RockBot Research Methodology.

Last updated: September 5, 2026 · Summary version: RTRS-METH-2026-09-05-v4.1.1

1. Purpose and version boundaries

Ready to Rock Stocks LLC publishes RockBot Research as general, impersonal research software. This summary describes RB5.0 equity and market research, RB Options 3.3 user-entered contract evaluation, and the separately labeled RockBot Economic Estimate.

For the same model version and timestamped inputs, the same method applies. Tickers, watchlists, and entered contract facts select what is evaluated. The method does not assess a user's holdings, income, tax status, objectives, risk tolerance, or loss capacity. Subscription status governs access, not a personalized investment recommendation.

Retrieval times, source revisions, history coverage, input values, and app versions can differ between evaluations. Outputs can therefore differ without representing a change in a user's circumstances. A deterministic calculation is reproducible from identical inputs; it is not necessarily accurate or predictive. This is a public interpretation guide, not a complete software specification or a claim of independent model validation.

2. Market history and evidence status

RockBot obtains delayed daily price and volume history through the Ready to Rock Stocks Market Gateway using the source described in the market-data disclosures. The app checks structure, chronology, field consistency, provenance, and usable coverage before calculation. These checks detect specified defects; they do not independently audit the provider or certify every observation.

Source identity, observation dates, retrieval times, and availability states provide context. A failed refresh may leave an earlier validated result available with its original age. It must not be understood as a fresh market observation. Available, incomplete, unavailable, error, and completed-with-no-qualifying-evidence states have distinct meanings. A cached view is not an execution feed.

3. Market Pulse, Scanner, and comparisons

Market Pulse organizes broad-market, growth, small-cap, credit, volatility, and related descriptive context. Scanner applies a separate fixed equity-condition method using trend, momentum, participation, range, and variability evidence. Detail views present available supporting, opposing, and missing evidence. Indices summarize the selected observations; they do not measure investment desirability or expected performance.

Unified Ticker Brief keeps equity condition, qualifying SEC activity, and chart-pattern evidence as separate research views rather than creating a combined ticker score. Research Comparison describes factual differences, source age, conflicts, and missing inputs; it does not choose an investment for the user. Running the watchlist research tools does not select an option contract. Contract Evaluation requires separate, exact user input.

Coverage matters: an equal index with less evidence is not equivalent information. Different tools can disagree because their evidence categories and observation periods differ. No model output identifies the full set of risks affecting an issuer or transaction.

4. Traditional chart patterns

Pattern research uses versioned, pattern-specific geometry and evidence rules applied to validated daily candlesticks. Supported families include triangles, ranges, wedges, channels, broadening structures, double tops and bottoms, head-and-shoulders variants, and flags. A displayed label depends on the relevant detector's required evidence, not a forced closest match.

Annotated views connect a label with the pivots, boundaries, and candles used by that detector. Raw history remains relevant. A structure-match value measures historical geometric fit, not completion probability, market direction, a price target, or likely profit. Subsequent price action can invalidate an apparent pattern.

5. SEC ownership evidence

The app reviews official Forms 4 and 4/A and associated ownership XML for qualifying reported non-derivative purchase and sale rows. Current evidence uses the displayed 90-day current window. Older qualifying activity is separate, and excluded rows remain reviewable with explanations where available. Public transaction codes and dates are interpretation facts, not proprietary formulas.

Current, historical, excluded, not-applicable, no-qualifying-activity, incomplete-source, and parser-failure states remain distinct. Reported P/S codes, transaction values, and filer roles do not establish motive, knowledge, or future issuer performance. Filing dates can follow transaction dates, and later amendments can change the evidence. A filing notice reports observed source evidence, not a recommendation or urgent transaction instruction.

6. Options Contract Evaluation

RB Options 3.3 evaluates the ticker, call or put, expiration, strike, and premium per share entered by the user, with optional values and assumptions where available. It does not retrieve a live option chain or independently verify entered option quotes. If the user does not supply the underlying price, a validated delayed daily close may be used with that limitation.

There are three distinct paths:

• Price-implied: a stable local model inversion of the entered premium under the selected inputs and assumptions can support price-implied volatility and related reference values.
• Historical-volatility reference: sufficient underlying history can support a separately labeled reference assumption when a stable price-implied calculation is unavailable. This is not implied volatility, a broker quote, or a forecast. Proxy sensitivities are not broker-supplied Greeks.
• Limited evidence: model-dependent outputs remain unavailable when neither path has sufficient support. Direct contract arithmetic or other supported evidence may still appear separately.

Input conflicts are not evidence that an entered price has been verified. Model references use a Black-Scholes-style framework with European-style exercise assumptions and other simplifications. Early exercise, discrete dividends, volatility skew, discontinuous moves, borrow constraints, liquidity, spreads, fees, taxes, slippage, and execution costs can be omitted or simplified. Outputs are not executable prices or fair-value appraisals.

