Impact Radar Guide

When to Use:

• Daily market scanning to identify high-impact catalysts
• Researching historical events for a specific company or sector
• Finding events matching specific criteria (event type, score range, timeframe)
• Verifying event details before making informed decisions

How to Use:

1. Navigate to the Events tab in the dashboard
2. Use filters to narrow by ticker, event type (SEC 8-K, FDA, Earnings, etc.), date range, or sector
3. Sort by impact score, date, or confidence to prioritize
4. Click any event to see full details and the source URL
5. Click the source link to verify the original filing or announcement

When to Use:

• Researching a company's event history before making investment decisions
• Understanding which companies have the most catalysts in your target sectors
• Reviewing projected percentage moves based on historical event patterns
• Identifying companies with recent high-impact events

How to Use:

1. Navigate to the Companies tab in the dashboard
2. Browse the list or search for a specific ticker or company name
3. Click any company to open the detailed event timeline modal
4. Review the timeline to see all events sorted chronologically
5. Check projected percentage moves (1d/5d/20d) based on historical data

When to Use:

• Monitoring your portfolio holdings for new catalysts
• Tracking potential investment targets you're researching
• Following specific tickers in your area of expertise or interest
• Maintaining personal notes and observations about each ticker

How to Use:

1. Navigate to the Watchlist tab in the dashboard
2. Click "Add Ticker" and enter the stock symbol (e.g., AAPL)
3. Optionally add personal notes for context (e.g., "Awaiting FDA approval Q2 2025")
4. View all recent events for your watchlist tickers in one place
5. Remove tickers by clicking the remove icon when you're no longer interested

When to Use:

• Planning your trading calendar around major event weeks (e.g., earnings season)
• Identifying event-heavy days that might cause market volatility
• Coordinating multiple catalysts for portfolio positions
• Avoiding overexposure during concentrated event periods

How to Use:

1. Navigate to the Calendar tab in the dashboard (Pro plan required)
2. Browse the month view to see event counts per day
3. Click any day to see all events scheduled for that date
4. Use filters to show only specific event types or sectors
5. Navigate between months to plan weeks ahead

When to Use:

• Finding rare event combinations (e.g., "FDA approvals OR M&A in biotech with score > 80")
• Building custom event screens matching your specific trading strategy
• Researching historical patterns with precise criteria
• Exporting filtered datasets for offline analysis

How to Use:

1. Click "Advanced Search" button in the Events tab (Pro plan required)
2. Add multiple criteria using the query builder (event type, sector, score, date)
3. Chain criteria with AND (all must match) or OR (any can match) operators
4. Preview results in real-time as you build your query
5. Save frequently-used queries for quick access later

Strategy Builder Features:

• Entry Conditions: Event types, impact score thresholds, direction filters, ticker selection
• Exit Rules: Stop-loss and take-profit levels, time-based exits
• Position Sizing: Fixed size, percent of equity, or volatility-scaled methods
• Risk Management: Maximum positions per strategy, sector exposure limits

Performance Metrics:

• Returns: Total return, CAGR (Compound Annual Growth Rate)
• Risk-Adjusted: Sharpe ratio, Sortino ratio
• Drawdown: Maximum peak-to-trough decline
• Trade Stats: Win rate, expectancy, trade count
• Equity Curve: Interactive chart showing portfolio value over time

How to Use:

1. Navigate to the Backtesting tab (Pro plan required)
2. Define entry conditions (event types, score thresholds, direction)
3. Set position sizing method and risk management rules
4. Select date range and run the backtest
5. Review performance metrics and trade-by-trade history
6. Iterate on strategy parameters to improve results

When to Use:

• Finding patterns like "Guidance updates often precede earnings beats"
• Identifying sector-wide event waves (e.g., biotech FDA approval clusters)
• Understanding how events in peer companies might predict your holdings
• Spotting unusual event combinations that create outsized opportunities

How to Use:

1. Navigate to the Correlation tab (Pro plan required)
2. Select companies, event types, or sectors to analyze
3. Review the timeline visualization showing event relationships
4. Look for recurring patterns or event sequences
5. Use insights to anticipate future event cascades

