Ask like a professional.

• Move attribution

  👤 ⚡ 💎 📊

  Why did this stock move today?

  Rank the plausible causes of a single-name move with source citations and time-of-news markers.

  Example triggers

  • "why is <ticker> up/down"
  • "what's happening with <ticker>"
  Request this analysis → v1 · updated 2026-08-17

• Historical analog

  💎 🌐 📊 ⚡

  When did this pattern happen before?

  Find the closest historical analogs to a market event and report what followed as a distribution — not an anecdote.

  Example triggers

  • "has this happened before"
  • "historical parallels for <event>"
  Request this analysis → v1 · updated 2026-08-17

• Regulatory / legal

  💎 🌐 ⚖️

  How have similar lawsuits / antitrust cases played out?

  Trace how comparable regulatory / legal cases progressed and what remedies were ultimately imposed.

  Example triggers

  • "what happened in similar antitrust cases"
  • "how long do these lawsuits take"
  Request this analysis → v1 · updated 2026-08-17

• Structural vs cyclical

  💎 🌐 📊

  Is this change structural or cyclical?

  Determine whether a change is a permanent re-rating (structural) or a swing that will mean-revert (cyclical).

  Example triggers

  • "is this the new normal"
  • "will <thing> recover"
  • "structural or cyclical"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  📊 ⚡ 💎

  How deep and how long — drawdown & recovery distribution

  For an event class, get the historical distribution of max drawdown, duration, and time-to-recovery.

  Example triggers

  • "how far could it fall"
  • "how long until recovery"
  • "worst case for <ticker>"
  Request this analysis → v1 · updated 2026-08-17

• Positioning & flow

  💎 📊 ⚡

  What did institutional investors do this quarter?

  Parse the latest 13F filings to reveal who bought, who sold, and what that says about positioning.

  Example triggers

  • "who owns <ticker>"
  • "what did <fund> buy"
  • "berkshire 13f"
  Request this analysis → v1 · updated 2026-08-17

• Corporate actions

  💎 ⚡ 👤

  What does a CEO / CFO / board change mean for the stock?

  Read a management change: bull signal (talented new CEO), bear signal (CFO fleeing accounting), or noise (planned succession).

  Example triggers

  • "<CEO> steps down"
  • "new CEO of <company>"
  • "CFO resignation"
  Request this analysis → v1 · updated 2026-08-17

• Macro datapoint

  🌐 ⚡ 📊 ⚖️

  How should the market read this macro release?

  Decode a scheduled macro release (CPI, NFP, Fed, PMI, GDP) — headline vs composition vs policy repricing.

  Example triggers

  • "CPI came in at <X>"
  • "Fed decision today"
  • "NFP miss"
  Request this analysis → v1 · updated 2026-08-17

• Competitive landscape

  ⚡ 📊 💎

  Who else moves when this stock / event moves?

  Map competitors, suppliers, customers, and substitutes — and rank the second-order plays.

  Example triggers

  • "who benefits from <event>"
  • "who loses from <event>"
  • "collateral impact of <X>"
  Request this analysis → v1 · updated 2026-08-17

• Behavioral

  ⚡ 📊 💎

  Is this news already priced in?

  Determine whether the market has already absorbed the information — before you trade the news.

  Example triggers

  • "should I buy on this news"
  • "is this priced in"
  • "market didn't react — why"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  ⚡ 📊 💎 👤

  What would this trade have made — parameterized backtest

  If I invested X at Y on Z and held N days (or with +a%/-b% rules), what would the historical P&L look like — for a specific date OR across similar events?

  Example triggers

  • "if I bought <ticker> today and held N days"
  • "backtest this trade"
  • "what would this strategy have made"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  ⚡ 📊

  Backtest with exit rules (take-profit / stop-loss / trailing)

  Add take-profit, stop-loss, and trailing-stop rules to a backtest and measure how they reshape the return + risk distribution.

  Example triggers

  • "what if I stop out at -X%"
  • "take profit at +X%"
  • "trailing stop backtest"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  📊 ⚡ 💎

  Event-driven backtest — apply rule to all historical instances

  For any event class, run the same trade rule on every historical occurrence and report the P&L distribution — the workhorse of systematic strategy design.

  Example triggers

  • "backtest across all instances of <event>"
  • "if I had bought every time <X> happened"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  📊 💎 ⚡ 🌐

  Risk-adjusted metrics — Sharpe, Sortino, Calmar, max DD

  Beyond raw returns — compute the industry-standard metrics that make strategies comparable across regimes and asset classes.

  Example triggers

  • "sharpe ratio"
  • "risk-adjusted return"
  • "max drawdown"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  📊 ⚡

  Walk-forward optimization — detect overfitting before it costs you

  Split the sample into in-sample tuning and out-of-sample validation windows, walk forward through time — the gold standard for detecting overfit strategies.

  Example triggers

  • "is this strategy overfit"
  • "walk forward validation"
  • "out of sample test"
  Request this analysis → v1 · updated 2026-08-17

• Fundamental quality

  💎 📊 🌐

  How real are these earnings?

