Step 1: Broad Universe Screening (Bulk Analysis)

• Goal: Scale your research to 1,000s of stocks in minutes.
• Start in the Bulk Analysis tab. Load your ticker database or watchlist.
• Run the analysis to pull OFP Overall Ratings and OFP Technical Labels for every name.
• Strategy: Use the filter popups to isolate companies meeting your specific criteria (e.g., filtering for "Wonderful Company" ratings or isolate tickers with "Buy" Technical labels). This prioritizes names that fit your trade profile before you dive into individual charts.

Step 2: Immediate Triage (Snapshot)

• Goal: High-speed validation of your filtered candidates.
• Enter the tickers into the Snapshot ribbon.
• Review the combined label stack (Quality + Valuation + Trend). If the labels are defensive or "Wait," move to the next candidate immediately.
• Check the Position Calculator to determine your size and 3xATTR stop loss before proceeding.

Step 3: Deep Dive Validation (Technicals & Fundamentals)

• Goal: Final confirmation before committing capital.
• Open Technicals: Confirm the entry trigger relative to the OFP ATR soft buy zones.
• Open Fundamentals: Verify the "Margin of Safety" by checking Safe Entry levels and industry-relative efficiency (ROA/ROCE).
• Open Company Info: Check recent News & Sentiment for any "narrative" shifts or SEC filing red flags.

OFP Technicals Engine

• When a ticker is loaded, Ridgeline Terminal pulls daily OHLCV price history and computes indicator data (OFP ATR, EMA 50/100, RSI, and OBV).
• Ridgeline Core-Trend: Monthly average close vs 10-month SMA context and momentum conditions.
• OFP’s Avg Trading Range: OFP ATR position logic (soft buy zone, mythical dip, hold, sell).
• OBV Label: Compares price direction to OBV direction to classify strength, warnings, or opportunity.

OFP Fundamentals Engine

• OFP Company Quality: Derived by comparing a company’s averages-of-ratios against its industry mean and standard deviation bands.
• OFP Price Valuation: Classified as under-valued, fairly-valued, or over-valued based on price vs safe entry and fair value.
• Decision Scale: Logic blends quality + valuation into labels where Wonderful Company is the highest tier and Bad Company is the lowest.

How to Read OFP Labels

• Ridgeline Core-Trend: Strong Buy / Buy / Cautious Buy generally indicate improving broader trend context; Hold/Wait means no clear edge; Sell or Sell/Short signals defensive conditions.
• OFP ATR Labels: Strong/Cautious Buy indicate favorable pullback zones; Hold/Wait indicates neutral; Sell indicates extended conditions.
• OFP Overall Rating: Blends quality + valuation into a single decision-support label (higher tiers = stronger combined setup).

Run Daily Database Analysis

• Select ticker source from TickerList.csv column or custom comma-separated tickers.
• Click Run Analysis to execute the batch workflow.

Results Viewer

• Displays daily analysis output in a sortable table with a persistent “Last Refreshed” state.
• Includes per-column filter popups with select/deselect controls to quickly surface potential opportunities.

What You See

• Left panel cards for OFP Technical, Fundamental, Volatility, and Position Calculator.
• Center area displays the interactive price chart view.
• Top ribbon includes ticker input, current price display, market status line, and refresh controls.

Key Outputs

• Fair Value, Safe Entry, Avg of Ratios, Industry Average, OFP Company Rating, OFP Price Valuation, OFP Overall Rating.
• ATTR/3xATTR stop guidance and account-based position sizing calculator.

Key Data Points

• Company Information panel (name, symbol, industry, sector, CEO, employees, website, SEC filing links).
• Recent News & Sentiment (Top 10 headlines + sentiment label).
• Analyst consensus, analyst valuations, and executive compensation table.

What You See

• OFP Snapshot: Price, Fair Value, Safe Entry, Disc/Premium, OFP ratings.
• Market Valuations: Company vs industry comparisons for EPS, True P/E, P/S, P/B, TNAV.
• Quality & Efficiency: margins, ROA/ROCE, CapEx %, and comparison chart.

Controls & Overlays

• Charts: Main Chart, RSI Chart, Ridgeline Core-Trend button.
• Overlays: EMA Lines, OFP Average Trading Range (OFP ATR), OBV.
• Settings: Trading Days, ATTR EMA Period, ATTR Multiplier, Fast/Slow EMA.