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How To Personalize Your Milton Smart Watchlist!

Milton's New Smart Watchlist!

Earier this week, we announced the launch of Milton's Smart Watchlist, a feature that lets you get the most relevant and informative news and analytics on the stocks you care about, in addition to real-time prices. In this post, we'll show you how to use this new feature to stay informed on your favorite stocks.

Introduction

Milton's Smart Watchlist is designed to be an easy-to-use, intuitive tool for you to keep up to date on stocks you care about. It allows you to keep track of your stocks in a single location where you can find the most important news for those stocks, while also benefiting from Milton's AI-driven forecasts on over 1,000 stocks. Our hope is the Smart Watchlist will help you stay informed of the latest happenings on stocks you care about, while also helping you analyze what's important, and giving you context about a stock relative to peers and the broader market.

But in order to realize its benefits, you'll have to start using the Smart Watchlist first. Login to Milton to start this process.

Login To Milton: It Takes Just One Click!

To take advantage of the Smart Watchlist, you'll first have to login to your account. This is as simple as clicking the orange "Login" button at the top right of the Milton homepage. When you do, a simple screen like the image below will appear, and you can sign in with existing social accounts (LinkedIn, Google, Facebook).

All you have to do is click the button for the account you want to login with. If you're not already logged in to that site, you'll be asked to login there, then you'll be asked to confirm your login on our site, and that's it, you're all set, no extra usernames or passwords to remember.

Getting Started With The Watchlist

When you first login, your homepage will contain an empty screen with a prompt to add your first stock to your Smart Watchlist, much like the image below.

An empty watchlist screen

To get started, simply start typing the ticker or name of the first stock you want to watch into the search bar. As you type, you'll see a list of matching stocks from Milton's investable universe, like in the image below. To add a stock to your list, simply select that stock from the drop-down list that you see.

Searching for a stock

You can add as many stocks as you want to your list. Once you've added a few, your default Smart Watchlist page will update, and you'll start to see several new pieces of information show up on the screen, like in the image below.

The watchlist will have several different areas, each of which we describe below.

Your List of Tickers

On the left side of the screen, you'll see the actual stocks in your watchlist itself. In addition to real-time stock prices, the list contains a mini-graph of the latest day's price, and a recap of the latest price and the latest change in price from the previous day. You can select any stock in the list to get news, Milton's View, or company information for that stock in the main section of the screen.

A list with 7 stocks added

Financial News Powered by AI

By default, the first tab in the main screen will contain the latest and most relevant news from the Milton's reading list. When you first load the screen, Milton displays news for the first stock in your watchlist, but you can always update that by selecting another stock in your list.

In the news feed, Milton surfaces what it considers to be the most important recent articles, news stories, and documents for the stocks on your list. For each article, Milton also provides a sentiment score, indicating how positive or negative Milton thinks that article is for the stock you've selected. Milton also summarizes all articles for you automatically so you can get a quick idea of what you can expect to read if you click on the article itself.

In the image below, Milton is displaying the most important news for Abiomed (ticker: ABMD), the first stock in the watchlist above.

A list of recent news that Milton thinks is most important for a

View Milton's Forecasts Across Over 1,000 Stocks

The next tab in the main screen allows you to see Milton's scores and rankings in the future for the selected stock.

Milton ranks and scores over a thousand stocks based on their expected total return over several different time horizons in the future. By default, Milton's View provides the score and rank for one year in the future, but you can toggle between multiple different, which currently includes various points between 3 months and 3 years in the future.

In addition to the current score and ranking, you can see what Milton's score and rankings were 30 days prior, and you can also see what the industry averages are, so you can analyze how the stock compares to peers.

Speaking of peers, the final section in Milton's view allows you to compare your selected stock against any other stock in Milton's investable universe. All you need to do is type in the ticker for the stock you want to compare, and you'll see a visualization of both stocks on a normal distribution chart, indicating how Milton thinks each will perform.

The image below shows Milton's current forecast for Abiomed, along with a comparison of Milton's forecast for Abiomed compared to CVS over for the following one-year.

Milton's view on ABMD for the following year

Calculating Milton's Score

Milton's score, which ranges from 0 to 100, is a metric that shows you how positive or negative Milton is on a particular stock over a particular time horizon. The lower the score, the more negative Milton's outlook, and the higher the score, the more positive Milton's outlook is, as depicted in the image below.

The calculation of Milton's score itself relies on our AI system, which analyzes and forecasts the performance of stocks using the latest techniques in natural language processing and machine learning over millions of different data points, both quantitative and textual. After Milton creates a forecast for a particular stock, it ranks that stock against all the others for which it has a score, and that ranking ultimately determines the score that Milton gives to any particular stock.

Milton's score and corresponding negative/positive calculations

Company Details

On the final tab in the main screen, you'll get a recap of the stock's performance in the most recent trading day, along with basic information like its sector and a description of the company's business, as shown in the image below.

Company description tab for Abiomed

Smart Watchlist Stats

Finally, at the top of your Smart Watchlist, you'll see a stats panel that shows you some high level stats about the stocks in your watchlist, including the total number of stocks in your Smart Watchlist, Milton's average score across all your Smart Watchlist stocks over time, and the breakdown of sectors for the stocks in your Smart Watchlist.

Watchlist stats panel

Future Features

What you've seen here is just a sample of the features that we're rolling out for your Smart Watchlist. In the future, we'll have a variety of additional tools for you. Here's a quick sneak peek at some of the things we have planned:

  • Advanced information analytics - We're planning on dedicating a whole section to stock-specific information that you can't get elsewhere. You'll be able to see how media coverage on a stock is changing over time, or how the sentiment of a stock rises and falls and how that corresponds to the stock's price over time.
  • Daily emails with the most important news articles presented straight to your inbox - Milton will soon deliver the most relevant and impactful news articles for the stocks in your watchlist straight to your inbox. If you opt in, you'll receive the most important articles for your stocks every day.
  • Alerts and notifications when Milton's View significantly changes - When a major change occurs in Milton's score, you'll soon have the ability to get an email notification, allowing you stay up-to-date 24/7.
  • Advanced news analytics - Milton will soon be able to give you an idea of how how a particular article might affect its forecasts for a stock and what the underlying content means for the outlook for a company's overall business.
  • Many more - We have a whole slew of other features in development, but you can help by letting us know what you want to see. Contact us at milton@apteo.co to help us build the best Milton we can.

Build Your Watchlist Now

We hope this quick guide to using Milton's Smart Watchlist will help you get up and running quickly. In addition to the various sections we've highlighted in this post, we're planning on adding lots of additional features going forward. Get started building your Smart Watchlist now by logging in at www.milton.ai.


About Apteo
Apteo, the company behind Milton, is made up of curious data scientists, engineers, and financial analysts based in the Flatiron neighborhood in New York City.  We have a passion for technology and investing, and we strongly believe that investing is one of the most reliable and effective ways to build long-term wealth.  We build AI tools to help informed investors make better decisions.  

To learn more about us, please reach out to us at info@apteo.co, join our mailing list at milton.ai, or subscribe to Milton’s blog at blog.milton.ai.


Disclaimer
Apteo, Inc. is not an investment advisor and makes no representation or recommendation regarding investment in any fund or investment vehicle.

How To Personalize Your Milton Smart Watchlist!
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