  Audit whether reported EPS reflects genuine cash earning power or accounting flattery — one-time gains, receivables stuffing, capitalized opex, changed reserves.

  Example triggers

  • "are <ticker>'s earnings clean"
  • "why is GAAP EPS lower than adjusted"
  • "is <ticker> channel stuffing"
  Request this analysis → v1 · updated 2026-08-17

• Fundamental quality

  💎 🌐

  How durable is this company's moat?

  Score a company's competitive moat across 5 lenses (network effects, scale, brand, switching costs, IP) and flag which lens is eroding.

  Example triggers

  • "does <ticker> have a moat"
  • "is <ticker>'s competitive advantage sustainable"
  • "will <company> get disrupted"
  Request this analysis → v1 · updated 2026-08-17

• Fundamental quality

  💎 📊

  Is working capital hiding trouble?

  Track DSO / DPO / DIO trends to spot deteriorating collections, channel stuffing, supplier squeezing, or inventory build before the P&L shows it.

  Example triggers

  • "why is <ticker>'s cash flow weaker than earnings"
  • "days sales outstanding trend"
  • "is <ticker> channel stuffing"
  Request this analysis → v1 · updated 2026-08-17

• Fundamental quality

  💎 📊 🌐

  What's driving margins up or down?

  Decompose gross/operating/net margin change into price, volume, mix, cost, and one-off components — separates real operating leverage from cyclical tailwinds.

  Example triggers

  • "why did <ticker>'s margins improve"
  • "is this margin expansion sustainable"
  • "gross margin decomposition"
  Request this analysis → v1 · updated 2026-08-17

• Valuation

  💎 ⚡ 📊

  How does this stock's valuation compare to peers?

  Compare a stock's EV/EBITDA, P/E, P/B, EV/Sales, and EV/FCF to a defensible peer set — adjusted for growth, margin, and capital-intensity differences.

  Example triggers

  • "is <ticker> cheap"
  • "how does <ticker> compare to <peer>"
  • "valuation vs peers"
  Request this analysis → v1 · updated 2026-08-17

• Valuation

  💎 📊

  DCF with sensitivity to discount rate, growth, and margin

  Build a discounted-cash-flow model and stress-test the answer against discount rate, terminal growth, margin, and reinvestment assumptions — output as a tornado, not a point.

  Example triggers

  • "intrinsic value of <ticker>"
  • "DCF for <ticker>"
  • "what's <ticker> worth"
  Request this analysis → v1 · updated 2026-08-17

• Valuation

  💎 📊 🌐

  What growth rate does today's price require?

  Invert the DCF — instead of estimating value from assumptions, back out the growth/margin combination the market is already pricing, then ask whether that's plausible.

  Example triggers

  • "what does the market expect for <ticker>"
  • "implied growth rate"
  • "is <ticker> priced for perfection"
  Request this analysis → v1 · updated 2026-08-17

• Valuation

  💎 📊 🌐

  Was that return from earnings, or from re-rating?

  Decompose a stock's total return into (a) EPS growth, (b) multiple expansion/contraction, and (c) dividends — separates fundamental progress from mood-driven re-rating.

  Example triggers

  • "why did <ticker> go up so much"
  • "is <ticker>'s rally justified by earnings"
  • "P/E expansion or earnings growth"
  Request this analysis → v1 · updated 2026-08-17

• Cross-asset

  📊 🌐 💎

  What is the bond market telling us that equities aren't?

  Read the yield curve, credit spreads, TIPS breakevens, and MOVE index as leading indicators for equity — flag divergences where one asset class is smarter than the other.

  Example triggers

  • "yield curve signal"
  • "credit spreads widening"
  • "bond vs equity divergence"
  Request this analysis → v1 · updated 2026-08-17

• Cross-asset

  📊 🌐 ⚡

  What is the dollar / commodity / equity triangle saying?

  Read the DXY-commodity-equity triangle for regime signal — 4 quadrants (strong/weak dollar × up/down commodities) each have distinct equity-sector implications.

  Example triggers

  • "why are commodities rallying"
  • "dollar strength impact on stocks"
  • "risk on / risk off signal"
  Request this analysis → v1 · updated 2026-08-17

• Cross-asset

  📊 🌐 ⚖️

  When do credit spreads signal that trouble is coming?

  Monitor IG and HY spread levels, trajectory, and divergences from equity as an early-warning system for corporate stress and recession.

  Example triggers

  • "credit spreads widening"
  • "junk bond spread"
  • "is credit stressed"
  Request this analysis → v1 · updated 2026-08-17

• Positioning & flow

  📊 ⚡

  What is dealer gamma positioning implying for index moves?

  Read dealer gamma exposure (GEX), put/call ratios, and vol-of-vol to identify when option-market dynamics will suppress or amplify index moves.

