Widget types

Widget types are the rich inline cards the AI Console renders inside a reply. They are the charts, tables, gauges, and summaries that show data visually at the point the assistant discusses it, each paired with a short written interpretation. This page enumerates every widget the console can draw, the controls each one exposes, how to read each family of cards, and the standard math behind the figures it shows. Widgets are available on the Free, Pro Lite, and Pro plans; a card that renders gated content enforces the gate at the data layer.

Before you begin

Sign in to your account. Widgets render inside the AI Console.
Portfolio widgets require a portfolio. See Build your first portfolio.
For the data lookups that feed each widget, see AI tools.

What it shows

Each widget is a self-contained card constrained to the chat column. Wide charts and dense tables scroll sideways inside the card on small screens. The console renders the widget types in the following sections.

Single-ticker cards

Price chart: one ticker's price history with selectable timeframes (1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, ALL). It loads its own daily bars and can also show a valuation table.
Company overview: a compact company card grouped into valuation (P/E, P/B, P/S, EV/EBITDA, EV/Revenue, market cap), profitability (profit margin, operating margin, return on equity, return on assets), per-share figures (earnings per share, revenue per share, book value, dividend per share), and financial health (beta, dividend yield).
Dividend chart: one ticker's dividend history with a stats row (yield, growth rate, payout, and a dividend-safety read).
Custom metric table: a single-ticker table of the metrics you ask for, drawn from the Research Terminal metric set.

Earnings cards

Earnings chart: quarterly or annual bars of reported earnings per share against estimate, with the surprise highlighted. This is the default earnings view.
Earnings table: a quarter-by-quarter table of earnings per share or revenue, reported against estimate, flagged as a beat or a miss.
Earnings combo: a full earnings-page-style view combining the chart and the table.
Earnings transcripts: an earnings-call transcript view with quarter and call-tone readings.

Options, insider, and sentiment cards

Options chain: an options-chain table (type, expiration, strike, bid, ask, volume, open interest, implied volatility, and the greeks delta, gamma, theta, and vega), with a strike range around the current price.
Insider transactions: a table of insider buys and sells (date, name, type, security, shares, price) with an executive summary and a buy-to-sell ratio.
Sentiment gauge: a news-sentiment gauge for one ticker with 48-hour, 7-day, 30-day, and 60-day toggles.

Comparison cards

Comparison table: a side-by-side table comparing several tickers across chosen metrics, with tickers as columns or as rows, sortable.
Comparison chart: a multi-ticker chart for a small set of comparable series (close price, P/E, P/B, PEGY), optionally normalized.

Backtest and Monte Carlo cards

Backtest results: an equity-curve chart with a metrics strip (total return, compound annual growth rate, the Sharpe ratio, maximum drawdown, the final value) and, when a benchmark is set, the benchmark return, alpha, and beta.
Monte Carlo results: a headline simulation card (median outcome, median return, probability of loss, the Sharpe ratio, and the best and worst cases) for a simulated portfolio.
Monte Carlo risk summary: a risk-focused card (probability of loss, Value at Risk at 95 percent, Conditional Value at Risk at 95 percent, maximum drawdown, the worst case at the 5th percentile, and volatility).
Monte Carlo return summary: a return-focused card (median value, median return, mean return, the Sharpe ratio, the best case at the 95th percentile, and the worst case at the 5th percentile) plus a percentile breakdown.
Monte Carlo fan chart: the spread of simulated paths over the horizon, fanning out from today.
Monte Carlo distribution: the distribution of simulated ending outcomes.

Portfolio cards

Portfolio holdings: a table of your positions (shares, price, value, allocation, gain or loss, sector).
Portfolio performance: your portfolio's period returns (time-weighted) and a cumulative index.
Portfolio dividends: your portfolio's dividend income, including monthly income, upcoming payments, and lifetime figures.
Portfolio sector allocation: a pie of your portfolio by sector.
Portfolio holdings allocation: a pie of your portfolio by position weight.
Portfolio transactions: your portfolio's transaction history, filterable by type, date, or symbol.
Portfolio summary: a one-card overview combining headline value and total return, cost basis, lifetime dividends, the annualized time-weighted return, top holdings, and a sector mini-pie.

Technicals, ratings, screener, and image cards

Technical indicators: the full technical dashboard, rendering every panel (moving averages, MACD, ADX, Aroon and Parabolic SAR, Bollinger Bands, RSI, momentum, volatility, volume flow, pivot points, and advanced oscillators).
Ratings: the GNG Ratings and Valuation card for one ticker (covered under the proprietary handling note below).
Screener results: a sortable results table from a screen, with the applied filters summarized and a way to open the same screen in the Research Terminal.
Generated image: an image the console created from your description, with download and share controls, shown automatically after an image request. Tap the image to enlarge it full screen. An image you request in the background arrives later as its own message (see the Chat page).
Generated document: a document card carrying the file's title, its format and file size, and a Download control, shown when the assistant builds a PDF, PowerPoint, Word, or Excel file for you. The card sits at the end of the reply. See Generated documents.

