Product · Stock Portfolio

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A composite AI scoring engine turns thousands of stocks into a ranked, actionable shortlist — regime-classified, protected, and coached by AI every night.

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Composite Scoring Engine

Thousands of stocks → A & B grade only.

Blends Fundamental, Technical, Momentum, and Riskfactors with configurable weights. A score threshold filters to only A- and B-grade candidates.

Must-have criteria locks enforce discipline — positive EPS growth is non-negotiable.

↳ Edge: replaces hours of manual screener work and surfaces high-quality stocks with institutional interest.

Market Regime Classification

Trend, range, or cycle — for every stock.

Three trading styles: Position(W1/D1), Swing(D1/H4), Day(H4/H1).

Per-stock recommendation: Buy & Hold, Active Trading, Short Candidate, Review.

↳ Edge: tells you howto trade each name, not just whether to buy.

Multi-Horizon AI Forecasts

Direction, confidence, expected return.

Probability of large up/down moves across 1–3 month and 12-month horizons.

Universe choices: Sector, Eligible List, S&P 500, S&P 1500, or Custom.

↳ Edge: quantifies "how much might this go?" and "how likely is a crash?" for proper position sizing.

AI Advisor

Nightly thesis sweep on every position.

LLM reads every open position nightly and outputs HOLD / ADD / REDUCE / SELLwith a thesis-intact-or-at-risk flag, confidence score, and primary risk factor.

Configurable provider: OpenRouter (Claude), OpenAI, or local Ollama — free and private.

↳ Edge: you can’t read every 10-K. The AI does it for you and flags broken theses before price moves.

Position Protection Engine

Automated exits so emotion can’t override discipline.

Stop-loss, take-profit, trailing stop, max-loss, MA200 breach guard, trend weakness exit, growth-scale pyramid, re-entry rules — per stock.

One-click protection scan audits every rule across the portfolio. Backtest each setup historically.

↳ Edge: most retail losses come from holding losers too long. This automates the exit.

Risk Dashboard

Concentration, sector, and revenge-trade circuit breakers.

Sector exposure with configurable limits and 90% breach alerts. Cash reserve tracking. Daily loss limit circuit breaker.

↳ Edge: see the 40% concentration before it becomes a disaster.

Paper + Live Trading

Strict segregation. Weekly AI digest.

Separate data, separate reports. Sync positions from broker, monitor partial fills, and receive a weekly AI email digest of P&L, thesis changes, and sector drift.