Live Reports
Real analysis from real endpoints.
Pulled directly from this portal's SEC-EDGAR, 13F, and news-sentiment APIs. No mock data, no setup required.
PM
PM Synthesis · Claude
Reviewing PM · reads all 7 agents + Regime Gate
Press Run All Agents — the reviewing PM reads every agent plus the Regime Gate and writes the one-paragraph call.
Handoffs: drill it in the Execution Lab, size it in the Position Sizer, run the full HAL memo, or 🪑 bench it — a watchlist with memory, re-checked against the gates each morning on the Bench. Drill plans follow the S.E.T. shape — live entry, 2×ATR(14) stop (2.5% fallback when bars are unavailable), 3R target. Regime context comes from the Markov regime gate below.
📰
Recent News — why it's moving
Live company headlines (Yahoo Finance)
Run a ticker to load its latest headlines.
🧭
Regime Gate · Quant-Lab
3-state HMM market regime + walk-forward survivor verdict
Loading the Regime Gate…
How this works. Hitting Run fires 5 parallel API calls — Eddie (insider activity), Maggie (13F flows), Frank (news sentiment), Janet (filing risk), Sophie (filing verdict). Each panel fills in as its data returns. Some calls take 5–20 seconds because they hit live SEC EDGAR. Panels stay collapsed to a one-line read — click any row to expand the full detail. The PM Synthesis card on top asks Claude to read every agent and write the one-paragraph call.
SO
Sophie · Consensus Verdict
Filing analyzer · earnings + balance-sheet score
Press Run All Agents to start.
ED
Eddie · Insider Activity
SEC Form 4 disclosures
Waiting…
MA
Maggie · Institutional Flows
13F holdings · smart money
Waiting…
FR
Frank · News Sentiment
Weighted headline scoring
Waiting…
JA
Janet · Risk Factors
10-Q Item 1A · severity
Waiting…
Daily picks from the HAL scanner. Latest cached brief from
/data/briefings/. Auto-loads the most recent available date.
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Morning Brief
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Three live readouts — top market movers, recent congressional trades, and a portfolio-manager-voice letter from the daily data snapshot.
📝
PM Letter · Today's narrative
Auto-generated from market snapshot
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⚡
Impact Scanner · Mega-cap
7 large-caps · live signal
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🏛
Capitol Trades · Recent
Congressional disclosures
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The roster
Seven agents. One consensus.
Five read public data. One aggregates. One notifies. Each card jumps to that agent's live output.
Eddie
SEC Insider Activity
Tracks Form 4 disclosures. Surfaces buy/sell dollar flow and per-executive activity.
Maggie
Institutional Flows
Scans 13F filings from the largest funds. Shows who's holding, how much, and when they filed.
Frank
News Sentiment
Scores recent headlines, weights by recency, and emits a bullish/bearish verdict with the underlying articles.
Janet
Risk Factors
Parses the 10-Q Item 1A section. Surfaces new and escalated risks with severity ratings.
Sophie
Consensus Verdict
Aggregates the upstream agents and produces the final verdict — STRONG / NEUTRAL / WEAK — with reasoning.
Ross
Notification Layer
When the consensus crosses threshold, Ross emails you the verdict, the per-agent votes, and the reasoning summary so a human reviews before acting.
Public information only. Every agent reads from publicly available sources — SEC filings, 13F disclosures, Yahoo news, and the portal's own scanner. No paid terminals required.
Claude commands
Four research workflows for Claude desktop.
Drop these slash commands into a Claude conversation when you want a structured research output. All use public filings — no terminal needed.
Earnings Reviewer
Quarter-over-quarter brief
Cross-references earnings periods and management guidance. Outputs a structured brief with QoQ deltas, risk highlights, and a trend read.
Market Researcher
Daily portfolio brief
News, analyst coverage, SEC filings, and macro context for your watchlist — delivered as a single readable brief.
Model Builder
DCF from public financials
Builds a discounted cash flow model with bull/base/bear scenarios from public statements — without leaving Claude.
Equity Screener
Sector & relative valuation
Sector screens, peer tables, and industry trend reads from public filings. Single command per screen.