Scouter Help
A guide for Scouter customers: how to manage your account, use each feature, and understand what’s happening behind the scenes.
Prefer the Help Center for searchable articles by topic. This page is the full manual in one document.
Last updated: July 2026
Product URL: scouterai.com
Support: support@scouterai.com
What Scouter is
Scouter is a financial intelligence platform for self-directed investors and traders. It combines market data (prices, fundamentals, news) with AI analysis to help you:
- Anticipate price moves around upcoming catalysts (earnings, product launches, regulatory decisions)
- Track sector and theme sentiment
- Screen stocks quantitatively (and with natural language on Premium)
- Follow curated high-conviction trade setups
- Manage a portfolio watchlist with catalyst calendars
Scouter is not a broker, financial advisor, or order execution platform. It provides research and planning tools only.
What markets and symbols are covered?
| Asset type | Coverage |
|---|---|
| U.S. stocks | Core product — Expected Moves, Shortlist, Lineup, Top Ideas |
| U.S. ETFs | Supported in Expected Moves (holdings, sector exposure) and Shortlist; catalyst depth varies vs single stocks |
| ETFs & mutual funds (Shortlist) | Screenable as a group; Premium AI can target “funds only” or “stocks only” |
| Crypto & commodities | Limited Expected Moves support (price/volatility stats; not the full equity catalyst stack) |
| Non-U.S. listings | Not in scope today |
Scouter covers all stocks on major U.S. exchanges, plus ETFs and mutual funds — 10,000+ tickers in total. If a ticker doesn’t resolve, it may be delisted, illiquid, or outside our universe.
Product explainer
For a visual walkthrough, see How Scouter Works. For how to use Expected Moves (and how the models work), see Expected Moves in Help.
Everything in this section lives under Settings. You must be signed in — look for Settings in the sidebar (desktop) or the account menu (mobile).
Settings has tabs for Account, Subscription, Email notifications, Privacy, and Help.
Signing up
- Visit scouterai.com and click Start free trial or Sign up.
- Choose Google, Apple, or email + password.
- Pick Starter or Premium on Pricing and complete checkout with a credit card to begin a 30-day free trial.
Signing in
Use the same method you signed up with. Your session persists until you log out or clear cookies.
Forgot your password? Use the reset flow on the login screen, or Settings → Account → Change password (email accounts only).
Google users: manage password via your Google account (Settings → Account → Manage your Google account).
Logging out
Settings → Log out (sidebar on desktop, account menu on mobile). Your roster, saved screens, and subscription stay intact.
Account tab
| Item | What you can do |
|---|---|
| Email address | View or update the email on your account |
| Password | Change password (email accounts only) |
| Google account | Link to Google account management |
| First / last name | Edit your display name |
Light/dark theme is controlled from the avatar / account menu in the header — not the Account tab.
Subscription tab
Viewing your plan — Settings → Subscription shows Free, Starter, Premium, or a canceling state (“until [date]”).
Upgrading — View plans or Pricing → Stripe checkout → tier updates automatically.
Payment & billing — Update payment opens the Stripe portal (card, monthly/annual, invoices).
Cancel / downgrade / pause (paid) — Cancel or downgrade → choose Switch to Free, Pause billing (3 months, monthly only), or Cancel completely. Paid access continues until the period you’ve paid for ends.
Cancel Free account — stops emails and deactivates the profile; sign in again on the reactivation page to return.
Email notifications tab
Settings → Email notifications controls which emails you receive:
| Email type | What it is | Default |
|---|---|---|
| Scouter Playbook | Weekly newsletter — market context, catalysts, curated ideas | On |
| Product news | New features and announcements | On |
| Weekly recap | Saturday portfolio performance summary | Off (opt-in) |
| Bench events | Earnings, dividends, splits for Bench tickers | Off (opt-in) |
| Lineup events | Earnings, dividends, splits for Starting Lineup | On |
Unsubscribe all stops every type above without changing your subscription.
Email link broken? Sign in and use Settings → Email notifications.
Privacy tab
Control advertising cookies (Meta Pixel). Essential sign-in cookies are always on.
