Today

Research

System

Settings

Today

Scan → review → approve

Run scan Open scan table Press Ctrl/Cmd + 1..4 to switch tabs.
Pending … No scan yet Auth check
Open signals — no scan yet
Pending — awaiting status
Last scan — run scan to begin
Review pending
Next Action

Ready. Run Scan to load candidates.

Operations workflow

Clear No scan this session. Run scan, review a setup, then approve staged trades.
Lane 1 Scan + shortlist

Step 1 — run scan to load the shortlist.

Scan results

No scan run yet.
Balanced: score >= 50, volume ratio >= 1.1. Strict raises thresholds. Top Strategy: --
Clear No scan yet. Run scan to populate candidates, blockers, and data quality.

PEAD canary sleeve

Paper top-5 by edge score — not executable. Stage2 still owns live entries.

Waiting for last scan diagnostics — run a scan (or refresh status) to load the paper top-5.

Scan funnel where symbols drop out of the pipeline

Pass funnel

Each row is how many symbols still pass at that step. Click a row to filter near-misses.

Top drop-offs

Largest filter removals from this scan

    Scan health

    Qualified breakouts

    No scan yet.
    Ticker Gate Strategy Vol Price Rank Stop Actions
    Run a scan to load candidates.
    Near-miss breakouts (0)

    Candidates that did not pass current mode thresholds. Top 10 shown — Why under each ticker lists the failure reason(s).

    Ticker Gate Strategy Vol Price Rank Stop Actions
    Near-miss candidates will appear after scan.
    Lane 3 Queue + approve

    Step 3 — loading approval queue…

    Pending approvals

    Review and decide queued orders.
    Loading Pending queue status loading. Counts stay unavailable until /api/pending-trades responds.
    Stage a trade manually optional quantity; otherwise uses your position-size preset
    No trades yet. Stage trades from Scan results.

    Diligence lives under Quick check → Deep (dossier & SEC compare).

    Clear No portfolio loaded. Open Portfolio or connect Schwab to triage holdings.
    Open risk — positions
    Top alert — concentration / flags
    Book P/L — MTD when book loads
    Next action — drill into Positions · Risk · Book

    Quick ticker check

    Fast symbol health check.
    Clear No ticker checked. Enter a ticker to load chart, score, and raw evidence.

    Enter a ticker and click Check.

    Sector Performance 21-day relative performance vs SPY
    Clear Sector leadership not loaded. Open this disclosure to load 21-day relative strength.
    Market Movers Top gainers, losers, and most active
    Clear Movers not loaded. Open this disclosure to load gainers, losers, and active names.
    Advanced tools Failure recovery and learning engine

    Failure Recovery

    Plain-language next steps for auth/data/order errors.

    Recovery mapping shares the slide-in Trade Drawer with the decision card.

    Learning Engine

    Closed-loop analysis: features logged per scan, ML identifies what predicts failure, challenger tests suggested thresholds.
    No learning engine results yet. Workflow: execute trades so outcomes are recorded → Run Post-Mortem Analysis (requires persisted outcomes) → Run Challenger Scan (requires post-mortem overrides).

    Position Intelligence

    Conviction scorecard, GARCH volatility, and options setups for open positions.

    Link Schwab first. Then use the controls below to turn live orders on or off and pause trading when you need to.

    Schwab link — account + market data
    Live orders — off until you enable them

    Live order controls

    Nothing sends to your broker until Schwab is linked and you turn live orders on below. Each trade still needs your approval.

    Live order toggles appear here when account controls are available.

    Connect Schwab

    Step-by-step setup: link your account, link market data, then run a quick test.
    Sign-in troubleshooting

    Use this to verify Supabase wiring and live session auth before running protected APIs.

    Loading auth state…

    1. 1Connect accountpending
    2. 2Connect market datapending
    3. 3Verify tokenspending
    4. 4Test scanpending
    5. 5Paper orderpending

    Pick up where you left off

    Loading status…

    Or connect each step directly

    Schwab requires two separate approvals — link each one explicitly.

