Dashboard

Portfolio Equity

$1,003,782

Pending Signals

50

Open Positions

1

Realized P&L

$1865.38

Recent Theses

Name	Status	Last Scanned
Japan Comes Home: Duration Repricing	draft	Never	View
Consulting AI-Disruption Sell-the-News	active	2026-09-16 10:45	View
Quality oversold on macro, not fundamentals	active	2026-09-16 10:32	View
AI buildout Shorts	active	2026-09-16 10:43	View
Short Oil: Hormuz Reopens	active	2026-09-16 10:41	View