'What's Happening Now' is a tool for discovering new trading opportunities. It is a place where traders can see various events as they go, independent of the ticker they happen at.
It is a panel where you can have multiple lists (called Flows or Feeds). Each list displays a data type and also configures which data types (Flow widgets) traders want to see there. You can have multiple widgets in the Flow for the same data types, configured to focus on different aspects of data.
Data Types Supported
There are seven data types supported as follows:
- Analyst Estimates
- Dividends
- Earnings
- Insider Trading
- News
- Splits
- Unusual Options
- Government Trades
All the Flow widgets share the same core concepts:
- Flow displays a given type of data for all the tickers available.
- Each line always has a timestamp (illustrating when the event has occurred) and a "relevant ticker". All the other columns depend on the data type.
- You can configure filtering or sorting.
- You can hide or add back the columns.
- Each Flow widget keeps its settings (like filters).
Analyst Estimates
Analyst Estimates Flow displays all the Analyst Estimates data we have and it is updated it once a day. Analyst Estimates can be added to your sidebar or used in Scripting. This data can be added to your chart. You can also utilize this Analyst Estimates in the Strategy Tester or scan for tickers with particular Estimates. Analyst Estimates data contains things like analyst name, previous rank, revised rank, previous price target, revised price target and so on.
Dividends
Dividends Flow displays all the Dividends events (both past and anticipated). It has events in future (the anticipated ones), but these don't have any data points besides the date. We update Dividends data once a day. Please note that all the Yield values are annualized. Dividends can be added to your chart or used for scripting. You can also scan for tickers using Dividend data (i.e find tickers that have a specific yield or upcoming dividends being paid out) or use Dividend data when backtesting strategies. For more information, you can refer to the “Dividends” documentation.
Earnings
Earnings Flow displays all the Earnings events (both past and anticipated). It has events in future (the anticipated ones), but these don't have any data points besides the date. We update Earnings data once a day. You can also see Earnings for your current ticker on a chart, scan for tickers using Earnings data (i.e., which tickers have recently had a huge negative surprise on EPS?) or use Earnings data when backtesting strategies. For more information, you can refer to the “Earnings” documentation.
Insider Trading
Insider Trading Flow displays all the transactions US insiders report as per SEC regulations. We update it once a day. Insider Trading data can be added to your sidebar. This data is not currently available for Scripting.
News
News Flow displays all the News data we have. We update it once a minute. You can also see News data for your current ticker by using the News sidebar widget. You can also scan for tickers having particular keywords in their news.
Splits
Splits Flow displays all the Splits events (both past and anticipated). It has events in future (the anticipated ones), but these don't have any data points besides the date. We update Splits data once a day. Splits can be added to charts or used in scripting. You can also scan for tickers using Split data or backtest strategies using Split data. For more information, you can refer to the “Splits” documentation.
Unusual Options
Unusual Options Flow displays a list of Unusual Options trades for all the tickers we support. We update this data once a minute. You can also see Unusual Options activity for your current ticker by using the Unusual Options sidebar widget; this widget offers some unique visualizations which you can't have in the Flow.
Government Trades
The Stock Trading on Congressional Knowledge Act requires U.S. Senators and U.S. Representatives to publicly file and disclose any financial transaction within 45 days of its occurrence. We download those disclosures, and provide access to this data. Additionally, if you want to see the cumulative return from each politician's trade's, you can check out this page.
Add Filter
To apply the filter on widgets, click on the Apply Filters button, or on a Filter icon in the Date column for customized search needs. Alternatively, you can also apply filters by clicking on the 3 dots button provided against each column of a widget. This widget filter provides you with the following options:
| Filter Options | Descriptions |
|---|---|
| Column | Filter based on different properties of widgets such as date, symbol, dividend, yield, event and more. |
| Operator | Filter based on date operator like: is today, is tomorrow or is in 3 days and others |
| Value | Filter based on different values such as buy, sell, downgrade, and more. |
For example, in Dividend widget, you can refine the widget data by selecting particular column, operator, and value in the filter. This will show the results based on the filters applied.
Limiting your events to a certain list of symbols
One nteworthy case of filtering data is having your feed of events onyl containing symbols which belong to a particular watch list. You can do that by applying a filter named is in the watch list to the Symbol column, which is supported for all the data types. This way, in example, you can do things like "checking where CFO buy their own stock in the Airlines industry".
Note on filtering Dates
There are operators like "is tomorrow" or "is in 3 days". It's important to understand how they are defined to know what to expect. Here is a list of definitions.
- is today: greater than or equal today at 00:00 and less than today at 23:59
- is tomorrow: greater than or equal today at 23:59 and less than tomorrow at 23:59
- is in 3 days: greater than or equal now and less than +4 days from now at 00:00
- is in 7 days: same, but +8 days
- is in the future: greater than now
- is in the past: less than now
- is at date: greater than or equal {date} 00:00 and less than {date} 23:59 ({date} is the date that you have picked in the calendar)
- is after greater than {date} 23:59
- is before: less than {date} 00:00
Please remember that there are time zones out there; all the definitions above work in a given time zone. The time zone in use depends on which Flow you're using. Here's a list.
- News Flow uses EST (America/New_York)
- Insider Trading Flow uses EST
- Unusual Options Flow uses EST
- Al the rest of the Flow data types use UTC
Limitations
- Each Flow widget only displays the "last 300 records which satisfy your criteria". There is no workaround if you want to see more.
- Earnings, Dividends and Splits flow can have the number of anticipated events artificially limited (because a full set of all anticipated Earnings reports for the US stock market is extremely lengthy).
- While Flows and other parts of our system (like sidebar widgets) share the same data providers, there can be minor discrepancies (i.e., for Insider Trading, we call it a conversion in the Flow but it's being displayed as Opt. Ex in the widget sidebar). These are nothing but different ways of naming the same things.
- You can find older events that belong to tickers that do not exist any more. That is to be expected and won't be fixed.