StockSavvy.ai User Manual

Main Interface

After logging in, you'll see the main interface divided into two panels:

• Left: Filing List
• Center: Filing Content

Filing List

The left panel shows a scrollable list of filings. Each filing card displays:

• Company name, ticker symbol and exchange.
• Filing title. This is generated by AI as filings typically do not have titles.
• How long ago the filing was released.
• Excerpt. This is generated by AI as filings do not have excerpts.
• Sentiment score. This is a visual indicator from 0 to 10. This is generated by AI from the full text of the filing.

Filing Content

The center panel shows the selected announcement with three tabs:

1. Filing: Full announcement tex.t
2. About: Company profile and key financial data.
3. Chart: The pricing history of the company.

Using the Search Bar

1. Click the search bar at the top of the page
2. Type at least 3 characters of a company name or code
3. Select from the dropdown results
4. Use arrow keys to navigate results
5. Press Enter to select

Filter Options

Access the filter modal by clicking the "Filter" button:

• Filing Type: This is the type of filing, such as 10-Q or 8-K. If no filing type is selected, then all types will be shown.
• Classification Type: The AI generates classification for filings where appropriate. Not all filings have a classification. The classification types as "Better Than Expected", "Worse Than Expected", "Delay Expected", and "Capital Raising". Select from the dropdown which classifiction you want to filter by.
• Sector: The industry sector.
• Keywords: A comma separated list of keywords.
• Sentiment: Used to filter for high or low sentiment.
• Followed companies only: Select this if you only want to see filings for companies you are following.

How to Follow/Unfollow

1. Select a filing.
2. In the filing header there is a button with the caption Not Following or Following. Select this button to toggle the following status.
3. Access followed companies through the Following navigation button

Setting Up Alerts

1. Click My Account > Alert Settings
2. Click New Alert
3. Configure notification parameters:
   • Alert Name: Give the alert a friendly name that you can identify what the alert was for.
   • Classification type: Select the classification type you want to filter by. The classification types as "Better Than Expected", "Worse Than Expected", "Delay Expected", and "Capital Raising".
   • Segment: Select the industry sector you want to filter by.
   • Followed companies only
   • Keywords: A comma separated list of keywords.
   • Sentiment: Used with Sentiment Comparison to set a threshold for sentiment.
   • Sentiment Comparison: Select "Greater Than" or "Less Than". For example if Sentiment is 7 and you select "Greater Than" then the alert will trigger when the sentiment is greater than 7, i.e greater than or equal to 8.

Managing Alert Settings

• View all alert setups in the alert setup panel.
• Delete alert setups by clicking the trash icon.

Settings

Access account settings through "My Account" > "Settings":

1. Time Zone

• Select the time zone that you are in. This is used for the date/time of the filing release date.

2. Password Change

• Enter current password
• Enter new password
• Confirm new password