    Need help?

    Why there are two connect steps

    Schwab uses one approval for your brokerage account and another for market data. This setup flow walks you through both in order.

    Before you start

    • No password login is required first; the app asks for email verification only when needed.
    • Allow pop-ups/redirects for Schwab approval.
    • Use the Schwab login tied to this account.

    If a step fails

    • Refresh the page, then retry only that step.
    • Confirm both account and market approvals completed.
    • Copy the error banner text if you need support.

    Click Connect Schwab to continue setup.

    Risk presets

    Pick how aggressive the scanner and position limits should be. Standard view uses plain English; Expert shows raw values.
    Tooltip keeps the table compact. Inline shows the reason in every score cell.
    Reopen this website walkthrough anytime.
    Settings logic guide what each control changes
    • Onboarding: connect account (orders) and market data (quotes), verify tokens, then test with a scan or paper order before going live.
    • Presets: profile picks a fixed risk template; apply shows a before/after preview, then persists it. Mode toggles plain vs raw values; rank explain sets tooltip vs inline rationale.
    • Guardrails (enforced per preset): position cap $300/$500/$900 and daily trade cap 3/5/8 for conservative/balanced/aggressive. Conservative runs hard quality gates and blocks event risk; aggressive shadows event and execution checks instead of blocking.
    • Screener thesis: trend-continuation breakouts (uptrend + volatility pattern), fast first-pass filter, deeper follow-up analysis, market regime checks, and visible near-misses with reasons.
    • Live trading: enabling requires risk acknowledgment plus typing ENABLE; pause blocks new approvals; 2FA protects sensitive actions; automation stays off until you opt in.

    Full risk and legal context: legal & risk disclosures. Connection help: Schwab connect guide.

    Loading preset…

    System · Can I trade?

    Checking health…

    System status: awaiting first health check…

    Auth — broker connection
    Quotes — market data probe
    Validation — promotion gates
    Loading Checking system health. Auth, quote, API, and validation probes are loading.

    System status: running first health check…

    Sign-in Unknown Broker connection not checked yet. Checking connection…
    Quotes Unknown Live market-data probe not run yet. Checking quote health…
    Request errors — Waiting for metrics…
    Validation Unknown Waiting for validation check…
    Decide · promotion & signal edge PF floors · fidelity · strategy compare

    Decision Dashboard

    Reliability + strategy quality + promotion readiness
    Loading Loading decision summary. Fetching signal-edge gates and promotion readiness.
    Reliability Unknown
    Promotion Unknown

    Signal edge evidence

    Loading PF gates and promotion thresholds…

    Validation: —

    Reliability check: —

    Data quality: —

    Signal edge: —

    Last scan: —

    Signals: —

    Dominant strategy: —

    Latest promotion: —

    Entry constraint: —

    Rank-filter shadow: —

    Entry-timing experiment: —

    Strategy test: —

    Best lift: —

    Test summary: —

    Top strategy variants
    • No strategy comparison yet.
    Loading decision summary…
    Status: idle No cycle run yet.
    Advanced · raw system status tokens, last scan, quotes, validation steps
    Clear Status details not loaded. Refresh status to inspect tokens, quotes, validation, and pending trades.
    Market Token —
    Account Token —
    Token Refresh — no token age recorded yet
    Last Scan —
    Pending Trades —
    Quote Health —
    API Error Rate —
    Validation Health — awaiting validation artifact Progress: —
    Recent validation steps
    • No validation steps yet.

    Portfolio triage

    Positions · Risk (correlation) · Book — Research home.
    Clear Portfolio not loaded. Open Portfolio to load positions, exposure, and risk analytics.
    Source
    Symbol Qty Last Market Value Weight % Day P/L P/L %
    Open Portfolio screen or click Refresh.

