HAL Reports Hub
18 live dashboards, all pulling from the same baked HAL data: 503 S&P 500 names, 8 quantitative factors with 27 subfactors (15 active in the institutional-data tier; 12 stubbed pending paid feeds), sector-neutral Markowitz portfolio, full risk decomposition, and Gemini-powered AI fundamental analysis. Fundamentals refreshed via the SEC EDGAR smart-picker (HAL, WFC, NEE and 68 others now correctly mapped to their modern ASC 606 / bank / utility / REIT revenue concepts). The HAL 9000 single-stock memo (HAL Commit 34) ingests all of it in parallel โ regime, attribution, sector ranking, news sentiment, multi-asset macro, correlation health โ before reasoning on any ticker, so every memo carries the full system view. Click any card to drill in. Every section on every page has a "?" explainer modal with what it shows, how it's calculated, and what to look for.
Universe
503
Active subfactors
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Dashboards
18
Portfolio Sharpe
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Specific risk share
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Universe asOf
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Live Dashboards
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HAL Manual Library
Bookshelf-style index of every flipbook manual on the HAL platform. Master guides at the top (HAL User Manual + HAL 9000 Institutional Analysis Overview), then individual dashboard manuals organized into themed shelves: Daily Briefing, Portfolio & Risk, Quant & Research, Analytical Engines. Click any book to open the interactive flipbook.
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Mission Control โ Daily Briefing
One-page morning briefing aggregating the other 17 dashboards into 10 panels: regime status, portfolio state, risk picture, today's P&L attribution + top 5 contributors / detractors, current correlation breaks, regime-aware multi-asset performance, sentiment scan on top holdings, sector leaders / laggards, and universe factor health. Hit refresh to repull every endpoint in parallel.
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Morning Brief โ Master Surge Picks
Trader's pre-market briefing: market read, top 5 Master Surge picks with S.E.T. plans, scanner hits, mini price charts, yesterday's outcomes, today's econ calendar, and risk rules. Built fresh each morning from the briefing engine. Includes one-click PDF download.
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Weekly Review โ Grade Yourself
The week's trading as a report card: a big letter grade (AโF) from expectancy + discipline combined, stat tiles (win rate, avg R, total R and $ on the $2k account), an R-by-trade chart, breakdown by setup/source, and rule-based Coach's notes. Reads your Trade Journal, the Pre-Trade Checklist log, and the Deep Dive 15 scorecard. The grade formula is printed on the page.
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Daily Trade Idea
Gemini-synthesized high-conviction trade idea using the live HAL portfolio scoring data. Pick long / short / auto, get a complete trade plan: thesis, entry / stop / target with R:R, position sizing per S.E.T. rule (2% per trade, 6% weekly), time horizon, and the kill criterion that invalidates the thesis. Version history in localStorage.
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Optimal Portfolio
87 sector-neutral, beta-neutral target positions across 11 GICS sectors. Long/short split, position-size waterfall, top risk contributors, factor exposures.
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Risk Picture
Factor risk vs specific risk decomposition, 4 historical stress scenarios (2008 GFC, COVID, Volmageddon, yen unwind), correlation pairs > 0.85, circuit-breaker status.
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Universe Research
Sortable, filterable table of every S&P 500 name with composite + 8-factor scores as colored heatmap cells. Click any row for full 27-subfactor drill-in.
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Factor Lens
All 8 quantitative factors visualized across the universe. Distribution charts, sector breakdown per factor, top/bottom 5 names per factor, crowding analysis.
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Walk-Forward Backtest
Sliding-window walk-forward engine: 12-month rolling train + 3-month blind out-of-sample test. RSI baseline + ATR/Butterworth institutional strategy. Strictly causal lfilter math โ no look-ahead bias. Stitches only out-of-sample returns. Compares vs naive retail backtest + buy-and-hold.
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Regime Detection
Pure-Node EM-fit Gaussian Mixture Model on log returns + rolling volatility. Labels regimes ascending by vol (calm / trending / crisis). Stability filter prevents flickering. Price chart with regime-colored bars, confidence timeline, transition matrix.
