AI Research Terminal for Serious Investors
AI agents that research, discover, verify, and monitor — so every position in your book is backed by structured process, not gut feeling.
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Your AI Research Team
Runs multi-phase research on any ticker. Extracts hidden angles from earnings transcripts, maps supply chains, runs peer comparisons, framework analysis, and generates price targets — grounded in verified data, not summaries.
Discovers new ideas across your investment themes. Screens catalysts, ranks the MACK 50 watchlist, and scores candidates on earnings, momentum, quality, valuation, and technicals — so you never miss a setup.
Your full research pipeline: aggregate candidates → enrich with MackScore → AI scoring → verification against real data → deep research with 40+ web queries → portfolio synthesis with risk limits.
Chat with your portfolio in natural language. Compare tickers, run pre-trade checks, surface alpha events, trace macro cascades, and get daily AI briefs — all contextual to your positions and theses.
Build structured position theses with entry triggers, exit conditions, kill switches, and real-time health scoring. Alpha cards track every idea with direction, confidence, mechanism, catalyst, and disconfirmers.
Grade every trade. Confidence calibration shows if your high-conviction calls actually win more. Rule violation tracking computes win rates when you break your own rules. No hiding from your process.
What’s Inside
Workflow
Log positions, create alpha cards with direction, confidence, catalyst, and mechanism. Define what would invalidate you.
AI runs deep research, extracts hidden angles from earnings, maps supply chains, discovers new ideas across your themes.
Health scores, confidence calibration, rule tracking, and pre-trade checklists — your process, enforced by the system.
Join a small group of investors replacing noise with process.
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