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Market Sentiment App User Guide

Overview

Welcome to the Market Sentiment Application – your comprehensive tool for tracking stock tickers, analyzing market sentiment, managing watchlists/portfolios, and staying informed with real-time news articles. This guide covers all major features and user flows available in the application.

Key Features

  • Trending Content: View trending tickers and topics from the current week
  • Market Sentiment Analysis: Track positive/negative/neutral sentiment across tickers and articles
  • Watchlist Management: Create, edit, and manage personalized portfolios of tickers you follow
  • News Feed: Browse filtered news articles by date, sentiment, sector, industry, and more
  • Notifications: Stay updated with alerts about your watchlists and market activity

Main User Flows

Purpose: Discover the most discussed tickers and topics in the market over the last week.

Steps:

  1. Launch the application to land on the Trending screen by default
  2. Scroll through the list of TRENDING TICKERS (e.g., COHR, WTI, BBY)
  3. View sentiment indicators (Positive/Negative) for each ticker
  4. Browse TRENDING TOPICS such as "Depreciation Amortization GAAP Tax" or "Pepsi Consumers Marketing Restaurant"
  5. Tap "Show more >" to expand the list of trending items

Notes:

  • Trending data reflects tickers appearing most frequently in articles over the last week
  • Sentiment indicators provide quick visual cues about market perception

2. Managing Watchlists (Portfolios)

Purpose: Create and manage personalized lists of tickers you want to track.

Steps:

  1. Navigate to Watchlists from the main menu or bottom navigation bar
  2. If no watchlists exist, tap the "+" icon to create a new portfolio
  3. On the New Watchlist screen: - Enter a name (e.g., "My favourite tickers") - Optionally add a description
  4. Tap "Create" to save your new watchlist
  5. To edit an existing watchlist: - Tap the pencil icon on the portfolio header - Modify the name or description as needed
  6. To delete a watchlist: - Open the watchlist details - Tap "Delete Watchlist" button

Prerequisites:

  • User must be logged in to create/edit portfolios

3. Adding Tickers to Watchlists

Purpose: Add specific stock tickers to your personalized watchlists.

Steps:

  1. Open a watchlist (e.g., "Portfolio1") from the Watchlists screen
  2. Tap the "+" button or "Add Ticker" action
  3. On the Ticker Search Results screen: - Use the search bar to find tickers by symbol or name - Browse available tickers (e.g., "Tesla", "TSLA")
  4. Select a ticker from the results list
  5. Tap "Add to the watchlist" button with the "+" icon

Alternative Method:

  • Search for tickers directly in the Watchlists screen using the search bar
  • Tap on a ticker result and select your desired portfolio

4. Reading News Articles with Filters

Purpose: Browse and filter news articles based on multiple criteria.

Steps:

  1. Navigate to News from the bottom navigation bar
  2. The default view shows recent articles (e.g., "China Gifts", "Dianhong tea")
  3. Tap "Open Menu" or access the filter options
  4. On the Articles Filter screen, configure filters: - DATE FROM: Set start date for article range - DATE TO: Set end date for article range - SENTIMENT: Select Positive/Negative/Neutral - TICKERS: Choose specific tickers to filter by - SECTORS: Filter by sector (e.g., Technology, Energy) - INDUSTRIES: Filter by industry classification - SOURCE: Filter by news source/domain
  5. Tap "Clear" to reset all filters
  6. Browse the filtered article feed

Notes:

  • All filter parameters use "AND" logic when combined
  • Filters are optional; leave empty for full feed results

5. Checking Notifications

Purpose: View and manage notifications about your watchlists, market updates, and app activity.

Steps:

  1. Tap the Notifications Bell Icon from any screen or bottom navigation
  2. Review the list of received notifications
  3. To mark a notification as read: - Open the notification details - Use the appropriate action to update status (if available)
  4. Navigate back using the "Back" button

Empty State:

  • If no notifications exist, you will see: "No received notifications yet"

6. Analyzing Market Sentiment

Purpose: View sentiment analysis across tickers and articles.

Steps:

  1. From any screen, tap on a ticker (e.g., COHR) to view its details
  2. Scroll to the COHR RELATED ARTICLES section
  3. Review article summaries with sentiment indicators (POSITIVE/NEUTRAL)
  4. Tap "Trending" tab to see trending tickers with sentiment breakdowns

Sentiment Filter Screen:

  • Access via filter menu or dedicated sentiment view
  • Select sentiment type: Positive, Negative, or Neutral
  • Tap "Cancel" to exit without applying filters

7. Creating and Editing Portfolios

Purpose: Manage multiple watchlists with different purposes (e.g., "My favourite tickers", sector-specific lists).

