Platform
Four surfaces.
One system.
Watchlists feed workflows. Workflows call agents. Agents fill dashboards. Everything connects, everything is auditable, and the same loop that researches one ticker researches two hundred.
Dashboards
Mission control for your book.
Thirty-four widget types on a live twelve-column grid — gauges, candlesticks, heatmaps, Sankeys, leaderboards, and specialist finance panels. Widgets follow the active symbol, and any value can be traced to its source.
- → Live market data, workflow outputs, or metric history per widget
- → Symbol sidebar + global filters — the whole board follows your focus
- → Saved views, starter layouts, and installable templates
Committee conviction
BUY
4 of 5 specialists aligned · agreement 84%
PLTR · live
+2.4%
162.40
Conviction scoreboard
- NVDA82
- AMZN71
- PLTR64
- TSLA38
Insider activity · 30d
Net buying across 12 tracked names
Workflows
Research as a pipeline, not a prompt.
A visual canvas of ~50 node types: fetch data, transform it, run agents, write metrics, send alerts. Independent branches run in parallel. Every run records status, duration, output, and errors per node.
- → Draft → publish → schedule lifecycle with full run history
- → Cron scheduling — your research runs before the open
- → Failure modes you control, no silent skips
Agents
Hire your analyst team once.
Agents are reusable AI analysts: instructions, model, temperature, structured output, and tools — configured once, called from any workflow. Six pre-built specialists ship with the platform; clone one and make it yours.
- → Tools let agents fetch more data when they decide they need it
- → JSON output for downstream nodes, text for humans
- → Any model from six frontier labs, per agent
Risk Assessor
Position sizing, drawdown, and volatility framing.
Fundamental Analyst
Filings, ratios, and quality-of-earnings checks.
Earnings Analyzer
Transcripts, surprises, and guidance deltas.
Social Interpreter
Sentiment, crowding, and narrative shifts.
Stock Comparator
Head-to-head factor and valuation comparison.
Technical Strategist
Trend, momentum, and regime classification.
Watchlists
One list. Every workflow.
Ordered collections of symbols — no caps — with sections, colored flags, rich notes, and live snapshots including extended hours. Point a workflow at a watchlist and every symbol gets identical treatment.
- → Live prices, change, and volume on every card
- → A Watchlist node fans one workflow out across the whole list
- → Watchlists set dashboard context — one click refocuses everything
Momentum-12 · default
12 symbols- NVDANVIDIA Corp180.98+2.41%
- PLTRPalantir162.40+0.87%
- AMZNAmazon.com227.85+1.12%
- TSLATesla Inc318.42-1.64%
- MSFTMicrosoft512.09+0.34%
NOTE — Watching for guidance revision after Q3 print. Committee flipped to HOLD on 07/11.
Under the hood
Built like the systems it replaces.
Parallel execution
Independent branches run concurrently; runs never overlap themselves.
Provenance built-in
Value → run → node → model. The audit trail is the architecture.
BYOK, six labs
Claude, GPT, Gemini, Grok, DeepSeek, Perplexity — your keys or our credits.
Sandboxed code
The custom code node runs in an isolated VM with strict limits.
Metrics as time series
Every observation persists — chart your research across runs.
Semantic memory
Workflows recall prior conclusions with vector search, not cold starts.
Orgs and projects
Roles, permissions, shared resources, and usage analytics per org.
Realtime everywhere
Live prices and run updates stream in over websockets.