Where sufficient evidence exists, the Unified Context Index summarizes contract structure alongside versioned pattern alignment and qualifying current SEC evidence. Historical SEC rows do not enter that current index. Missingness and coverage remain material. The index is an uncalibrated heuristic, not a probability of profit, live-chain rank, or endorsement of the selected contract. See the options limitations and risks.

7. RockBot Economic Estimate

For a supported economic measure, RockBot calculates a statistical estimate on the device using compatible official historical observations. Available history, units, definitions, agency revisions, and model assumptions affect the estimate. Insufficient or ambiguous history can leave it unavailable. Statistical methods can miss structural breaks, turning points, exceptional events, and changes not represented in the inputs.

The estimate is not analyst consensus, an economist survey, a government forecast, or a measure of market-implied expectations. A more complex method does not ensure a more accurate estimate, and testing does not establish future accuracy. No forecasting advantage over a news organization, data vendor, economist, or simpler method is promised or established.

A recent average and historical standard deviation, where displayed, describe the stated observations. The average is context and does not reproduce the estimation method. Standard deviation is not a forecast-error guarantee, probability, prediction interval, or bound on a future release.

Once a compatible actual result is available, the app shows Actual − RockBot Estimate in that measure's unit. Equality uses displayed precision. Directional and magnitude labels compare against RockBot's estimate, not Wall Street expectations or likely market reaction. Estimates may change as eligible information changes, and a later calculation must not be confused with one demonstrably available before the release. See economic-estimate disclosures for interpretation and limitations.

Nonpublic parameters and implementation remain proprietary, subject to any disclosure required by law. Read the exact measure, unit, period, source date, and linked official publication; the original publication controls a reported fact if the app's summary conflicts with it.

8. Official-source calendars and reminders

The Calendar organizes selected schedules and published results from BLS and BEA, official FOMC materials, Federal Reserve Board communications, and supported issuer evidence from SEC filings. Agency projections describe participants' published assessments; they are not RockBot forecasts or promised policy outcomes.

Watchlist Earnings distinguishes an issuer-announced date from an estimated filing-date window based on historical filing evidence and from awaiting or unavailable evidence. An estimated window is not a confirmed earnings date or call time. Coverage is selective, and prior issuer results can be revised. Calendar facts and reminders do not enter RB5.0 or RB Options scoring.

Notifications are optional device-local informational aids. Device settings, permissions, time zones, connectivity, access checks, and source or Android behavior can delay or suppress them. They neither confirm publication nor monitor a portfolio.

9. Guides, research records, and agreement records

The offline Research Guide explains fields and limitations; it is not a cloud-generated research adviser. Source Health describes observed retrieval, age, parser, and recovery states—not a certification of source quality. A Research Timeline entry marked “new” means newly observed relative to an earlier local record, not necessarily newly published by the source or financially significant.

Eligible saved research can restore for the same device-local date and exact watchlist, subject to validity checks. Restored evidence retains its original completeness and timestamps. A rerun requests fresh research rather than certifying the old result as current. App-private results are not automatically synchronized to the publisher, a broker, or cloud AI. User-directed sharing and deletion boundaries are explained in the Privacy Policy.

Legal acceptance is recorded separately from research. When you agree, the app sends a limited receipt to Ready to Rock Stocks LLC for storage in a private database, including agreement identifiers, acknowledgments, app version, timestamps, and a random installation identifier. The service connects the receipt with a verified Google Play trial or subscription purchase using transaction references. It does not collect your name, email address, card details, or research activity through this process. Cancellation, clearing app storage, or uninstalling does not delete company records. See the acceptance-record notice and retention and deletion information.

10. Proprietary implementation and lawful transparency

Ready to Rock Stocks LLC and its licensors retain their rights in protected software, original content, design, and nonpublic analytical implementation. A research subscription licenses the described use; it does not transfer source-code ownership or create a general right to inspect internal development materials.

Nonpublic coefficients, weights, thresholds, source code, testing materials, and implementation details may be protected by contract, copyright, or trade-secret law where its requirements are met. We do not claim exclusive ownership of public facts, standard mathematical methods, independently developed work, or government-source information. This summary does not declare previously public material confidential or create a confidentiality obligation merely because someone reads a public page.

Proprietary interests do not override mandatory disclosure obligations, permitted legal process, protected reporting, or nonwaivable rights. Public limitations and required source attribution remain available. Questions about a displayed input, assumption, field, or apparent error can be sent to admin@readytorockstock.com without supplying brokerage credentials or confidential financial records.

11. Changes and legal scope

Methods and coverage may change through versioned updates; an older screenshot or cached result does not identify the current method by itself. We may correct descriptions and data errors. Neither this summary nor a revision silently changes a Terms version already accepted in the app. The purchased service, accepted Terms, Financial & Market Data Disclosures, and applicable law remain relevant. No method described here guarantees an investment outcome.