LOSS POSTMORTEM
AI analysis · what went wrong · standing lesson saved
ALERT HISTORY
⚠ Data save failed — export your data immediately.
S&P 500——
DOW JONES——
ASX 200——
GOLD——
SILVER——
BRENT CRUDE——
S&P 500——
DOW JONES——
ASX 200——
GOLD——
SILVER——
BRENT CRUDE——
STELLAR FINTECH
CAPITAL $5,000
DAILY $100
OPEN 0
WIN RATE
P&L
LIVE
⟳ sync
TODAY'S INVESTMENT BRIEF
CUSTOM CONTEXT (optional — added to prompt)
GENERATING BRIEF...
Scanning markets... 15–25 seconds
Hit GENERATE FULL BRIEF for your morning investment briefing
Covers market overview · Short-term trades · Medium-term positions · $100/day deployment plan
Covers market overview · Short-term trades · Medium-term positions · $100/day deployment plan
ANALYZING...
ENTER A TICKER TO BEGIN
ARBITRAGE + OPPORTUNITY SCANNER
Momentum · Sector rotation · Mispricings · Earnings plays · Structural growth
SCANNING FOR OPPORTUNITIES...
HIT SCAN TO FIND ARBITRAGE AND MOMENTUM OPPORTUNITIES
ADD TICKERS TO MONITOR SIGNALS ACROSS YOUR WATCHLIST
NO TRADES YET
NEW JOURNAL ENTRY
TICKER
P&L ON THIS TRADE
NOTES
NO JOURNAL ENTRIES YET
HALF-KELLY CRITERION POSITION SIZER
PORTFOLIO SIZE ($)
DAILY BUDGET ($)
WIN RATE (%)
AVG WIN ($)
AVG LOSS ($)
STOCK PRICE ($)
CONVICTION (1–10)
MAX RISK PER TRADE (%)
NO SIGNAL HISTORY YET
PORTFOLIO
STARTING CAPITAL ($)
DAILY BUDGET ($)
API KEYS
ANTHROPIC API KEY
POLYGON API KEY — LIVE PRICES (optional)
ALERT EMAIL (optional — receive email when price alerts trigger)
EXISTING PORTFOLIO POSITIONS
Import positions held before using this tool. Used by the position sizer and briefing context.
PASTE POSITIONS — CSV, JSON, or plain text (one per line)
ADD SINGLE POSITION
TICKER
SHARES
AVG COST ($)
IMPORTED POSITIONS
BRIEFING FOCUS
PREFERRED SECTORS / THEMES
KEY TICKERS TO INCLUDE
DAILY STOCK PICKS
Top 5 short-term trades · Entry · Stop · Target · Sizing from $500
CUSTOM CONTEXT — added to prompt (saves re-runs)
SCANNING FOR BEST SHORT-TERM SETUPS...
Analysing momentum, catalysts, technicals... ~15 seconds
Hit GENERATE TODAY'S PICKS for your top 5 short-term stock trades
Includes entry zone · stop loss · profit target · position size · timeframe
Includes entry zone · stop loss · profit target · position size · timeframe
OPTIONS DESK
Calls & puts with full Greeks · Strike selection · ITM / ATM / OTM · Risk/reward
ANALYSING OPTIONS SETUPS...
Hit GENERATE OPTIONS IDEAS for structured options trades
Delta · Gamma · Theta · Vega · Strike · Expiry · Max profit · Max loss
Delta · Gamma · Theta · Vega · Strike · Expiry · Max profit · Max loss
⚠ HIGH RISK WARNING
Penny stocks (<$5) are extremely volatile, illiquid, and subject to manipulation. Position sizes should be tiny — treat every entry as potentially going to zero. Never invest more than you can afford to lose entirely. This is speculative, not investment advice.
HIGH RISK · PENNY STOCKS
Sub-$5 stocks with catalyst potential · Micro-cap momentum · Speculative plays
SCANNING HIGH-RISK OPPORTUNITIES...
Hit SCAN PENNY STOCKS for high-risk / high-reward speculative plays
Sub-$5 · Catalyst-driven · Tight position sizing · Defined max loss
Sub-$5 · Catalyst-driven · Tight position sizing · Defined max loss
SLEEVE 2 — QUALITY COMPOUNDERS
Buy-once hold-forever · 35% of portfolio · $100B+ market cap · 8-12% annual target
ADD COMPOUNDER POSITION
TICKER
COMPANY
SECTOR
ENTRY PRICE ($)
SHARES
DIV YIELD (%)
MOAT NOTES
RUNNING ANNUAL REVIEW...
SECTOR ALLOCATION
Add your buy-once hold-forever compounder positions
$100B+ market cap · FCF positive · ROE >15% · Dividend paying
$100B+ market cap · FCF positive · ROE >15% · Dividend paying
SLEEVE 3 — THESIS ENGINE
Supply chain mapping · Thematic scoring · 1-2 year conviction plays
ANALYZE NEW THEME
THEME (brief description)
TIMELINE
MIN CONVICTION SCORE TO BUY
MAPPING SUPPLY CHAIN...
Mapping supply chain → scoring candidates → sizing positions... ~20 seconds
Enter a theme to map its supply chain and identify scored plays
Supply chain mapping · Financial scoring · Position sizing · 2-year targets
Supply chain mapping · Financial scoring · Position sizing · 2-year targets
PORTFOLIO DASHBOARD
Three-sleeve allocation · Concentration · Combined P&L
SLEEVE 1 — TACTICAL
TARGET ALLOCATION
30%
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SLEEVE 2 — COMPOUNDERS
TARGET ALLOCATION
35%
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SLEEVE 3 — THEMATIC
TARGET ALLOCATION
35%
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RISK MANAGEMENT STATUS
ALL HOLDINGS