not a portfolio, it's a guess.

To access: From the menu, click on My > Portfolios

Stay in the loop the moment your team shares work with you — without ever leaving your workflow.

We've added a Notification Center to the KlickAnalytics header. Whenever a teammate shares a resource with you, a bell notification appears in real time — so nothing your team builds slips through the cracks.

What's New

• Header bell with live unread count — a badge shows how many notifications you haven't seen yet, updating instantly.
• Real-time delivery — the moment someone shares a Watchlist, Screener, Chart, or any resource with you, it pops up. No refresh needed.
• One click to the source — open a notification and jump straight to the shared resource.
• Filter by type — narrow the list to just Watchlists, Screeners, Charts, and more.
• Read / unread at a glance — a blue dot marks what's new; it turns gray once you've seen it. Clear everything with Mark all read.
• Always accurate — if a share is later revoked, its notification disappears automatically.

Why It Matters

• Never miss shared work — team collaboration surfaces immediately, right where you already are.
• Stay in the platform — no more pinging on Slack or email to say "I shared it with you."
• Less noise, more signal — filters and read-state keep your inbox focused on what's relevant.

Look for the 🔔 in the top navigation — it's live now.

To access: On top header, click on the notification icon to display all your notifications.

Build, analyze, save, and manage your options strategies from one powerful workspace.

• Create, edit, delete, duplicate, and share strategies with your team.
• Access all major options strategies or build custom multi-leg positions
• Choose expirations, strikes, quantities, and buy/sell directions
• Visualize potential outcomes with interactive payout diagrams
• Review maximum profit, maximum loss, breakeven, probability, and net debit or credit
• Analyze Delta, Gamma, Theta, Vega, and Rho
• Adjust the analysis date, price range, and implied volatility
• Switch between graph, table, dollar P&L, percentage return, contract value, and maximum-risk views
• Save and organize strategies by symbol for easy access

From long calls and covered calls to spreads, straddles, strangles, iron condors, and fully customized strategies—the new Strategy Builder gives you the tools to clearly understand every opportunity and its potential risk.

Build the strategy. Understand the risk. Visualize the opportunity.

To access: From the top menu, click on Options

Fifty-eight strategies. One canvas. Every payoff, breakeven, Greek and probability — live, and yours to bend.

FIFTY-EIGHT STRATEGIES, FROM FIRST TRADE TO MASTER CLASS From the humble Long Call to the Double Diagonal, arranged across four tiers — Novice, Intermediate, Advanced, Expert. Choose one and it assembles itself from the live chain, priced to the real bid and ask.

BUILD IT LEG BY LEG

Buy or sell calls, puts, or the underlying itself. Add a leg, drop a leg, flip a side, change the size. The position is yours to shape — there is no strategy we can name that you cannot build by hand.

DRAG A STRIKE. WATCH THE WORLD MOVE.

Take hold of any strike and slide it along the ruler. The payoff curve, the breakevens, the Greeks and the odds all redraw beneath your finger, instantly.

THE DIAGRAM THAT TELLS THE WHOLE TRUTH

Profit in green, loss in red, breakevens marked, every strike traced. Hover anywhere along it to read your exact profit or loss at any price.

TRAVEL THROUGH TIME

The date slider prices your position on any day between today and expiration — carrying full Black-Scholes time value, not merely the hockey stick you get at the end. Watch theta do its quiet work.

BEND VOLATILITY TO YOUR WILL

Drive implied volatility from a quarter to triple. See precisely what a volatility crush — or an earnings shock — would do to your position, before it ever does it.

THE NUMBERS THAT DECIDE EVERYTHING

Net debit or credit. Maximum profit. Maximum loss. Breakeven. Probability of profit. And on the line beneath: net delta, gamma, theta and vega. No hunting. No guessing.

FOUR LENSES ON THE SAME TRADE

Profit and loss in dollars, or in percent. Contract value. Percent of maximum risk. As a graph, or as a table. Look at it however you think.

HONEST MATH

A covered call cannot lose more than its cost basis. A long put cannot profit beyond its strike. A calendar cannot lose more than its debit.

We compute what is true — not what is convenient.

To access: Search for any symbol say TSLA and then click on Analysis > Options > Calculator

Every charting platform will tell you a Morning Star is a bullish reversal. None of them will tell you whether it has ever actually worked on the stock you're looking at.

Today we're shipping a rebuilt Technicals section — including Pattern Analysis, an evidence engine that back-tests all 24 candlestick patterns against a symbol's own price history and scores them on what really happened next.

