Save information. Summarize it. Return to it.

Wall Street Watchers Research Organizer keeps supplied information, notes and cited research in dated records you can revisit. Built-in pasted-article summaries select useful passages without an AI API key. Use Export text for your own copy; you can copy your data into Excel and create charts and diagrams yourself. Excel is separate, and the program does not automatically build spreadsheets or charts.

INSIDE THE TOOL / THE COMPLETE FEATURE GUIDE

Stock research tools.
Investment notes.
One organized record.

Exactly what can you keep track of—and what does Wall Street Watchers Research Organizer do with it?

Record the company and its historical data, calculate price movements, research current business developments, and preserve the evidence behind each report.

01 / INFORMATION YOU CAN RECORD

Keep the details behind the numbers.

You supply the price history and optional fundamentals. Each saved record keeps its original inputs so you can see exactly what produced the result.

Company identity

Stock ticker or symbol
Full company name
Verified official website domain for research
Company shortcuts in your watchlist

Known tickers can fill in company details. Confirm the identity before researching.

Historical prices & context

Prices entered oldest to newest
Individual dates from a CSV import
Start and end dates
Daily, weekly, monthly or irregular spacing
Currency code
Price provider name or source URL
Unadjusted, adjusted or unknown price status

CSV files support Date and Close or Adjusted Close columns, plus optional Ticker, Currency and Source. Imports check dates and values and sort observations chronologically.

Fundamentals & notes

Price-to-earnings (P/E) ratio
Earnings per share (EPS)
Revenue growth percentage
Debt divided by assets, from 0 to 1
Your observations, questions and research notes

Fundamentals are optional manual inputs. Unknown values can be left blank. Notes retain your thinking alongside the calculations.

02 / SUPPLIED DATA IN YOUR RECORDS

Keep supplied values in a readable record.

Price movement

Number of prices recorded
Beginning and ending price
Absolute and percentage price change
Average, highest and lowest price
Largest one-period percentage move
Historical trend, momentum and observed direction

Screening & interpretation

Rule-based warning score and level
Reasons behind the warning flags
Number of fundamental fields provided
Limited or minimum-input screening coverage
Plain-language historical insight
Positive and negative keyword counts in your notes

Report context

Time period, spacing and currency
Source and adjustment information
Age of the supplied price data
Retained CSV dates when imported
Calculator version
Research and citations when available

Warning thresholds are fixed screening rules, not predictions or probabilities of loss. Keyword notes do not change the warning score. Missing inputs can produce an “Insufficient data” result.

03 / CURRENT COMPANY MARKET STATUS

Bring the business story into view.

Request AI-assisted internet research about the selected company using a 7-, 30- or 90-day publication window. New searches target freely accessible AP, BBC and CNBC coverage, SEC filings and the official company website.

Business developments

Summaries can cover recent operating results, earnings releases, management guidance, demand, competitive position, material developments and risks when reliable public coverage is available.

Company statements, independent reporting, and outlook or uncertainties are presented separately.

Citations & dates

Factual bullets require source citations. Open clickable references to read the original pages. Reports retain the publication window, retrieval time, numbered citations and full source URLs.

Coverage gaps and older context should be labeled. A citation is a reference to inspect, not proof that every AI interpretation is correct.

Refresh & retain

On desktop, each valid Create record requests fresh coverage and appends it at the bottom of the report in Current Company market status. Failed searches show an unavailable-coverage message.

In the browser, run Research and then review to include the available company summary. Save research separately or with a research record. Refresh from web bypasses cached results; cancel discards a pending search.

Optional online company research requires a configured AI service and internet access; API usage may incur charges. Search coverage can be incomplete. This is not continuous monitoring or a live news subscription.

INCLUDED IN THE TOOL: NO AI API REQUIRED

Copy, paste and summarize news.

Bring articles of your choice into Research. The built-in summary tool selects useful original sentences with article-number references, without an AI account, API key, provider subscription or model download.

Copy article text you are allowed to process, paste it into Pasted news articles and select Summarize pasted articles. Separate articles with --- on a line by itself. Review the excerpts against the originals, then use Export offline summary to keep a text file. Editing your pasted text clears stale results.

