Results for “investment-analysis”

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.

Analyzes global market conditions across US, European, and Asian indices, forex, commodities, and economic indicators to produce structured market reports with risk sentiment assessment.

Analyzes earnings-season implied volatility: historical IV crush, implied move forecast, IV Rank strategy tag, and a priced Iron Condor quote ready to trade.

Produces structured US equity research and trading support: company snapshots, earnings analysis, valuation scenarios, catalysts, risks, and action plans with falsifiable claims.

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

Synthesize market breadth, regime, and flow signals into a unified capital commitment recommendation with exposure ceiling, bias, and action guidance.

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

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

Synthesizes outputs from 8 upstream market analysis skills into a unified conviction score (0-100), pattern classification, and allocation recommendation for Druckenmiller-style portfolio positioning.