This platform sits in a gap between two categories of tools most investors use: brokerage-provided research (Schwab, Fidelity, Robinhood) and general-purpose AI assistants (ChatGPT, Claude). Neither was designed to do what this does.
Schwab Analyst Ratings, Fidelity Research, Robinhood Snacks — these give you pre-packaged research written for a mass audience. They’re useful for basic due diligence but share the same structural limitations:
| Capability | Retail Platforms | This Platform |
|---|---|---|
| Earnings Analysis | Beat/miss headline, maybe a summary paragraph | Structured extraction of every metric, margins, guidance, management tone, themes — compared quarter-over-quarter automatically |
| Investment Thesis | Third-party analyst reports (if available) | Auto-generated theses with conviction scoring, delta tracking, consistency checks — plus ingestion of your own thesis notes and external documents, with bias flagging |
| Scoring | Star ratings or buy/hold/sell from a single analyst | Multi-dimensional composite (Fundamental, Thematic, Valuation, Catalyst) with transparent formulas and configurable weights |
| AI Exposure | Not tracked | Five-dimension AI Resilience framework scored per company, with infrastructure reinterpretation and calibration anchors |
| Ownership Intelligence | Top holders list (delayed) | SEC Form 4 insider transactions with relative scoring (% of holdings, baseline context). WhaleWisdom 13F institutional tracking with accumulation/distribution signals, HHI concentration, holder trend sparklines. |
| Signals | Basic price alerts | Estimate revisions, PE momentum (velocity + acceleration), theme lifecycle tracking, peer rank drift, thesis consistency, insider activity, institutional momentum, price path flags, valuation drift |
| Filing Intelligence | Links to SEC filings | 10-Q/10-K MD&A extraction with XBRL + LLM fallback, risk factor delta analysis (new/changed risks only), 8-K same-day press release parsing |
| Automation | None — you check manually | Full autopilot: pre-market recaps, post-market recaps, earnings processing, signal alerts, weekly outlook — 20+ scheduled daily tasks |
| Peer Context | Side-by-side comparison tables | Percentile rankings across 5 dimensions within custom peer groups, with composite scoring and rank drift alerts |
You can ask Claude or ChatGPT to analyze a stock. You’ll get a thoughtful response. But that response has no memory, no data pipeline, and no way to track whether its analysis was right. Here’s the structural difference:
| Capability | General-Purpose AI | This Platform |
|---|---|---|
| Data Freshness | Training cutoff + whatever you paste in | Live pipeline ingesting FMP, SEC EDGAR (XBRL, Form 4, 8-K, 10-Q/10-K), FRED, WhaleWisdom 13F, CarbonArc alt data, Reddit sentiment, newsletters — refreshed on schedule |
| Persistence | Ephemeral — each conversation starts blank | Persistent signal store with TTL-based expiration, historical snapshots (PE, estimates, conviction, target accuracy), version-tracked theses |
| Scoring Discipline | Subjective, varies by prompt | Deterministic formulas with calibration anchors, soft caps, cross-signal penalties, and sector-aware thresholds |
| LLM Calibration | Uncalibrated — scores drift across sessions | Reference anchors (PLTR, ORCL, CEG, etc.) provided in every scoring prompt to ground output. 92-point soft cap requires cited vulnerabilities. |
| Consistency Checks | None — it will confidently contradict itself | Thesis consistency engine that flags when conviction contradicts estimates, ratings, price action, peer rank, or ownership signals |
| Longitudinal Tracking | Cannot track changes over time | Theme momentum lifecycle (new → accelerating → stable → decaying), estimate revision velocity, conviction history sparklines, target accuracy over time |
| Portfolio Awareness | Doesn’t know your holdings | Portfolio and watchlist distinction flows through every view: scoring, peer rankings, previews, rebalancing, alerts. Inception position tracking, transaction reconciliation, Jefferies brokerage integration. |
| Automation | You drive every interaction | Background scheduler runs 20+ daily tasks: signal refreshes, earnings processing, insider activity, price path analysis, recap generation, alert checks |
This platform uses LLMs as a component inside a structured pipeline — not as the interface itself. Claude scores AI resilience, extracts transcript data, generates theses, analyzes 10-Q/10-K filings, and writes recaps. But every LLM output flows through deterministic scoring formulas, consistency checks, and calibration constraints before it reaches you. The result is AI-assisted analysis with guardrails, not AI-generated opinions.
The system doesn’t just generate its own theses — it ingests yours. You can attach thesis notes, external research documents, and personal conviction rationale to any company. The pipeline then treats your input as a first-class signal: it incorporates your reasoning into thesis generation, but simultaneously flags potential biases by cross-referencing your narrative against quantitative signals (estimate revisions, peer rankings, price action, financial health trends, insider activity, institutional flows). If you’re bullish on a name where the data is deteriorating, the system will surface that tension explicitly rather than silently agreeing with you.
When user-supplied thesis notes are present, the system runs a structured check across several dimensions:
| Check | What It Flags |
|---|---|
| Conviction vs. Estimates | High user conviction but consensus estimates are falling — are you seeing something analysts aren’t, or anchoring to a stale view? |
| Conviction vs. Price Action | Bullish thesis but price is below your own bear case target — the market is pricing in something you may be dismissing |
| Conviction vs. Peer Rank | High conviction on a name ranking in the bottom quartile of its peer group across multiple dimensions |
| Narrative vs. Financial Trends | Growth thesis but margins contracting, FCF declining, or leverage increasing over the trailing 4 quarters |
| Conviction vs. Ownership | Bullish thesis but institutional holders are distributing and/or insiders are selling at elevated levels relative to historical baseline |
| Confirmation Bias | User notes emphasize the same bullish themes already captured by the system — flags absence of bear-case consideration |
The goal isn’t to override your judgment. It’s to ensure that when you hold a strong view, you’re doing so with full awareness of what the data says — not in spite of it accidentally.