Privacy Policy · Terms of Service
| Plan | Price | Best for |
|---|---|---|
| Starter | $8/mo or $80/yr (after 30-day free trial) | Unlimited analysis + full Starting Lineup |
| Premium | $19/mo or $190/yr (after 30-day free trial) | Top Ideas + Intelligent Shortlist search |
Feature comparison
| Feature | Logged out | Starter | Premium |
|---|---|---|---|
| Trend Scores — totals & thesis | ✓ | ✓ | ✓ |
| Trend Scores — clearance/hype/catalysts | Signup required | ✓ | ✓ |
| Trend Scores — detail modal + basket chart | Upgrade | ✓ | ✓ |
| Expected Moves — full analysis | Preview | Unlimited | Unlimited |
| Starting Lineup + shares | Demo | ✓ | ✓ |
| Bench watchlist | Demo | Unlimited | Unlimited |
| Top Ideas (unblurred) | Blurred | Blurred | ✓ |
| Shortlist — manual filters | Demo | ✓ | ✓ |
| Shortlist — Intelligent Search | — | — | ✓ |
| Scouting Reports (premium posts) | Locked* | ✓ | ✓ |
*Some reports are free to read. Premium scouting reports unlock on Premium — see Help → Scouting Reports.
Free trial (Starter or Premium)
New customers start a 30-day free trial of Starter or Premium (credit card required). Cancel before the trial ends to avoid being charged.
Already on Free?
If your account is already on Free: 10 credits per rolling ~1-month period for Expected Moves; same ticker in-period does not use another credit; out of credits → lite view. Start a Starter or Premium trial anytime for unlimited access.
Each feature has How to use and How it works. Click a section title to collapse or expand it.
Open Expected Moves or any quote page — same analysis UI. Quote pages are best for sharing (e.g. AAPL, NVDA).
How to use
Week grid — Open Expected Moves with no ticker. Mon–Fri cells show catalyst picks; click one for full analysis.
Single ticker — Search from the header or open a quote page. Review:
- Chart — price, catalyst markers, bull/bear projection arrows
- News — AI-summarized headlines
- The Schedule — event cards with dates, probabilities, bull/bear targets, rationale
- The Stats — fundamentals; click cards for peers, holders, earnings surprises
Use Lineup / Bench toggles to add the ticker to your roster.
Free users: credits badge in the header — one credit per new ticker per period.
Quote pages — Shareable links to the same analysis, plus week peers (other tickers with catalysts that week). Optimized for search and social previews.
How it works
Bull Target and Bear Floor frame the expected range around each catalyst using historical realized price volatility, time to event, and AI context — not options implied volatility or options-market pricing.
Analysis is refreshed periodically per ticker, not rebuilt on every page view. Credits gate access, not whether research exists.
| Element | Logged out / no credits | Free + credit | Starter+ |
|---|---|---|---|
| Chart arrows | Past only | Full | Full |
| Schedule detail | Lite | Full if unlocked | Full |
| Targets & rationale | Hidden/simplified | Full | Full |
Open Trend Scores.
How to use
- Browse Clearance, Hype, Catalysts, and Total (0–30).
- Filter by trend, sector, industry, score bands; search Thesis.
- Starter+: click a row → detail modal with thesis, breakdowns, catalyst calendar, basket chart, Pure-Plays, link to Top Ideas.
- Free: scores visible; row click prompts upgrade.
- Logged out: Clearance/Hype/Catalysts columns require signup.
How it works
Each theme is scored on clearance, hype, and catalysts (0–10 each). Totals update as conditions change. Tags link to Shortlist and Top Ideas.
Open Starting Lineup.
Lineup vs Bench
| Starting Lineup | Bench | |
|---|---|---|
| Purpose | Positions you own (or are sizing) | Watchlist / research |
| Shares | Yes → portfolio value & % | No |
| Portfolio chart | Yes | No |
| Catalyst feed | Lineup events | Bench events |
| Plan | Starter or Premium | All logged-in (Free: 10 slots) |
Typical flow: research on Bench → buy or size → promote to Lineup with shares → exit but still watching → demote to Bench.
How to use
Bench — Add via search, Expected Moves, or Shortlist. Free: 10 slots max.
Lineup (Starter+) — Enter shares; portfolio value and allocation % update live.
Expected Moves & Breakdown — With Lineup holdings, click the Expected Moves & Breakdown button (chart icon next to the Lineup header). Opens a large modal with:
- Combined portfolio price chart with upcoming catalyst markers
- Sector/industry allocation breakdown (sunburst-style view)
- Expected-move context for Lineup names
This is easy to miss — it’s the main portfolio visualization, not just a price line.
