Covered
9 source surfaces
Source coverage
This is the deeper audit behind the brief. A source can be connected and fresh while still missing the exact IBD or MarketSurge pages Charlie needs for real trade calls.
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2 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 and MarketSurge 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.
IBD · article context
Ticker-tagged or ticker-mentioned article context for Mike's holdings, watchlist, and current candidates.
IBD · market context
Top-level IBD market exposure, index context, current market tone. IBD article reads are healthy, but they do not replace member-list or market-context pages.
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/MarketSurge-backed guidance. IBD article reads are healthy, but they do not replace member-list or market-context pages.
Charlie has not captured this page or article yet.
IBD · market context
Daily Big Picture narrative and follow-through/distribution context. IBD article reads are healthy, but they do not replace member-list or market-context pages.
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 article reads are healthy, but they do not replace member-list or market-context pages.
IBD · candidate universe
Member-only IBD Leaderboard model/list context. Compare this to the logged-in IBD 50/home-panel member read; then Charlie still checks MarketSurge, Schwab position size, and stop plans before any recommendation. IBD article reads are healthy, but they do not replace member-list or market-context pages.
Charlie has not captured this page or article yet.
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 MarketSurge lists and Schwab context are current. IBD article reads are healthy, but they do not replace member-list or market-context pages.
Charlie has not captured this page or article yet.
IBD · ticker deep read
Composite, EPS, RS, SMR, A/D, industry group for every holding/watch/candidate ticker. Prefer MarketSurge per-ticker deep reads for scheduled checks; use IBD ticker pages opportunistically. IBD article reads are healthy, but they do not replace member-list or market-context pages.
IBD · article context
Capped summaries/snippets for held, watched, and recommended tickers. IBD article reads are healthy, but they do not replace member-list or market-context pages.
MarketSurge · market context
Market Pulse and authenticated product availability.
MarketSurge · candidate universe
MarketSurge list/screen candidates and list metadata.
MarketSurge · candidate universe
Chart setup, near-pivot/breakout context, and list cues.
MarketSurge · ticker deep read
Buy points, buy zones, chart notes, and rating context for every relevant ticker.
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.