Equity research terminal

Tape.

A Bloomberg-style research terminal in your browser — charts, fundamentals, screens, backtests, macro, options, smart-money tracking, and an AI analyst across the desk. Here's the tour.

Open Tape →
1

Pick a universe

Top-right switcher: S&P 500, Nasdaq 100, Russell 1000/3000, Broad 1500, or 10 international markets (FTSE, DAX, Nikkei, KOSPI, Hang Seng…).

2

Press ⌘K to jump anywhere

The command palette searches every feature and every company by name. Or use the "⌘K · Jump to…" button in the header. Open it with nothing typed to browse features by what you're trying to do.

3

Hover the ?

Any unfamiliar metric (z-score, IV-rank, EV/EBITDA…) has a hover-? with a plain-English definition. The nav dropdowns describe every page too.

Find ideas Surface names and setups worth a look.

🎯 Confluence Engine New

The flagship idea scanner. It fuses independent bullish signals the app already tracks — cheap vs. its own 10-yr history, super-investor 13F buying, Congress buys, analyst upgrades, call-heavy options flow, catalysts — and ranks the names where several agree. One signal is noise; a stack of unrelated ones pointing the same way is a setup. An AI analyst writes a thesis / risk / what-to-watch for the top names.

Open the Confluence Engine →

🕵️ Smart-Money Radar New

Who's quietly accumulating. Cross-references super-investor 13F initiations/adds with members-of-Congress net buying, names the buyers, and flags the ones being bought on weakness ("buying the dip"). Tabs for All / Buying-the-dip / Super-investors / Congress.

Open Smart-Money Radar →

🏷️ Discount to History — explained New

Names trading cheap vs. their own 10-year valuation (EV/EBITDA, P/E, P/S, P/B). Each deep discount now carries an AI verdict — genuine discount (out of favor but fundamentals intact), mixed, or value trap (the market is correctly pricing deterioration) — so cheap-for-a-reason doesn't masquerade as opportunity.

Open Discount to History →

🔍 The Screener

Filter the universe by valuation, growth, margins, quality, technicals — or run a named strategy preset from the purple Strategy dropdown (hover the i for an in-app explanation):

✦ Magic Formula (Greenblatt)
Good businesses at cheap prices.

Ranks each name by earnings yield (cheapness) + return on capital (quality), sums the ranks, takes the best.

Net-Net / NCAV (Graham)
Deep value — a dollar of working capital for less than a dollar.

Below net current assets minus all liabilities. Rare in large caps — try Broad 1500 or Russell 3000.

Piotroski F-Score · Shareholder Yield (Faber)
Fundamental strength, and all the cash returned to owners.

A 9-point health checklist; and dividends + buybacks + debt paydown combined.

Open the screener →
Also try: the plain-English screener — type "profitable companies under 20× earnings growing over 15%" and the AI builds the filter.

📰 Overnight Filings & Earnings Move New

Overnight Filings scans new material SEC filings (8-K/10-Q/10-K) across the Russell 1000+ and writes AI "desk notes" with a red/green impact flag by morning. Earnings Move finds where options are over- or under-pricing an upcoming earnings event (sell the rich straddle / buy the cheap one).

Open Overnight Filings →

Track the market See what's happening right now.

🏠 Home & Morning Desk

The home dashboard shows the 11 sectors with heat, market breadth, and the day's movers. The Morning Desk tab is an AI brief that fuses the overnight movers, filings, options flow and analyst actions into a two-layer read of what matters.

Open the Morning Desk →

🔲 Heatmap & Markets

The Heatmap is a treemap of the universe, sized by cap and colored by return — now with drill-down: click a sector to zoom into its industries and see the smaller-cap names. Cross-Asset Monitor tracks indices, rates, FX, commodities and crypto.

Open the heatmap →

🏦 Economy & Rates

The Treasury yield curve, inflation, growth & jobs, financial conditions (NFCI, VIX, M2) and credit spreads (IG/HY OAS), with a 1M–10Y timeframe bar.

Open the Economy page →

Options flow & Rotation

Market-wide unusual options activity across the S&P 500 — biggest premium trades, call-vs-put skew, unusual-volume flags. Sector Rotation shows what's leading and lagging.

Open options flow →

Research a name Dig into a single company.

📈 Stock pages

Click any ticker (or ⌘K → type it — even when-issued / off-index symbols resolve live). One tabbed view covers everything:

Open NVIDIA →

👑 Super-Investors New

What ~30 legendary managers own from their latest 13F filings — with Q/Q changes and a "most owned" overlap. The "This quarter's story" banner is an AI read of the cohort's consensus rotation (what they leaned into and out of).

Open Super-Investors →

🏛️ Congress Trades New

Members' STOCK Act stock trades (Senate, House & the President's OGE filings). A "What's notable" AI banner pulls the signal — cluster buys, outsized trades, sector bets — out of the raw table.

