✦ AI-DRIVEN PORTFOLIO MANAGEMENT

Invest Smarter with Autonomous Intelligence

From scanning the entire US equity market to executing trades and delivering intelligence reports — a fully autonomous investment platform powered by AI.

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AI Portfolio Intelligence
LEO AI AGENT

Meet Leo — Your AI
Portfolio Manager

Leo doesn't just give signals — he manages your entire portfolio autonomously. Every decision is AI-verified with fresh data and logged with full rationale.

  • 🔄
    Close & RebalanceCloses underperforming positions when fundamentals deteriorate
  • 📊
    Options RollingRolls expiring options to optimal strikes and dates
  • 💰
    Income GenerationSells covered calls & cash-secured puts to maximize income
  • 🎯
    New PositionsOpens equity & options positions on high-conviction signals
  • 🛡️
    Safety GuardrailsConviction thresholds, daily limits, and full audit trail
Leo AI Trading Agent
SMART MONEY INTELLIGENCE

See What Smart Money
Is Doing

Track the moves that institutional players, corporate insiders, and even members of Congress don't want you to see.

  • 🔮
    Unusual Options FlowLarge-block trades signaling institutional conviction
  • 🏦
    Dark Pool ActivityOff-exchange volume revealing accumulation patterns
  • 👔
    Insider TradesCEO/CFO purchases and sales tracked in real-time
  • 🏛️
    Congressional TradesPolitician buy/sell activity across all committees
Smart Money Intelligence
VMI™ SCORECARD

6-Checkpoint
Fundamental Analysis

Our proprietary Value & Moat Intelligence scorecard stress-tests every stock across six fundamental dimensions with a clear PASS / WARN / FAIL verdict.

  • 📊
    Revenue ConsistencyMulti-year trend and margin stability
  • 📈
    Growth TrajectoryEPS growth, PEG ratio, forward estimates
  • 💰
    Fair Value — 9-Model ValuationDCF, PEG, P/E, P/B, P/S, and more — multi-model intrinsic value consensus
  • ✅
    ProfitabilityROE, ROIC, cash conversion efficiency
  • 🛡️
    Debt HealthDebt/equity, interest coverage, red flags
  • 🏰
    Moat RatingAI-scored economic moat with durability assessment
VMI Scorecard
EVENT RADAR

Never Miss
a Catalyst

The Event Radar continuously monitors market-moving events and automatically escalates high-conviction catalysts to Leo for immediate evaluation and action.

  • 📅
    Earnings DetectionPre and post-earnings analysis with surprise scoring
  • 📰
    News SentimentBreaking news processed via AI for impact assessment
  • 🔄
    Sector RotationCapital flow tracking across all 11 GICS sectors
  • ⚡
    Auto-EscalationWhen technicals, fundamentals, and catalysts align, Leo acts within minutes
Event Radar
📡

Trend Radar

Multi-signal market scanner across the entire US equity universe. Momentum, volume, Smart Money flow, and technical confluence — scored and ranked daily.

Trend Radar
📊

Intelligent Reports

Position-by-position AI analysis delivered morning, end-of-day, and on-demand. Includes exact instructions — strikes, quantities, stops — sent via Telegram.

Intelligent Reports
🔍

Stock & Options Screeners

Filter S&P 500, Nasdaq 100, and custom lists with 15+ enrichment columns. Separate stock and options screeners with real-time data.

Screeners

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