Company Explorer

The Company Explorer lets you visualize relationships between companies — supply chains, competitors, partners, and subsidiaries. It helps you understand how companies are connected and how changes in one company might affect others.

[screenshot: company-explorer]

How to Use It

1. Navigate to the Company Explorer tab.
2. Search for a company to use as your starting point.
3. The explorer shows the company at the center with related companies radiating outward.
4. Click on any connected company to expand its relationships and explore further.

Relationship Types

The explorer maps several types of relationships:

Supply Chain

Companies that are suppliers or customers. For example, if you explore Apple, you might see TSMC (chip supplier) and Foxconn (manufacturer) as upstream connections.

Competitors

Companies in the same industry competing for market share. Exploring Tesla shows Ford, GM, Rivian, and other automakers.

Partners

Companies with strategic partnerships, joint ventures, or significant business relationships.

Subsidiaries

Companies that are owned by the parent company. Exploring Alphabet shows Google, YouTube, Waymo, and other subsidiaries.

Features

Expand & Collapse

Click any node to expand its connections. Click again to collapse. This lets you explore the network step by step without overwhelming the view.

Correlation View

Toggle the correlation overlay to see how stock prices of connected companies move together. High correlation (close to +1.0) means they tend to move in the same direction. Negative correlation means they move in opposite directions.

Company Summary Panel

Click a company node to see a summary panel with:

• Current price and change
• Market cap
• Sector and industry
• Key financial metrics
• Quick link to the full chart

[screenshot: company-explorer-panel]

Use Cases

Risk Assessment

If your portfolio is heavy in one company, check its supply chain. If a key supplier has problems, it could affect your holding.

Idea Generation

Explore competitors of a stock you like. If the thesis is about industry growth (not just one company), you might find a better-valued alternative.

Sector Analysis

Start with a major company in a sector and expand outward to map the entire ecosystem — who supplies whom, who competes with whom.

Why Use This

Stock prices do not move in isolation. When TSMC has a production issue, Apple feels it. When Amazon cuts spending, its logistics suppliers take the hit. The Company Explorer makes these hidden connections visible so you can anticipate second-order effects, find new investment ideas through relationships you did not know existed, and stress-test your portfolio against supply chain or competitive disruptions. Understanding the business network around a company is the difference between reacting to news and anticipating it.

How to Get Started

1. Open Company Explorer — navigate to the Company Explorer tab in the sidebar.
2. Search for a starting company — type a major company like AAPL, AMZN, or TSLA. The graph appears with the company at the center and its key relationships radiating outward.
3. Click to expand — click on any connected company node to reveal its own relationships. Keep expanding to map an entire ecosystem. Use the correlation overlay toggle to see how stock prices co-move.

Pro Tips

• Start with mega-caps for the richest networks: Companies like Apple, Amazon, Microsoft, and Google have the most mapped relationships. Starting from these gives you the widest and deepest graph to explore.
• Use correlation to find diversification: Toggle the correlation overlay and look for companies in the same business network that have low or negative correlation. These are natural diversification pairs — they are related by business but their stock prices move independently.
• Expand two levels deep for hidden connections: The most interesting insights come at the second or third level. AAPL's suppliers are well known, but the suppliers of those suppliers (e.g., the companies that supply TSMC) are where you find under-covered investment ideas.
• Right-click for quick actions: Right-click any node to add it to a watchlist, open its chart, or get an AI analysis without leaving the explorer.
• Save explorations for later: If you build a complex graph, save it as an exploration so you can return to it and track how relationships evolve over time.

Common Patterns

"Supply chain risk check"

You own AAPL and want to understand what could go wrong. Start with Apple in the explorer and expand its suppliers. You see TSMC, Foxconn, Broadcom, and dozens of component makers. Click on TSMC and check its correlation with AAPL (likely high, around 0.7+). If TSMC has geopolitical exposure (Taiwan), that risk flows directly to Apple. Now you know to monitor TSMC's news as a leading indicator for your AAPL position.

"Find the next competitor"

You are bullish on the EV industry but think TSLA is overvalued. Start with Tesla and expand the competitor relationships. You see Ford, GM, Rivian, Lucid, BYD, and others. Click each one to see their summary panels — compare market caps, P/E ratios, and growth rates right from the explorer. You might discover that a smaller competitor like Rivian has a better risk/reward at its current valuation.

"Sector ecosystem mapping"

You want to understand the AI semiconductor ecosystem. Start with NVDA, expand its relationships, then expand AMD, INTC, and TSMC. Within a few clicks, you have a visual map of the entire chip supply chain — from design (NVDA, AMD) to manufacturing (TSMC, Samsung) to equipment (ASML, Applied Materials) to end customers (META, MSFT, GOOGL). This bird's-eye view shows you where the bottlenecks and opportunities are.

Related Features

• Supply Chain — for a focused upstream/downstream view of a single company's suppliers and customers
• AI Analysis — ask the AI to explain relationships: "How does TSMC's production affect Apple's revenue?"
• Charts & Indicators — click through from any explorer node to see the full technical picture
• Charts & Indicators — for a quantitative view with technical indicators on any company in your explorer graph