    Performance

    Backtest vs Shadow/Paper vs Live are separated.
    No performance snapshot loaded yet. Click Refresh Performance.
    Market context Regime, portfolio risk, blotter — with provenance on every lane
    Clear Market context not loaded. Open Market context to load regime, portfolio, opportunities, and blotter.

    Market Regime

    Portfolio Risk + Exposure

    Ranked Opportunities

    Execution Blotter

    Run a historical backtest

    Clear No backtest run selected. Choose a universe and date range before queueing a run.

    Replays the uptrend + volatility pattern rules on past prices using your saved scanner settings — no live trades. Use the form for precise control or chat to describe a run in plain language.

    Presets
    Watchlist uses symbols from your saved settings.
    Advanced — costs & rule overrides

    Your last backtest choices are saved in this browser so you do not have to re-enter them.

    Choose dates, then queue a run.

    Full result JSON 
    No run yet.

    Recent runs

      Calibration & plugin quality Self-study, shadow scoreboard, trade review loop

      Calibration and learning

      Self-study and hypothesis ledger summaries (when available) —
      Scroll here or refresh to load calibration data.

      Shadow workbench

      Each guardrail shows last-scan would-haves, evidence sessions, and offline backtest when available
      Clear No shadow scoreboard loaded. Run or refresh after a scan to review would-have plugin actions.
      Scroll here or refresh to load trial-run counters.

      Trade review loop

      Weekly false-positive diagnostics, tuning proposals, and recent decision packets
      Clear No trade-review report loaded. Refresh to load false-positive diagnostics and decision packets.
      Scroll here or refresh to load the trade-review report.

      Institutional Dossier

      Primary output: decision-ready markdown/PDF dossier with evidence trail
      Clear No dossier generated. Enter a ticker to produce narrative, appendix, and exports.
      Enter a ticker to check dossier data-source readiness.
      Generate a dossier to enable export preview.
      Presets configure Run Report (advanced). Use Generate Dossier for the full institutional package.
      Advanced report controls debug + custom section overrides
      Status: idle

      Generate Dossier builds the full institutional package (technical, valuation, SEC narrative, Finnhub catalysts, portfolio context) for export. Run Report below is the interactive IC view — presets and section overrides apply only there.

      No report run yet. Enter a ticker and run report.
      No report run yet.

      SEC Filing Compare

      Filing-language diff for thesis validation — guidance tone, risk deltas, and evidence snippets
      Clear No filing compare run. Choose mode and tickers to inspect language drift.
      “One company over time” compares current filing language to prior periods to spot changes in tone and risk.
      Profile source: auto-detect
      No SEC compare run yet. Pick mode and tickers to start.
      Headline verdict appears here after you run compare.
      What changed and why it matters will appear here.
      Side-by-side filing evidence cards will appear here.
      Derived integrity metrics modeled from compare deltas — not audited KPIs
      PM support context and metric deltas appear here.

      The Say-Do Timeline

      Window: Last 8Q
      Run SEC compare to generate management guidance vs realized KPI checkpoints.

      The Integrity Scorecard

      Integrity pillar scoring will appear here.

      Dilution & SBC Heatmap

      Dilution pressure and price/earnings performance correlation will appear here.

      Ruthless Mode Red Flags

      Enable Ruthless Mode to surface filing anomalies and governance alerts.
      Profile override settings optional manual profile controls
      Profile override history latest 5 changes
      • No override history yet.

      Ticker intel

      Confirm Live Trade

      Type the ticker and confirm risk to enable live submit.

      This sends a live market order through Schwab. You alone decide whether the order is suitable; nothing here is personalized investment advice.

      Add to approval queue

      Sends this setup to Pending approvals on Today. Nothing goes live until you review and approve.

      You can edit quantity and note here. Approve later from the pending queue.

      Website feature guide

      Four workspaces: Today (scan → stage → approve), Research (validate ideas), System (health + calibration), and Settings (connectivity + guardrails).

      For full per-setting behavior, open Settings -> Full settings logic guide.