Results for “trade-review”

Monitor dividend portfolios for risk triggers and route anomalies into a human review queue without auto-selling.

Collects market data from Yahoo Finance and Exa, calculates technical indicators, scans watchlists, and generates market analysis reports to identify trading opportunities.

Screens recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position) and assigns A/B/C/D grades to identify momentum trade candidates.

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.