# WiseView

> WiseView Terminal puts streaming market data, linked research panels, congressional and insider tracking, the pre-market board and the HootAI assistant in one keyboard-driven workspace for self-directed investors.

Every page below is the Markdown copy of a page at wiseview.ai/docs; add `.md` to any docs address to get its copy.

## Using WiseView

- [Using WiseView](https://wiseview.ai/docs.md): Every panel with its command, the terminal’s mechanics, and how each part of WiseView works.
- [Getting started](https://wiseview.ai/docs/using/getting-started.md): Open the terminal, find a company, open panels and pick a layout — the first ten minutes.
- [The terminal: panels, lanes and layouts](https://wiseview.ai/docs/using/terminal.md): How the workspace works — the finder, lanes, layouts, arranging panels, the session clock and HootAI.
- [Keyboard shortcuts](https://wiseview.ai/docs/using/shortcuts.md): Every shortcut that works inside the terminal, for Mac and Windows.
- [The pre-market board](https://wiseview.ai/docs/using/pre-market-board.md): What the morning board shows, how to read a row, and how its results are measured.
- [Alerts and notifications](https://wiseview.ai/docs/using/alerts.md): Price alerts, the Congress and insider digests, trade activity, and how each reaches you.
- [HootAI and AI credits](https://wiseview.ai/docs/using/hootai-and-credits.md): What the assistant can do on your desk, what costs AI credits, and where your balance lives.
- [The squawk](https://wiseview.ai/docs/using/squawk.md): Headlines read aloud on your desk: what it reads, how to filter it, and what it costs.
- [Learn and the Guide](https://wiseview.ai/docs/using/learn.md): The course library, exams, and the Guide that teaches the terminal beside your desk.
- [The free trial, the membership and the free plan](https://wiseview.ai/docs/using/plans.md): What the free trial includes, what the membership costs, and what an account keeps without one.
- [Your account](https://wiseview.ai/docs/using/account.md): Where your profile, alerts, preferences, subscription and security settings live, and how to close an account.