Up to 100 articles and 500,000 characters per batch; up to 12 selected sentences and 350 words per result. This is a reading aid and may omit important context. Desktop processing stays on your computer; browser processing uses the Wall Street Watchers server. No AI provider receives the pasted articles, and the tool does not automatically archive them.

04 / REPORTS, HISTORY & WATCHLISTS

Keep a record you can return to.

Save & revisit

Save completed records with original inputs
Save cited research as a separate report
Filter saved history by ticker and browse pages
Read past reports and open saved citations
Restore original inputs for a fresh record

Saved reports are dated snapshots. Restoring inputs does not make old news current.

Watchlists & exports

Add and remove company watchlist shortcuts
Reload a watched company's identity
Export record review reports as text with source URLs
Back up visible reports and watchlists to JSON
Restore validated backups

A watchlist remembers companies; it does not automatically refresh prices or send trading alerts.

Delete & recover

Delete individual reports from normal saved history. Existing recovery copies remain for support recovery; removing a watchlist entry does not delete reports.

Default desktop and portal report stores encrypt records. Completed reports also retain recovery copies. Recovery is separate from ordinary JSON backups, and exported text and JSON need their own protection.

05 / USING YOUR WORKSPACE

Learn the controls. Manage your access.

Desktop & browser

Use the Windows desktop program or a responsive browser workspace. The local browser companion connects to its host; the separate customer portal uses personal accounts.

A guided tutorial explains the inputs and controls. The browser includes a fictional example for practice. Desktop keyboard shortcuts and a Voice Access panel help you reach fields.

Client account & billing

Portal accounts use a password and authenticator code. Your profile shows the recorded plan, payment status, subscription dates and any recorded card last four digits.

Cancel subscription renewal from your billing profile. Remaining paid access continues until expiration. Automatic payment processing and chargeable saved payment methods are not connected yet.

What “tracking” means here

Wall Street Watchers Research Organizer organizes information you enter, import or request through research. It does not connect to a brokerage, place trades, track portfolio holdings or account balances, automatically download stock quotes, convert currencies, or calculate your actual investment returns.

Research summaries and historical screening are not a guarantee of profit or a validated stock-price forecast.

How to upload a CSV price file

CSV stands for Comma-Separated Values. A .csv file is a plain-text table: each line is a row, commas separate columns, and the first line names those columns. A spreadsheet can open it, but it does not retain workbook formatting, charts or multiple sheets. An Excel workbook (.xlsx), PDF or screenshot must be exported to CSV; changing its filename is not enough.

Prepare your data. Export historical prices from your data provider or create a spreadsheet with Date and Close columns. Adjusted Close or Adj Close can replace Close. Optional columns are Ticker, Currency and Source. Use one stock, currency and source per file, at least two positive prices, and unique past dates in YYYY-MM-DD format.
Save the file. Choose a comma-delimited CSV export, using UTF-8 when available. Remember the folder where you save it. For practice, copy the fictional example below into a plain-text editor and save it as practice_prices.csv, not practice_prices.csv.txt.
Choose your file in the tool. Exit the tutorial, enter the matching ticker (DEMO for this example), and open Records. Click Import dated prices CSV on desktop or Import dated CSV in the browser. Select the saved file and choose Open. Import starts automatically; no separate Upload button is needed.
Review, then save. The example imports two prices, 100 and 102, from January 2 to January 5, 2026. Confirm the dates, currency, source, adjustment and observation spacing (initially Irregular). Click Create record on desktop or Create record in the browser. Review the result and choose Save report to retain it.

Date,Close,Ticker,Currency,Source
2026-01-02,100,DEMO,USD,Fictional practice data
2026-01-05,102,DEMO,USD,Fictional practice data

These values are fictional, not market quotes. If import fails, check the indicated row, column names, commas, matching ticker, dates and positive prices; save the corrected CSV and select it again. Use decimal points and omit currency symbols and thousands separators. When both close columns exist, adjusted prices take priority.

Desktop imports read your local file. Browser imports send the file to the computer or portal hosting your workspace. Include only price data, not private account details or passwords.