Open Congress Trades →

⚖️ Compare, Filings & Research Desk

Compare Stocks puts two+ names side by side with margin/growth overlays and an AI head-to-head verdict. Filings & Docs browses and AI-summarizes a company's SEC filings. Research Desk ingests sell-side PDFs into a searchable, cross-broker synthesis.

Open Compare →

Options & volatility Read the vol, then trade the mispricing.

📈 How to read the options data — a primer

Options pricing looks like alphabet soup at first. Here's the whole vocabulary in plain English — and every term below also has a hover-? wherever it shows up in the app.

Implied vs realized vol — the one that matters
What the options market EXPECTS vs what the stock actually DOES.

Implied volatility (IV) is the movement options are pricing in. Realized volatility is how much the stock actually moved. Their ratio — IV ÷ RV, the "variance premium" — is the core edge: IV well above RV = options are rich (a seller's setup); IV near or below RV = cheap (a buyer's setup).

The expected move & the straddle
The range the market is pricing by an expiry.

The at-the-money call + put (a straddle) costs a certain amount; that ÷ the share price is the expected move — e.g. ±7%. The breakevens are spot ± that move. Into earnings we also strip out the ordinary day-to-day vol to show the clean event move — what's priced for the print itself.

Skew — puts vs calls
Which side of the trade is more expensive.

Downside puts usually cost more than upside calls (people pay up for crash insurance) — that's skew. A steep put skew says the market fears a drop more than a pop, and it changes which structure is cheapest to put on.

Term structure & vol crush
How vol differs across expiries — and why it collapses after an event.

Compare a near expiry's IV to a later one (the term structure). When the front is much richer (backwardation), the market is pricing an event; the moment it passes, front IV collapses — vol crush. That's the premium a straddle buyer pays and a seller collects.

IV rank, max pain & the walls
Context on the level and the pinning.

IV rank = where today's IV sits vs its own past year (high = expensive now). Max pain is the strike where the most options expire worthless — price can drift toward it near expiry. Heavy call / put walls (big open interest) can cap or support the stock as dealers hedge.

The Greeks — your exposures
What actually moves your P&L.

Delta ≈ the odds of finishing in-the-money (and ~how many shares the option behaves like). Vega = exposure to vol changes. Theta = daily time decay (a seller's friend, a buyer's tax). Gamma = how fast delta changes — biggest near expiry and at-the-money.

The whole idea: the CODE finds where vol is mispriced — that's math, not opinion. An AI only tells you WHY a name is rich (a real pending catalyst = a trap, or nothing obvious = a possible dislocation). It never prices anything itself.

🎯 Earnings Prep — the pre-print workup

On any stock's Earnings tab: the expected move vs the average realized move (rich/cheap), the clean event move (baseline vol stripped out), a straddle-liquidity read, vol crush & the IV/HV regime, skew, max pain & OI walls, PEAD drift, a suggested Play (with a positioning lean + a directional or calendar alternative), a payoff diagram, and an interactive IV-crush scenario that reprices your trade the morning after the print. Every past reaction is clickable for an AI "why it moved."

Open an Earnings workup →

📊 Vol Dislocation New

Where option vol is rich or cheap across the whole quality universe, ranked by the variance premium (IV ÷ realized). High = the market's paying up for vol (a premium-seller's list); low = vol looks underpriced. Term crush + skew add context, near-earnings names are flagged (their rich vol is expected), and an AI tags the top names with the real catalyst (⚡ pending deal, FDA, litigation) — so a rich name that's just a trap is obvious.

Open Vol Dislocation →

🗺️ Vol Surface New

On a stock's Options tab: the fitted implied-vol surface as a heatmap (IV by moneyness × expiry), with the per-strike rich/cheap residuals — the listed strikes furthest from their own fitted smile, i.e. the individual pricing dislocations. Plus the classic IV-skew and term-structure curves and the full chain.

Open the Options tab →

Catalyst Vol & Earnings Move

Catalyst Vol finds names with a scheduled investor / analyst / capital-markets day where the straddle isn't pricing the event — cheap optionality into a known catalyst. Earnings Move ranks upcoming reporters by how their implied move compares to their own history (sell the rich straddle, buy the cheap one).

Open Catalyst Vol →

Income strategies Options & fund screens for yield.

💵 Options income & closed-end funds

Open Put-Writing →

The AI analyst It's woven through the whole desk.

Two models do the thinking: Gemini 3.1 Pro handles grounded Q&A and the analytical write-ups (Confluence theses, valuation verdicts, the 13F story, Compare); GLM handles the high-volume scans and messy-text work (overnight filings, the StockTwits chatter read).

Everything is framed as research / decision-support — never a personalized buy/sell/hold call.

📌 Good to know

Built for research, not investment advice — verify before relying on anything here.