Guide · July 25, 2026

Building a single-stock research dashboard on one screen

Written and reviewed by ConvexValue · Updated July 25, 2026

The research question that starts most positions — “what do I need to know about this name?” — normally means visiting four or five different places. A single build can put price action, option activity, volatility, fundamentals and news on one screen, because all of them come from the same connected data surface.

Start with an open prompt, then cut

Counter-intuitively, the best first prompt here is vague. Something like “I am thinking of buying this stock, give me a dashboard that explains everything I need to know” states an intent and lets the agent propose the panels.

That is useful because you learn which panels you actually look at. The second prompt — cutting the ones you ignore and deepening the ones you use — is where the tool becomes yours, and it takes one sentence.

Specifying everything up front sounds more disciplined and usually produces a narrower tool than you wanted, because you specify what you already know to ask for.

Read timestamps per panel

The most important discipline on a combined dashboard: each panel has its own cadence.

  • Option snapshots refresh through the session.
  • Open interest updates once daily, after the close.
  • Fundamentals arrive on the provider’s publication schedule.
  • News is a feed, reflecting what was published — including pieces written before the event you are looking at.

Reading them as though they share a clock is how a combined view misleads. A panel showing option activity “now” next to a fundamentals panel from last quarter is correct in both halves and wrong if you compare them directly.

Sequence tells the story

When a name has just moved sharply, the ordering of the panels is the analysis. Option activity that built before the move is a different story from activity that arrived after it, and only the timestamps distinguish them.

Putting price, activity, volatility and news on a shared timeline is what makes that judgement possible — and it is also where hindsight is most dangerous. After a large move you will find elevated activity somewhere in the preceding days, because there is always activity somewhere. The question is whether it was unusual at the time.

ETFs need different panels

Point the same prompt at an ETF and the useful panels change: no earnings, no statements, so weight shifts to the chain, volatility and the fund’s relationship to its sector.

For a sector ETF the most informative comparison is against its largest holdings. The fund’s implied volatility is lower than any single constituent’s because the constituents do not move together, and the size of that gap is a read on how correlated the sector currently is.

Watch the request budget

A dashboard that pre-loads everything for every name will hit an hourly rate limit, especially with a watchlist. The fix is straightforward: fetch on selection rather than up front. The list stays instant and a request is spent only on the name you asked about.

That single pattern is the difference between a watchlist build that feels fast on the free tier and one that does not.

Fields you need

underlying_price, day_volume, open_interest and implied_volatility from the options snapshot, plus statements, estimates and news from the FMP packages — available on every plan.

Watch it built

More in the research dashboards section, and see fundamentals dashboards for the statement side in depth.

This is research and education, not investment advice.