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AI Agent
AI agents help with quick research when you ask. They can summarize company reports, compare a stock to its peers, show upcoming events like earnings, and point out which stocks in a basket are doing well or poorly. They never place trades you see the insights and decide what to do.
Baskets Page – Agents at Work
Capital Rebalancer
Where capital flows, performance follows.
- Reads historical P&L, trade performance, correlations, and macro context.
- Decides how to shift money between baskets—not just enforcing caps.
- Always seeks the optimal mix for current market conditions
Example:
Shift $3,000 from ETFs to Cybersecurity — 30-day Sharpe +35%, high
catalyst density next 2 weeks
100% transparent order logs.
Market Regime Detector
Catch the climate before the storm.
- Scans macro and sector data, indexes, volatility, and sentiment (optional news feeds).
- Flags tactical overweights/underweights across sectors.
- Helps desks tilt allocations in sync with the market regime
Example:
Risk-on: overweight semiconductors +5% short term;
underweight utilities -3%.
Basket Detail Page – Inside Each Basket
Intra-Basket Allocator
Winners deserve more weight.
- Reads trade history, stock-level profits, momentum, and correlation.
- Shifts capital between names inside a basket.
- Rewards high performers, trims laggards.
Example:
Increase CRWD by $1,500 — 30-day win rate 78%, low drawdown;
Decrease ZS by $1,200 — earnings risk, underperforming peers.
Earnings & Catalyst Calendar Builder
No surprise events.
- Finds upcoming earnings and catalysts via APIs and online sources.
- Stores events in your system for risk modules and planning.
- Ensures every position is mapped to its binary risks.
Example:
Found DDOG earnings on Aug 20; saved to
DB for earnings-risk module.
Equity Detail Page – Deep Stock Intel
SEC Filing & KPI Analyzer
Numbers, parsed and compared.
- Reads latest 10-Q/10-K or earnings releases.
- Extracts key metrics, compares with prior filings.
- Flags material changes for keep/hold/trim decisions.
Example:
YoY revenue +32%, guidance raised, margins
improved — maintain position
Peer & Valuation Analyzer
See your stock in context.
- Gathers peer valuations and multiples from online sources.
- Compares growth vs price to spot over/undervaluation.
- Surfaces insights to guide adds, trims, or holds
Example:
EV/Sales 12x vs peer median 8x; growth premium
justifies up to 10x — slightly overvalued.
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