When to Use:

• Evaluating if a company is catalyst-rich or catalyst-poor vs. peers
• Understanding relative event impact (does this company move more on earnings?)
• Finding overlooked companies with similar event profiles to winners
• Validating investment theses through peer benchmarking

How to Use:

1. Click on any company in the Companies tab
2. Click "Compare to Peers" button in the company modal (Pro plan required)
3. Review peer companies in the same sector with similar market cap
4. Compare event counts, average impact scores, and event type distribution
5. Identify outliers or patterns unique to your target company

When to Use:

• Managing risk before earnings season or major event clusters
• Quantifying potential P&L impact from upcoming catalysts
• Identifying overexposure to specific event types or sectors
• Planning hedges or position sizing adjustments before known events

How to Use:

1. Navigate to the Portfolio tab in the dashboard
2. Upload a CSV file with columns: ticker, quantity (e.g., "AAPL,100")
3. Review upcoming events for all your holdings
4. See typical price moves (1d/5d/20d) based on historical event patterns
5. Calculate exposure: expected_move × quantity × current_price

When to Use:

• Quick analysis: "What were the highest impact FDA approvals last month?"
• Pattern discovery: "Show me companies with back-to-back earnings beats"
• Event context: "Explain why this M&A event has a score of 85"
• Portfolio insights: "Which of my watchlist tickers have upcoming catalysts?"

How to Use:

1. Navigate to the RadarQuant tab (Pro plan required)
2. Type your question in natural language (no SQL or filters needed)
3. Review the AI's analysis and supporting data
4. Ask follow-up questions to drill deeper
5. Click cited events to see full details and verify sources

Key Features:

• Neural Network Ensemble: XGBoost and PyTorch neural network run in parallel with dynamic weighting based on 30-day accuracy
• Confidence Calibration: Platt scaling ensures probability estimates are well-calibrated
• Online Learning: Neural network updates incrementally from new market data
• Twitter/X Sentiment: Real-time social sentiment integration for additional context

Verified Accuracy:

• 1-Day: 64.6% directional accuracy
• 5-Day: 51.7% directional accuracy
• 20-Day: 51.7% directional accuracy
• Overall: 57.4% combined accuracy across all horizons

How It Works:

1. Every event gets a base impact score from deterministic rules
2. Both XGBoost and neural network models estimate potential price impact
3. Model outputs are dynamically weighted by recent performance (softmax blend)
4. After 1/5/20 days, we measure real abnormal returns and update accuracy metrics
5. Daily retraining pipeline keeps models current with market conditions

When to Use:

• Validating if high-impact events actually moved the stock
• Understanding price reaction timing (immediate vs. delayed)
• Identifying event-driven trends vs. noise
• Building intuition about event-to-price relationships

How to Use:

1. Navigate to the Projector tab (Pro plan required)
2. Enter a ticker symbol to load the price chart
3. Event markers appear as colored icons on the chart timeline
4. Hover over markers to see event details (type, score, direction)
5. Zoom and pan to analyze specific timeframes or event clusters

Score Components:

• Event Type Weight: FDA approvals, M&A, earnings have different base impact levels
• Sector Multiplier: Biotech FDA events score higher than tech guidance updates
• Market Context: Volatility, market regime, recent price action adjustments
• Timing: Events near critical support/resistance levels get boosted
• ML Adjustment: Market Echo Engine nudges score ±20 based on learned patterns

How to Interpret Scores:

• 0-30: Low impact, noise-level events, unlikely to move price significantly
• 31-60: Moderate impact, worth monitoring but not urgent
• 61-80: High impact, actionable catalysts worth immediate attention
• 81-100: Critical events, major catalysts with strong directional conviction

When to Use:

• Gauging market reaction to just-announced events
• Identifying early sentiment shifts before price moves
• Monitoring social buzz for watchlist tickers
• Spotting crowded trades or contrarian opportunities

How to Use:

1. Navigate to the X Feed tab (Pro plan required)
2. Filter by ticker or event type to see relevant social chatter
3. Review sentiment scores (positive/negative/neutral) and volume
4. Click through to see actual tweets and verify sentiment context
5. Watch for sentiment divergences from event scores (contrarian signals)