## Panels

- [CH — Chart](https://wiseview.ai/docs/ch.md): A full interactive price chart — candles, intraday to multi-year history, and the standard technical toolkit — that follows whatever ticker its link group is on.
- [N — News](https://wiseview.ai/docs/n.md): Compact one-line headlines — one stock's feed, the whole market's, or your watchlists' — with new stories flashing in as they arrive.
- [NR — News Reader](https://wiseview.ai/docs/nr.md): The reading pane for the News panel — click a headline and its brief, its article and a link to the publisher open beside the feed, never over it.
- [MOST — Movers](https://wiseview.ai/docs/most.md): Today's most active stocks, biggest gainers and biggest losers — across every US stock or the S&P 500 alone — with every visible row ticking live.
- [FUT — Futures & Markets](https://wiseview.ai/docs/fut.md): The whole US-markets set in one table — S&P 500, Nasdaq 100, Dow and Russell 2000 futures, the VIX, the 10-year Treasury yield, gold, silver, crude oil, natural gas, Bitcoin and Ethereum — and a click on any of them opens its chart.
- [PULSE — Market Pulse](https://wiseview.ai/docs/pulse.md): The macro dashboard — economic indicators with the print before each, the treasury curve and how it moved, the S&P 500’s sectors and industries, the highest dividend yields, and the equity risk premium by country, in five tabs.
- [PM — Pre-Market Board](https://wiseview.ai/docs/pm.md): A pre-open board built fresh every trading morning — the stocks moving before the bell, each with its catalyst, plus a written morning brief.
- [SCAN — Equity Screener](https://wiseview.ai/docs/scan.md): The equity screener — describe the stocks you want in plain words, or pick the filters yourself, and see each match beside the figures that put it there.
- [RES — Research Reports](https://wiseview.ai/docs/res.md): AI research reports — a structured deep-dive on any ticker that ends in a trade plan, read beside your charts, with every report you have run kept in a library.
- [TRD — Trades](https://wiseview.ai/docs/trd.md): Your book — every plan you accepted, what it is doing now, and how it finished. Fills, stops and target rungs are settled from the market's own price record, so the numbers are the same whether or not the window was open.
- [WL — Watchlist](https://wiseview.ai/docs/wl.md): Your watchlists as a compact live table — the symbols you actually track, ticking, in the corner of the desk — plus a quick list that lives on the window itself.
- [DES — Company Profile](https://wiseview.ai/docs/des.md): One company in one window — its chart, description, live quote and key stats, with every view of it as a tab: news, the value chain, ratios, the statements, earnings, dividends, calls, events, ownership, Congress, SEC filings and ESG.
- [SHRT — Short Stats](https://wiseview.ai/docs/shrt.md): The short side of the book — short interest, short float, days to cover, and float, for reading squeeze potential honestly.
- [ANR — Analyst Ratings](https://wiseview.ai/docs/anr.md): What the Street thinks — analyst grades, upgrades and downgrades, price targets, and the consensus, for the linked company.
- [REG — Regulatory & ESG](https://wiseview.ai/docs/reg.md): The compliance view — SEC filing history and ESG ratings side by side for the linked company.
- [CAL — Calendar](https://wiseview.ai/docs/cal.md): Every market date in one window — economic releases, earnings, dividends, splits, and IPOs as five tabs of a single panel, each with its own ⌘K shortcode.
- [AI — HootAI](https://wiseview.ai/docs/ai.md): HootAI — an assistant that answers with live market data and drives the workspace itself: tell it what you want open and it opens it, tickered and linked.
- [NOTIF — Notifications](https://wiseview.ai/docs/notif.md): Your inbox inside the terminal — every alert that fired and every digest that was sent, with unread state, in one feed.
- [AL — Alerts](https://wiseview.ai/docs/al.md): Alert rules that leave the terminal — price levels, insider filings, and congressional trades, delivered to desktop notifications and email.
- [ACCT — Account Settings](https://wiseview.ai/docs/acct.md): Account settings without leaving the desk — profile, email preferences, subscription and billing, security, and your AI-credit balance.
- [CALC — Calculator](https://wiseview.ai/docs/calc.md): Trading math with the numbers already filled in — position size, risk per trade, and P/L, autofilled from the linked symbol's live price.
- [EDU — Learn](https://wiseview.ai/docs/edu.md): The Guide — a course on using the terminal, docked beside your desk. The full course library is at Learn.
- [GLOSS — Glossary](https://wiseview.ai/docs/gloss.md): A searchable glossary of market terms — look a word up without leaving the workspace.
- [DATA — Data Status](https://wiseview.ai/docs/data.md): The honesty panel — whether market data, the live stream and news are reaching you, and what your plan includes, so you never have to guess.
- [HELP — Help](https://wiseview.ai/docs/help.md): The in-terminal manual — getting started, the full command list, every keyboard shortcut, and a direct line to support.

