Old Logan Capital Dashboard

Today

Research

Intel

System

Backtest

Settings

Scan → review → approve

Open scan table Press Ctrl/Cmd + 1..5 to switch tabs.

Checking connection

Loading queue · No scan yet

Scans are allowed.

No name to open yet.

Run a scan.

Scan results

No scan run yet.

Breakout mode ⓘ

Balanced: score >= 50, volume ratio >= 1.1. Strict raises thresholds. Top Strategy: --

Clear No scan yet. Run scan to populate candidates, blockers, and data quality.

Qualified breakouts

No scan yet.

Signal candidates table
Ticker	Gate	Strategy	Vol	Price	Rank	Analog	Stop	Actions
Run a scan to load candidates.

Near-miss breakouts (0)

Candidates that did not pass current mode thresholds. Top 10 shown — Why under each ticker lists the failure reason(s).

Near-miss breakout candidates
Ticker	Gate	Strategy	Vol	Price	Rank	Analog	Stop	Actions
Near-miss candidates will appear after scan.

Scan context Snapshot, sleeves, previous scan

PEAD canary sleeve

Paper top-5 by edge score — not executable. Stage2 still owns live entries.

Waiting for last scan diagnostics — run a scan (or refresh status) to load the paper top-5.

Scan funnel where symbols drop out of the pipeline

Pass funnel

Each row is how many symbols still pass at that step. Click a row to filter near-misses.

Top drop-offs

Largest filter removals from this scan

Scan health

Select a name from the list.

Lane 3 Queue + approve

Step 3 — loading approval queue…

Pending approvals

Review and decide queued orders.

Loading Pending queue status loading. Counts stay unavailable until /api/pending-trades responds.

Status Sort

Stage a trade manually optional quantity; otherwise uses your position-size preset

Ticker Qty Note

Trade history permanent delete, separate from rejecting the queue

No trades yet. Stage trades from Scan results.

Scan studio Universe, horizon, strategies

Scan setup

Scan studio

Loading strategy presets…

Operator desk Scan, grade, backtest, Discord

Uses the universe selected in Scan studio, then ranks names for research. It does not override a custom ticker list. The account focus of 100 names stays in place for other scans. Advisory only. No orders. A score is not a profit forecast.

Ticker Fresh scan Queue backtest Discord

Desk is idle.

Grok review Adversarial check. No orders.

Loading Grok mode…

Role Ticker Reasoning

Live web and X search

Question

Grok has not been asked.

Output

Ask Grok. The verdict, findings, citations, and handoff show up here.

Prompt agent Auto-promotes on risk-adjusted score. Reports every change.

Loading prompt versions…

Debate agent Committee prompts. Auto-promotes on the same risk-adjusted score.

Loading debate prompts…

Tab agents Manual approve, reject, and rollback. Analysis prompts only.

Live and shadow prompts, scores, pending reviews, and the latest digest. These buttons do not place orders.

Loading tab agents…

Settled lessons Loading…

What the book has proved. Keep, Sharpen, and Revert are recorded here. They do not change settings or place orders.

Loading settled evidence…

Clear No portfolio loaded. Open Portfolio or connect Schwab to triage holdings.

Positions — positions

Top alert — concentration / flags

Book P/L — MTD when book loads

Next action — drill into Positions · Risk · Book

Quick ticker check

Fast symbol health check.

Clear No ticker checked. Enter a ticker and press Check or Enter.

Ticker

Enter a ticker and press Check or Enter.

Event risk Prediction-market event probabilities mapped to this ticker's valuation

Run a quick check to load event risk.

Liquid positioning Funding & open interest from Liquid's xyz perp markets — shadow research, no rank influence

Open to load Liquid positioning (funding, open interest, history).

Pricing model SEC companyfacts DCF — sliders reprice from cache, not live Yahoo

Run a quick check to load the pricing model.

Sharadar Bundle PIT fundamentals, daily multiples, 13F, insiders — research only

Run a quick check to load Sharadar Bundle data.

Sector Performance 21-day relative performance vs SPY

Clear Sector leadership not loaded. Open this disclosure to load 21-day relative strength.

Market Movers Top gainers, losers, and most active

Clear Movers not loaded. Open this disclosure to load gainers, losers, and active names.

Advanced tools Failure recovery and learning engine

Failure Recovery

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

Source

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

Learning Engine

Closed-loop analysis: features logged per scan, ML identifies what predicts failure, challenger tests suggested thresholds.

No learning engine results yet. Workflow: execute trades so outcomes are recorded → Run Post-Mortem Analysis (requires persisted outcomes) → Run Challenger Scan (requires post-mortem overrides).

Position Intelligence

Conviction, volatility, and options setups for open positions.

Link Schwab first. Then use the controls below to turn live orders on or off and pause trading when you need to.

Schwab link — account + market data

Live orders — off until you enable them

Live order controls

Nothing sends to your broker until Schwab is linked and you turn live orders on below. Each trade still needs your approval.

