Portfolio YTD
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vs SPY
Earnings Season
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reported
Estimate Momentum
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last 30 days
Rating Momentum
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last 30 days
Median Fwd P/E
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portfolio
Active Alerts
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All
Portfolio
Watchlist
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Avg EPS Surprise
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Avg Rev Surprise
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Beat Rate (EPS)
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Beat Rate (Rev)
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Median Fwd P/E
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Coverage
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All
Portfolio
Watchlist
Results
Forward Estimates
Surprises
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EPS Surprise
Revenue Surprise
Top Mover (YTD)
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Avg Estimate Rev (30d)
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Net Upgrades (90d) ?Net analyst rating changes (upgrades minus downgrades) across coverage over the past 90 days. Positive means more upgrades; negative means more downgrades.
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Bullish / Bearish ?Count of tickers with bullish vs bearish analyst momentum labels. A ticker is bullish when net 90-day rating changes are positive; bearish when negative.
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Momentum Dashboard
Portfolio
Watchlist
All
Price Momentum ?Year-to-date and quarter-to-date price returns plus distance from 52-week high. Identifies relative strength leaders and laggards across the portfolio.
Estimate Revisions (30d) ?Percentage change in consensus EPS and revenue estimates over the last 30 and 90 days. Rising estimates signal improving fundamentals; falling estimates flag deterioration. NTM annual period used.
Rating Momentum ?Analyst rating activity over 30 and 90 days — upgrades, downgrades, net direction, and bullish consensus %. Captures sell-side sentiment shifts before they fully price in.
Theme Momentum ?Tracks investment themes extracted from earnings transcripts and news. Themes are labeled accelerating, stable, decaying, or new based on mention frequency trends across quarters. Highlights emerging narratives and fading catalysts.
Median Trailing P/E
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Median Forward P/E
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Most Expensive
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Most Compressed
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Median DCF Upside
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P/E Multiple Analysis ?Compares trailing P/E (GAAP reported earnings, 12-month lookback) and forward P/E (analyst consensus non-GAAP EPS estimates). Tracks expansion/contraction over time via daily PE snapshots. High P/E signals growth premium; low P/E may indicate value or declining expectations.
Portfolio
Watchlist
All
Trailing P/E Distribution
Sector Performance Summary
Holdings by Sector
All
Portfolio
Watchlist
Broad Sector
Click a slice to explore sub-sectors →
Sub-Sector
Click a slice to explore sub-sectors →
12-Month Sector Performance
All
Portfolio
Watchlist
Coverage Return vs Benchmark
12-Month Price Path by Sector (indexed, base = 100)
Coverage vs. ETF Benchmark
All
Portfolio
Watchlist
Avg EPS Surprise % by Sub-Sector
Avg Quality Score by Sub-Sector
Sub-Sector Summary Table
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Peer Group Intelligence
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Macro Themes
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Research Files
▶
Markets
1M
3M
6M
1Y
3Y
5Y
Major US Index ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Sector ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Crypto ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Commodities & Precious Metals
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
International ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
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Fund Performance
1M
3M
6M
YTD
1Y
All
Consolidated
WAF Trust
CAF Taxable
CAF IRA
Cumulative Return (indexed to 100)
— Fund (TWR)
— SPY
· · · Target (SPY+5%)
Open Positions
| Ticker | Shares | Price | Beta (3Y) | Beta (5Y) | Value | Weight | YTD | QTD | Cost Basis / sh | Unrealized | Since Open | Contribution | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Realized Gains / Losses
By Quarter
Lot Detail
| Quarter / Ticker | Shares | Cost / sh | Sell / sh | Gain / Loss | Return |
|---|---|---|---|---|---|
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Dividend Income
| Date | Ticker | Amount | Description |
|---|---|---|---|
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Option Income
| Date | Underlying | Option | Type | Premium |
|---|---|---|---|---|
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Capital Flows
Deposits and withdrawals — used to calculate HPR
Capital Flows
Deposits and withdrawals — used to calculate HPR
Technical Signals
All
Portfolio
Watchlist
Actionable
| Ticker | Price | Signal | RSI | SMA 50 | SMA 200 | MACD | BB | vs SMA50 | Updated |
|---|---|---|---|---|---|---|---|---|---|
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Upcoming Earnings
Company
Macro
All
Portfolio
Watchlist
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Portfolio X-Ray
Consolidated
Portfolio Strategy
Define allocation constraints, sector exposure targets, and weighting methodology. The rebalancing engine reads these when generating trade lists.
Consolidated
Account-level settings override consolidated defaults. Leave blank to inherit.
Position Sizing
Weighting Strategy
Positions sized proportionally to their composite conviction score, then capped at min/max bounds.
Sector Exposure Targets
Current allocation shown for reference
| Sector | Current % | Target % | Max % | Drift |
|---|
Strategy Compliance
Load portfolio data to see compliance status
Account Overview
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AI Resilience Scorecard
All
Portfolio
Watchlist
Buy Radar ?Ranks watchlist tickers by composite buy score (0–100). Blends four sub-scores: Conviction (fundamental + thematic quality), Estimates (recent revision momentum), Rating (analyst upgrade/downgrade trend), and Valuation (relative cheapness vs peers and history). Recalculated on demand.
Watchlist & Portfolio Management
Add, remove, or toggle tickers between portfolio and watchlist.
Changes take effect immediately — the pipeline reads from the database at startup.
| Ticker | Name | Sector | Type | |
|---|---|---|---|---|
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Database Connection
Enter your Supabase credentials to connect the dashboard to your earnings database.
These are stored in your browser only.
Found in Supabase → Settings → API → Project URL
Found in Supabase → Settings → API → Project API Keys → anon public
Prompt Templates
Manage Claude prompt templates for each pipeline stage.
Every save becomes the active template — previous versions are preserved.
Analysis
News
Thesis
Required placeholders:
{eps_actual}
{eps_estimate}
{eps_surprise_pct}
{revenue_actual}
{transcript}
JSON fields must use
JSON fields must use
{{double braces}} to avoid being treated as placeholders.
Version History
Earnings Quality Score — Weights
Adjust how each factor contributes to the 0–100 score shown in tables and company pages.
Weights must sum to 100.
Pipeline Actions
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Trigger pipeline commands remotely. Server must be running:
python pipeline.py server
Pipeline Run Logs
Recent pipeline execution history. Auto-loads the last 50 runs.
| Mode | Started | Duration | Status | OK / Err | Errors |
|---|---|---|---|---|---|
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