Tutorial
Complete investment decision loop — from discovery to risk management
The Complete Decision Loop
1
Discover
Run 10 AI scanning strategies to surface stocks you're not watching — low valuation, momentum breakouts, earnings plays, sector rotation.
2
Analyze
5-agent parallel analysis (Value + Growth + Technical + Sentiment + Macro) → weighted score → BUY/HOLD/SELL + entry/stop/target.
3
Deep Research
MiroMind real-time web research — live fundamentals, technicals, catalysts, risks, and an explicit price target range. 24h cache.
4
Chat
Ask any question in plain language. AI injects live prices, 5-agent history, and IBKR holding context automatically.
5
Backtest
Every BUY signal is backtested: win rate, average return, per-agent breakdown. Real IBKR trade history with FIFO P&L.
6
Options Strategy
Translates your directional thesis into a concrete options structure — Bull Call Spread, Iron Condor, Cash-Secured Put and more — with Greeks, breakeven, and payoff.
7
Portfolio Risk
Full risk dashboard: Beta vs SPY, VaR, CVaR, Sharpe, Sortino, max drawdown, correlation heatmap, sector concentration, 3 stress scenarios, hedge suggestions.
Options — How It Works
When you open a stock's Options tab, the system already knows your 5-agent score,
direction (bullish/bearish/neutral), and conviction level.
It fetches a real options chain (yfinance), computes Black-Scholes Greeks in-process, and selects the strategy that fits your thesis — not a generic suggestion.
If yfinance is rate-limited, it generates a synthetic chain from Polygon OHLC + historical volatility. You always get 2–3 actionable strategies with full payoff math.
It fetches a real options chain (yfinance), computes Black-Scholes Greeks in-process, and selects the strategy that fits your thesis — not a generic suggestion.
If yfinance is rate-limited, it generates a synthetic chain from Polygon OHLC + historical volatility. You always get 2–3 actionable strategies with full payoff math.
Risk — What Gets Measured
Beta: How much your book moves per 1% SPY move.
VaR 95%: Dollar loss you won't exceed 95% of days.
CVaR: Average loss on the worst 5% of days.
Sharpe / Sortino: Return per unit of total / downside risk.
Max Drawdown: Worst peak-to-trough and how long it lasted.
Stress Tests: Market crash −10%, rate hike +2%, tech rotation −15%.
Hedges: Rule-based suggestions — SPY puts, sector ETF puts, protective puts.
VaR 95%: Dollar loss you won't exceed 95% of days.
CVaR: Average loss on the worst 5% of days.
Sharpe / Sortino: Return per unit of total / downside risk.
Max Drawdown: Worst peak-to-trough and how long it lasted.
Stress Tests: Market crash −10%, rate hike +2%, tech rotation −15%.
Hedges: Rule-based suggestions — SPY puts, sector ETF puts, protective puts.
Feature Deep-Dives
SPY / QQQ / VIXY live prices, 5-agent signals across your watchlist, Polygon news digest. Morning briefing in one glance.
Low Valuation · Near Support · Momentum Breakout · Undervalued+Catalyst · Earnings Plays · Sector Rotation · Gap-Down Recovery · Crypto · Options Scan · Watchlist Builder. 4h cache — run once, instant on revisit.
60-day K-line with MA/volume. 5-agent score breakdown. Entry, stop-loss, take-profit levels. MiroMind deep research button → real-time web synthesis with explicit recommendation.
Fetches live options chain (yfinance → Black-Scholes synthetic fallback). Reads your 5-agent score + direction + conviction, then recommends the right structure:
Bullish high conviction → Bull Call Spread / Covered Call
Bearish → Bear Put Spread / Protective Put
Neutral → Iron Condor / Long Straddle
Each card shows: legs, net premium, breakeven, max profit/loss, risk-reward ratio.
Bullish high conviction → Bull Call Spread / Covered Call
Bearish → Bear Put Spread / Protective Put
Neutral → Iron Condor / Long Straddle
Each card shows: legs, net premium, breakeven, max profit/loss, risk-reward ratio.
Beta vs SPY (CAPM 120-day) · 1d/10d VaR 95% · CVaR (Expected Shortfall) · Sharpe · Sortino · Max Drawdown · Correlation heatmap · Sector concentration bars · 3 stress tests (crash −10%, rate hike +2%, tech rotation −15%) · Rule-based hedge suggestions. No IBKR required — uses watchlist with equal weights if no TWS.
AI accuracy report: per-signal outcome, win rate, average return. IBKR Flex Query tab: real closed trades with FIFO cost basis and actual P&L.
Live data injected per query: current price, PE, sector, news, 5-agent history. IBKR holding context when connected. Ask 'Should I add to NVDA?' and get a position-aware answer.
IBKR TWS live positions and floating P&L. Loads instantly — background fetch, no blocking. Requires TWS with API enabled on port 7496.
Open-source · No broker required for AI features ·
GitHub ·
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