  Example triggers

  • "dealer gamma"
  • "gex level"
  • "why is SPX so pinned"
  Request this analysis → v1 · updated 2026-08-17

• Positioning & flow

  📊 ⚡

  Where are CTAs positioned, and what price breaks their trend?

  Estimate systematic CTA and trend-follower positioning by asset, identify the price levels that flip them from long to short (or vice versa) — the "un-wind trigger."

  Example triggers

  • "CTA positioning"
  • "trend followers"
  • "systematic un-wind"
  Request this analysis → v1 · updated 2026-08-17

• Positioning & flow

  📊 💎

  Which names are dangerously crowded by hedge funds?

  Identify the most-owned names in hedge-fund 13F holdings (and biggest short-interest names) — high crowding = large unwind risk when the theme breaks.

  Example triggers

  • "hedge fund crowding"
  • "most-owned by hedge funds"
  • "crowded trade"
  Request this analysis → v1 · updated 2026-08-17

• Regulatory / legal

  ⚖️ 🌐 💎

  How exposed is this company to sanctions regimes?

  Assess direct and secondary sanctions risk for a company — revenue mix by jurisdiction, sanctioned counterparties, secondary-sanction chokepoints, and known enforcement patterns.

  Example triggers

  • "sanctions risk for <ticker>"
  • "OFAC exposure"
  • "Russia / Iran / China chip sanctions"
  Request this analysis → v1 · updated 2026-08-17

• Regulatory / legal

  ⚖️ 💎 🌐

  What antitrust remedy is likely — and what's the stock impact?

  For an active antitrust case, forecast the likely remedy (behavioral vs structural vs blocked) using DOJ/FTC/EC precedent — and map each outcome to stock impact.

  Example triggers

  • "DOJ antitrust <ticker>"
  • "FTC remedy"
  • "will they be broken up"
  Request this analysis → v1 · updated 2026-08-17

• Macro datapoint

  🌐 ⚡ 📊

  What did the Fed dot plot really say?

  Decode the SEP / dot plot changes vs the prior release — median dot, distribution shape, long-run neutral rate shift, and the hawkish/dovish surprise scale vs market-priced.

  Example triggers

  • "Fed dot plot"
  • "SEP update"
  • "FOMC projections"
  Request this analysis → v1 · updated 2026-08-17

• Macro datapoint

  🌐 📊 💎 ⚖️

  What does yield curve inversion mean for equities and cycle?

  Interpret 2s10s and 3m10y inversions in historical context — average lead to recession, false-positive rate, and the equity implication depending on inversion phase.

  Example triggers

  • "yield curve inverted"
  • "2s10s"
  • "recession indicator"
  Request this analysis → v1 · updated 2026-08-17

• Macro datapoint

  🌐 📊 ⚖️

  How should the market read this Chinese macro data?

  Decode Chinese CPI, PPI, PMI, credit growth (TSF), and export data — accounting for known statistical revisions, seasonal adjustments, and the "official vs Caixin" split.

  Example triggers

  • "China CPI"
  • "China PMI"
  • "TSF"
  Request this analysis → v1 · updated 2026-08-17

• Corporate actions

  💎 📊

  Is this buyback a real signal or accounting cosmetics?

  Test whether a buyback actually shrinks share count and returns value — or is offset by stock-based compensation dilution, funded by debt, or announced at expensive valuation.

  Example triggers

  • "<ticker> buyback"
  • "share repurchase"
  • "capital return program"
  Request this analysis → v1 · updated 2026-08-17

• Corporate actions

  💎 📊

  Will this spinoff actually unlock value?

  For an announced spinoff, forecast the parent + spinoff combined value vs pre-announcement — using precedent behavior of spinoffs and parent-remnant multiples.

  Example triggers

  • "<ticker> spinoff"
  • "spin-off value"
  • "conglomerate breakup"
  Request this analysis → v1 · updated 2026-08-17

• Behavioral

  📊 ⚡ 💎

  Is this narrative saturated (or still early)?

  Score how saturated a market narrative is (AI, GLP-1, EV) using search volume, analyst mention counts, fund positioning surveys, and cover-of-magazine indicator.

  Example triggers

  • "is AI trade over"
  • "is this narrative priced in"
  • "when do fads peak"
  Request this analysis → v1 · updated 2026-08-17

• Behavioral

  📊 ⚡

  How much of this trade is retail-driven?

  Estimate retail participation in a specific name or theme using options volume patterns, small-lot ratio, brokerage inflow data, and social media chatter.

  Example triggers

  • "is retail buying <ticker>"
  • "meme stock signal"
  • "retail flow"
  Request this analysis → v1 · updated 2026-08-17

• Move attribution

  📊 ⚡ 🌐

  What is the day's sector rotation telling us about the regime?

  Interpret which sectors led and lagged today (or this week) and match the pattern to macro-regime interpretations — early cycle, late cycle, risk-on, risk-off, or rotation.

  Example triggers

  • "sector rotation today"
  • "why is energy up but tech down"
  • "what regime is the market pricing"
  Request this analysis → v1 · updated 2026-08-17

• Risk & sizing

  ⚖️ 🌐 📊

  Is this event a systemic risk or contained?