When to Use:

• Monitoring intraday for breaking events (FDA approvals, M&A announcements)
• Getting first-mover advantage on time-sensitive catalysts
• Watching specific tickers or sectors in real-time during market hours
• Filtering noise with minimum score thresholds (e.g., only show 70+ events)

How to Use:

1. Navigate to the Overview tab to see the Live Tape panel
2. Use filters to focus: ticker, event type, minimum score
3. Events stream in real-time as scanners detect them
4. Pause the feed to review events without missing new ones
5. Click any event to see full details and source link

When to Use:

• Building custom trading algorithms that consume event data
• Integrating Impact Radar into existing research platforms
• Automating workflows (e.g., "Pull events, analyze, send to Slack")
• Backtesting strategies with historical event data

How to Use:

1. Navigate to Account → API Keys to generate your key
2. Review API documentation at /docs/api for endpoints and schemas
3. Authenticate requests with your API key in the Authorization header
4. Query events, companies, scores, etc. via REST endpoints
5. Respect rate limits based on your plan tier (Pro: 10k/month, Enterprise: 100k/month)

When to Use:

• Creating custom spreadsheets for offline analysis
• Building event databases for proprietary research
• Sharing filtered event lists with team members or clients
• Archiving historical snapshots for compliance or record-keeping

How to Use:

1. Apply filters in the Events tab to narrow your dataset
2. Click "Export CSV" button (Pro plan required)
3. Download CSV file with columns: date, ticker, event_type, score, direction, confidence, source
4. Open in Excel, Google Sheets, or import into your analysis tools
5. Repeat for portfolio analysis to export exposure calculations

When to Use:

• Customizing scores to match your sector expertise (e.g., biotech vs. tech)
• De-emphasizing event types you don't trade (e.g., dividend announcements)
• Amplifying catalysts you know drive your strategy (e.g., M&A in small-cap)
• Building personalized event feeds that align with your edge

How to Use:

1. Navigate to Account → Scoring Preferences (Pro plan required)
2. Adjust sliders for event type weights (FDA, Earnings, M&A, etc.)
3. Set sector multipliers (Biotech, Tech, Finance, etc.)
4. Preview how your custom weights change example events
5. Save preferences—all future scores use your custom weights

When to Use:

• Staying updated on watchlist tickers without constant monitoring
• Getting notified only for high-score events (e.g., 80+ impact)
• Filtering by event type to focus on your strategy (e.g., only M&A alerts)
• Monitoring sectors even when you're away from the platform

How to Use:

1. Navigate to the Alerts tab in the dashboard
2. Click "Create Alert" to set up a new rule
3. Configure criteria: minimum score, event type, sector, tickers
4. Choose delivery method: email, in-app notification, or both
5. Enable/disable alerts anytime without deleting them

When to Use:

• Checking if scanners are running properly and detecting events
• Forcing an immediate scan after major market news breaks
• Verifying scanner uptime and last successful scan times
• Troubleshooting if you suspect missing events

How to Use:

1. Navigate to the Scanners tab in the dashboard
2. Review scanner status: active, idle, last_run, events_found
3. Click "Queue Manual Scan" for any scanner to trigger immediate run
4. Rate limit: 1 manual scan per 2 minutes per scanner
5. Monitor scan progress and check for new events in Events tab

Available Settings:

• API Keys: Generate and manage API keys for programmatic access
• Billing: View plan details, usage quotas, and upgrade options
• Notification Preferences: Email frequency, in-app settings
• Scoring Preferences: Custom event weights and sector multipliers
• Profile: Email, password, account info

How to Use:

1. Navigate to the Account tab in the dashboard
2. Browse sections: Profile, API Keys, Billing, Preferences
3. Update settings as needed (changes save automatically)
4. Review usage quotas to ensure you're within plan limits
5. Upgrade plan if you need more API calls, advanced features, or team seats

Key Features:

