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Designing a Source-Traceability Check for a Stock Research App

When a research app turns a company document into a short AI summary, the interface needs to preserve a route back to the source. This is a small product-design exercise for developers evaluating research tools, not a test of market performance.

Define the record before designing the card

A useful summary card can keep four independent fields: source URL, source publication time, summary creation time and reviewer note. Combining them into a single “updated” badge hides information.

{
  "source_url": "https://example.com/company-announcement",
  "source_published_at": null,
  "summary_created_at": null,
  "review_status": "not_reviewed",
  "open_question": "Which statement needs its original context?"
}
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This JSON is illustrative. It is not a StockTool API response, an integration or a live market record. Null timestamps should produce a clear unknown state in the interface.

Try a reproducible reading task

Choose one dated public document, save its URL and review how the app displays the summary. Can you reopen the original? Can you distinguish a reported statement from an interpretation? Can another reader understand why you saved the note?

These questions turn a broad search for the best application for stock analysis into a concrete workflow comparison. StockTool describes AI stock insights, watchlists and update summaries; inspect its current features directly rather than assuming that any example here is implemented.

Keep the evaluation honest

Record what you actually checked. A readable summary does not establish factual completeness, and a convenient watchlist does not establish investment performance. Test source retrieval and correction handling separately.

Promotional educational article for StockTool, drafted with AI assistance. No competitor ranking, performance promise or investment instruction is provided.

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