Catalyst feeds — Scroll below each table. Click an event to open the full breakdown (bull/bear targets, description, rationale) when your plan unlocks it.
| Action | How |
|---|---|
| Add to Bench | Search or “Add to Bench” elsewhere |
| Promote to Lineup | Move action (Starter+) |
| Edit shares | Click shares on Lineup row |
| Remove | Delete |
How it works
Roster syncs to your account. Feeds use the same catalyst engine as Expected Moves. Full event detail on click: Starter+, or Free if you spent a credit on that ticker this period.
Open Shortlist.
How to use
Manual filters (Free & Starter) — Universe, valuation, fundamentals, dividends, momentum → Run screen (whistle button).
Intelligent Search (Premium) — Natural-language or voice, e.g. “Large cap tech with earnings next month.” Press Enter or Run screen.
Save searches to History. Add rows to Bench or Lineup.
What data Shortlist can pull
Shortlist screens a fundamentals database updated from market data. Depending on filters or AI intent, results can include:
| Category | Examples |
|---|---|
| Identity | Ticker, company name, sector, industry |
| Size & liquidity | Market cap, average volume, index membership (S&P 500, Nasdaq-100, Russell 2000, etc.) |
| Valuation | Price, P/E, P/S, P/B, EV/EBITDA, PEG |
| Profitability | Revenue growth, net margin, ROE, debt/equity, free cash flow |
| Dividends | Yield, payout ratio |
| Momentum | 1Y price change, vs 52-week high, beta, RSI |
| Catalysts | Next event date, event name, bull %, bull target (when query/filter includes catalysts) |
Universe rules: By default, screens include common stocks plus ETFs and mutual funds. Premium AI can narrow to stocks only or funds only. Shortlist does not screen raw crypto symbols.
How it works
Manual filters are fast database queries. Intelligent Search uses a separate AI step to map your words to filters (including catalyst filters when relevant).
Open Top Ideas.
How to use
- Ranked table: stock, event, timeframe, sector, price/target/floor, Score (risk-adjusted return).
- Filter by sector and industry.
- Premium: click a row for bull/bear probabilities, analysis, drivers, targets.
- Non-Premium: Stock/Event blurred — Pricing to upgrade.
How it works
Curated highest-conviction setups from market-wide Expected Moves scans. Refreshed on weekdays.
Case Studies (track record)
Case Studies (homepage footer) publishes weekly retrospectives on how past Top Ideas performed — narrative write-ups with realized returns. Use it to see historical hit rates, not as live trade signals.
Browse Scouting Report.
How to use
- Index by sector or chronologically.
- Open unlocked articles; locked posts need Starter or Premium. Free accounts can unlock one complimentary premium article when offered; see Help → Scouting Reports.
- Long-form research with embedded charts — published on a schedule, not generated on demand.
“I used a credit but Lineup catalysts are still locked”
Free users only get full catalyst detail on Lineup/Bench for tickers where you spent a credit this period. Opening Expected Moves isn’t enough if the page didn’t finish loading or the ticker was already unlocked. Starter+ unlocks all roster catalysts.
“I clicked a catalyst in the feed and nothing useful appeared”
- Free without credit on that ticker → upgrade prompt, not the full modal.
- Logged out → sign-in prompt.
- Full modal shows bull/bear targets, description, and rationale — same substance as Expected Moves event cards.
“Where is the portfolio breakdown?”
Only on Starting Lineup (not Bench). Add shares to Lineup holdings, then click Expected Moves & Breakdown beside the Lineup header — not the portfolio value number alone.
“Shortlist returned no rows”
Filters may be too tight, or the universe excludes funds/stocks you expected. Try resetting filters or a broader Premium query. New IPOs or thinly covered names may lack fundamentals.
“Expected Moves looks incomplete”
| Situation | What you see |
|---|---|
| Logged out | Past events + preview |
| Free, out of credits | Lite schedule, no targets |
| ETF | Holdings/exposure stats; fewer equity catalysts |
| Crypto/commodity | Price/volatility; not full earnings-style catalysts |
| Delisted ticker | Historical “what happened” context |
“Top Ideas is blurred”
Premium only for unblurred Stock/Event. Other columns may still preview.
“Trend Scores row won’t open”
Detail modal requires Starter+. Free sees scores but not the breakdown modal.
“I upgraded but still see Free”
Refresh the page, or sign out and sign back in. If the Stripe payment succeeded and the wrong plan still shows after a minute, email support@scouterai.com with the email on your account.
“Google sign-in failed in a script or unusual browser”
Use email + password on scouterai.com in a normal browser. Google often blocks automated browsers.
Questions? Email support@scouterai.com.