market both

Analysis, batch jobs, and symbol pages

Stages, confidence, batch analysis, and how ATHENA outputs surface in IRIS—without performance promises.

The symbol page as the analysis hub

Schematic symbol sidebar with stage and SATA next to a price chart panel. — The symbol page stacks “what the price did” with “what the models infer”—so you can read context and confidence side by side instead of chasing a single headline number.

Each /symbol/<SYMBOL> page aggregates:

Price and market data (HERMES and related feeds)—subject to delay and correction.
ATHENA-derived signals—stages, indicator bundles (e.g. momentum, relative strength concepts, composite scores where exposed), and confidence fields that describe model certainty, not a promise of profit.
Links to portfolio and watchlist actions, optional context summaries where the product enables them, and paths into batch or Hunt workflows.

Treat the symbol page as a research cockpit: it consolidates inputs; it does not replace fundamental work or risk policy.

Stages and confidence (product semantics)

Stage labels summarize where a model places a security within a cycle-style framework. The four stages are Accumulation (1), Markup (2), Distribution (3), and Markdown (4). Labels can be wrong, late, or unstable around earnings and regime shifts.

For a complete explanation of what each stage means, including sub-stages and how stage transitions work, see:

Market cycles and stages — overview and navigation hub
Understanding stage analysis — deep dive into the 4-stage cycle, limitations, and responsible use

Confidence (when shown) is a normalized model output. Higher confidence means the model is more internally consistent with its inputs—not that the trade will win.

Never size positions from stage or confidence alone.

SATA score and technical confirmation

Alongside stage labels, symbol pages may show a SATA score (0–10)—a composite of ten technical indicator components measuring how strongly indicators confirm the stage classification. SATA 7+ indicates strong confirmation; SATA 4–6 indicates developing confirmation.

See The SATA score for a complete breakdown of all ten components.

Mansfield Relative Strength

Symbol pages may also display Mansfield RS—a measure of the stock’s performance relative to the SPY benchmark over the past 52 weeks. Positive RS means the stock is outperforming the market; negative means it’s underperforming. RS is a SATA component and an important qualifier for signal quality.

See Relative strength and Mansfield RS for interpretation guidance.

Signals: BUY, ADD, HOLD, REDUCE, SELL

ATHENA generates one of five signals for each analyzed symbol: BUY, ADD, HOLD, REDUCE, or SELL. Each signal reflects a combination of stage classification, SATA confirmation, Mansfield RS, and model confidence. Signals include a confidence tier (HIGH / MODERATE / LOW) and an analysis timestamp.

Always check the analysis timestamp—signals degrade in relevance as time passes.

See Reading trading signals for the full signal logic and responsible use guidelines.

Patterns, transition probabilities, and key levels

Beyond the five-letter signal, symbol pages often include:

Pattern Analysis (recent formations, Best Pattern, and Pattern Direction such as bullish or bearish tilt)—see Patterns and structure on the symbol page.
Stage Transition Probabilities (percentages summarizing modeled emphasis between stages)—see Stage transition probabilities.
Support, resistance, price targets, volatility, and sector when ATHENA exposes them for that symbol—same freshness and data-quality caveats as the rest of the card.

Pattern direction and transition percentages can disagree with AI Signal; that is expected when pattern-only reads and full signal gates tell different stories.

Where ATHENA sits in your process

For a short map from market data → ATHENA → your rules → optional automation, see How ATHENA fits your trading process.

Batch analysis

The batch analysis area in IRIS drives multi-symbol ATHENA refreshes. Use it when you want many names updated for the same review (screening, portfolio-wide checks).

Operational expectations:

Large batches may queue—progress indicators in the UI reflect pipeline state.
Failures on individual symbols should not silently drop the whole job; check per-symbol status when the UI offers it. For empty cards or odd one-off misses, see FAQ & troubleshooting.
Results use the same stage / indicator / signal vocabulary as single-symbol pages.

Automation and timing: If you use automated trading, it runs on a separate schedule from batch analysis. A symbol’s stage can update after a trade when fresh ATHENA work completes—that usually reflects new analysis time, not an execution bug. See How ATHENA fits your trading process and Reading automation decision logs.

Relating to Hunt and optimization

Hunt answers “what might improve this portfolio?” using ARTEMIS logic—see Hunt, Cash Hunt, and optimization.
Optimization (DIONYSUS) proposes weights and trades under constraints you set in portfolio settings—see Portfolio optimization with DIONYSUS.

Analysis informs both; neither replaces human judgment.

Data quality and disclaimers

Corporate actions, splits, halts, and bad prints can distort indicators briefly. If a symbol looks inconsistent, verify corporate action history and data vendor notes before acting.

All analysis is educational and informational within TRINITY’s terms—not personalized advice.