Technicals → Overview

• Summary, Technical Indicators and Moving Averages gauge meters at a glance
• 12 indicators — RSI, STOCH, STOCHRSI, MACD, ADX, Williams %R, CCI, ATR, Highs/Lows, Ultimate Oscillator, ROC, Bull/Bear Power — each with a Buy/Sell/Neutral call
• Moving Averages (SMA + EMA, 5 through 200) and Pivot Points across five methods: Classic, Fibonacci, Camarilla, Woodie's and DeMark's
• Daily, Weekly and Monthly timeframes

Technicals → Candle Patterns

• Interactive candlestick chart with every pattern flagged directly on the bars
• 24 patterns detected across Daily, Weekly and Monthly, split into Emerging and Completed
• Filter instantly by timeframe, pattern indication, type and reliability — chart and table update together, with no page reload

Technicals → Pattern Analysis — the new engine

• Pick any pattern and see every historical occurrence marked on the chart
• Average Price Reaction — how price actually moved over the following bars, plotted against the stock's own baseline drift
• Forward Return Statistics at any horizon from +1 to +30 bars: win rate, average and median return, baseline, edge, MFE/MAE and t-statistic
• Occurrence Detail — every signal, its real forward returns, and whether it worked or failed
• Pattern Leaderboard — all 24 patterns ranked for your symbol, answering "which of these actually work here?"
• Market-regime filter — test a pattern only in uptrends or only in downtrends. Many patterns behave completely differently depending on the trend they appear in
• Custom date range — analyse any window you like

What makes this different

Most pattern tools show you a win rate and stop. A win rate is easy to fake:

• We measure edge, not just wins. A 57% win rate sounds great until you learn the stock rose 56% of the time anyway. We subtract the symbol's own baseline drift, so you see what the pattern contributed — not what the market gave you for free.
• We don't trust small samples. A pattern that went 2-for-2 isn't a 100% pattern. Scores are shrunk by sample size, and anything under 10 occurrences is flagged as untrustworthy rather than celebrated.
• We validate out-of-sample. Every pattern is fitted on the first 70% of history and re-tested on the 30% it has never seen. An edge that only exists in the data it was found in isn't an edge.
• We show you the odds of fooling yourself. Test 24 patterns and roughly one will look significant by pure chance. We print that number next to the survivor count, so you know what "significant" is actually worth.

The honest part

We ran this on TSLA. Zero of 24 patterns survived out-of-sample. One that looked outstanding in-sample — a 68% win rate and a t-statistic above 3 — collapsed the moment it met unseen data.

We could have hidden that. Instead it's the whole point. Pattern Analysis is built to tell you when a pattern is real, and — far more often — when it isn't. That's worth more than another green arrow.

Available now on any global symbol under Technicals → Pattern Analysis. Gauges, charts and pattern detection are open to all users; reliability scores, edge figures and out-of-sample validation are part of Terminal.

To view: Search for any symbol say NVDA, and then click on Overview > Technical > Chart Patterns

KlickAnalytics now provides a complete Put/Call Ratio analysis for any supported global symbol, helping you quickly understand whether options activity is leaning bullish or bearish.

View both the Put/Call Volume Ratio and Put/Call Open-Interest Ratio across all expirations, along with the underlying put and call totals behind each calculation.

The historical chart places current sentiment in context alongside the stock price and prior earnings events, while the expiration-level table lets you compare:

• Put and call volume
• Put and call open interest
• Put/Call ratios by expiration
• Days to expiration
• Total options activity
• Implied volatility**

A ratio above 1 generally indicates heavier put activity and a more bearish tilt, while a ratio below 1 suggests stronger call activity and a more bullish tilt.

Use it to quickly identify shifts in market positioning, unusual options activity, and differences in sentiment across upcoming expiration dates.

To View: Search for a symbol say TSLA, and the click on Analysis > Options > Put/Call Ratio

KlickAnalytics now gives you a dedicated Expected Move view for any symbol, helping you quickly understand how the options market is pricing upcoming volatility.

Track key data such as latest earnings date, implied volatility, historic volatility, IV Rank, IV Percentile, expected move amount, expected move %, upper and lower price ranges, days to expiration, open interest, and implied volatility by expiration—all in one place.

You can also view the projected move visually on the chart, compare it with the actual price moves from prior earnings events, and see the average historical move to better judge whether the current options market is pricing a bigger or smaller reaction than usual.

It’s a fast, practical way to analyze earnings risk, volatility expectations, and potential trading ranges before the event.

To view: search for any symbol say TSLA, and then click on Analysis > Options > Expected move