Operations

Research

Diagnostics

Settings

Operations

Run a scan, review candidates, and push only high-conviction setups into approvals.

Run a scan Review pending Press Ctrl/Cmd + 1..4 to switch tabs.
Next Action

Ready. Run Scan to load candidates.

Operations

Scan -> review -> approve

Keep daily execution focused: one scan cycle, fast candidate review, then explicit approval decisions.

Run scan Review pending

Operations workflow

Scan -> evaluate -> stage -> approve.

Lane 1 Scan + shortlist

Scan results

No scan run yet.
Balanced: score >= 50, volume ratio >= 1.1. Strict raises thresholds. Top Strategy: --
Diagnostics and funnel why symbols were filtered out

Top Blockers low priority context

    Pass Funnel each bar is the PASS count at that stage · hover for details

    Advanced scan options optional JSON overrides

    Default scan universe is SP1500. Use strategy_overrides for runtime knobs, or set universe_mode to tickers with explicit tickers to override SP1500.

    Qualified breakouts

    No scan yet.
    good caution blocked info
    Ticker Status Days Flagged Strategy Price Score P(up 10d) Confidence Conviction Sector Actions
    Run a scan to load candidates.
    Near-miss breakouts (0)

    Candidates that did not pass current mode thresholds. Top 10 shown with failure reasons.

    Ticker Status Days Flagged Strategy Price Score P(up 10d) Confidence Conviction Sector Actions
    Near-miss candidates will appear after scan.
    Lane 3 Queue + approve

    Pending approvals

    Review and decide queued orders.
    Stage a trade manually optional quantity; otherwise uses your position-size preset
    No trades yet. Stage trades from Scan results.

    Sector Performance

    21-day relative performance vs SPY

    Research

    Validate before size

    Quick-check ideas, run scenario tests, and complete deep diligence before committing risk.

    Quick check Backtest Full report

    Scenario testing

    Backtest assumptions and capture reasoning in chat.

    Run backtest

    Quick ticker check

    Fast symbol health check.

    Enter a ticker and click Check.

    Research toolkit

    Advanced tools when quick check or backtest needs deeper follow-up.

    Backtest

    Historical replay—no live orders.

    Go

    Full report

    Deep dive with optional raw JSON.

    Go

    SEC compare

    Filings contrast and narrative.

    Go
    Secondary tools decision and recovery helpers
    Recovery mapper

    Settings

    Configure connectivity and controls

    Manage onboarding, profile presets, live-trading guardrails, 2FA, and billing in one place.

    Connections Trading controls

    Connect Schwab

    Use one guided flow to connect and verify your account.
    1. 1Connect accountpending
    2. 2Connect market datapending
    3. 3Verify tokenspending
    4. 4Test scanpending
    5. 5Paper orderpending

    Pick up where you left off

    Loading status…

    Need help?

    Why there are two connect steps

    Schwab uses one approval for your brokerage account and another for market data. This setup flow walks you through both in order.

    Before you start

    • Sign in to this dashboard first.
    • Allow pop-ups/redirects for Schwab approval.
    • Use the Schwab login tied to this account.

    If a step fails

    • Refresh the page, then retry only that step.
    • Confirm both account and market approvals completed.
    • Copy the error banner text if you need support.

    Click Connect Schwab to continue setup.

    Strategy Presets

    Standard shows plain English. Expert adds raw env values under each row.
    Tooltip keeps rows compact. Inline shows rationale in each score cell.
    Loading preset…

    Failure Recovery

    Plain-language next steps for auth/data/order errors.

    Recovery mapping shares the slide-in Trade Drawer with the decision card.

    Diagnostics

    Health, validation, and readiness

    Use diagnostics to verify reliability, investigate blockers, and confirm execution safety.

    Health ribbon Decision dashboard Detailed status
    Auth Unknown awaiting /api/status
    Quotes Unknown awaiting /api/health/deep
    API errors — awaiting metrics
    Validation Unknown awaiting validation artifact

    Decision Dashboard

    Reliability + strategy quality + promotion readiness
    Reliability Unknown
    Promotion Unknown

    Validation: —

    SLO gate: —

    Last scan: —

    Signals: —

    Dominant strategy: —

    Data quality: —

    Latest promotion: —

    Ablation: —

    Best lift: —

    Ablation summary: —

    Top ablation variants
    • No ablation report yet.
    awaiting /api/decision-dashboard
    Detailed system status tokens, last scan, quotes, validation
    Market Token —
    Account Token —
    Token Refresh — no token age recorded yet
    Last Scan —
    Pending Trades —
    Quote Health —
    API Error Rate —
    Validation Health — awaiting validation artifact Progress: —
    Recent validation steps
    • No validation steps yet.

    Portfolio

    Open the Research screen to load positions.
    Symbol Qty Last Market Value P/L %
    Open Portfolio screen or click Refresh.
    Risk Analysis sector allocation, concentration, day P/L
    Click to load risk analytics...

    Performance

    Backtest vs Shadow/Paper vs Live are separated.
    No performance snapshot loaded yet. Click Refresh Performance.

    Learning Engine

    Closed-loop analysis: features logged per scan, ML identifies what predicts failure, challenger tests suggested thresholds.
    No learning engine results yet. Click Run Post-Mortem Analysis to start.

    Run a historical backtest

    This replays the Stage 2 + VCP rules on past prices. It does not place live trades. Results use your account’s saved scanner settings unless you change the advanced options below. Use the form for precise control, or chat to describe what you want in plain language (server needs an OpenAI API key).

    Presets
    Watchlist uses symbols from your environment / tenant config.
    Advanced — costs & rule overrides

    Your last backtest choices are saved in this browser so you do not have to re-enter them.

    Choose dates, then queue a run.

    Full result JSON 
    No run yet.

    Recent runs

      Calibration and learning

      Self-study and hypothesis ledger summaries (when available)
      Scroll here or refresh to load calibration data.

      Institutional Dossier

      Primary output: decision-ready markdown/PDF dossier with evidence trail
      Generate a dossier to enable export preview.
      Pick a preset template, then generate a dossier.
      Advanced report controls debug + custom section overrides
      Status: idle
      No report run yet. Enter a ticker and run report.
      No report run yet.

      Management Execution & Integrity Dashboard

      SEC guidance tracking, execution integrity, and dilution risk map
      ticker_over_time compares current filing language vs prior periods to surface execution drift. Profile source: auto-detect
      Profile override history latest 5 changes
      • No override history yet.
      No SEC compare run yet. Pick mode and tickers to start.

      The Say-Do Timeline

      Window: Last 8Q
      Run SEC compare to generate management guidance vs realized KPI checkpoints.

      The Integrity Scorecard

      Integrity pillar scoring will appear here.

      Dilution & SBC Heatmap

      Dilution pressure and price/earnings performance correlation will appear here.

      Ruthless Mode Red Flags

      Enable Ruthless Mode to surface filing anomalies and governance alerts.
      Underlying SEC compare narrative & evidence expand for full compare output
      Headline verdict appears here.
      Narrative summary will appear here.
      Material changes and shared signals will appear here.
      Side-by-side evidence cards will appear here.

      Execution Notes

      Use the bottom drawer for real-time activity.
      Activity has moved to the collapsible drawer at bottom.

      Confirm Live Trade

      Type the ticker and confirm risk to enable live submit.

      This sends a live market order through Schwab. You alone decide whether the order is suitable; nothing here is personalized investment advice.

      Stage trade for approval

      You can change quantity here before the trade appears in pending approvals.