Smart Money Terminal

Public data. Private edge.

The filings are public. The intelligence isn't.

Private beta · US equities · research tool, not investment advice
obvault · smart money terminal
Insider Clusters × Fund Overlapthis week · sample
TickerCompanyInsiders (90d)Funds holdSignalSince flag
ELVElevance Health3 buyers · $4.1M4 funds● STRONG BUY+8.4%
TRVTravelers2 buyers · $2.0M3 fundsBUY+5.9%
CINFCincinnati Financial2 buyers · $1.4M2 fundsBUY+3.1%
STZConstellation Brands2 buyers · $2.5M5 fundsWATCHLIST−1.2%
Click any signal for the full dossier: dividend, news, and insider filings. Then trade it through your broker. (sample view)
The workflow
Signal to trade, in one place.
No spreadsheets, no ten open tabs. A signal fires, you see everything behind it, and you act, without leaving the terminal.
01

A signal triggers

The smart money lines up on a name and you get the alert, with the historical base rate attached so you know what you're looking at.

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02

Click in to see everything

One popup with the full picture: dividend safety, the latest news, every insider filing, valuation and liquidity. All the research, already gathered.

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03

Act on it in a click

Connect your broker (Alpaca, IBKR, Moomoo) and place the trade straight from the signal. Your account, your click.

ELV Elevance Health · Healthcare
$460.20 +1.2% · insider cluster + 4 funds hold
● STRONG BUY
Insiders (90d)
3 officers · $4.1M · net buy
Dividend
1.7% · payout 44% · 13y streak safe
Valuation
P/E 15.2 · below sector
Liquidity
$820M ADV · deep
Latest news
Elevance raises full year guidance · Bloomberg · 2d
One click on a signal → this. Everything you'd research, in one place. (sample)
The approach
We show the odds
even when they're against us.
Track record
+19.4% a year, over 12.5 years.
Measured point in time, adjusted for survivorship, net of costs. The number you can defend, not the one that looks best.
Growth of $1 · 2013 to 2026 quarterly · net of costs
$9.50$7.50$5.00$2.50$1.00 '13'17'21'26
ConsensusContrarianS&P 500
Strategy CAGR vs S&P Sharpe Max DD Growth
● Consensus+19.4%+7.1%1.01−36%9.6×
● Contrarian+17.4%+5.1%0.77−28%7.5×
● S&P 500+12.3%n/a1.07−15%4.4×
Higher return, with more turbulence. On a risk adjusted basis it runs neck and neck with the index: you're paying for the upside, not a smoother ride. Drawdowns are real. Backtest, hypothetical, dependent on skill and regime. Not a promise, not investment advice.
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60-second walkthrough
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🔒 Private beta · approved access only

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