  For a specific stress event (bank failure, hedge-fund blowup, sovereign default), assess systemic-risk propagation using contagion channels, counterparty exposure, and precedent.

  Example triggers

  • "is <bank> failure systemic"
  • "hedge fund blowup"
  • "sovereign default risk"
  Request this analysis → v1 · updated 2026-08-17

• Positioning & flow

  💎 📊 ⚡ 👤

  Is this insider purchase a real signal?

  Score an SEC Form 4 insider purchase by conviction (open-market vs option-exercise), size (vs prior comp), timing (blackout window), history (previous buys), and 10b5-1 status — then back-test what similar CEO/CFO buys did next.

  Example triggers

  • "<CEO> bought <ticker>"
  • "insider buying <ticker>"
  • "Form 4 filing"
  Request this analysis → v1 · updated 2026-08-17

• Regulatory / legal

  💎 📊 ⚖️ ⚡

  What did the SEC filings just say?

  Continuously watch SEC EDGAR for material 8-K events, Form 4 insider transactions, 13D/13G activist stakes, and 10-K red-flag language for a watchlist — and route each event to the right follow-up playbook.

  Example triggers

  • "new 8-K for <ticker>"
  • "13D filing"
  • "insider transactions <ticker>"
  Request this analysis → v1 · updated 2026-08-17

• Move attribution

  ⚡ 👤

  What just moved this stock after-hours?

  Identify the driver of an after-hours or pre-market move — earnings, guidance, filing, news wire, or sympathy move — and estimate whether the regular-session open will hold, fade, or extend.

  Example triggers

  • "why is <ticker> up in after-hours"
  • "<ticker> pre-market -8%"
  • "what happened to <ticker> overnight"
  Request this analysis → v1 · updated 2026-08-19

• Regulatory / legal

  💎 ⚖️ ⚡

  How much does this class-action lawsuit actually cost the stock?

  For a filed securities class action or product-liability suit, estimate the eventual settlement / verdict cost using historical settlement ratios, market-cap-loss theory, and comparable case outcomes.

  Example triggers

  • "<ticker> class action filed"
  • "how much will <ticker> pay for this lawsuit"
  • "does this lawsuit matter for the stock"
  Request this analysis → v1 · updated 2026-08-19

• Structural vs cyclical

  🌐 💎 📊 ⚖️

  Are we in a commodity supercycle?

  Test whether a commodity price rally is a genuine multi-decade supercycle (real supply constraint + secular demand) or a cyclical spike — determines whether producers deserve multiple re-rating.

  Example triggers

  • "is copper in a supercycle"
  • "are we in another commodity supercycle"
  • "does the green transition mean permanent high metal prices"
  Request this analysis → v1 · updated 2026-08-19

• Risk & sizing

  📊 👤 💎

  How correlated are my portfolio positions really?

  Assess portfolio-wide correlation risk — position pairwise correlations, cluster analysis, factor exposures — to identify concealed concentration ("I own 20 stocks but they all correlate 0.8").

  Example triggers

  • "am I really diversified"
  • "how correlated are my positions"
  • "will my portfolio all fall together"
  Request this analysis → v1 · updated 2026-08-19

• Macro datapoint

  🌐 ⚡ 📊

  How should the market read this CPI print?

  Decode a US CPI release — headline vs core, month-over-month vs year-over-year, key sub-components (shelter, services, goods, energy), and market-implied Fed response.

  Example triggers

  • "CPI came in at <X>"
  • "how should stocks react to today's inflation print"
  • "was CPI hawkish or dovish"
  Request this analysis → v1 · updated 2026-08-19

• Historical analog

  🌐 ⚖️ 📊

  How have equities responded to past currency devaluations?

  For a sudden currency devaluation (EM or DM), find the closest historical analogs and report distributions of local equity index performance, USD-based-holder returns, and contagion to other markets.

  Example triggers

  • "how did stocks do after Mexican peso devaluation"
  • "is this like 1997 Asia or 2018 Turkey"
  • "what happens when a country devalues"
  Request this analysis → v1 · updated 2026-08-19

• Fundamental quality

  💎 📊 🌐

  How exposed is this company to customer concentration?

  Measure customer concentration risk — top-1, top-5, top-10 customer % of revenue, contract terms, key-customer credit health — and estimate the earnings hit if the largest customer walks.

  Example triggers

  • "how concentrated is <ticker>'s customer base"
  • "what happens if <big-customer> leaves <ticker>"
  • "is <ticker> dependent on one customer"
  Request this analysis → v1 · updated 2026-08-19

• Corporate actions

  💎 📊 👤

  What does this dividend cut really signal?

  Read a dividend cut in context — payout ratio, cash-flow trend, sector precedents, management framing, and historical post-cut equity performance — to distinguish "kitchen sink" reset from "real distress."

