$180,000 +0.0%
Ready
idle

Data Source

Parameters

US→TW lead
days
years
years
years
months
Strategy Selection

Uncheck to skip strategies.

Checks environment health.

years (5 recommended)
years
months
Strategy Selection (affects runtime)

Fewer strategies = faster. Optimizer blends pairs of selected strategies.

Build/update historical news-event library from GDELT.
Default: 3 years of history.

Build/update 2007+ macro library from FRED.
Updates VIX, rates, unemployment, etc.

Scan all bottlenecks for investment signals.
Identifies emerging constraints + toll-collector opportunities.

Bottleneck Definitions
AI Data Movement: Copper scaling limits → optical interconnect
Power & Cooling: GPU density → liquid cooling demand
Advanced Packaging: Moore's Law slowing → chiplets/CoWoS
Memory Wall (HBM): AI compute > memory bandwidth → HBM shortage
Compute Density: GPU/accelerator supply constraints
AI Regulation: Export controls, chip bans

View conviction memos and create new ones.

My Portfolio Google Sheet

Last update: -
$0.00
≈ NT$0
+0.00%
$0
Equity Value
$0
Cash
0
Positions
+0.0%
Day Change

Portfolio Performance

|

Holdings

Ticker 1d Since start Weight

Risk Dashboard

Current DD — Max DD — Volatility — Top-3 Conc. — Cash % —
Max Drawdown
—
Current: — · Longest underwater: —
Sharpe—
Sortino—
Calmar—
Vol (ann.)—

Underwater Curve drawdown over time

More metrics
VaR 95% (1d)
—
parametric / historical
CVaR 95% (1d)
—
avg of worst 5%
Beta vs SPY
—
ρ —
Beta vs TAIEX
—
ρ —
Worst Day
—
worst 5d: —
Worst Month
—
longest UW: —
Asset Mix
100% = total portfolio · Index / Stock / Cash sleeves
Market Weight
100% = equity only · TW vs US listings
Cash Split
100% = cash holdings · USD vs NTD (USD-equiv)
FX Exposure
100% = total portfolio · everything in USD-equiv
Sector Exposure
100% = equity only · sectors via yfinance, cached

Concentration HHI = Σwᵢ², Effective N = 1/HHI

Top 1—
Top 3—
Top 5—
HHI—
Effective N—
Positions-

Stress Tests applies bucket shocks to current weights

Historical Scenarios
ScenarioP&L%Post-shock
Parametric Shocks
📋Actions
📊Insights
📈Macro
📅Events

📊 Research OS Dashboard

💰 Research Portfolio Tracker

Loading...
$180,000
+0.00% ($0)
vs Main: --
$180,000
Cash
$0
Equity
0
Positions
-
Win Rate
-
Avg ρ
0
Stops Hit
Run a scan to start tracking

Holdings

No positions yet

📋 Recent Trades

No trades yet

🔬 Bottleneck Signals (sorted HIGH → LOW)

Run scan to see signals...

📝 Active Memos

No memos yet. Create one above.

📋 Research Watchlist

Run scan to populate...

📈 Strategy Tracker Dashboard

Sort:
Last run: Never
# Strategy Return Win % Max DD Chart

No active strategies

Click "Manage" to activate strategies for paper trading

📋 Recent Trades (All Strategies)

No trades yet

⚡ Intraday Lab

🔴 CLOSED
📡

Signal Scanner

MULTI-STRATEGY

Real-time market intelligence • Scans all signal types • Like ResearchOS for intraday

Scanner Portfolio
$100,000
+$0 (0.0%)
vs Main: --
Cash
$100,000
Positions
0/5
Win Rate
--
Total Trades
0
Max Drawdown
0.0%

📊 Scanner Positions

No active positions

📡 Live Signals

Scan for signals...

📋 Scanner Trades

No trades yet
AI STRATEGY TIERS

📊 Strategy Tiers (Capital Allocation)

0 strategies

🏆 Elite: Proven winners, 3x capital ($300K) • 🧪 Proving: New strategies ($100K), must survive 5 days • ☠️ Graveyard: Failed (DD>8%)

Run Intraday Factory to generate competing strategies...

Command Center

Total AUM
$180,000
+$0 (0.0%)
Alpha: +0.0%
Sharpe Ratio
--
Max Drawdown
0.0%
Win Rate
--
Active Strategies
0

🔗 THE VALUE CHAIN

Loading...
Open Full View →

📋 Decision Queue

No pending decisions

🏆 Tournament Status

Loading...

📊 Supply Chain Reality

No recent alerts. Run Supply Chain scan.
--

📊 The 12 Board KPIs

Net CAGR -- Target: >0%
Alpha vs QQQ -- Target: >0%
Sharpe -- Target: >0.5
Sortino -- Target: >0.5
Max Drawdown -- Limit: <25%
Worst Month -- Limit: <10%
CVaR 95% -- Limit: <5%
Turnover -- Limit: <300%
Cost Drag -- Limit: <50 bps
Top-3 Conc. -- Limit: <50%
Avg Corr. -- Limit: <0.7
OOS Stability -- Target: Stable

✅ Approved Memos

Loading approved memos...

