What's New

KlickAnalytics now makes it easier to monitor the world’s major financial instruments—all in one powerful, visual workspace.

Explore markets by asset class and category, including:

• Global indices and market benchmarks
• ETFs
• Commodities
• Cryptocurrencies
• Foreign exchange
• Bonds and fixed income

Instantly compare live prices, daily performance, historical trends, interactive charts, and technical indicators across multiple instruments—without switching between pages.

Customize the experience by selecting your preferred time range, chart type, asset category, and number of columns. Whether you’re tracking equities, volatility, currencies, commodities, or global markets, you can now spot trends, compare performance, and assess technical conditions at a quick glance.

Every major market. Charts and technicals. One unified view.

KlickAnalytics now brings price performance, analyst expectations, earnings results, financial health, options data, and the latest news together in one streamlined view.

Quickly explore:

• Price performance across multiple periods, from one month to five years and beyond
• Period highs, lows, opening levels, total returns, and the current position within each range
• New-high frequency and distance from peak across multiple timeframes
• Analyst recommendations, including bullish, neutral, and bearish ratings
• Analyst price targets, including low, average, and high estimates with implied upside or downside
• Earnings history, including EPS and revenue beats or misses
• A financial snapshot covering revenue, net income, EPS, margins, EBITDA, free cash flow, ROE, ROA, debt, and cash
• Annual financial performance trends
• Key options-market metrics and activity
• The latest company news and market developments

With the new information sidebar, essential intelligence is always visible alongside price performance—helping you understand how a symbol has performed, what analysts expect, how the company is executing, and what the market may be pricing in.

One symbol. One view. A more complete investment picture.

To access: Search for any symbol say TSLA, and you will see the information on the symbol overview page.

KlickAnalytics now automatically identifies and explains notable price movements for any stock—turning sudden market moves into clear, actionable intelligence.

Quickly see:

• Whether the move was stock-specific or driven by the broader market

• How the move compares with the stock’s historical volatility

• Unusual trading volume and opening gaps

• Earnings-related movements and 52-week highs or lows

• Changes around key moving averages

• Where the stock closed within the day’s trading range

• Historical returns following similar price movements

No more guessing why a stock moved. KlickAnalytics gives you the complete context behind the move—all in one place.

To access: Search any symbol, and then on the overview page, you will see Notable Price Movement

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