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
323,774
that run our engines · updated daily
Proprietary data points
97
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
The data below is current and pulled live daily, a portion of the millions of data points the engines track. Not all data points are necessarily utilized by the engines in all trading scenarios.
AI Engine Index
AI risk appetite · as of Sep 11
45 / 100
Balanced
-0.8 pts vs. the prior week
Every morning our AI is handed that day's fresh set of data and asked, opportunity by opportunity, whether it would act or pass. The Index is the share that got a yes. Broadly put, above 50 the engine is finding a fair number of opportunities worth acting on. Above 70 it is saying yes to most of what it sees; below 30 it is mostly sitting on its hands. The reading shown is always yesterday's, on purpose, and a day with too few meaningful data points, or a bad-data day, is skipped. The line shows the last twenty readings. The small figure beneath the number compares the newest reading with the average of the prior five trading days.
Market nervousness
as of Sep 11
37%Uneasyof which 15% acute
Every stock has two kinds of turbulence. One is how much it actually bounced around over the past year. The other is how much traders are betting it will bounce around in the weeks ahead. When traders expect bigger swings than the stock has actually been making, they are bracing for something. This is the percent of stocks where traders are gripping the wheel harder; the acute number is the percent where they are white-knuckling it.
Market breadth
as of Sep 10
49%Mixed
Above their long-term trend49%
Above their short-term trend35%
Near a one-year high10%
Near a one-year low16%
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 11
Sector
1w
1m
3m
Consumer Cyclical
+0.5%
+5.7%
-6.1%
Communication Services
+0.3%
+5.4%
+4.1%
Utilities
-0.8%
+4.7%
-4.7%
Financials
-1.9%
+2.8%
+4.4%
Health Care
-2.0%
+1.4%
+8.9%
Information Technology
+0.2%
+0.2%
-12.0%
Materials
-1.7%
-1.5%
-1.4%
Industrials
+0.4%
-1.8%
-6.0%
Consumer Defensive
-2.1%
-3.7%
+2.6%
Real Estate
+0.5%
-7.6%
-14.7%
Energy
-2.7%
-10.1%
-9.8%
Which parts of the market have been leading and lagging over the past week, month, and quarter.
Insider buying vs. selling
trailing 30 days
9%of insider trades were purchases
Technology2% buying
Healthcare4% buying
Financial Services21% buying
Industrials13% buying
Communication Services5% buying
Consumer Cyclical12% buying
Energy29% buying
Basic Materials17% 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%
Financial Services18%
Technology16%
Consumer Cyclical12%
Industrials12%
Consumer Defensive9%
Basic Materials4%
Real Estate4%
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 & acquisitions32%
Lawsuits27%
Leadership changes12%
Health approvals & rejections10%
Share issuance9%
Enforcement4%
Insider buying3%
Activist investors2%
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 Sep 743%
wk of Sep 1417%
wk of Sep 2121%
wk of Sep 2820%
Technology
13%
2%
4%
4%
Consumer Cyclical
11%
2%
8%
2%
Industrials
8%
3%
3%
2%
Healthcare
4%
6%
1%
3%
Consumer Defensive
4%
2%
1%
5%
Financial Services
1%
1%
0%
2%
Basic Materials
1%
0%
3%
0%
Communication Services
0%
2%
1%
0%
Where the coming weeks' company results are concentrated. Darker cells mean a busier week for that sector.
Economic calendar
the week ahead
Tue, Sep 15
API Crude Oil Stock Change (Sep/11)
NY Empire State Manufacturing Index (Sep)
Wed, Sep 16
Fed Interest Rate Decision
Fed Press Conference
FOMC Economic Projections
Press Conference
Retail Sales MoM (Aug)
Business Inventories MoM (Jul)
EIA Crude Oil Stocks Change (Sep/11)
EIA Gasoline Stocks Change (Sep/11)
Export Prices MoM (Aug)
Import Prices MoM (Aug)
MBA 30-Year Mortgage Rate (Sep/11)
NAHB Housing Market Index (Sep)
Net Long-Term TIC Flows (Jul)
Retail Sales Ex Autos MoM (Aug)
Thu, Sep 17
Building Permits (Aug)
Housing Starts (Aug)
Building Permits MoM (Aug)
Housing Starts MoM (Aug)
Initial Jobless Claims (Sep/12)
Pending Home Sales MoM (Aug)
Pending Home Sales YoY (Aug)
Philadelphia Fed Manufacturing Index (Sep)
Fri, Sep 18
CFTC Crude Oil speculative net positions
CFTC Gold Speculative net positions
CFTC Nasdaq 100 speculative net positions
CFTC S&P 500 speculative net positions
Fed Bowman Speech
Industrial Production MoM (Aug)
Leading Index MoM (Aug)
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 11ACVALaw firm Halper Sadeh LLC has announced an investigation into whether ACV Auctions (ACVA) and SAFT are obtaining fair deals for shareholders, implying pending or rumored M&A transactions affecting both companies.
Sep 11CLColgate-Palmolive is reportedly seeking to divest certain personal care brands, according to unnamed sources. No definitive agreement or specific brands have been publicly identified.
Sep 11RVLVRevolve (RVLV) has signed an agreement to acquire a 9.6 MW operating wind project in the US and has secured project-level debt financing with EDC and Vancity.
Sep 10ATKRLaw firm Kahn Swick & Foti is investigating the adequacy of price and process in a proposed sale of Atkore Inc. (ATKR), suggesting a pending or announced M&A transaction is under shareholder scrutiny.
Sep 10CHYMChime reportedly paid $590 million in what appears to be an acquisition of a bank, ending a third-party banking arrangement.
Sep 10EFSILaw firm Kahn Swick & Foti is investigating the fairness of the price and process in a proposed sale of Eagle Financial Services (EFSI), indicating a pending M&A transaction is under scrutiny.
Sep 10LODEMackay Gold & Silver announced plans to acquire the Historic Big Bonanza property, consolidating the entire 6 km length of the Comstock Lode in Nevada.
Sep 10SKYXSKYX Platforms Corp. held an M&A call, suggesting a merger or acquisition development is underway; however, the transcript body contains no substantive details about terms, parties, or deal status.
Sep 10THRMGentherm shareholders have approved the combination with Modine's Performance Technologies business, indicating the merger transaction is advancing toward completion.
Sep 10WAFDLaw firm Kahn Swick & Foti, LLC has announced an investigation into a merger involving WaFd, Inc. (WAFD), suggesting a merger transaction is either pending or recently announced and under legal scrutiny.
Mergers and acquisitions our systems flagged from the news. The ten most recent, one per company; the count shows the rest we track.
