Fundamentals, AI analysis, price charts, news, open orders, and a trade panel — all in one view for any symbol.
Click any symbol anywhere in Helius Terminal to open a full research panel. You get live streaming prices, fundamental data directly from Schwab, interactive price charts, AI analysis from Claude and Gemini, the latest news from StockNews API, your open orders, and an in-line trade form — all without switching tools or leaving the terminal.
What this feature does for you
Real-time bid, ask, last price, spread, volume, and 52-week range — with the current price prediction signal (LONG / SHORT / FLAT) overlaid on the live data.
P/E ratio, EPS, beta, dividend yield, dividend amount, ex-dividend date, next payment date, upcoming earnings date, and 10-day average volume — pulled directly from the Schwab Instruments API.
View 1D (1-minute bars), 5D (5-minute bars), 1M (daily bars), and 1Y (weekly bars) candlestick or line charts. All price history sourced from Schwab's Price History API.
Run a full AI analysis of the stock with one click. The AI receives price action, fundamentals, news headlines, and your current position — then delivers a structured recommendation with thesis, risks, and outlook.
The latest financial news headlines for the symbol, sourced from StockNews API and filtered specifically to that ticker. No generic market noise — only news relevant to that company.
Place market, limit, stop, or stop-limit orders directly from the research panel. Review your open orders for the symbol and manage positions without navigating away.
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