Daily Market Workflow

Daily Brief

Premarket and post-close market brief for regime, leadership, catalysts, earnings, and the trading day’s main decision points.

PremarketPost-closeDesk Brief
Quick guide
What it is

A structured daily market brief for morning preparation and after-close review.

Why it matters

It keeps market context, leadership, catalysts, and risk posture in one repeatable workflow.

How to use it

Read the top summary first, then review market tone, leadership boards, catalysts, and earnings before making decisions.

Best for

Daily preparation, market review, and staying consistent.

Watch out for

The brief frames conditions. It is not a standalone buy or sell instruction.

Market Map

Overview-first market opportunity page for themes, leaders, watch areas, demand signals, and the full tracked universe.

ThemesLeadersUniverse
Quick guide
What it is

A market-opportunity map that organizes themes, leadership, watch areas, changed names, and the broader tracked list.

Why it matters

It helps separate real leadership from noise, extended names, and low-quality hype.

How to use it

Start with Overview, then move into Themes, Leaders, Watchlist, Demand, Changed, and All when you need detail.

Best for

Finding where market strength is clustering.

Watch out for

A strong theme still needs ticker-level confirmation and risk control.

Leadership Watchlist

Emerging leadership tracker for candidates, setups, confirmed leaders, early watch names, and changing market opportunity zones.

LeadershipSetupsWatchlist
Quick guide
What it is

A leadership watchlist built to surface names moving from early watch to setup, breakout candidate, or confirmed leader.

Why it matters

It focuses attention on quality candidates before they become obvious to everyone.

How to use it

Review stage filters, then inspect candidates in the context of market regime, theme strength, and ticker quality.

Best for

Building focused watchlists and tracking emerging market leadership.

Watch out for

Watchlist status is not an entry signal by itself.

Market Watch Calendar

Curated market-risk calendar for upcoming catalysts, macro events, earnings windows, and risk-sensitive dates.

CalendarCatalystsRisk Events
Quick guide
What it is

A curated market-risk calendar focused on events that can affect positioning, volatility, and sector behaviour.

Why it matters

Many trades fail because the catalyst calendar was ignored.

How to use it

Check upcoming events before adding risk, especially around macro releases, major earnings, and high-impact policy dates.

Best for

Planning exposure around known catalysts.

Watch out for

Events can matter more when positioning is crowded or volatility is compressed.

Research, Portfolio & Valuation

Stock Evaluator

Single-ticker evaluation for valuation, quality, momentum, distribution context, fair-value range, and conviction read.

StocksValuationConviction Read
Quick guide
What it is

A structured single-stock evaluator combining financial quality, valuation, trend context, and decision-layer framing.

Why it matters

It reduces the risk of judging a stock from only one metric, one chart, or one headline.

How to use it

Enter a ticker, review the Conviction Read, then study valuation, financial quality, momentum, distribution, and current news context.

Best for

First-pass due diligence and comparing watchlist names.

Watch out for

A high score does not replace thesis, risk control, or position sizing.

Portfolio Checker

Portfolio review tool for role classification, allocation balance, concentration risk, current market fit, and action roadmap.

PortfolioAllocationRisk
Quick guide
What it is

A portfolio diagnostic that checks holdings, role balance, concentration, benchmark comparison, and regime fit.

Why it matters

It helps reveal whether the portfolio you think you own matches the risk you are actually carrying.

How to use it

Enter holdings, review cash and role balance, inspect concentration, then use the roadmap to decide what needs attention.

Best for

Portfolio review and exposure cleanup.

Watch out for

Saved portfolio data needs production security hardening before public launch.

CapEx Tracker

Capital-spending and beneficiary map for AI infrastructure, power, data centres, chips, industrial buildout, and related themes.

CapExInfrastructureBeneficiaries
Quick guide
What it is

A CapEx-focused tracker showing major spenders, beneficiaries, hybrid names, and speculative names across buildout themes.

Why it matters

Large capital-spending cycles can create durable beneficiaries, but also execution and spending risks.

How to use it

Start with the overview, then compare spenders, beneficiaries, mapping, and company detail before forming a thesis.

Best for

Infrastructure, AI buildout, power, chip, and industrial theme research.

Watch out for

Spending exposure does not guarantee stock upside.

Rule of 7

Target-mapping tool for first impulse measurement, Rule of 7 projections, and Fibonacci confluence planning.

TargetsFibonacciPlanning
Quick guide
What it is

A structured target-planning tool based on first impulse measurement and confluence zones.

Why it matters

It gives price-target planning a repeatable structure instead of emotional target selection.

How to use it

Define the first clean impulse, review projected levels, then compare targets with broader chart structure.

Best for

Scenario planning and swing-trade target work.

Watch out for

Poor anchor points create poor projections.

Rotation, Maps & Thematic Intelligence

Sector Strength

Sector-rotation dashboard for daily and weekly leadership, cycle-state context, spread charts, and market-regime confirmation.

SectorsRotationRegime
Quick guide
What it is

A sector-rotation page that ranks sector leadership and weakness across daily and weekly views.

Why it matters

It shows whether leadership is offensive, defensive, narrow, or broad enough to support risk-taking.

How to use it

Start with rotation state, then compare sectors against SPY, QQQ, or standalone sector performance.

Best for

Top-down market work and theme selection.

Watch out for

One-day leadership needs confirmation from trend, breadth, and weekly structure.

Premium Maps

Thematic intelligence maps for infrastructure, AI, energy, advanced technology, and other tracked market opportunity clusters.

MapsThemesResearch
Quick guide
What it is

A premium map area for thematic research pages and visual market-opportunity clusters.

Why it matters

Theme maps help connect companies, infrastructure, spending, and market behaviour in one place.

How to use it

Use maps for bigger-picture thesis building before narrowing down to individual names.

Best for

Theme discovery and research organization.

Watch out for

A strong theme still needs valuation, liquidity, and execution checks.