AI Research Terminal for Serious Investors

Stop reacting.
Start building conviction.

A team of specialized AI agents that research, discover, verify, and monitor your portfolio 24/7 — so every position is backed by structured process, not gut feeling.

See what’s inside ↓

Invite only

AGENTS · LIVE

> _

Meet your AI research team

Specialized agents.
Every angle covered.

Mack Analyst

DEEP RESEARCH

Senior Equity Analyst

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.

Mack Scout

IDEAS

Discovery Agent

Hunts new ideas across your investment themes. Screens catalysts, ranks the MACK 50 watchlist, scores candidates on earnings, momentum, quality, valuation, and technicals — so you never miss a setup.

Mack Pipeline

AUTONOMOUS

Research Orchestrator

Coordinates the other agents end-to-end. Aggregates candidates, scores them, verifies against real data, runs deep web research, then synthesizes a portfolio recommendation with risk limits — all without your input.

Ask Mack

CONVERSATIONAL

Portfolio Copilot

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.

Mack Thesis

MONITORING

Conviction Manager

Watches every position 24/7. Tracks thesis health, fires disconfirmer alerts, monitors exit triggers and kill switches. Tells you the moment a position breaks — before you'd notice yourself.

Mack Scorecard

ACCOUNTABILITY

Performance Coach

Grades 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.

Autonomous by default

Your team works while you don’t.

Set your theses. Your agents handle the rest — research, monitoring, alerts, accountability.

While you sleep→Monitors every earnings call your portfolio touches

Every minute→Scans news 24/7, fires alerts when disconfirmers hit

Every day→Re-ranks your watchlist on technicals, momentum, and catalysts

On every trade→Calibrates your confidence and tracks rule violations

When macro shifts→Re-evaluates every position thesis automatically

Before headlines hit→Detects supply chain disruptions and customer signals

What’s Inside

Not a dashboard. A research system.

Hidden angle extraction from earnings calls

Supply chain mapping & disruption alerts

5-phase AI research pipeline

Confidence calibration analytics

Macro thesis → position cascade tracking

MACK 50 composite ranking system

Pre-trade checklists & rule enforcement

Insider activity monitoring

Peer comparison & relative valuation

Theme momentum quadrants (RRG)

AI daily brief with portfolio context

Decision journaling & post-mortems

Portfolio beta & concentration metrics

Alpha event timeline & catalyst tracking

Framework analysis (variant perception, risk-reward)

Intel extraction from any source (tweets, articles, transcripts)

Workflow

From thesis to decision

Build your thesis

Log positions, create alpha cards with direction, confidence, catalyst, and mechanism. Define what would invalidate you.

Let Mack research

AI runs deep research, extracts hidden angles from earnings, maps supply chains, discovers new ideas across your themes.

Decide with clarity

Health scores, confidence calibration, rule tracking, and pre-trade checklists — your process, enforced by the system.

Built for investors who

✓Run concentrated portfolios of 5–25 names

✓Want AI that does real research, not generates summaries

✓Believe process compounds, not just returns

✓Need a system for conviction — not another screener

Ready to invest with conviction?

Join a small group of investors replacing noise with process.