  Example triggers

  • "<ticker> cut its dividend"
  • "should I sell after a dividend cut"
  • "is this cut a buy signal"
  Request this analysis → v1 · updated 2026-08-19

• Behavioral

  👤 💎

  Should I invest a lump sum now or dollar-cost-average in?

  Compare lump-sum investing vs dollar-cost-averaging using historical evidence, current market conditions, and behavioral considerations — reveals that lump-sum wins mathematically ~68% of the time but DCA reduces regret risk.

  Example triggers

  • "should I invest all at once or spread it out"
  • "is now a good time to lump-sum"
  • "how long should I DCA over"
  Request this analysis → v1 · updated 2026-08-19

• Structural vs cyclical

  💎 🌐 ⚖️ 👤

  Who wins and loses in the energy transition?

  Map the multi-decade energy transition (fossil fuel → electrification + renewables + storage) to specific value pools shifting between sectors — and identify which are structural winners vs cyclical beneficiaries.

  Example triggers

  • "which stocks benefit from the energy transition"
  • "will oil companies survive"
  • "is renewable energy investable"
  Request this analysis → v1 · updated 2026-08-19

• Positioning & flow

  📊 ⚡

  What does this ETF inclusion or exclusion do to the stock?

  Estimate the price impact of a stock's addition to (or removal from) a major index or ETF, based on passive AUM tracking, effective free float, and historical inclusion-effect studies.

  Example triggers

  • "<ticker> being added to S&P 500"
  • "how much will S&P 500 inclusion move <ticker>"
  • "does index inclusion still matter"
  Request this analysis → v1 · updated 2026-08-19

• Behavioral

  👤

  I've never bought a stock — what's the professional starting framework?

  The absolute-beginner framework for a first-time investor — account types, asset allocation basics, index vs single stocks, contribution priority, and what to avoid doing in the first year.

  Example triggers

  • "how do I start investing"
  • "I have $5K to invest — what do I buy first"
  • "should I buy stocks or index funds first"
  Request this analysis → v1 · updated 2026-08-19

• Regulatory / legal

  ⚖️ 💎 👤

  How exposed is this ADR to delisting risk?

  For an ADR of a foreign-domiciled company, assess US-listing continuation risk from HFCAA, national-security review, or home-country political actions — and what delisting mechanically does to the shares.

  Example triggers

  • "will <adr> be delisted from US exchanges"
  • "what happens if China ADRs are delisted"
  • "is <ticker> at delisting risk"
  Request this analysis → v1 · updated 2026-08-19

• Corporate actions

  💎 📊 ⚡

  What does this going-private transaction mean?

  Interpret a going-private deal (PE buyout, management buyout, family-office take-private) — deal-quality signals, arb spread analysis, historical bump probability, and antitrust risk.

  Example triggers

  • "<ticker> going private for $X"
  • "should I sell my <ticker> after the deal announcement"
  • "will there be a bump"
  Request this analysis → v1 · updated 2026-08-19

• Cross-asset

  🌐 📊 💎

  What is gold telling us about real rates and central-bank credibility?

  Interpret gold price moves through the historical framework of real rates + USD + central-bank credibility — separates "inflation hedge" moves from "sovereign risk" moves from "USD reversal" moves.

  Example triggers

  • "why is gold at record highs"
  • "gold and real rates are decoupling"
  • "is gold signaling loss of Fed credibility"
  Request this analysis → v1 · updated 2026-08-19

• Valuation

  💎 📊

  What hidden assets does this company have?

  Search the balance sheet, footnotes, and MD&A for undervalued assets (owned real estate, minority stakes, tax NOLs, patents, land) that are carried below market value or not fully reflected in book — often 10-30% of market cap.

  Example triggers

  • "does <ticker> have hidden assets"
  • "what real estate does <ticker> own"
  • "how much is <ticker>'s minority stake in <company> worth"
  Request this analysis → v1 · updated 2026-08-19

• Risk & sizing

  👤 💎

  How do I optimize my HSA as a triple-tax-advantaged investment account?

  Use a Health Savings Account not as a healthcare spending account but as the most tax-advantaged retirement account available — triple tax benefit (deductible in, tax-free growth, tax-free out for medical) with proper multi-decade strategy.

  Example triggers

  • "should I max my HSA"
  • "can I invest my HSA money"
  • "what's the HSA strategy"
  Request this analysis → v1 · updated 2026-08-19

• Move attribution

  ⚡ 📊 👤

  Is this an index move or a name-specific move?

  Decompose a stock's daily return into (a) market beta, (b) sector rotation, and (c) idiosyncratic — separates 'everything moved' from 'this one moved for a reason.'

  Example triggers

  • "why did <ticker> drop today"
  • "is <ticker> underperforming or is the market down"
  • "how much of <ticker>'s move is beta"
  Request this analysis → v1 · updated 2026-08-19

• Behavioral

  💎 📊 ⚡ 👤

  Should I worry about this insider selling?

  Distinguish routine insider sales (10b5-1 plans, diversification) from information-driven sales — using transaction pattern, size, timing relative to catalysts, and cluster analysis.