## API

- [The WiseView API](https://wiseview.ai/docs/api.md): Read WiseView from your own code — a script, a spreadsheet, a bot — with a key from your account.
- [Keys](https://wiseview.ai/docs/api/keys.md): Who can have an API key, where to make one, and how to send it with a call.
- [Calls and limits](https://wiseview.ai/docs/api/limits.md): Your monthly allowance of calls, which calls count, and the speed limit.
- [Answers and errors](https://wiseview.ai/docs/api/answers.md): The shape of every answer, what a notice means, and what an error carries.
- [Pre-market board](https://wiseview.ai/docs/api/premarket-board.md): This morning's pre-market board: the stocks in play, each with its pre-market move, volume against usual, the catalyst behind it and the board's levels.
- [10:00 confirmation](https://wiseview.ai/docs/api/premarket-confirmation.md): The board's 10:00 AM Eastern check: which of the morning's names held up after the open — above yesterday's high, above the pre-market high, at the session high, in a long-term uptrend — with each name's levels and the near misses.
- [Board track record](https://wiseview.ai/docs/api/premarket-track-record.md): How the board's past picks finished over the last N trading days: how many there were and how often each list worked.
- [Run a screen](https://wiseview.ai/docs/api/screener-run.md): Run the equity screener on your own filters: the matching stocks with the columns the view names, at most `limit` of them, and how many matched in all.
- [Run a saved screen](https://wiseview.ai/docs/api/screener-screen.md): Run one of the screener's ready-made screens, or one of your saved screens, by its id from the screener filter list: the matching stocks, answered the way a screen of your own filters is.
- [Screener filter list](https://wiseview.ai/docs/api/screener-filters.md): Everything the equity screener can run: the ready-made screens and your saved screens (each with its id and filters), every filter as a token with its plain label, by family, and the signals.
- [Mean-reversion scanner](https://wiseview.ai/docs/api/screener-mean-reversion.md): Today's mean-reversion scan: stocks stretched far from their statistical equilibrium, each with how far (its z-score), how fast such moves have tended to revert, and the odds.
- [Congress trades](https://wiseview.ai/docs/api/congress-trades.md): Stock trades disclosed by members of Congress under the STOCK Act, newest first, by ticker or by member: who traded, their chamber and party, the trade date and disclosure date, buy or sell, and the amount range.
- [Congress trading activity](https://wiseview.ai/docs/api/congress-members.md): How much members of Congress trade — not how well; their returns are a separate lookup.
- [Congress returns](https://wiseview.ai/docs/api/congress-returns.md): An estimate of how a member of Congress's stock purchases in one year have done since: each purchase priced on its trade date at the midpoint of its disclosed amount range, then marked to today's price, across their ten most-traded stocks.
- [Congress buying patterns](https://wiseview.ai/docs/api/congress-stocks.md): Which stocks members of Congress are converging on.
- [Insider trades](https://wiseview.ai/docs/api/insider-trades.md): A company's insiders' buys and sells from SEC Form 4 filings, with a buy-to-sell summary.
- [Value chain](https://wiseview.ai/docs/api/companies-value-chain.md): A company's suppliers, customers, partners and competitors from WiseView's value-chain map, with the evidence for each link.
- [Squawk log](https://wiseview.ai/docs/api/squawk-today.md): The headlines the squawk would read you today, as text, each with its size.
- [Quotes](https://wiseview.ai/docs/api/quotes.md): Up to 50 stocks in one call: price, change, volume and day range.
- [Symbol search](https://wiseview.ai/docs/api/search.md): Find a stock by its ticker or by its company name: each match with its ticker, name and exchange.
- [Futures and markets](https://wiseview.ai/docs/api/market-snapshot.md): The markets strip in one call: stock index futures, the VIX, the 10-year yield, gold, silver, crude, natural gas, Bitcoin, Ether and the major index funds, each with its price, change and day and year ranges.
- [Trading halts](https://wiseview.ai/docs/api/market-halts.md): Which stocks are halted right now on Nasdaq or the NYSE, from their own published halt lists, checked at most once every 45 seconds.
- [Company profile](https://wiseview.ai/docs/api/companies-profile.md): What a company does, its sector and industry, size, and key figures.
- [Peers](https://wiseview.ai/docs/api/companies-peers.md): A company's peers: companies in the same line of business and of a similar size, each with its price and market value.
- [Financial statements](https://wiseview.ai/docs/api/companies-financials.md): A company's income statement, balance sheet or cash flow, annual or quarterly, or its revenue by product or by region.
- [Valuation and ratios](https://wiseview.ai/docs/api/companies-valuation.md): A company's key metrics and ratios (P/E, margins, returns, debt), enterprise value, a fair-value estimate, and its Altman Z and Piotroski scores.
- [Earnings history](https://wiseview.ai/docs/api/companies-earnings.md): A company's recent quarterly results against what analysts expected: earnings per share and revenue, each beside its estimate, newest first, so every beat and miss shows.
- [Dividend history](https://wiseview.ai/docs/api/companies-dividends.md): A company's dividends, newest first: each payment's amount, its ex-dividend, record and payment dates, and the yield.
- [Analyst view](https://wiseview.ai/docs/api/companies-analysts.md): Sell-side analysts' price targets, the ratings consensus, and recent upgrades and downgrades.
- [Ownership and filings](https://wiseview.ai/docs/api/companies-ownership.md): Who owns a company — institutional holders and 13D/G stakes — and its recent SEC filings.
- [Short interest and short volume](https://wiseview.ai/docs/api/companies-short-stats.md): How heavily a stock is sold short, from FINRA's own publications: short interest at each twice-monthly settlement (with days to cover), and each day's off-exchange short volume as a share of all volume.
- [ESG ratings](https://wiseview.ai/docs/api/companies-esg.md): A company's environmental, social and governance scores over time, newest first.
- [Earnings call transcripts](https://wiseview.ai/docs/api/companies-earnings-calls.md): Without year and quarter, which quarters have an earnings call transcript.
- [Daily prices](https://wiseview.ai/docs/api/prices-daily.md): Daily bars — open, high, low, close, volume — newest first.
- [Technical indicators](https://wiseview.ai/docs/api/prices-indicators.md): Technical indicators on daily bars — moving averages (SMA, EMA, WMA, DEMA, TEMA), RSI, Williams %R, ADX and standard deviation — computed by WiseView from the same stored bars the chart draws.
- [News](https://wiseview.ai/docs/api/news.md): Recent market headlines WiseView has scored for importance (0-100), newest first.
- [Press releases](https://wiseview.ai/docs/api/news-press-releases.md): The latest press releases companies have put out, across the market, newest first.
- [Calendars](https://wiseview.ai/docs/api/calendar.md): Upcoming events: company earnings dates with estimates, economic releases with forecasts, dividends, or IPOs.
- [Market movers, sectors and industries](https://wiseview.ai/docs/api/market-movers.md): Today's biggest gainers, decliners or most active stocks, or how each sector or each industry did on the latest trading day.
- [Treasury yields](https://wiseview.ai/docs/api/market-treasury-yields.md): US Treasury yields across the curve, one-month to 30-year, one row a day, newest first.
- [Your watchlists](https://wiseview.ai/docs/api/me-watchlists.md): Your WiseView watchlists and the names on each.
- [Your price alerts](https://wiseview.ai/docs/api/me-alerts.md): Your price alerts and whether each is armed, newest first.
- [Your trade plans](https://wiseview.ai/docs/api/me-trades.md): The trade plans you accepted from your research reports, newest first: each one's entry zone, stop and targets, whether it is waiting, open or closed, and what it made.
- [Your research reports](https://wiseview.ai/docs/api/me-reports.md): The research reports you made in WiseView, newest first, each with its id.
- [One research report](https://wiseview.ai/docs/api/me-reports-one.md): The full text of one of your research reports, and its trade playbook when it has one.
- [Your calls](https://wiseview.ai/docs/api/me-usage.md): How many calls you have used and have left, and when they refill.