Inputs

You do not configure widgets directly. You ask in plain English, and the assistant chooses the widget type and fills its settings. A few widgets expose controls once rendered.

Price chart: timeframe buttons (1M through ALL); the default timeframe is set when the card is created.
Sentiment gauge: a 48h, 7d, 30d, or 60d toggle; the default shows the 60-day view.
Dividend chart: a timeframe (5Y, 10Y by default, or ALL) and an optional stats row, on by default.
Earnings chart: quarterly (default) or annual, over 1Y, 3Y, 5Y (default), 10Y, or ALL.
Comparison table: tickers as columns (default) or as rows, with sortable columns.
Options chain: a strike range around the current price and an expiration selection, defaulting to the nearest expiry.
Portfolio widgets: require a portfolio; the assistant lists yours and uses the one you pick.
Screener, backtest, and Monte Carlo cards: their settings come from the run the assistant performed. Change them by asking for a different run.

Outputs and how to read them

Each widget renders its data plus a short written note interpreting that specific card: a trend, an inflection, or what to watch. Read each family as in the following list.

Charts (price, dividend, earnings, comparison, Monte Carlo fan, backtest equity curve): follow the line or bars over time; hover for exact values. On a backtest, the dashed line is the benchmark.
Tables (holdings, transactions, options chain, earnings table, comparison, screener, insider, custom metric): scan the rows; tables scroll sideways on mobile, and sortable headers reorder the rows.
Gauges and pies (sentiment gauge, sector and holdings allocation): read the position on the gauge or the relative slice sizes; toggles change the window.
Summary cards (portfolio summary, Monte Carlo risk and return summaries, company overview): read the headline figure first, then the supporting stats. On a Monte Carlo card, the 5th-percentile worst case and the probability of loss describe the downside, the 95th-percentile best case and the median describe the central and upside outcomes, and Value at Risk and Conditional Value at Risk quantify tail risk.
Ratings card: read the GNG Rating tier and the relationship to Fair Value first (see the proprietary note below).
Generated image: the image with its download and share controls. Tap it to enlarge it full screen.

How it is calculated

Most widgets visualize values the matching tool fetched, and the source math is documented on the corresponding feature pages. Where a widget shows standard math on transparent inputs, that math is shown in full.

Backtest metrics use standard definitions. Total return is the end value divided by the start value, minus one. The compound annual growth rate annualizes that growth.

CAGR = ( end value / start value ) ^ ( 1 / years ) − 1

In this formula, end value and start value are the portfolio values in dollars at the close and start of the period, and years is the test length in years. For example, a portfolio that grows from 100,000 to 161,051 over five years shows a total return of 161,051 / 100,000 − 1, about 61 percent, and a CAGR of (161,051 / 100,000) ^ (1 / 5) − 1 = 10 percent per year. Maximum drawdown is the largest peak-to-trough decline over the period, and alpha and beta come from the benchmark comparison.

Each allocation pie slice is one holding's value divided by the total portfolio value, expressed as a percent.

allocation = ( holding value / total value ) × 100

In this formula, holding value is the market value of one position in dollars, and total value is the portfolio's total market value in dollars. For example, a 30,000 dollar position in a 200,000 dollar portfolio is (30,000 / 200,000) × 100 = 15 percent of the portfolio. The sentiment gauge maps an underlying news-sentiment score onto a 0-to-100 display scale for readability.

Data and timing

Widgets render the same stored data the tools read. Price, dividend, earnings, options, technicals, sentiment, and insider widgets trace to market data via AlphaVantage (Nasdaq quotes delivered through AlphaVantage) and to filings and fundamentals from EDGAR. Portfolio widgets read your own portfolio data on its normal refresh cadence. Screener, ratings, and comparison widgets read the Research Terminal data set. Values reflect the most recent stored data at render time; charts are historical, not a live tick feed.

Use cases

See a company's valuation, profitability, and per-share figures at a glance in the company overview card while asking about a stock.
Compare three names side by side on the metrics you care about with a comparison table.
Get a backtest's equity curve and headline metrics inline, then keep the conversation going.
View your portfolio's sector concentration and top holdings in one summary card without leaving the chat.

Limitations and disclosures

Widgets present valuations, ratings, forecasts, screens, and portfolio results. Treat them as research, not a recommendation. A card that renders gated content shows full data only to the tiers that hold it: the ratings card shows full data to Pro and up and an upgrade card to Free, and the backtest, Monte Carlo, and image widgets appear only after their gated action succeeds.

GNG Research provides equity research and educational tools, not investment advice. Nothing on the platform is a recommendation to buy or sell any security. Do your own research and consider your circumstances before making any investment decision.