Getting Started

Before you begin

• Where to open Sigmo. Open app.sigmo.us in your phone, tablet, or desktop browser. The mobile web app works without a download. If you prefer the native iOS beta, use the optional TestFlight download link on the website.
• Creating an account. Choose Create account on the sign-in page and register with your email address, or continue with a supported sign-in provider. If you receive a verification code by email, enter it when prompted.
• Free and paid plans. Every account starts free. Paid plans add more tools, higher limits and more research capacity. See the Pricing page for what each plan includes. Features and limits are set by your account, so a menu item you can see may still ask you to upgrade before it runs.
• Your data. Read the Privacy Policy to understand what Sigmo stores and how AI features handle your prompts. Never paste passwords, payment details or brokerage credentials into the app.

Step 1. Sign in and set up your profile

1. Open app.sigmo.us and sign in.
2. Open Profile from the account menu. Add a display name and, if you like, a short bio. This is what other members see if you share research or post in the community.
3. Open Preferences to choose light or dark theme, notification settings and the default account the app should show. You can change these at any time.
4. Check Pricing to confirm your current plan. You can upgrade later from the same page.

Step 2. Find a company or market

1. Use the Search box at the top of the app, or open Explore, and type a company name or ticker symbol.
2. Confirm you have the right instrument before you go on. The stock page shows the company name, exchange and the time of the last price.
3. Read the stock page from top to bottom: price and change, key statistics, financial statements, recent filings, earnings history, analyst views and news. Each section shows when its data was last updated. Prices update on a different schedule from financial statements or filings, so check the dates before comparing numbers.
4. For a wider view, open Markets. It gathers the day's movers, crypto, upcoming events, the earnings calendar, Federal Reserve updates and insider trading activity in one place.

Start with a narrow question, such as how a company's revenue and margins changed over the last eight quarters. Note which sections answered it and what is still missing.

Step 3. Build a watchlist

1. On any stock page, choose Add to watchlist. You can also add symbols directly from search results.
2. Open Watchlist to see all of your saved symbols with live prices in one table.
3. Keep the first watchlist small. Five to ten names you understand well are easier to follow than fifty you do not.

A watchlist is an organising tool. Adding a symbol is not a recommendation to buy or sell it.

Step 4. Read a chart

1. From a stock page, open Chart. Choose a timeframe from one minute up to monthly candles.
2. Add an indicator from the Indicators menu. Moving averages, RSI, MACD, volume and Bollinger Bands are good starting points. Sigmo includes more than two hundred studies, and you can adjust each one's period, colours and style.
3. Use the drawing tools to mark trend lines, support and resistance levels, or add a text note directly on the chart. Your drawings are saved with the symbol so they are there when you come back.
4. Compare a few timeframes before drawing a conclusion. A pattern on a five-minute chart can look very different on a weekly one.
5. Open Multi-chart when you want to see several symbols or timeframes side by side. A layout you save can be reopened later.

If you hold or follow options, the Options Analytics tab on a stock page shows the option chain, open interest and activity for that symbol.

Step 5. Ask the assistant

The assistant is a research partner that can read the same data you see in the app. Open Assistant from the main navigation.

Good first prompts are specific and name the symbol:

• "Summarise NVDA's last four quarterly reports and show revenue, gross margin and free cash flow in a table."
• "Compare AAPL and MSFT on valuation and growth using their latest filings. Show the reporting dates."
• "What moved the market today, and which sectors led?"
• "Plot TSLA against the S&P 500 over the last two years."

How to get the most from it:

• The assistant can pull data, run calculations and draw charts and tables inline. Scroll the answer for the figures and the sources it used.
• Ask follow-up questions in the same conversation. It remembers the context.
• If an answer looks outdated, ask for the data date. A confident answer can still rest on the last reported period rather than today's price.
• Check important figures against the stock page or the filing before you act on them. AI answers can be incomplete or wrong.
• Longer research runs, such as multi-step analyses or hosted notebooks, are available on paid plans. The assistant tells you when a request needs an upgrade.

Use the assistant from Claude, Cursor or another AI app

The assistant is also available outside the app, through the Model Context Protocol (MCP). MCP is the open standard that lets AI apps such as Claude Code, Claude Desktop, Cursor and VS Code call outside tools. Once connected, you can ask those apps to "ask Sigmo" a market question and the answer comes from the same assistant, using the same data and the same weekly allowance as your account in the app.

In Claude (web, Desktop or mobile), no key is needed. Open Settings, then Connectors, choose Add custom connector, name it Sigmo and paste https://api.sigmo.org/assistant/mcp. Choose Connect: Claude opens Sigmo, you sign in if asked and approve, and you are sent back. Turn the connector on in a chat and ask it to "ask Sigmo". The first time, Claude asks whether it may use the Sigmo tool; choose Always allow so it does not ask again. You can disconnect from the same settings page.

For Claude Code, Cursor and VS Code, which connect with a key:

1. Sign in at app.sigmo.us, open Profile, then Developer settings, then Connect AI apps (or go straight to app.sigmo.us/connect-ai).
2. Pick your AI app, choose Create a key for this app, and copy the setup. The key is shown once and is already filled into the setup for you. It signs in as you, so treat it like a password. The server address is always https://api.sigmo.org/assistant/mcp, and the key is sent as an Authorization: Bearer header.
3. Add the setup to your AI app, following the steps shown under it. For example, in a terminal with Claude Code installed:

claude mcp add --transport http sigmo https://api.sigmo.org/assistant/mcp \
  --header "Authorization: Bearer sk_live_YOUR_KEY"

In Cursor, add the JSON from the Connect AI apps screen to ~/.cursor/mcp.json. In VS Code, add it to .vscode/mcp.json. Claude Desktop cannot connect to a web address by itself yet, so its setup runs the small mcp-remote bridge with npx, which needs Node.js installed. 4. Ask a question in your AI app the way you would in Sigmo, for example "Ask Sigmo how NVDA's gross margin changed over the last eight quarters." Your AI app calls the matching chart or data tool directly. For studies and notebook edits, it uses research_notebook, which returns findings, figures and a conversation id for follow-ups. Long research runs are collected with sigmo_wait.

What to expect:

• Long questions take as long as they do in the app. Your AI app shows Sigmo's progress while it works.
• If a request needs a plan upgrade or you have used the week's allowance, the tool says so instead of answering.
• Revoke the key under Developer settings → API Keys at any time. Connections using it stop working within a minute.

Step 6. Save what you learned

• Choose Share on a conversation to create a link you can send to someone else or publish to the community.
• Set an Alert on a symbol for a price level, or build a rule-based alert from the conditions the alerts page offers, so you hear about it without watching the screen. Alerts are delivered to your Notifications inbox and, on the iOS app, as push notifications.
• Write a short entry in the Journal describing what you expected and why. Reviewing these later is one of the fastest ways to improve your process.

That completes a first session. The sections below cover the rest of the app.

Track a portfolio

• Portfolio shows holdings, profit and loss, transactions and performance over time for the selected account.
• Accounts is where you add an account. You can keep a manual portfolio by entering your positions and trades, or connect a supported brokerage where that is available in your region.
• Journal records your trades and reasoning. Sigmo fills in the outcome as prices move.
• The Retirement calculator projects a long-term plan from your savings, contributions and a range of historical market outcomes.

Practise with paper trading

1. Open Paper Trading to turn on your simulated account. The page shows its cash balance and lets you add a simulated deposit or reset the account to start over.
2. Open a stock page and choose Trade. Check that the paper account is selected before you place an order.
3. Try market and limit orders, and where available options orders from the option chain, and watch how each fill changes your cash and positions in Portfolio.

Paper trading is a simulation. Real trading differs in execution, liquidity, fees and the experience of risking your own money. Connecting a brokerage and placing an order are separate actions, and connecting an account never places an order on its own.

Screen and scan the market

• Screener filters the whole market by fundamentals, technicals and price action. Save a screen to rerun it later.
• Signals lists the setups Sigmo's scanners detect across the market each day.
• Analysis boards let you assemble panels, such as valuation, momentum, sector comparisons and factor views, into one page about a symbol or a theme. Save a board to return to the same view later.

Go deeper with quantitative research

These tools are for people who want to test an idea rather than read about it. Most of them are on paid plans.

• Backtesting runs a rule-based strategy over historical prices and reports returns, drawdowns and the trade list.
• ML Models trains a machine-learning model on a universe of stocks and a set of features, then backtests it. Start with a small universe and a short period so you learn how the tool behaves before spending compute on a big run.
• Strategies and the Marketplace let you build, save and follow strategies, and see the track records of strategies other members publish.
• Research notebooks, reached through the assistant, give you a hosted Python environment with Sigmo's datasets loaded and ready.
• The Data catalog lists every dataset available to research, with coverage dates and quality notes, so you know what you can and cannot test.

Treat any historical result as evidence about the test you ran, under its assumptions. It is not a forecast of future returns.

Follow private markets and deals

• Pre-IPO and Private Markets cover startups, funding rounds and the investors behind them.
• Deals tracks mergers, acquisitions, credit and capital-markets activity drawn from public filings.
• Relationships maps the connections between companies, investors and people that appear in those filings.

Learn and join the community

• Academy offers structured courses on investing and trading, from the basics to specific strategies, with a short questionnaire to suggest a starting point.
• Community is where members post ideas, discuss individual tickers and share charts and research. Groups are smaller spaces around a topic or a strategy.
• Newsletter lets you publish your own research as issues, with charts and data included, and follow other members' publications.
• Challenges, Battles and the prediction games turn practice into a contest with a leaderboard.

When you share, include enough context for someone else to follow your reasoning: the question, the data, the dates and the limits of what you found. Remove private account details from screenshots before posting.

Keyboard and layout tips

• The search box is always at the top of the app. Type a ticker and press Enter to open its stock page.
• Most pages have a compact and an expanded layout. On a wide screen, the sidebar shows every section; on an iPad, the same sections sit in the bottom tab bar.
• Charts, shared research and the community gallery open in a new browser tab so your current page stays where it is.

Common questions

Is the data real time? Prices on stock pages and charts update live during market hours. Financial statements, filings and alternative datasets update when their sources publish, and each shows its own date.

Can I use the assistant from Claude or Cursor? Yes. Sigmo is an MCP server. In Claude, add https://api.sigmo.org/assistant/mcp as a custom connector and sign in with your Sigmo account. For Claude Code, Cursor or VS Code, open Profile → Developer settings → Connect AI apps, create a key and copy the setup. See the section above.

Can I use Sigmo on my phone? Yes. Use app.sigmo.us in Safari on iPhone or a browser on Android. The native iOS beta is also available through the optional TestFlight link; installing it is not required to use Sigmo. A native Android app is not available yet.

Does Sigmo give investment advice? No. Sigmo provides educational and analytical tools. Its content, AI responses, simulations and research outputs are not personalised investment advice or a guarantee of results. Investing and trading involve risk.

How do I cancel or change a plan? Open Pricing while signed in. Web subscriptions are managed there. App-store subscriptions are managed through the app store where you subscribed.

How do I delete my account? Open Profile and choose Delete account. The Privacy Policy explains what is removed and what may be kept for a limited time.

A first-week plan

• Day 1. Sign in, set up your profile and add five symbols to a watchlist.
• Day 2. Read one stock page carefully and note the dates on each section.
• Day 3. Open a chart, add two indicators and compare three timeframes.
• Day 4. Ask the assistant three specific questions about one company and check its figures.
• Day 5. Open a paper account and place two simulated orders with a written reason for each.
• Day 6. Run one screen and set one alert.
• Day 7. Write a journal entry about what you learned and what you want to test next.

Need help?

Open Help & Support inside the app to message us and read replies there, or use the Contact Us page. Include the feature name, what you expected and what happened. A screenshot with private details removed helps. Never send passwords, API keys, full payment details or brokerage credentials.