  Example triggers

  • "<CEO> just sold $50M — should I sell too"
  • "why did <insider> dump stock"
  • "is this insider selling a warning"
  Request this analysis → v1 · updated 2026-08-19

• Behavioral

  ⚡ 📊 👤

  How normal is this IPO's first-day pop?

  Compare an IPO's first-day pop against historical distributions by sector, offering size, and market regime — separating 'normal underwriting discount' (~10-20%) from 'hot deal froth' (50%+) that historically leads to poor 1-year returns.

  Example triggers

  • "<ipo> popped 80% on day 1 — is this normal"
  • "does the IPO pop mean anything"
  • "should I buy at the open after IPO"
  Request this analysis → v1 · updated 2026-08-19

• Cross-asset

  📊 🌐 ⚡

  Is a yen carry unwind happening?

  Assess yen carry-trade unwind risk — JPY appreciation velocity, BoJ policy signals, Nikkei-JPY correlation, and cross-asset volatility spillover — and estimate impact on global risk assets.

  Example triggers

  • "yen just surged 3% — is this a carry unwind"
  • "will the BoJ hike again"
  • "what happens to US stocks if yen strengthens"
  Request this analysis → v1 · updated 2026-08-19

• Risk & sizing

  📊 ⚡ 💎

  What is the Kelly-optimal position size for this bet?

  Apply the Kelly criterion to size a position based on estimated edge, payoff distribution, and correlation with existing positions — and adjust for real-world uncertainty using fractional Kelly.

  Example triggers

  • "how big a position should I take"
  • "what's the Kelly optimal for this trade"
  • "should I go all-in on high-conviction ideas"
  Request this analysis → v1 · updated 2026-08-19

• Valuation

  💎 📊 ⚡

  Could this company be taken private in an LBO?

  Test whether a public company is a plausible leveraged-buyout target — free cash flow stability, debt capacity, ownership structure, size, and industry precedent — providing an implied floor valuation.

  Example triggers

  • "is <ticker> a takeover target"
  • "could KKR buy <ticker>"
  • "what's the LBO floor for <ticker>"
  Request this analysis → v1 · updated 2026-08-19

• Structural vs cyclical

  💎 🌐 📊

  Is this margin expansion structural or cyclical?

  For a company or sector showing margin expansion, decompose whether it's structural (moat, scale, mix shift) or cyclical (input costs down, pricing tailwind, temporary demand) — determines whether to capitalize the gain.

  Example triggers

  • "<ticker>'s operating margin hit a record — will it stick"
  • "is US corporate profit share sustainable"
  • "are we in a permanent higher-margin regime"
  Request this analysis → v1 · updated 2026-08-19

• Competitive landscape

  📊 💎 🌐

  Who is gaining and losing market share right now?

  Track market share shifts within a category using revenue growth spreads, unit sales data, retail scan data, and customer-win disclosures — early signal of winning franchises vs share-loss decline.

  Example triggers

  • "who is winning share in <category>"
  • "is <ticker> losing share to <competitor>"
  • "why is <ticker>'s growth so much lower than the industry"
  Request this analysis → v1 · updated 2026-08-19

• Macro datapoint

  👤 🌐

  Is now the right time to refinance my mortgage?

  Evaluate a mortgage refinance decision — current rate vs new available rate, closing costs vs monthly savings, break-even period, remaining loan term, and interest-rate expectations.

  Example triggers

  • "should I refinance my mortgage"
  • "rates dropped 0.5% — worth it"
  • "how long to break even on refi"
  Request this analysis → v1 · updated 2026-08-19

• Competitive landscape

  💎 📊 🌐

  How disruptive is this new entrant to the incumbent?

  Score a new entrant's threat to incumbents — technology advantage, funding, unit economics, customer traction, and moat overlap — to distinguish 'hype disruptor' from 'structural threat.'

  Example triggers

  • "will <new-company> kill <incumbent>"
  • "is <startup> a real threat to <ticker>"
  • "should I sell <incumbent> because of <disruptor>"
  Request this analysis → v1 · updated 2026-08-19

• Macro datapoint

  🌐 ⚡ 📊

  How should the market read this NFP print?

  Decode the monthly nonfarm payrolls release — headline change, unemployment rate, wages, revisions, participation — and estimate the market-implied Fed reaction and equity/bond/USD move.

  Example triggers

  • "how should stocks react to today's jobs number"
  • "was NFP bullish or bearish"
  • "what does <X>k payrolls mean"
  Request this analysis → v1 · updated 2026-08-19

• Cross-asset

  🌐 📊 ⚖️ ⚡

  What is this oil price shock signaling?

  Decode a rapid oil price move (10%+ in a week) — separates supply-driven, demand-driven, geopolitical, and financial (positioning) shocks and maps each to distinct equity, bond, and USD implications.

  Example triggers

  • "why did oil jump 10% today"
  • "is this a supply shock or demand shock"
  • "what does the oil spike mean for stocks"
  Request this analysis → v1 · updated 2026-08-19

• Historical analog

  🌐 📊 💎 ⚖️

  How have markets responded to past oil price shocks?