📊 Investment Committee Dashboard

The 12 Board KPIs — Phase A Targets
📈 RETURNS & ALPHA
#1 Net CAGR
+0.0%
Target: >0% ✓
#2 Alpha vs Benchmark
+0.0%
Target: >0% ✓
#3 Sharpe Ratio
0.00
Target: >0.5 ✓
#4 Sortino Ratio
0.00
Target: >0.5 ✓
🛡️ RISK & DRAWDOWN
#5 Max Drawdown
-0.0%
Limit: <25% ✓
#6 Worst Month
-0.0%
Limit: <10% ✓
#7 CVaR (95%)
0.0%
Limit: <5% ✓
#8 Turnover
0%
Limit: <300% ✓
⚡ EFFICIENCY & STRUCTURE
#9 Cost Drag
0 bps
Limit: <50 bps ✓
#10 Top-3 Concentration
0%
Limit: <50% ✓
#11 Avg Correlation
0.00
Limit: <0.7 ✓
#12 OOS Stability
Testing
Target: Stable ⏳
✓ Returns Gate
✓ Risk Gate
✓ Efficiency Gate
⏳ Scaling Allowed

Output

🔗 THE VALUE CHAIN

AI/Semiconductor: Upstream → Downstream | Money Flow
⌕
Signal ⓘ
Strong Buy
Buy
Neutral
Sell
Composite Signal Formula
Price Momentum (20d) 40%
SMA Position (20 & 50 day) 30%
RSI (14-period) 30%
Revenue YoY Boost ±0.15 to ±0.3
≥ 0.5
≥ 0.2
-0.2 to 0.2
≤ -0.2
≤ -0.5
EARTH
⛏Mining
🧪Chemicals
📈Wafers
→
UPSTREAM
🔧EDA Tools
📜IP Cores
⚙️Fab Equipment
→
DESIGN
🎨Chip Design
→
MANUFACTURING
🏭Foundry
📦Packaging
💾Memory
🔲Substrates
→
DATA CENTER
🌐Networking
⚡Power/Cooling
🖥️AI Servers
→
SOFTWARE
☁️Cloud
🤖AI Models
📱Apps
Loading...

Market Compare

Multi-asset normalized comparison | Geopolitical event overlay
⌕
Loading price data...
⚖
Add tickers to compare
Search for stocks, ETFs, indices, commodities, or crypto above

God's Eye

Global Macro Intelligence | Money Flows | Event Impact
Auto
LOADING...
Event Intelligence
All Geopolitical Macro Central Bank Corporate
Scanning global events...
Fetching global markets...
Money Flow Radar
Analyzing flows...
Cross-Asset Correlations (30D)
Computing correlations...
US Treasury Yield Curve
Flow Intelligence

Polymarket tape · Kalshi volume radar · SEC Form 4 atom ($0). Flags = size vs peers, not legal insider claims.

Alerts & large prints
Loading flow…
Kalshi · open interest / volume
—
SEC Form 4 · recent filings
—
Optional · FMP insider (if key)
No FMP_API_KEY
--
Loading...

Price Alerts (Telegram)

Telegram Connection
Alert Engine
--
Check every sec, cooldown min
Add Alert Rule
Active Rules
No rules configured
Recent Alerts
No alerts fired yet

⚙ Manage Strategies

Select strategies to track with $180k paper portfolios (matched to main portfolio). Each strategy runs independently.

📅 Scheduler Status

Loading...

📜 Recent Runs

No runs yet

💡 Tip: To run scheduler automatically in the background, use the terminal:
python scheduler.py start

📊 Investment Committee Dashboard

Loading KPI data...

📋 Research Watchlist

0Total Tickers
0From Scans
0From Memos
Ticker Bottleneck(s) Source Added
Loading...

Loading...

Loading content...

📊 Investor Reports

Download and preview generated investor reports. Reports include:

  • 📱 Mobile Card - High-res PNG for LINE (Traditional Chinese)
  • 📄 PDF Report - Bilingual PDF for email (EN + 繁體中文)
  • 💬 LINE Message - Copy-paste message template

Loading reports...

Preview

Loading...

🧠 Thesis Research Engine

Enter any investment thesis, news, or observation. The AI will:

  1. Parse and identify butterfly effects
  2. Find affected companies across markets
  3. Generate draft memos for top candidates
Parsing Thesis
→
Finding Companies
→
Generating Memos
Starting...

📜 Past Thesis Research

Click any entry to view full details

Loading history...

📋 Decision Memos

Loading memos...