Live order toggles appear here when account controls are available.

Connect Schwab

Step-by-step setup: link your account, link market data, then run a quick test.

Sign-in troubleshooting

Use this to verify Supabase wiring and live session auth before running protected APIs.

Supabase browser auth UI

Token verification ready

Session authenticated

User ID

Session email

Loading auth state…

1Connect accountpending
2Connect market datapending
3Verify tokenspending
4Test scanpending
5Paper orderpending

Pick up where you left off

Loading status…

Or connect each step directly

Schwab requires two separate approvals — link each one explicitly.

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

No password login is required first; the app asks for email verification only when needed.
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.

Risk presets

Pick how aggressive the scanner and position limits should be. Standard view uses plain English; Expert shows raw values.

Profile Mode Rank explanation style Tooltip keeps the table compact. Inline shows the reason in every score cell. Skip the extra confirmation step when placing live orders (not recommended)

Reopen this website walkthrough anytime.

Settings logic guide what each control changes

Onboarding: connect account (orders) and market data (quotes), verify tokens, then test with a scan or paper order before going live.
Presets: profile picks a fixed risk template; apply shows a before/after preview, then persists it. Mode toggles plain vs raw values; rank explain sets tooltip vs inline rationale.
Guardrails (enforced per preset): Conservative caps a position at $300 and three live trades per day; Balanced at $500 and five; Aggressive at $900 and eight. Conservative runs hard quality gates and blocks event risk; aggressive shadows event and execution checks instead of blocking.
Screener thesis: trend-continuation breakouts (uptrend + volatility pattern), fast first-pass filter, deeper follow-up analysis, market regime checks, and visible near-misses with reasons.
Live trading: enabling requires risk acknowledgment plus typing ENABLE in the confirm box; pause blocks new approvals; 2FA protects sensitive actions; automation stays off until you opt in.

Full risk and legal context: legal & risk disclosures. Connection help: Schwab connect guide.

Loading preset…

Account security Two-factor authentication (optional)

This local desk confirms live orders by typing the ticker. Authenticator codes are a hosted-account control.

System · Can I trade?

Checking health…

System status: awaiting first health check…

Auth — broker connection

Quotes — market data probe

Validation — last validation run

Loading Checking system health. Auth, quote, API, and validation probes are loading.

System status: running first health check…

Sign-in Unknown Broker connection not checked yet. Checking connection…

Quotes Unknown Live market-data probe not run yet. Checking quote health…

Request errors — Waiting for metrics…

Validation Unknown Waiting for validation check…

Decide · promotion & signal edge PF floors · book width · strategy compare

Decision Dashboard

Reliability + strategy quality + promotion readiness

Loading Loading decision summary. Fetching signal-edge gates and promotion readiness.

Reliability Unknown

Promotion Unknown

Signal edge evidence

Loading PF gates and promotion thresholds…

Book width

Loading the live top 5 against the wider p76 books…

Validation: —

Reliability check: —

Data quality: —

Signal edge: —

Last scan: —

Signals: —

Dominant strategy: —

Latest promotion: —

Entry constraint: —

Rank-filter shadow: —

Entry-timing experiment: —

Strategy test: —

Best lift: —

Test summary: —

Top strategy variants

No strategy comparison yet.

Loading decision summary…

Status: idle No cycle run yet.

Advanced · raw system status tokens, last scan, quotes, validation steps

Clear Status details not loaded. Refresh status to inspect tokens, quotes, validation, and pending trades.

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 triage

Positions · Risk (correlation) · Book — Research home.

Clear Portfolio not loaded. Open Portfolio to load positions, exposure, and risk analytics.

Source

Portfolio positions table
Symbol	Qty	Last	Market Value	Weight %	Day P/L	P/L %	Stop
Open Portfolio screen or click Refresh.

Enter tickers, shares, ownership start date, and avg cost (long-only, up to 15 names). The book is stored only in this browser — nothing is saved on the server. Risk ratios use each row’s acquired date through today (capped by the Risk lookback).

Manual portfolio editor
Ticker	Shares	Acquired	Avg cost

Cash ($)

Manual portfolio priced snapshot
Symbol	Qty	Avg cost	Last	Market Value	P/L %	Weight %	Acquired

Performance

Backtest vs Shadow/Paper vs Live are separated.

No performance snapshot loaded yet. Click Refresh Performance.

Market context Regime, portfolio risk, blotter — with provenance on every lane

Clear Market context not loaded. Open Market context to load regime, portfolio, opportunities, and blotter.

Market Regime

Portfolio Risk + Exposure

Execution Blotter

Backtest

Loading backtests…

Ranked by trust, then robustness, then PF. Not LIVE-ready.

Queue Idle one at a time

Leaderboard

Ranked by trust, then robustness, then PF. Not LIVE-ready.

