AI paused
$180,000 USD +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 USD
≈ NT$0
+$0 +0.00%
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Equity Value
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Cash
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Positions
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Day Change

Portfolio Performance

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Holdings

Ticker Price Today 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

Command Center

jvk_main · live

Net AUM — Latest snapshot
MTD return — vs month start
YTD return — vs Jan 1
Decisions · MTD — grades pending
Open concerns — unresolved
Risk posture — latest

Agent operating status

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Intelligence feed

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Today

Latest briefing & signals

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Where do I type in the Google Sheet?

Quick map of which tab feeds which surface

Tap to expand

Dashboard tab

Live positions, cash, USD/TWD. Pulled every 5 min by sheet-sync into positions_snapshots.

Past Total tab

Daily totals in NTD plus TW/US benchmark indices. Drives the Fund Pulse MTD / YTD numbers.

Decisions tab Prefer in-app

Use the New Decision form on the right — it writes to Postgres and mirrors a row here. Edit-in-Sheet stays supported and is pulled back on every sync.

Notes tab Prefer in-app

The New Note form below is what investors see in their portal. Sheet typing still works for off-line entries.

Recent round-trips:
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Decision Log

Every entry recorded across funds · live from Postgres

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Daily Briefing

Today's regime read · macro · positions · agentic output

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📊 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

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
🧪Testing
💾Memory
🔲Substrates
→
DATA CENTER
🌐Networking
⚡Power/Cooling
🖥️AI Servers
→
SOFTWARE
☁️Cloud
🤖AI Models
📱Apps
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Market Compare

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

God's Eye

Global Macro Intelligence | Money Flows | Event Impact
Auto
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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
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Kalshi · open interest / volume
—
SEC Form 4 · recent filings
—
Optional · FMP insider (if key)
No FMP_API_KEY
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Price Alerts (Telegram)

Telegram Connection
Alert Engine
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Check every sec, cooldown min
Add Alert Rule
Active Rules
No rules configured
Recent Alerts
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⚙ Manage Strategies

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

📅 Scheduler Status

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📜 Recent Runs

No runs yet

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

📊 Investment Committee Dashboard

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📋 Research Watchlist

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

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Preview

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🧠 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
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Finding Companies
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Generating Memos
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📜 Past Thesis Research

Click any entry to view full details

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📋 Decision Memos

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