A quant's discipline.
An analyst's judgment.
ebitda screens the market with factor models, pressure-tests each name with frontier LLMs, and wraps every position in a deterministic risk overlay — so decisions stay consistent, transparent, and yours to approve.
Connect your Alpaca account. Paper trading first — no real capital, no obligation.
Portfolio value
$128,420
Illustrative — not a performance representation.
How it works
A pipeline from signal to decision
Every position runs the same disciplined path — quantitative first, qualitative second, risk-checked always, and new positions never opened without your sign-off.
- 01
Screen
Factor models rank a broad universe on value, quality, and momentum — point-in-time, with no lookahead.
- 02
Reason
A Gemini pass digests the news, then Claude reads the fundamentals and digest to make the qualitative call.
- 03
Protect
A deterministic risk overlay sizes positions, sets stops, and trips a drawdown circuit breaker. Rules, not vibes.
- 04
Decide
You review and approve new buys before they're placed. Risk reduction — trims, stop-outs, and the drawdown breaker — acts automatically, so protection never waits on a click.
The approach
Built like an investor would build it
Opinionated where it matters, transparent throughout, and engineered so the process — not a hunch — drives every trade.
Hybrid quant → LLM selection
Factor screens do the heavy lifting; frontier models add the judgment a pure quant model can't.
Mixed-horizon sleeves
A monthly-rebalanced core factor sleeve paired with a weekly tactical sleeve for shorter-term moves.
Deterministic risk overlay
Per-position sizing and stops with a portfolio drawdown circuit breaker — applied the same way every time.
Point-in-time backtesting
Walk-forward testing with Brinson attribution, so you can see where return actually came from.
Approvals dashboard
A signals queue you triage and approve, with positions, decisions, and P&L tracked in one place.
Paper-first & encrypted
Paper trading until a strict promotion checklist passes. Broker credentials are envelope-encrypted at rest.