Loading ranked runs…

Loading current index and strategy…

Same index and strategy as Edit settings. One replay at a time.

Live monitor — trades as they close

Loading live queue…

Study

After each replay, the next test changes one factor.

No study yet. The first replay is the anchor.

Keep testing after each result. One factor at a time, and stop when the rules say stop.

Queue

This computer runs one backtest at a time. Extra jobs wait in line.

Briefing

Select a ranked run to see the verdict.

More detail

Related evidence — promotion and validation files

Related evidence

Promotion, validation, and performance files. Missing files say “Not generated yet.”

Edit settings — form and shortcuts

Queue a backtest

Same indexes and strategies as Scan studio. This computer runs one at a time — extra jobs wait in line. No live trades.

Clear No backtest run selected. Pick an index, a strategy, and dates before queueing.

Replays the sleeves you pick on past prices — the same catalog as Scan studio, not a second invented book. Shadow and paper strategies stay research-only; they do not go LIVE. Tune Stage 2 / VCP variables to try a hypothesis, then label it. Queue from the 5-year / 8-year buttons on Backtest home — they set dates and start the job. Change index and strategy here first. The Shortcuts tab queues named 5y/8y setups. Chat send only works on the hosted app.

Fill dates only

These only fill start/end. To start the job, click Queue backtest below or the 5-year / 8-year buttons on Backtest home.

Index

Same named lists as Scan studio. Russell 2000 is not wired. Custom tickers are capped (default 40).

Tickers

Horizon

Strategies

Check sleeves to replay. Live book is Stage 2 / VCP. Shadow and paper rows use the same evaluators as Scan studio; they do not promote plugins to LIVE.

Start

End

Hypothesis label (optional)

Scanner variables

Leave blank to use account defaults. These are the same env knobs the live scanner reads.

Stage 2 near 52-week high (0.85 = within 15%)

Stage 2 — 200 SMA rising days

VCP quiet days

VCP gate

Min signal score

Breakout volume vs 50-day avg

Require breakout volume

Advanced — costs & rule overrides

Slippage (basis points per side)

Fee / share ($)

Min fee / order ($)

Max share of daily volume

Starting equity ($)

Max open positions

Risk per trade (% of account)

Fallback size (fraction)

Quality gates

Breakout confirmation

Forensic filter

Earnings drift filter

Adaptive stop

Adaptive stop base (fraction)

Adaptive guardrails

Meta policy mode

Event risk mode

Exit manager mode

Execution quality mode

Skip AI sentiment during backtest (faster)

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

Choose dates, then queue a run.

Calibration & plugin quality Self-study, shadow scoreboard, trade review loop

Calibration and learning

Self-study and hypothesis ledger summaries (when available) —

Scroll here or refresh to load calibration data.

Shadow workbench

Each guardrail shows last-scan would-haves, evidence sessions, and offline backtest when available

Clear No shadow scoreboard loaded. Run or refresh after a scan to review would-have plugin actions.

Scroll here or refresh to load trial-run counters.

Trade review loop

Weekly false-positive diagnostics, tuning proposals, and recent decision packets

Clear No trade-review report loaded. Refresh to load false-positive diagnostics and decision packets.

Scroll here or refresh to load the trade-review report.

Institutional Dossier

Primary output: decision-ready markdown/PDF dossier with evidence trail

Clear No dossier generated. Enter a ticker to produce narrative, appendix, and exports.

Enter a ticker to check dossier data-source readiness.

Ticker Generate a full report to enable export preview.

Use Generate full report for the package. Presets below only affect the advanced Run Report debug view.

Advanced report controls debug + custom section overrides

Section Override Skip AI sentiment Skip SEC filing analysis Status: idle

Generate full report is the operator output (narrative, appendix, PDF/Markdown/JSON). Run Report in Advanced is a debug IC view — ignore it unless you need a single section.

No report run yet. Enter a ticker and run report.

SEC Filing Compare

Filing-language diff for thesis validation — guidance tone, risk deltas, and evidence snippets

Clear No filing compare run. Choose mode and tickers to inspect language drift.

Mode Form Ticker A Ticker B

“One company over time” compares current filing language to prior periods to spot changes in tone and risk.

Highlight changes only Ruthless mode Deep proxy scan (slower)

Profile source: auto-detect

No SEC compare run yet. Pick mode and tickers to start.

Headline verdict appears here after you run compare.

What changed and why it matters will appear here.

Side-by-side filing evidence cards will appear here.

Derived integrity metrics modeled from compare deltas — not audited KPIs

PM support context and metric deltas appear here.

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.

Profile override settings optional manual profile controls

Profile Override reason Evidence ref

Profile override history latest 5 changes

No override history yet.

Sharadar Bundle compare

Ticker vs ticker — daily multiples and latest ART. Research only; does not change scan ranking.

Ticker A Ticker B

Enter two tickers and compare Sharadar daily + latest ART.