Dashboard
Daily snapshot across portfolio, watchers and macro news.
Equity Scanner
News briefing
Asset Management
Quantitative paper portfolio on S&P 500 & Nasdaq. Four pillars, signals, exits, NAV.
NAV vs S&P 500 (rebased)
Risk-adjusted metrics
Positions
Opportunities
Recent signals (last 7d)
Trade log
Equity Scanner
Under-the-radar tickers from a curated X-watcher network.
Smart-money flow
ETF inflows, sector momentum, and fund accumulation across the US and European universes. Daily narrative from the Flow analyst.
Flow analyst
Sector rotation
The 11 GICS sectors (SPDR ETFs), each rebased to 100 at the window start — diverging lines reveal money rotating between sectors. Click a sector in the legend to toggle it.
Top flow signals
Value-chain plays
Tickers price-correlated to today's hot themes without being part of them — potential ecosystem / value-chain plays.
Watchlist
Strong flow / ecosystem signal, fundamentals below the trade threshold — recorded for observation, not held.
News feed
Curated market, macro and geopolitics headlines from tier-1 sources. Refreshes twice daily.
Select an article from the list to read it here.
Macro overview
Cross-asset prices over 1M / 3M / 6M. Refreshed hourly during market hours.
Argus Credit
Senior-credit-desk earnings analysis — would a lender sleep better or worse this quarter. S&P 100 corporates + the 8 major deposit banks.
World Cup 2026
Argus Sport model: match recommendations, accuracy, and formation history.