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
63,045,588
that run our engines · updated daily
Proprietary data points
2.624M
non-public · produced by our engines
Annualized return
22.37%
realized trades · invested capital · as of Sep-2026
Sharpe
1.35
vs. SPY · as of Sep-2026
Beta
0.26
vs. SPY · as of Sep-2026
Alpha (ann.)
+8.00%
vs. SPY · as of Sep-2026
R²
0.22
vs. SPY · as of Sep-2026
Max drawdown
-3.04%
as of Sep-2026
Normalized equity curve
indexed to 100 on the first day · as of Sep 25, 2026
Portfolio 103.0 SPY 101.9 Russell 2000 96.6
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 Oct 30
46 / 100
Balanced
-1.8 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 Nov 2
65%Fearfulof which 33% 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 Oct 30
44%Weak
Above their long-term trend44%
Above their short-term trend43%
Near a one-year high14%
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 Nov 3
Sector
1w
1m
3m
Materials
-0.6%
+6.9%
+10.4%
Health Care
+1.6%
+6.9%
+4.9%
Financials
-0.4%
+5.1%
+3.2%
Energy
-0.5%
+4.6%
-8.3%
Consumer Cyclical
+3.0%
+3.6%
+4.9%
Consumer Defensive
+1.9%
+2.7%
+4.6%
Utilities
-0.6%
-3.6%
-7.0%
Real Estate
-5.8%
-8.4%
-20.9%
Information Technology
-5.8%
-9.1%
-3.3%
Industrials
-2.9%
-10.7%
-5.4%
Communication Services
-1.5%
-11.1%
-10.6%
Which parts of the market have been leading and lagging over the past week, month, and quarter.
Insider buying vs. selling
trailing 30 days
13%of insider trades were purchases
Technology2% buying
Healthcare10% buying
Financial Services33% buying
Consumer Cyclical20% buying
Industrials10% buying
Communication Services4% buying
Energy25% buying
Real Estate28% 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
Communication Services24%
Healthcare23%
Technology17%
Consumer Cyclical9%
Financial Services9%
Industrials9%
Basic Materials6%
Consumer Defensive3%
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 & acquisitions34%
Lawsuits29%
Leadership changes10%
Health approvals & rejections9%
Share issuance7%
Enforcement7%
Activist investors1%
Accounting issues1%
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 Nov 269%
wk of Nov 923%
wk of Nov 166%
wk of Nov 232%
Healthcare
15%
6%
1%
0%
Technology
11%
4%
1%
1%
Industrials
8%
4%
1%
1%
Financial Services
7%
2%
1%
0%
Consumer Cyclical
6%
2%
1%
1%
Basic Materials
5%
2%
0%
0%
Energy
5%
1%
0%
0%
Communication Services
4%
1%
0%
0%
Where the coming weeks' company results are concentrated. Darker cells mean a busier week for that sector.
Economic calendar
the week ahead
Tue, Nov 3
JOLTs Job Openings (Sep)
Midterm Elections
API Crude Oil Stock Change (Oct/30)
Factory Orders MoM (Sep)
Wed, Nov 4
ADP Employment Change (Oct)
ISM Services PMI (Oct)
Balance of Trade (Sep)
EIA Crude Oil Stocks Change (Oct/30)
EIA Gasoline Stocks Change (Oct/30)
Exports (Sep)
Imports (Sep)
MBA 30-Year Mortgage Rate (Oct/30)
Thu, Nov 5
Continuing Jobless Claims (Oct/24)
Initial Jobless Claims (Oct/31)
Jobless Claims 4-Week Average (Oct/31)
Fed Barkin Speech
Fed Hammack Speech
Nonfarm Productivity QoQ (Q3)
Fri, Nov 6
Michigan Consumer Sentiment (Nov)
Non Farm Payrolls (Oct)
Nonfarm Payrolls Private (Oct)
U-6 Unemployment Rate (Oct)
Unemployment Rate (Oct)
Average Hourly Earnings MoM (Oct)
Average Hourly Earnings YoY (Oct)
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
Fed Logan Speech
Fed Musalem Speech
Fed Williams Speech
Participation Rate (Oct)
Mon, Nov 9
Fed Goolsbee Speech
Government and central-bank releases on the calendar for the coming days. Bold items tend to move markets.
Recent deal announcements
33 within the last 30 days
Oct 9AIEli Lilly has reportedly secured a $2.75 billion deal with Insilico Medicine to bring AI-developed drugs to the global market.
Oct 9APAMcEwen has signed a US$55 million agreement to sell its Fuller and Paymaster assets. This appears to be a definitive asset sale agreement.
Oct 9CGCarlyle Group has withdrawn from the bidding process for Lukoil's international assets, indicating a deal that will not proceed for this buyer.
Oct 9FCrescent Energy has reportedly struck a deal with Devon Energy involving Eagle Ford assets, strengthening Crescent's position in the Eagle Ford shale play.
Oct 9GTEGran Tierra Energy shareholders have approved the $1.33 billion sale of its Colombia and Ecuador assets, representing a major definitive transaction for the company.
Oct 9LLYEli Lilly has reportedly secured a $2.75 billion deal with Insilico Medicine to bring AI-developed drugs to the global market.
Oct 9MCHPMicrochip Technology (MCHP) has announced the acquisition of VORAGO Technologies. No financial terms or deal structure details are provided in this filing.
Oct 9NXSTA judge has granted a temporary restraining order halting the Nexstar-Tegna merger, representing a material legal development that puts the deal on pause.
Oct 9PSKYArticle discusses financial windfalls for executives including David Zaslav in connection with the Skydance deal.
Oct 9SYYNews of a buyout is reportedly weighing on Sysco (SYY) stock, dragging shares further from record levels. Specific deal terms or counterparty details are not provided in the headline.
Mergers and acquisitions our systems flagged from the news. The ten most recent, one per company; the count shows the rest we track.
