Results for “investing”

Organize tickers into named investment themes with AI-generated summaries and news keyword monitoring.

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

Analyze investment portfolios by fetching real-time holdings via Alpaca MCP Server, then assess asset allocation, diversification, risk metrics, and generate rebalancing recommendations.

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Designs and backtests systematic trading strategies using technical indicators, fundamental analysis, and statistical models, with clear entry/exit rules, risk controls, and documentation.

Detects and ranks trending market themes by analyzing cross-sector momentum, volume, and breadth signals with lifecycle maturity assessment.