Skip to main content

Getting Started

This is your quick guide to navigating MarketAlpha. Whether you’re screening stocks, exploring the charts, or customizing your workspace, each section below introduces a core area of the platform — with simple, focused walkthroughs to help you begin immediately.

Platform Settings​

Start by customizing your workspace and how data flows into it:

  • Set your Time Zone to track in local time
  • Switch between Light and Dark Mode to match your viewing preference
  • Understand how Market Sessions impact screeners and profiles
  • Review Update Frequency settings and learn how to manually refresh

→ Go to Platform Settings

Screener Usage​

Master the two core screeners that power your real-time insights:

  • Use the Ticker Screener to find setups across thousands of active stocks
  • Explore themes and industries with the Group Screener
  • Apply filters with flexible logic, presets, and saved views
  • Toggle between Compact and Full Mode depending on your workflow
  • Control how results are shown with Screener Toolbar and Sorting Options
  • Understand Alpha Ratings, AI Strategy, and Risk/Reward metrics

→ Learn Screener Features

Profiles & Watchlists​

Stay organized and focused with saved workflows:

  • Use Prebuilt Profiles to activate real-time strategy screeners
  • Create Custom Profiles by saving your filters, sort order, and columns
  • Quickly reopen Favorite Profiles for your go-to strategies
  • Build flexible Watchlists to track key names with custom columns
  • Use Watchlists as Filters and analyze them in Multi-Charts

→ Explore Profiles & Watchlists

Visual Tools & Charts​

Visualize setups with clarity using chart overlays and multi-symbol views:

  • Learn how automated charting is used across the platform
  • Toggle indicators, overlays, and strategies from the Alpha Chart Toolbar
  • Load multiple tickers side-by-side using Multi-Charts, and sort by key metrics
  • Use the Data Viewer to explore key metrics behind any symbol
  • Review screener reults with Sidebar Charts

→ Use Visual Chart Tools

Symbol & Group Drilldowns​

Dive deeper into any symbol, group, or theme:

  • Open full breakdowns of any symbol in the Ticker Viewer
  • Explore top-performing or lagging industries in the Group Viewer
  • Use the News Sidebar to check recent headlines and information
  • Apply Top-Down Analysis to find high-conviction setups from group-level trends

→ Master Symbol & Group Drilldown

Earnings Analysis​

Uncover growth momentum using MarketAlpha’s earnings features:

  • Monitor upcoming or recent reports in the Earnings Tables
  • Understand Acceleration patterns in both historical and forecasted earnings
  • Analyze surprise trends, consistency, and year-over-year momentum
  • Apply earnings filters inside screener profiles to track reactions and setups

→ Explore Earnings Features

Quickly find anything — symbols, industries, or strategies:

  • Use Universal Search to locate any ticker, group, or saved profile
  • Instantly open results in the Ticker Viewer or Group Viewer
  • Choose between Filter-Based or Symbol-Based search styles depending on context
  • Send any result directly to the Ticker Screener with one click

→ Learn How Search Works

Speed Tips & Navigation​

Move faster with smart shortcuts and interface tips:

  • Use the keyboard to boost your speed across screening and navigation
  • Apply lesser-known Interface Tips to improve your workflow

→ Speed Up Your Workflow

Account Management​

Quickly access and manage your personal settings:

  • Sign in to your account or reset your password at platform.marketalpha.ai
  • Open Account Settings from the bottom-left corner to update your name, email, password, or username
  • Manage your subscription or billing details via our Billing Portal
  • Delete your account permanently or sign out securely from the same settings panel

→ Account Management

Whether you're building profiles, tracking earnings, or running multi-chart analysis, MarketAlpha is built to move with you — fast, flexible, and ready for any strategy.