Portfolio YTD
—
vs SPY
Earnings Season
—
reported
Estimate Momentum
—
last 30 days
Rating Momentum
—
last 30 days
Median Fwd P/E
—
portfolio
Active Alerts
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All
Portfolio
Watchlist
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Avg EPS Surprise
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Avg Rev Surprise
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Beat Rate (EPS)
—
Beat Rate (Rev)
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Median Fwd P/E
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Coverage
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All
Portfolio
Watchlist
Results
Forward Estimates
Surprises
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EPS Surprise
Revenue Surprise
Top Mover (YTD)
—
Avg Estimate Rev (30d)
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Net Upgrades (90d)
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Bullish / Bearish
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Momentum Dashboard
Portfolio
Watchlist
All
Price Momentum
Estimate Revisions (30d)
Rating Momentum
Theme Momentum
Median Trailing P/E
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Median Forward P/E
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Most Expensive
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Most Compressed
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Median DCF Upside
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P/E Multiple Analysis ?Compares trailing P/E (GAAP reported earnings, 12-month lookback) and forward P/E (analyst consensus non-GAAP EPS estimates). Tracks expansion/contraction over time via daily PE snapshots. High P/E signals growth premium; low P/E may indicate value or declining expectations.
Portfolio
Watchlist
All
Trailing P/E Distribution
Sector Performance Summary
Holdings by Sector
All
Portfolio
Watchlist
Broad Sector
Click a slice to explore sub-sectors →
Sub-Sector
Click a slice to explore sub-sectors →
12-Month Sector Performance
All
Portfolio
Watchlist
Coverage Return vs Benchmark
12-Month Price Path by Sector (indexed, base = 100)
Coverage vs. ETF Benchmark
All
Portfolio
Watchlist
Avg EPS Surprise % by Sub-Sector
Avg Quality Score by Sub-Sector
Sub-Sector Summary Table
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Peer Group Intelligence
▶
Macro Themes
▶
Research Files
▶
Markets
1M
3M
6M
1Y
3Y
5Y
Major US Index ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Sector ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Crypto ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Commodities & Precious Metals
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
International ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
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Fund Performance
1M
3M
6M
YTD
1Y
All
Consolidated
WAF Trust
CAF Taxable
CAF IRA
Cumulative Return (indexed to 100)
— Fund (TWR)
— SPY
· · · Target (SPY+5%)
Open Positions
| Ticker | Shares | Price | Beta (3Y) | Beta (5Y) | Value | Weight | YTD | QTD | Cost Basis / sh | Unrealized | Since Open | Contribution | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Realized Gains / Losses
By Quarter
Lot Detail
| Quarter / Ticker | Shares | Cost / sh | Sell / sh | Gain / Loss | Return |
|---|---|---|---|---|---|
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Dividend Income
| Date | Ticker | Amount | Description |
|---|---|---|---|
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Option Income
| Date | Underlying | Option | Type | Premium |
|---|---|---|---|---|
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Capital Flows
Deposits and withdrawals — used to calculate HPR
Capital Flows
Deposits and withdrawals — used to calculate HPR
Technical Signals
All
Portfolio
Watchlist
Actionable
| Ticker | Price | Signal | RSI | SMA 50 | SMA 200 | MACD | BB | vs SMA50 | Updated |
|---|---|---|---|---|---|---|---|---|---|
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Upcoming Earnings
Company
Macro
All
Portfolio
Watchlist
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Portfolio X-Ray
AI Resilience Scorecard
All
Portfolio
Watchlist
Buy Radar ?Ranks watchlist tickers by composite buy score (0–100). Blends four sub-scores: Conviction (fundamental + thematic quality), Estimates (recent revision momentum), Rating (analyst upgrade/downgrade trend), and Valuation (relative cheapness vs peers and history). Recalculated on demand.
Watchlist & Portfolio Management
Add, remove, or toggle tickers between portfolio and watchlist.
Changes take effect immediately — the pipeline reads from the database at startup.
| Ticker | Name | Sector | Type | |
|---|---|---|---|---|
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Database Connection
Enter your Supabase credentials to connect the dashboard to your earnings database.
These are stored in your browser only.
Found in Supabase → Settings → API → Project URL
Found in Supabase → Settings → API → Project API Keys → anon public
Prompt Templates
Manage Claude prompt templates for each pipeline stage.
Every save becomes the active template — previous versions are preserved.
Analysis
News
Thesis
Required placeholders:
{eps_actual}
{eps_estimate}
{eps_surprise_pct}
{revenue_actual}
{transcript}
JSON fields must use
JSON fields must use
{{double braces}} to avoid being treated as placeholders.
Version History
Earnings Quality Score — Weights
Adjust how each factor contributes to the 0–100 score shown in tables and company pages.
Weights must sum to 100.
Pipeline Actions
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Trigger pipeline commands remotely. Server must be running:
python pipeline.py server
Pipeline Run Logs
Recent pipeline execution history. Auto-loads the last 50 runs.
| Mode | Started | Duration | Status | OK / Err | Errors |
|---|---|---|---|---|---|
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