  For a current oil price shock, find the closest historical analogs and report distributions of S&P total return, sector rotation, and CPI pass-through by shock magnitude and geopolitical vs supply origin.

  Example triggers

  • "oil just jumped 15% — what happens to stocks"
  • "is this like 1973 or 2008"
  • "how much does oil price go into CPI"
  Request this analysis → v1 · updated 2026-08-19

• Positioning & flow

  ⚡ 📊

  Will this stock pin to a strike at options expiration?

  Assess pinning risk around a monthly or quarterly options expiration — dealer-gamma exposure, max-pain strike, open-interest concentration — and forecast whether the stock will gravitate toward a specific strike into the close.

  Example triggers

  • "will <ticker> pin to $150 at expiry"
  • "what is max pain for <ticker>"
  • "does pinning still work"
  Request this analysis → v1 · updated 2026-08-19

• Move attribution

  ⚡ 📊

  Was this move within or beyond what options predicted?

  Compare the actual move to the at-the-money straddle-implied move — separates 'market got the magnitude right' from 'market was surprised' and calibrates future straddle bets.

  Example triggers

  • "<ticker> moved 8% today — was that priced in"
  • "was the earnings move bigger than implied"
  • "did the straddle price the CPI correctly"
  Request this analysis → v1 · updated 2026-08-19

• Competitive landscape

  💎 🌐 👤

  Who wins and loses in this platform / technology shift?

  Map a technology platform shift (cloud, AI, mobile, EV) to specific winners and losers — infrastructure providers vs app developers vs displaced incumbents — using historical technology-shift templates.

  Example triggers

  • "who wins in AI"
  • "who benefits from cloud"
  • "will <incumbent> survive the shift to <new-platform>"
  Request this analysis → v1 · updated 2026-08-19

• Macro datapoint

  🌐 📊 ⚡

  What is this PMI reading signaling?

  Decode ISM Manufacturing / Services PMI releases — the 50-line, sub-indexes (new orders, employment, prices, backlog), and regional PMIs — for what they signal about growth, inflation, and equity leadership.

  Example triggers

  • "ISM PMI came in at <X>"
  • "what does 48 PMI mean for stocks"
  • "is manufacturing in recession"
  Request this analysis → v1 · updated 2026-08-19

• Competitive landscape

  💎 📊 🌐

  How much pricing power does this company actually have?

  Test a company's true pricing power — historical price/volume elasticity, competitor pricing behavior, contract escalators, and price-vs-inflation pass-through — to determine whether it's a 'must have' or a 'nice to have.'

  Example triggers

  • "does <ticker> have pricing power"
  • "will <ticker> hold price against inflation"
  • "why can't <ticker> raise prices"
  Request this analysis → v1 · updated 2026-08-19

• Historical analog

  🌐 📊 💎 👤

  How have equities behaved in similar rate-hike cycles?

  Map the current Fed rate-hike cycle to the closest historical analogs — pace, terminal rate, real-rate path — and report distributions of S&P returns, sector leadership, and recession timing.

  Example triggers

  • "how did stocks do in past rate hike cycles"
  • "is this like 1994 or 2004 or 2022"
  • "what happens to stocks when the Fed stops hiking"
  Request this analysis → v1 · updated 2026-08-19

• Risk & sizing

  👤 💎

  Is my portfolio drifted enough to need rebalancing?

  Check whether a portfolio has drifted beyond target-allocation bands — trigger rules (calendar vs threshold), tax-efficient rebalance techniques, and cost-benefit analysis of when to act.

  Example triggers

  • "should I rebalance my portfolio"
  • "how much has my allocation drifted"
  • "when to rebalance"
  Request this analysis → v1 · updated 2026-08-19

• Fundamental quality

  💎 📊 🌐

  How high-quality is this revenue?

  Score reported revenue quality — recurring vs one-time, cash-collected vs booked, organic vs acquired, US GAAP vs 'adjusted' — to determine whether the top line deserves the multiple the market is paying.

  Example triggers

  • "is <ticker>'s revenue growth real"
  • "how much of <ticker>'s revenue is recurring"
  • "why is <ticker>'s revenue growing but cash flow isn't"
  Request this analysis → v1 · updated 2026-08-19

• Risk & sizing

  👤 💎

  Should I do a Roth conversion this year?

  Evaluate whether the current year is optimal for a traditional-IRA-to-Roth conversion — current vs future marginal rate, market drawdown timing, Medicare IRMAA thresholds, and multi-year conversion strategy.

  Example triggers

  • "should I do a Roth conversion"
  • "market is down, is now a good time to convert"
  • "how much to convert this year"
  Request this analysis → v1 · updated 2026-08-19

• Regulatory / legal

  ⚖️ 💎 📊

  What does this SEC enforcement action mean for the stock?

  Interpret an SEC / DOJ enforcement action (Wells Notice, subpoena, formal investigation, litigation) — score by severity, likely resolution, and probability of secondary triggers (class actions, credit rating, executive turnover).

