Patterns repeat. Discipline compounds.
17 automated indicators tracking whether conditions are right to deploy capital. Monitors breadth, sentiment, volatility, and technical extremes.
Framework-scored equity research across moat, management, financials, and valuation. Each position includes versioned analysis and a reverse DCF calculator.
Fisher quality scoring across 27 automated metrics. Scores businesses on profitability trends, growth, margins, and capital efficiency.
War arrived in my region. The portfolio drew down nearly 16% from its peak. The absurdity of that moment stayed with me.
Entry and exit signal monitoring across portfolio and watchlist. 5-layer analysis: valuation, technical, sentiment, capital cycle, insider activity.
Real-time portfolio tracking with TWR performance, drawdown analysis, and S&P 500 benchmarking. Synced from IBKR.
Vol scanner with AI-powered directional bias and trade suggestions. Open position management and full trade log analytics.
Behavioral scoring against 17 investment commandments. Automated analysis from trade data with weekly check-ins and monthly AI reviews.