In mid-2025 I began using AI to help with investing. After twenty years of playing the market myself, the frustration was always the gaps: weeks or months with nothing worth acting on. My first tools flagged signals, but mostly produced noise. It took about a year to build a system that researches the market and finds meaningful opportunities on its own. I refer to these as investing engines, and my current focus is making them respond well to rising and falling markets alike. Simulated trading began in early 2026; real money in June 2026. The results are early, but the numbers are accurate. White sections update daily; teal sections I update by hand. Founders profile.
Data points
12,501,545
that run our engines · updated daily
Proprietary data points
1.8M
non-public · produced by our engines
Annualized return
36.72%
realized trades · invested capital · as of Aug-2026
Sharpe
1.76
vs. SPY · as of Aug-2026
Beta
0.21
vs. SPY · as of Aug-2026
Alpha (ann.)
+10.94%
vs. SPY · as of Aug-2026
R²
0.18
vs. SPY · as of Aug-2026
Max drawdown
-1.93%
as of Aug-2026
Normalized equity curve
indexed to 100 on the first day · as of Sep 2, 2026
Portfolio 102.8 SPY 101.1
AI risk appetite
as of Sep 2
44 / 100
Selective
-4.2 pts vs. the prior week
A daily temperature reading of our AI's appetite for risk. High readings mean it sees opportunity worth pursuing; lower means it's waiting and watching.
Market nervousness
as of Sep 3
33Uneasy16 acutely
How much of the market is pricing in unusual worry right now. Higher means more companies are bracing for a bumpy ride.
Market breadth
as of Sep 2
55%Mixed
Above their long-term trend55%
Above their short-term trend47%
Near a one-year high16%
Near a one-year low11%
How many companies are participating in the market's move, not just the biggest names. Broad participation is a healthier market than a narrow one.
Sector momentum
as of Sep 2
Sector
1w
1m
3m
Health Care
-0.2%
+6.5%
+15.8%
Consumer Cyclical
+2.8%
+3.0%
+1.7%
Consumer Defensive
-0.2%
+2.7%
+2.8%
Financials
-1.1%
+1.0%
+1.4%
Energy
-2.2%
+0.7%
-8.2%
Communication Services
+4.5%
-0.3%
+4.0%
Materials
+0.6%
-0.5%
+2.2%
Industrials
-2.5%
-2.5%
-10.2%
Utilities
+1.5%
-3.6%
-12.2%
Information Technology
-0.2%
-4.4%
-13.9%
Real Estate
-6.1%
-5.8%
-18.1%
Which parts of the market have been leading and lagging over the past week, month, and quarter.
Insider buying vs. selling
trailing 30 days
10%of insider trades were purchases
Technology2% buying
Healthcare4% buying
Financial Services18% buying
Industrials15% buying
Consumer Cyclical16% buying
Communication Services11% buying
Energy31% buying
Real Estate34% buying
When company executives and directors trade their own shares, how often they were buying rather than selling, by sector. Selling is normal; a rise in buying is the interesting signal.
Agency attention by sector
trailing 4 weeks
Healthcare20%
Technology16%
Financial Services15%
Industrials14%
Consumer Cyclical13%
Consumer Defensive9%
Real Estate5%
Basic Materials4%
Where government and agency actions, to include approvals, enforcement, filings, and rulings, have been concentrating over the past month, by sector.
What kind of action
trailing 4 weeks
Mergers & acquisitions31%
Lawsuits23%
Share issuance14%
Leadership changes14%
Health approvals & rejections9%
Enforcement3%
Insider buying3%
Delisting notices1%
The mix of notable company events on the public record this month, from deals and lawsuits to approvals and leadership changes.
Earnings season
next 4 weeks
Sector
wk of Aug 3163%
wk of Sep 720%
wk of Sep 148%
wk of Sep 219%
Technology
14%
7%
1%
2%
Consumer Cyclical
10%
6%
0%
3%
Industrials
12%
3%
1%
1%
Healthcare
7%
2%
3%
0%
Consumer Defensive
4%
2%
1%
0%
Financial Services
6%
0%
0%
0%
Communication Services
4%
0%
1%
0%
Basic Materials
3%
0%
0%
1%
Where the coming weeks' company results are concentrated. Darker cells mean a busier week for that sector.
Economic calendar
the week ahead
Thu, Sep 3
Continuing Jobless Claims (Aug/22)
Initial Jobless Claims (Aug/29)
ISM Non-Manufacturing PMI (Aug)
ISM Non-Manufacturing Prices (Aug)
ISM Services PMI (Aug)
Jobless Claims 4-Week Average (Aug/29)
Balance of Trade (Jul)
Exports (Jul)
Fed Hammack Speech
Fed Waller Speech
Imports (Jul)
ISM Non-Manufacturing Employment (Aug)
Fri, Sep 4
Non Farm Payrolls (Aug)
Nonfarm Payrolls Private (Aug)
U-6 Unemployment Rate (Aug)
Unemployment Rate (Aug)
Average Hourly Earnings MoM (Aug)
Average Hourly Earnings YoY (Aug)
CFTC Crude Oil speculative net positions
CFTC Gold Speculative net positions
CFTC Nasdaq 100 speculative net positions
CFTC S&P 500 speculative net positions
Participation Rate (Aug)
Sun, Sep 6
OPEC Meeting
Wed, Sep 9
API Crude Oil Stock Change (Sep/04)
MBA 30-Year Mortgage Rate (Sep/04)
Government and central-bank releases on the calendar for the coming days. Bold items tend to move markets.
Recent deal announcements
82 within the last 30 days
Sep 3APGEAbbVie has completed its acquisition of Apogee Therapeutics (APGE), representing the closing of the previously announced deal. This is a definitive transaction completion event.
Sep 3DECDiversified Energy (DEC) has announced a $1.8 billion deal to acquire Birch, significantly expanding its Permian Basin footprint. This appears to be a material acquisition announcement for the company.
Sep 2APOGApogee Enterprises (APOG) has announced plans to acquire GroGlass, though deal terms and structure have not been disclosed in the available text.
Sep 2KKRKKR is reportedly set to acquire A1 Garage Door Service for approximately $2 billion, according to unnamed sources. This represents a significant M&A transaction for KKR as the acquirer.
Sep 2LPSNLivePerson (LPSN) stockholders have voted to approve the acquisition of the company by SoundHound AI. This represents a definitive milestone in the M&A process, indicating the deal is progressing toward close.
Sep 2NWPXNWPX Infrastructure has announced the acquisition of Serpentix Conveyor, LLC. No deal terms or financial details are provided in the available text.
Sep 2PANWPalo Alto Networks reportedly acquired Thrive-backed Console for approximately $500 million, according to unnamed sources. This represents a material M&A transaction for PANW.
Sep 2VRTVertiv is reportedly paying $1.45 billion in what appears to be an acquisition aimed at reducing data center power delivery wait times.
Sep 1ALGTA news article discusses a reported merger between Allegiant Travel (ALGT) and Sun Country, framing it as a buy opportunity.
Sep 1BMRNBioMarin Pharmaceutical has completed the acquisition of Alesta Therapeutics, closing the deal as of September 1, 2026. No financial terms or deal size are provided in the announcement.
Mergers and acquisitions our systems flagged from the news. The ten most recent, one per company; the count shows the rest we track.