  Example triggers

  • "<ticker> received Wells Notice"
  • "SEC investigating <ticker>"
  • "what happens when the SEC subpoenas a company"
  Request this analysis → v1 · updated 2026-08-19

• Corporate actions

  📊 💎 👤

  How dilutive is this secondary offering?

  Assess a secondary equity offering's dilution impact — offering size % of float, use of proceeds, pricing discount, insider participation, and stock reaction — to distinguish 'growth capital' from 'desperate capital.'

  Example triggers

  • "<ticker> filed a secondary offering"
  • "how dilutive is this raise"
  • "should I sell before the pricing"
  Request this analysis → v1 · updated 2026-08-19

• Structural vs cyclical

  💎 🌐 📊

  Is this demand growth secular or cyclical?

  For a category showing strong demand growth (data-center power, GLP-1 drugs, EV batteries), decompose whether it's a secular trend (adoption S-curve) or cyclical (inventory, capex over-order, one-off pull-forward).

  Example triggers

  • "is data-center demand secular or cyclical"
  • "will GLP-1 sales keep growing"
  • "is this a real trend or a cycle"
  Request this analysis → v1 · updated 2026-08-19

• Behavioral

  💎 📊 ⚡

  Are we at a sentiment extreme worth fading?

  Combine multiple sentiment indicators (AAII, put/call, VIX, fund manager surveys, media narrative) into a composite score to identify contrarian entry / exit points at genuine extremes.

  Example triggers

  • "is sentiment too bearish"
  • "everyone is scared — time to buy"
  • "is the market too euphoric"
  Request this analysis → v1 · updated 2026-08-19

• Positioning & flow

  ⚡ 📊 👤

  Is this name at short-squeeze risk?

  Score a name's short-squeeze setup from short interest % of float, days-to-cover, borrow cost, call-option skew, and catalyst calendar — separates squeeze-vulnerable names from noise.

  Example triggers

  • "is <ticker> going to squeeze"
  • "how high can this squeeze"
  • "should I short <ticker> with 30% short interest"
  Request this analysis → v1 · updated 2026-08-19

• Fundamental quality

  💎 📊

  How much is stock-based compensation actually costing shareholders?

  Quantify SBC's real dilution and cash cost — vesting schedules, buyback offsets, adjusted vs GAAP EPS gap — to determine whether 'adjusted' earnings are honest or whitewash.

  Example triggers

  • "how much stock-based comp is <ticker> paying"
  • "is the buyback offsetting dilution"
  • "why is GAAP EPS so different from adjusted"
  Request this analysis → v1 · updated 2026-08-19

• Corporate actions

  👤 ⚡ 📊

  Does a stock split actually mean anything?

  Evaluate whether a stock split is a meaningful signal — historical post-split return studies, retail-accessibility effect, options market participation — vs pure cosmetic accounting.

  Example triggers

  • "does a stock split matter"
  • "should I buy <ticker> after the split"
  • "why does <ticker> keep splitting"
  Request this analysis → v1 · updated 2026-08-19

• Valuation

  💎 📊

  What's the sum-of-parts value of this conglomerate?

  Value a multi-segment company as the sum of its parts using peer-group multiples per segment — reveals hidden value (conglomerate discount) or hidden risk (segment losses masked by consolidation).

  Example triggers

  • "what is <conglomerate> worth broken up"
  • "sum of parts <ticker>"
  • "is <ticker> trading at a conglomerate discount"
  Request this analysis → v1 · updated 2026-08-19

• Fundamental quality

  💎 ⚖️ 🌐

  How exposed is this company to supplier concentration?

  Measure supplier concentration risk — top-1, top-5 supplier dependencies, geographic concentration, single-sourced components — and estimate margin / operations impact if a critical supplier is disrupted.

  Example triggers

  • "who supplies <ticker>"
  • "what if <supplier> stops shipping"
  • "is <ticker> single-sourced"
  Request this analysis → v1 · updated 2026-08-19

• Risk & sizing

  👤 💎

  What tax-loss harvesting opportunities exist in my portfolio right now?

  Scan a taxable portfolio for tax-loss-harvesting opportunities — losses to realize, wash-sale rules, tax-lot-level accounting, and substitute securities — to reduce current-year tax without changing market exposure.

  Example triggers

  • "should I harvest tax losses"
  • "what's my capital gains this year"
  • "wash-sale rules for <ticker>"
  Request this analysis → v1 · updated 2026-08-19

• Historical analog

  💎 📊 🌐 👤

  How have past tech bubbles unwound?

  For a suspected tech / narrative bubble, find the closest historical analogs — dot-com, 1972 Nifty Fifty, 2021 SPACs — and report the drawdown depth, duration, and which subset of names survived.

  Example triggers

  • "is this an AI bubble"
  • "is this like 1999"
  • "how deep did the dot-com crash go"
  Request this analysis → v1 · updated 2026-08-19

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