/admin/guide) and is visible only to admin accounts. Everything on this page is safe for any signed-in user to read.What is Vantage· Stock intelligence for individual investors
Vantage is a stock intelligence portal for individual investors. The portal pairs live market data from public providers with a curated editorial layer — institutional 13F filings, earnings calendars, analyst sentiment, and an AI memo workspace — into a single workspace you can drive from the dashboard.
There is no brokerage integration and no order routing. Vantage is a research and portfolio-management surface, not an execution venue.
/dashboard for the daily-driver surface → drop a holding into /portfolio or a ticker onto /watchlist → drill into /stocks/[symbol] for the live-data tabs.Navigation — sidebar groups· Where everything lives
The left sidebar is grouped by intent. Workspace is the daily driver (Dashboard · Portfolio · Watchlist · Screener · Picks · Compare). Intelligence is the signal layer (Market · Sectors · Macro · Earnings · News · AI · Research). Tools are quantitative drill-deeper surfaces (Health · Allocation · Risk · Performance · Alerts · Thesis). Knowledge is education. Account is self-service. Admin is operator-only.
| Dashboard | /dashboard — daily-driver surface, customizable widgets |
| Portfolio | /portfolio — holdings table + performance + health |
| Watchlist | /watchlist — symbols on your radar with target prices and alerts |
| Screener | /screener — filter universe by factor + fundamental + technical criteria |
| Stocks | /stocks/[symbol] — single-ticker deep-dive with 6 live-data tabs |
| Compare | /compare — side-by-side comparison of up to 4 securities |
| Tools | /tools/* — Health · Allocation · Risk · Performance · Alerts · Thesis |
| Intelligence | /intel/* — Market · Sectors · Macro · Earnings · News · AI · Research |
| Account | /account/* — Plans · Data Sources · Settings |
| Admin | /admin/* — Users · Roles · Sessions · API keys · Sync · Activity · Guide |
| Help | /help — this user guide (every signed-in user) |
Page shell — B·Y·W·B· Brand rhythm preserved on every sub-page
Every sub-page follows the same shell rhythm: Black sidebar (LeftSidebar) · Black header strip (WorkspaceHeader) · Yellow hero (PageHero, dark text) · White content area · Black footer strip (PageFooter). Yellow uses brand dark yellow #E8BC51 and reaches WCAG AAA contrast (~12:1) against the dark text.
/dashboard — TopHoldingHero.tsx and TopPicksHero.tsx — use deep navy #0f1d3a instead of brand yellow. This is rule 80 in portal-rules and the only place navy appears on a hero surface.Search — command palette and live lookup· Find any ticker, even outside the curated set
Hit ⌘K (or click the search input in the workspace header) to open the command palette. It indexes every page in the portal AND every symbol in the curated universe. Symbols outside the curated set trigger a live lookup via the MOCK → Yahoo → Alpha Vantage chain and surface as a yellow LIVE LOOKUP row at the bottom of the results.