You will see phrases such as Review candidate, Target reached — review, Legacy holding — review and Rotation review in Quantvesting. I use that language deliberately.
A framework can identify a situation. It cannot know everything about the decision that follows. So when Quantvesting flags something, I want the first reaction to be: something changed; look again.
Maybe a holding has reached its target context. Maybe it sits outside the current universe. Maybe the evidence behind the business has changed. Maybe another opportunity has become relatively stronger. The flag is there to narrow the research task and tell you where to start.
That is different from saying buy or sell. A real portfolio decision also depends on things outside the framework: objectives, time horizon, risk, taxes, liquidity and personal circumstances. Those matter too much to hide behind a single screen output.
This is also why I want education built into the assessment. A useful finding should move through a simple loop: finding, explanation, education, next question. If someone sees a number but does not understand it, the job is incomplete.
The financial internet already has plenty of predictions. I would rather Quantvesting help with the step before action: understand what changed, understand why it matters, and then decide what you want to do about it.
That is what “review before you act” means to me. It is not hesitation for its own sake. It is making sure the decision starts with understanding.
Review now has a visible next step
The current Review Areas experience makes the hand-off explicit. A surfaced holding shows the finding, the evidence and the question first, then offers Research →. That opens the same guided path used by opportunities, so the review flag becomes a research starting point rather than a final answer.