FUND OVERLAPSE5 funds hold · $1.32B · Sea Ltd paper
Q1 13F
FUND OVERLAPCOF4 funds hold · $1.78B · Capital One paper
Q1 13Fin cart ↓
FUND OVERLAPGOOGL8 funds hold · $21.0B — mega-cap, likely beta paper
flagged: overlap on mega-cap ≈ beta, not edge
SIZEDSCHWsingle buyer · $1.85M
below auto-trade threshold — research only
Automation — SEMI stages a pick to your cart · AUTO buys it automatically
INSIDER CLUSTERvalidated · live-capable
SemiAuto
INSIDER SPECIALvalidated · live-capable
SemiAuto
CONSENSUSvalidated · live-capable
SemiAuto
CONTRARIANvalidated · live-capable
SemiAuto
DIVIDENDpaper only · unvalidated
SemiAuto
CONGRESSlocked
SemiAuto
Semi stages the pick into your Staged Orders cart to wait for your Confirm. Auto records the paper trade automatically on the next engine cycle — on both books, sized by your per-broker risk %. Paper-only: it can never place a real order. Mirrors the Semi | Auto toggle on the strategy chips above — changing it in either place updates both.
Exit rule — profit target & max hold (per strategy)
INSIDER CLUSTER
target min 6% · max hold days
DIVIDEND
target min 6% · max hold days
FUND OVERLAP
target min 6% · max hold days
Target floor is 6% — the level the insider edge was validated at; you can raise it (bigger wins, fewer hits) but not drop below. Higher target = lower win rate + more day-90 timeouts, so run the target sweep before committing a number. Auto = 6%.
Delivery — where alerts go
In-app feed
always on
Discord — Vault alerts
Circuit-breaker trips (drawdown 20% / daily loss 9%) post here. It is the only automatic warning that buying was halted, so switching it off means a breaker can trip silently. The toggle mutes the channel without deleting the webhook.
Email
not connected — Discord is the only delivery channel wired today
Filters & cadence
Min trade size
Min cluster size (buyers)
Daily alert cap
Cadence
Staged Orders — Awaiting Your Confirm
semi-auto · click Confirm to review & edit the order ticket
No closed trades yet — positions appear here when their window ends or you close one.
Execution Log
every action, with its reason · fully reconstructable
Jun 11 09:04SIGNAL CLUSTER · ECL · 2 insiders $2.46M → staged for confirm
Jun 9 14:22BUY MDLN · 162 sh @ $30.10 · filled via Alpaca · HIGH CONVICTION $515M · $4,876
Jun 8 10:11BUY DASH · 33 sh @ $148.00 · filled via Alpaca · HIGH CONVICTION $100M · $4,884
Jun 14 02:30SCAN dividend refresh · ZTS, STZ STRONG_BUY → paper entries (unvalidated)
May 28 08:30GATE SCHW SIZED single-buyer $1.85M — below auto-trade threshold, held as research
The line that holds — Only validated strategies execute with real money. Insider Cluster is forward-tested (n=62, live-ready). Dividend is captured in paper only to gather forward data and must pass its own matured-sample test before it can go live. Live mode requires the 2nd-tier password + an explicit Paper → Live switch.
MOCKUP — concept preview · tickers & signal stats are REAL (from your smart_money.db & dividend screener, Jun 2026); entry prices & P&L are illustrative. Not wired to any broker. Past performance does not guarantee future results.