Research
4 agents scanning
Strategy Reports
14 generated today
Execution
4 approved, 3 active
$12.4M
+5.2%
14
4 approved
4/4
All active
1.87
YTD
Research Agents
Analyzing NVDA 10-K filing...
Processing META Q4 transcript...
Monitoring Twitter/X, Reddit, news...
Parsing Fed minutes for signals...
Risk Controls
Strategy Reports
NVDA Long Thesis
14:32 • SEC Scanner, Earnings Analyst
Data center revenue acceleration + AI compute demand outpacing supply
Treasury Duration Reduction
13:58 • Macro Analyst
Fed minutes indicate hawkish stance, rate cuts delayed to Q4
TSLA Risk Alert
14:28 • SEC Scanner
10-K reveals supply chain vulnerabilities in China operations
COIN Short Signal
14:15 • Sentiment Monitor
Social sentiment spike negative, but low confidence on duration
NVDA Long Thesis
Investment Thesis
Data center revenue acceleration + AI compute demand outpacing supply
Sources
Active Positions
← NVDA Long Thesis
← Social AI Dominance
← Duration Reduction
Today's Performance
How it works
Agents scan 10-Ks, earnings, news 24/7
AI generates strategy reports with thesis
High-confidence reports auto-execute