## MCP

- [Connect your AI app](https://wiseview.ai/docs/ai-connections.md): Connect Claude, ChatGPT, Claude Code, Cursor or VS Code to your WiseView account, so your AI can look up what WiseView holds.
- [Connect Claude](https://wiseview.ai/docs/ai-connections/claude.md): How to connect Claude to your WiseView account, and who can.
- [Connect ChatGPT](https://wiseview.ai/docs/ai-connections/chatgpt.md): How to connect ChatGPT to your WiseView account, and who can.
- [Connect Claude Code](https://wiseview.ai/docs/ai-connections/claude-code.md): How to connect Claude Code to your WiseView account, and who can.
- [Connect Cursor](https://wiseview.ai/docs/ai-connections/cursor.md): How to connect Cursor to your WiseView account, and who can.
- [Connect VS Code](https://wiseview.ai/docs/ai-connections/vscode.md): How to connect VS Code to your WiseView account, and who can.
- [Every lookup](https://wiseview.ai/docs/ai-connections/lookups.md): Every lookup your AI can make in WiseView, what it returns, what it takes and what it costs.
- [Questions to try](https://wiseview.ai/docs/ai-connections/prompts.md): Questions that put WiseView to work inside your AI app, and the lookups each one reaches.
- [What it costs](https://wiseview.ai/docs/ai-connections/credits.md): What a lookup and a typical question cost, how far your credits go, and what happens when they run out.
- [Privacy and disconnecting](https://wiseview.ai/docs/ai-connections/privacy.md): What a connected AI app can and cannot do, what WiseView sees, and how to disconnect.
- [When it does not connect](https://wiseview.ai/docs/ai-connections/troubleshooting.md): What your AI app’s messages from WiseView mean, and what to do about each.

## Changelog

- [Changelog](https://wiseview.ai/docs/changelog.md): Every WiseView release, newest first — what changed and what it means for you.

## Optional

- [Everything in one file](https://wiseview.ai/llms-full.txt): every page above, one after another