• Rotation Signals: Detect capital inflow/outflow between sectors
• Momentum Scoring: Track sector momentum using event-driven price changes
• Event Clustering: Identify when high-impact events concentrate in specific sectors
• Cross-Sector Correlation: Discover relationships between sectors and event types

How to Use:

1. Navigate to the Sectors tab in the dashboard
2. Review sector performance cards showing momentum and rotation status
3. Look for "Inflow" indicators for sectors receiving capital
4. Check "Outflow" indicators for sectors losing capital
5. Click any sector to see detailed event analysis and trends

Key Features:

• Pattern Library: Catalog of historical event patterns and outcomes
• Similar Event Lookup: Find events matching type, sector, and impact
• Outcome Tracking: See how similar events performed historically
• Success Rates: Statistical analysis of pattern reliability

How to Use:

1. Open any event detail view
2. Look for "Similar Historical Events" section
3. Review matched events and their price outcomes
4. Use pattern statistics to inform your trading decisions

Condition Types:

• Impact Score: Trigger when score is >, <, or = a threshold
• Sector Filter: Only alert for specific sectors
• Ticker Filter: Watch specific stocks
• Event Type: Focus on FDA, earnings, SEC filings, etc.

How to Use:

1. Navigate to the Alerts tab in the dashboard
2. Click "Create Custom Rule"
3. Define your condition (e.g., "Impact Score > 75")
4. Add optional filters (sector, ticker, event type)
5. Choose notification method (email, in-app, or both)
6. Save and enable the rule

Digest Options:

• Daily Digest: Morning summary of previous day's events
• Weekly Digest: Weekend recap of the week's highlights
• Custom Sections: Choose what content to include
• Watchlist Focus: Prioritize your watched tickers

How to Use:

1. Go to Settings → Notifications
2. Enable email digests
3. Choose frequency (daily or weekly)
4. Configure content sections to include
5. Set preferred delivery time

Export Options:

• Events Export: All event data with scores, dates, and metadata
• Portfolio Export: Your portfolio analysis and event exposure
• Custom Date Ranges: Export specific time periods
• Filtered Exports: Export only filtered results

How to Use:

1. Navigate to Events or Portfolio tab
2. Apply any filters you want to include
3. Click the "Export CSV" button
4. Download opens automatically
5. Import into Excel, Google Sheets, or your analysis tool

What You Can Save:

• Filter Combinations: Event type + sector + score range
• Dashboard Layout: Tab preferences and default views
• Quick Filters: One-click access to saved searches
• Column Preferences: Which columns to show in tables

How to Use:

1. Configure your preferred filters in any view
2. Click "Save Filter" to store the combination
3. Name your saved filter for easy identification
4. Access saved filters from the filter dropdown
5. Manage saved filters in Settings → Preferences

Theme Options:

• Dark Mode: Default theme, optimized for low-light environments
• Light Mode: Bright theme for daytime use
• System Mode: Automatically matches your OS preference

How to Use:

1. Go to Settings tab in the dashboard
2. Find the "Theme" section
3. Select Dark, Light, or System
4. Theme changes apply instantly
5. Your preference is saved for future sessions

Upgrade Options:

1. Navigate to the Dashboard and click the "Upgrade Plan" button
2. Or visit the Pricing Page to compare plans and select one
3. In your Account tab, click on your Plan card to manage your subscription
4. Choose between Pro ($49/month) or Enterprise (custom pricing)
5. Complete payment through our secure Stripe checkout
6. Your upgrade takes effect immediately with full feature access

How to Cancel:

1. Go to the Dashboard and navigate to the Account tab
2. Click on your Plan card or scroll to the Account Management section
3. Click the "Cancel Subscription" button
4. Review what you'll lose access to after cancellation
5. Confirm cancellation
6. You'll receive a confirmation email with your final access date

Payment Management:

• Update Payment Method: Go to Account → Plan card → Manage Subscription to access the Stripe portal
• View Billing History: Access past invoices and receipts in the Stripe customer portal
• Change Billing Cycle: Contact support to switch between monthly and annual billing
• Failed Payments: You'll receive email notifications. Update your payment method to restore access

Common Questions: