Covered
4 source surfaces
Source coverage
This is the deeper audit behind the brief. A source can be connected and fresh while still missing the exact active source pages Charlie needs for real trade calls.
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4 source surfaces
3 source surfaces
Charlie action plan
The base IBD session can be green while these specific member pages are still missing. Charlie should use the dedicated logged-in Helm Browser, read a small batch like a human, cache the evidence, and stop if IBD asks for human verification.
Use this first. It gives Charlie market context and the most actionable candidate universe.
Use this after the priority read is stable. It expands new-stock discovery.
Use this when Charlie needs the member-only Leaderboard list without touching broader IBD pages.
IBD source comparison
Leaderboard should be checked against the logged-in IBD account pages, not against the article feed. The article feed tells Charlie what IBD published. The member browser tells Charlie what Mike's IBD account currently shows in IBD 50, the home-page list panels, Big Picture, Market Trend, growth lists, and Leaderboard.
Use this to confirm the member-only IBD data Charlie can see from Mike's account.
Use this as a second IBD member signal, then compare it to IBD 50, Schwab, market data, and research context before any action.
Use this for article context only. It does not prove what the logged-in member lists currently show.
IBD · article context
Primary IBD article path. Charlie stores article summaries, ticker tags, links, and full text when it is relevant to Mike. This API source is temporarily fallback-optional because the browser IBD source is readable.
IBD · article context
Ticker-tagged or ticker-mentioned article context for Mike's holdings, watchlist, and current candidates. This API source is temporarily fallback-optional because the browser IBD source is readable.
IBD · market context
Top-level IBD market exposure, index context, current market tone.
IBD · market context
Market Trend, distribution-day context, market direction. This is a deeper IBD research route, so missing access should trigger follow-up research without freezing Schwab/source-backed guidance.
Charlie has not captured this page or article yet.
IBD · market context
Daily Big Picture narrative and follow-through/distribution context.
Charlie has not captured this page or article yet.
IBD · candidate universe
Logged-in IBD account list evidence from IBD 50 and home-page panels. Compare this against Leaderboard; do not treat the article API as a substitute for this member-list proof.
IBD · candidate universe
Member-only IBD Leaderboard model/list context. Compare this to logged-in IBD/member-list evidence; then Charlie still checks Schwab position size, research context, market data, and stop plans before any recommendation.
IBD · candidate universe
Big Cap 20, Sector Leaders, IPO Leaders, Stocks On The Move. These improve candidate discovery but should not block the app when Leaderboard and Schwab context are current.
IBD · ticker deep read
Composite, EPS, RS, SMR, A/D, industry group for every holding/watch/candidate ticker. Use IBD ticker pages opportunistically and do not block Helm on unavailable retired sources.
Charlie has not captured this page or article yet.
IBD · article context
Capped summaries/snippets for held, watched, and recommended tickers.
Charlie has not captured this page or article yet.
Schwab Research · ticker deep read
Schwab Equity Ratings, Morningstar, CFRA, Argus, Market Edge, LSEG, Vickers, MSCI ESG, plus visible Schwab Research sections for owned/watchlist/candidate tickers.