Steps for Creation:

  1. Go to Watchlists screen
  2. Tap the "+" icon in the top right corner
  3. On New Watchlist screen: - Enter a descriptive name - Add optional description (e.g., "My favourite tickers")
  4. Tap "Create" button

Steps for Editing:

  1. Open an existing portfolio from the list
  2. Tap the pencil icon (Edit Portfolio) on the header
  3. Modify watchlist name or description
  4. Tap "Save" to confirm changes

Steps for Deletion:

  1. Open the portfolio you want to remove
  2. Scroll to find and tap "Delete Watchlist" button
  3. Confirm deletion if prompted

Screen Reference

Purpose: Display trending tickers and topics from the current week with sentiment indicators.

Category Details
Visible Information TRENDING TICKERS list, Sentiment (Positive/Negative), TRENDING TOPICS section
Input Fields None (read-only display)
Available Actions Show more >, Notifications bell icon
Related API Endpoints - GET /tickers/trend – Fetches trending tickers list
- GET /topics/ – Retrieves current week topics

Market Sentiment - Positive Tab

Purpose: View positive sentiment tickers and their related articles.

Category Details
Visible Information POSITIVE TICKERS list, Related articles with timestamps (e.g., "8 hours ago")
Input Fields None (read-only display)
Available Actions Show more >, Notifications bell icon, Tab navigation (Trending/News/Watchlist/Profile)
Related API Endpoints - GET /tickers/trend – Loads trending tickers filtered by sentiment
- GET /tickers/trend/articles – Fetches related articles for each ticker

Notifications

Purpose: Display all notifications received by the user.

Category Details
Visible Information Notification list, Empty state message ("No received notifications yet")
Input Fields None (read-only display)
Available Actions Back button to return to previous screen
Related API Endpoints - GET /notifications/ – Retrieves all user notifications
- GET /notifications/unread – Gets count of unread notifications
- PATCH /notifications/{notification_id} – Marks notification as read/unread

Portfolio1 (Watchlist Detail)

Purpose: View and manage a specific watchlist/portfolio with its tickers.

Category Details
Visible Information Watchlist name, Tickers list (e.g., "TSLA", "Tesla, Inc."), Sentiment tabs, Article sections
Input Fields None (read-only display)
Available Actions Edit Portfolio, Add Ticker, Tab navigation (Mentions/Articles/Socials/Trending/News/Watchlist/Profile)
Related API Endpoints - GET /tickers/portfolios/{portfolio_id} – Fetches portfolio details
- PUT /tickers/portfolios/{portfolio_id} – Updates portfolio information
- DELETE /tickers/portfolios/{portfolio_id} – Deletes the portfolio

Add Ticker

Purpose: Search for and select tickers to add to a watchlist.

Category Details
Visible Information Search bar with placeholder "Search tickers"
Input Fields Search tickers (text input)
Available Actions Back button, Search icon
Related API Endpoints - GET /tickers/ – Populates search results with available tickers

News

Purpose: Browse news articles with category tabs and sentiment indicators.

Category Details
Visible Information Articles list, Categories (Articles/Analysis/Earnings/Socials), Sentiment badges (POSITIVE/NEUTRAL)
Input Fields None (read-only display)
Available Actions Open Menu button for filter access
Related API Endpoints - GET /articles/ – Retrieves articles feed
- GET /rapid-api/articles/{id}/summary – Gets article sentiment summary

Articles Filter

Purpose: Configure filtering options for the news feed.

Category Details
Visible Information Filter fields: DATE FROM, DATE TO, SENTIMENT, TICKERS, SECTORS, INDUSTRIES, SOURCE
Input Fields All filter fields (selectable dropdowns/text inputs)
Available Actions Clear button, Add (+) button to expand more options
Related API Endpoints - GET /articles/ – Fetches filtered articles feed
- GET /tickers/ – Populates TICKERS filter options
- GET /sectors/ – Populates SECTORS filter options
- GET /industries/ – Populates INDUSTRIES filter options
- GET /sentiment/ – Provides sentiment values for filter

Sentiment (Filter Screen)

Purpose: Select sentiment type for filtering articles or tickers.

Category Details
Visible Information Sentiment options: Positive, Negative, Neutral
Input Fields None (selection buttons only)
Available Actions Cancel button to exit without applying filter
Related API Endpoints - GET /sentiment/ – Retrieves sentiment list with chronological counts

Watchlists (List View)

Purpose: Display all created watchlists/portfolios and create new ones.

