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{{ greeting }}, Mike.

Day P&L {{ brief.dayPnlPct }} today. {{ brief.headline }}

Regime · {{ brief.regime }}

Breadth {{ brief.breadth }} ↑

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Sector RotationRS vs SPY · 11 SPDR sectorsleaders → laggards

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Top Opportunitiesfresh scan · holdings + watchlist + ideasOpen scanner →

Setup	Ticker	Score	RS	Wk	Entry	R:R
{{ o.setup }}	{{ o.t }}	{{ o.score }}	{{ o.rs }}	{{ o.wk }}	{{ o.entry }}	{{ o.rr }}

Upcoming Earningsnext 14 days

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days

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cons. EPS

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Watchlist Alertssetups fired since last brief

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{{ a.exch }} · {{ a.sector }}

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Log trade

Convictionfactor-weighted

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/ 100 score

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Health

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RS Rating

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Checklist

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Factor Scoresweighted by what predicts returnsFama-French · Novy-Marx · Jegadeesh

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wt {{ f.wt }}

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Bull Thesisstrongest supporting data

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Bear Thesisstrongest opposing data

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Valuation & Distress Modelsexact researched formulas · DCF assumptions adjustable

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Analyst Estimates{{ a.covCount }} analysts

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Low

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Mean target

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High

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EPS revisions {{ a.revUp }}↑ {{ a.revDn }}↓

Beat rate {{ a.beatRate }}

Sector-Peer Comparisonsame-sector names

Ticker	Conv.	Fwd P/E	Rev gr.	Gr. margin	Health
{{ p.t }}	{{ p.conv }}	{{ p.pe }}	{{ p.gr }}	{{ p.gm }}	{{ p.health }}

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Holdings{{ dash.holdCount }} names · every cell colour-coded good → bad Edit book

No holdings yet. Click Edit book above to add the positions you're invested in — price, rating, upside, beta and risk analytics fill in live from the market as you add each name.

Ticker	Sleeve	Wt	Price	Chg	P/E	Fwd	Target	Upside	vs50	vs200	RSI	Health	Rating
{{ h.t }}	{{ h.sleeve }}	{{ h.wt }}	{{ h.pxs }}	{{ h.chg }}	{{ h.pe }}	{{ h.fpe }}	{{ h.tgt }}	{{ h.up }}	{{ h.vs50 }}	{{ h.vs200 }}	{{ h.rsi }}	{{ h.health }}	{{ h.rating }}

Sleeve Aggregationsleeves sharing the AI-capex factor show similar betas — that overlap is the concentration risk

Sleeve	Names	Weight	Beta	Ann. return	Ann. vol	Sharpe
{{ s.name }}	{{ s.n }}	{{ s.weight }}	{{ s.beta }}	{{ s.ret }}	{{ s.vol }}	{{ s.sharpe }}

Screen a Universecandidates + portfolio + watchlist + custom, through the same rating & health engine

Recommendation type

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Min rating

Great + Good

Min health

65

Max fwd P/E

40x

Run screen

Results8 names pass · sorted by health

Ticker	Subsector	Types	Rating	Conv.	Fwd P/E	Upside	Health
{{ r.t }}	{{ r.sub }}	{{ r.types }}×	{{ r.rating }}	{{ r.conv }}	{{ r.fpe }}	{{ r.up }}	{{ r.health }}

Watchlistlive

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{{ w.rating }} · H{{ w.health }}{{ w.chg }}

◆ {{ w.setup }}

Market Regime

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S&P 500

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Trend

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Breadth

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150-name breadth trend

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Ticker	Score	Conf	Chart	RS Rt	RS·SPY	Wk
{{ r.t }}	{{ r.score }}	{{ r.conf }}	{{ r.chart }}	{{ r.rs }}	{{ r.rss }}	{{ r.wk }}

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Open Positionsmarked to market · R = gain in units of initial risk+ Log trade

Ticker	Side	Entry	Current	P&L $	P&L %	R-mult.	Flag	Actions
{{ o.t }}	{{ o.side }}	{{ o.entry }}	{{ o.cur }}	{{ o.pnl }}	{{ o.pnlp }}	{{ o.r }}	{{ o.flag }}	Close✕

Closed Tradesrealized

Ticker	Side	Realized P&L	R-multiple	Closed
{{ c.t }}	{{ c.side }}	{{ c.pnl }}	{{ c.r }}	{{ c.date }}

{{ ch.last }}type a ticker, press ↵

Price50-DMA200-DMA

Chart Healthevidence-rated · RS vs {{ ch.benchmark }}

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Weekly Confirmation

Weinstein stage{{ ch.weekly.stage }}

30-wk MA{{ ch.weekly.ma }}

Weekly RSI{{ ch.weekly.rsi }}

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Compare side-by-side {{ c.t }} ×

Nothing to compare yet

Type a ticker in the box above and press ↵. Add up to 5 and see them side by side — live price performance, valuation, growth and conviction, all pulled from the market.

Relative Performancerebased to 100 · 6 months

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Metric Comparison

Metric	{{ c }}
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—

Expected move

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1-SD range

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Expiration

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ATM straddle + IV-implied. Mechanical screening of public option data — not advice.

Call (bullish)

Contract	Exp	Mid	B/E	Move	P(ITM)	IV	Spr%	Liq	ROI@tgt
{{ c.strike }}	{{ c.exp }}	{{ c.mid }}	{{ c.be }}	{{ c.mv }}	{{ c.pitm }}	{{ c.iv }}	{{ c.spread }}	{{ c.liq }}	{{ c.roi }}

Put (bearish)

Contract	Exp	Mid	B/E	Move	P(ITM)	IV	Spr%	Liq	ROI@tgt
{{ c.strike }}	{{ c.exp }}	{{ c.mid }}	{{ c.be }}	{{ c.mv }}	{{ c.pitm }}	{{ c.iv }}	{{ c.spread }}	{{ c.liq }}	{{ c.roi }}

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Positionspaper-api.alpaca.markets · simulated money

Ticker	Qty	Avg cost	Price	P&L $	P&L %
{{ p.t }}	{{ p.qty }}	{{ p.avg }}	{{ p.pxs }}	{{ p.pnl }}	{{ p.pnlp }}

Order Ticket

BuySell

Symbol

Quantity

Type

MarketLimit

Place paper order →

Simulated Alpaca paper order — no real money.

What-If Rebalancercurrent weights → risk recompute · green = less risk

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Backtest · Equity Curvecurrent weights replayed vs SPY

Underwater / drawdown

BookSPY

Correlation Heatmapavg off-diagonal {{ lab.avgCorr }}

	{{ t }}
{{ row.t }}	{{ c.v }}

Red = highly correlated = concentrated. The single-factor AI-capex exposure shows up as the block of high pairwise correlations.

Colour-Coding Rubricfive-band thresholds researched for growth / AI-infrastructure equities · edit rubric.json to retune

Metric	Great	Good	Neutral	Poor	Bad	Notes
{{ m.metric }}	{{ m.bands.0 }}	{{ m.bands.1 }}	{{ m.bands.2 }}	{{ m.bands.3 }}	{{ m.bands.4 }}	{{ m.note }}