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Regime Gate
The quant-lab bridge: a from-scratch 3-state Gaussian HMM on SPY (Strong Bull / Strong Bear / Choppy) gates which strategy styles are in season, and the six-filter walk-forward funnel + bootstrap stress test says which asset ร strategy pairs actually carry a validated edge. Per-stock lookup shows survivor status and regime-aligned advice โ the same gate HAL attaches to every memo.
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Monte Carlo Simulation
10,000-path bootstrap Monte Carlo on any returns series. Fan chart with shaded P05โP95 envelope, final-value distribution, max-drawdown distribution, P(loss) and P(DD>X%) probabilities. Drop a CSV, paste returns, or use the SPY 7y demo.
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Sensitivity Analysis
Sweep one or two strategy parameters across a grid and visualize the response surface. 2D heatmap with robust-region overlay, fragility score, cross-grid stats. Identifies overfit "single sweet spots" vs genuinely robust strategies. Up to 600 cells in <100ms.
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Multi-Asset Regime Backtester
Aligns 7 years of daily bars across SPY, BTC, Gold (GLD), and 20+yr Treasuries (TLT). Detects SPY regimes, computes per-asset per-regime stats (heatmap), and backtests a regime-aware allocation that flips weights between calm / trending / crisis vs static benchmarks. Regime-aware typically wins on Sharpe + Calmar.
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Portfolio Risk Analyzer
Drop any portfolio โ paste positions, upload a CSV, or pick a demo preset (60/40 balanced, tech-heavy, concentrated 5, diversified 30). HAL computes portfolio beta, sector concentration (HHI), historical VaR, max drawdown, per-position variance shares, and stress tests against the past year's actual worst SPY days. The risk picture allocators get from a $1B fund โ but for any portfolio you can paste.
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News Sentiment Analyzer
Type any ticker. HAL fetches the latest headlines from Yahoo Finance, scores each one with a finance-tuned 350-word lexicon (positive vs negative, with negation + intensifier handling), and returns a recency-weighted aggregate verdict โ Very bullish ๐ to Very bearish ๐จ. Per-headline drilldown shows exactly which words drove each score. Zero API key required.
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Correlation Break Detector
Computes rolling 30-day pairwise correlations across SPY + BTC + Gold + TLT + 11 GICS sector ETFs. Detects "break events" where the latest correlation deviates > 2ฯ from its long-run mean โ flagging sector rotations, regime shifts, and stress before headline volatility catches up. Heatmap, ranked alerts, per-pair timelines.
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Congressional Trades
Track recent US politician stock disclosures โ an informational data point, not a trade signal. Pulls the latest publicly-filed congressional buy/sell transactions into a clean table with party, state, ticker, action, traded date, size, and price. Filings can lag the actual trade by up to 45 days, so this is background context to watch โ never an entry trigger.
All shipped โ last 3 from the original "Coming next" set
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Performance & Attribution
Daily P&L attribution waterfall over the HAL Markowitz portfolio (87 positions). Decomposes total return into market exposure (ฮฒ ร SPY) + specific alpha. Top contributors / detractors, sector contributions, equity curve vs SPY. Sharpe, Sortino, Calmar, max DD, win rate across D / W / MTD / YTD / ALL windows.
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Daily LP Letter
Gemini 2.5-flash generates a 700-1000 word institutional investor letter using the live HAL portfolio state: header, performance attribution, top contributors / detractors, risk picture, position changes, forward outlook. PDF export, browser print, localStorage version history (last 30).
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Sector Deep-Dives
Master dashboard with sector pill selector. For any of the 11 GICS sectors: ranked all-names table, 8-factor distribution histograms, top 10 long / bottom 10 short candidates with composite scores, sector-relative momentum chart (3mo stock return โ sector ETF return). Click any sector to drill in.
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HAL Glossary
Searchable reference for every quantitative concept HAL uses. 50 universal concepts across 11 categories (Performance, Risk, Statistics, Backtesting, Strategy, Regime, Monte Carlo, Sensitivity, Factor models, Portfolio construction, Misc). Live search, category filters, click any concept to open its full teaching modal โ same content as the "?" buttons throughout the dashboards.