Once deployed, the platform operates on a daily schedule without manual intervention:
| Time (ET) | Task | What It Does |
|---|---|---|
| 2:00 AM | Overnight Gapfill | Fill missing summaries and theses for tickers that lack them |
| 3:00 AM | Signal Validation | Validate signal accuracy; compute calibration factors (Sunday) |
| 4:00 AM | Decision Mature | Mature decision scorecards |
| 5:45 AM | Staleness Audit | Check data freshness across all tables, email if stale |
| 6:00 AM | Catalyst Refresh | Refresh all catalyst data (earnings calendar, conferences, macro events) |
| 6:15 AM | Insider Refresh | SEC Form 4 parsing + insider signal computation |
| 7:00 AM | Morning Alerts | Scan all signals for threshold breaches, generate alert digest |
| 8:30 AM | Market Health | FRED/FMP macro snapshot (VIX, DXY, treasury rates, sector performance) |
| 8:35 AM | Price Path | Index technicals (SPY/QQQ/SMH/IGV) + company price path flags |
| 8:40 AM | Pre-Market Recap | LLM-generated briefing: overnight movers, key levels, day’s earnings calendar |
| 9:00 AM | Early Scan (AM) | Quick-process any earnings reported pre-market |
| 9:10 AM | Macro Narrative | Tiered: Mon=Week Ahead, Tue/Wed/Fri=update, Thu=Week in Review |
| 4:30 PM | Post-Market Recap | End-of-day briefing with session performance (FMP batch-quote), after-hours earnings |
| 5:30 PM | News Summary | Daily news digest email |
| 7:00 PM | Evening Alerts | Second alert pass after full day’s data settles |
| 8:00 PM | Score Changes | Daily conviction score deltas |
| 10:00 PM | Earnings Autopilot | Full pipeline: prep upcoming (7-day lookahead), process reported, refresh scores |
| Time (ET) | Task | What It Does |
|---|---|---|
| 6:00 AM | Buy Radar | Compute watchlist recommendations |
| 5:00 PM | Full Refresh | Complete chain: prices → PE → technicals → financial health → theme momentum → signals → revision acceleration → AI scores → conviction → contrarian → bias check |
| Time (ET) | Task | What It Does |
|---|---|---|
| 4:30 PM | Perf Narrative | AI-generated portfolio performance narrative |
| 5:00 PM | Newsletter Digest | The Information intelligence summary (multi-story extraction) |
| 5:30 PM | Sector Insights | Weekly sector analysis + email |
| Time (ET) | Task | What It Does |
|---|---|---|
| 3:30 AM | Thesis Accuracy | Thesis accuracy dimension analysis |
| 4:30 AM | Valuation History | Monthly valuation history snapshot (1st Sunday only) |
| 4:45 AM | Divergence | Consensus divergence computation |
| 4:50 AM | Snapshots | TAM estimates, conviction snapshot, target accuracy snapshot |
| 5:00 AM | Backtests | All backtests + summary + model proposals |
| 5:15 AM | Theme Curation | Emerging theme detection (bi-weekly) |
| 5:30 AM | 10-Q/10-K Filings | Process all pending quarterly/annual filings |
| 2:00 PM | Ticker Discovery | Discovery scan for new coverage candidates |
| 6:00 PM | Weekly Outlook | Week-ahead briefing with earnings calendar, macro events, thesis updates due |
| 7:00 PM | Conviction Report | Weekly conviction report email |
| Source | What It Provides | Refresh |
|---|---|---|
| FMP | Transcripts, analyst ratings/estimates, price history, batch quotes, treasury rates, VIX/DXY, company profiles, key metrics | Daily + on-demand |
| SEC EDGAR (XBRL) | Quarterly financial statements (revenue, margins, balance sheet) | Weekly |
| SEC EDGAR (8-K) | Same-day earnings press releases, parsed by Claude | Daily (earnings days) |
| SEC EDGAR (Form 4) | Insider transactions (open-market purchases/sales, % of holdings) | Daily 6:15 AM |
| SEC EDGAR (10-Q/10-K) | MD&A themes, risk factor deltas (XBRL extraction + Claude Haiku fallback) | Sunday 5:30 AM |
| WhaleWisdom | 13F institutional holdings (top 50 holders per ticker per quarter, HMAC-SHA1 auth) | Quarterly |
| FRED | Macro economic indicators (interest rates, CPI, unemployment, GDP) | Daily 8:30 AM |
| CarbonArc | Alternative data (web traffic, app usage, hiring, credit card spend) for covered entities | On-demand |
| Retail sentiment on covered tickers, Claude-scored for signal | Weekly | |
| Newsletters | Multi-story extraction with per-story ticker attribution and theme distillation | Friday 5:00 PM |
| Anthropic Claude | Transcript analysis, thesis generation, scoring, recap writing, 8-K parsing, 10-Q/10-K analysis, AI resilience scoring | Throughout |