Category Details
Visible Information List of portfolios, Empty state message ("Add your first watchlist"), Search bar
Input Fields Search tickers (for adding to existing portfolio)
Available Actions Create new portfolio (+), Watchlist navigation buttons
Related API Endpoints - GET /tickers/portfolios – Retrieves all user portfolios
- POST /tickers/portfolios – Creates a new portfolio
- GET /tickers/ – Populates search bar for ticker selection

New Watchlist (Create Screen)

Purpose: Create a new watchlist/portfolio.

Category Details
Visible Information Input fields: Watchlist name, Description (optional)
Input Fields Watchlist name (required), Description (optional text input)
Available Actions Close button, Create button to save new portfolio
Related API Endpoints - POST /tickers/portfolios – Creates the new portfolio with provided details

Portfolio1_2 (Watchlist with Tickers)

Purpose: View a populated watchlist with ticker information.

Category Details
Visible Information Watchlist name, Tickers list (e.g., "TSLA", "Tesla, Inc."), Sentiment tabs, Article sections
Input Fields None (read-only display)
Available Actions Edit Watchlist, Add Ticker, Tab navigation
Related API Endpoints - GET /tickers/portfolios/{portfolio_id} – Retrieves portfolio details
- GET /tickers/portfolios/tickers-list – Fetches tickers in the portfolio
- PUT /tickers/portfolios/{portfolio_id} – Updates watchlist details

Edit Portfolio1

Purpose: Modify an existing watchlist's name and description.

Category Details
Visible Information Current watchlist name, Description field, Tickers list
Input Fields Watchlist name (editable), Description (optional text input)
Available Actions Save button, Delete Watchlist button, Minus icon, Menu icon
Related API Endpoints - GET /tickers/portfolios/{portfolio_id} – Loads current portfolio data
- PUT /tickers/portfolios/{portfolio_id} – Saves updated information
- DELETE /tickers/portfolios/{portfolio_id} – Removes the watchlist

Ticker Search Results

Purpose: Display search results when looking for tickers to add.

Category Details
Visible Information List of ticker symbols and names (e.g., "Tesla")
Input Fields None (read-only display)
Available Actions Cancel button to exit search
Related API Endpoints - GET /tickers/ – Fetches the list of available tickers for selection

Add to the Watchlist

Purpose: Confirm adding a ticker to a selected watchlist.

Category Details
Visible Information Ticker information, Portfolio name (e.g., "Portfolio1")
Input Fields None (read-only display)
Available Actions Add (+) button to confirm addition, Back button to return
Related API Endpoints - GET /tickers/portfolios – Loads portfolio list for selection
- PUT /tickers/portfolios/{portfolio_id} – Updates portfolio state with added ticker

Profile

Purpose: Access user account settings and preferences.

Category Details
Visible Information User profile section, Account options (Change password, Delete account, Log out)
Input Fields None (read-only display)
Available Actions Settings, Feedback, About app, Change password, Delete account, Log out
Related API Endpoints No matching endpoints found in candidate list for Profile/Settings actions. These may be handled via backend services not exposed through the public API.

Settings

Purpose: Configure application preferences including color mode.

Category Details
Visible Information COLOR MODE options (System/Light/Dark), Navigation tabs
Input Fields None (selection buttons only)
Available Actions Back navigation, Tab switching (Trending/News/Watchlist/Profile)
Related API Endpoints No matching endpoint found for Settings/Color Mode update in candidate list. This feature may be handled via local storage or backend services not exposed through the public API.

Glossary

Term Definition
Ticker A stock symbol representing a publicly traded company (e.g., TSLA, COHR)
Portfolio/Watchlist A user-created collection of tickers for tracking purposes
Sentiment Market sentiment classification: Positive, Negative, or Neutral based on article analysis
Articles Feed Curated news articles about tickers with associated metadata and sentiment scores
Topics Current trending discussion themes from the past week (e.g., "Depreciation Amortization GAAP Tax")
Mentions Articles that reference a specific ticker in their content

Limitations / Notes

  • API Endpoint Availability: Some screen actions (Profile settings, Color Mode) do not have corresponding public API endpoints. These features may be handled through local storage or backend services not exposed via the documented API.

  • Filter Logic: All filter parameters in article feeds use "AND" logic when multiple filters are applied simultaneously.

  • Trending Data: Trending tickers and topics reflect activity from the last week only. Historical trending data is not available through the current endpoints.

  • Portfolio Management: Creating, editing, or deleting portfolios requires user authentication. Unauthenticated users will not be able to access portfolio management features.

  • Sentiment Analysis: Sentiment scores are calculated based on article content analysis and may vary as new articles are published.

  • Export Functionality: The application supports background export of sentiment time series data via POST /tickers/sentiment/export. This returns an export_id immediately for later retrieval.

  • Pagination: List endpoints support pagination through page and limit query parameters where applicable.