Equity Strategy

Analytics platform for buybacks, insiders, quant signals, and equity research.

Foundation

Welcome

This is the foundation release. Navigate modules from the sidebar or explore the gallery below. Data pipelines and full analyses will be wired in upcoming iterations.

Modules

Buyback

Soon

Track share repurchase programs, authorization vs execution, and market impact.

Insider

Soon

Monitor insider transactions, ownership changes, and filing activity.

Quant

Soon

Quantitative signals, factor exposures, and systematic equity metrics.

Baskets

Soon

Thematic and custom equity baskets with performance attribution.

Funds Flow

Track fund flow spreadsheets, parsed history, and allocation trends.

Screener / Stock Guide

Soon

Screen equities by fundamentals, valuation, and technical criteria.

Market Monitor

Live coverage board with daily and YTD returns over historical closes.

Company X Ray

Soon

Deep-dive company profile: financials, multiples, peers, and events.

Sector X Ray

Soon

Sector-level aggregates, relative performance, and composition analysis.

AI Transcript

Soon

AI-powered earnings call and event transcript search and summarization.

CVM Monitor

Near-real-time CVM filings feed with filters, PDF download, and email alerts.

News

Macro and sector news feed with AI tags, relevance, sentiment, and executive summaries.

The Oracle

Soon