What do you need today?
Pick a job. Every number comes back traced to a filing — never made up.
Tearsheet
A clean one-pager on any company, from the latest filings.
SOURCEDRisk metrics
Sharpe, information ratio, VaR, drawdown on your book.
LIVE ENGINEUpdate model from earnings
Drop in your model — face statements written in (XBRL), operational tier (AISC, production) cited from the MD&A.
SOURCEDBuild presentation deck
Drop a finished model with a recommendation — Claude designs & writes an IC-grade deck, every figure traced to a cell.
BYOKPortfolio
Live prices · updating… · shares & avg cost are editable — saved on this device
| Ticker | Shares | Avg cost | Price | Mkt value | Unrealized P/L | Day | Weight |
|---|
CSV import expects columns like Date, Symbol, Action (Buy/Sell), Shares, Price — transactions are aggregated into positions by average cost. Prices are live from Yahoo (each links to its source); cost basis & P/L are computed locally and stored only on this device.
Watchlist
Live prices · updating… · your names drive News, Calendar & the brief — saved on this device
| Ticker | Price | Day |
|---|
Risk metrics
Computed automatically from your holdings — daily closes for every name, valued as a book, differenced into returns, run through the deterministic engine. No pasting.
Advanced: compute from a pasted returns series instead
Tearsheet
A sourced one-pager on any company — every figure links to the exact filing it came from.
Simulate
Monte Carlo — 10,000 correlated paths of your book over the horizon. Drift, volatility & correlations estimated from real history; the dispersion (VaR, percentiles) is the robust output. A model of outcomes under stated assumptions, not a forecast.
Implied distribution
The market's own price distribution at expiry — extracted from real option prices via Breeden–Litzenberger. This is the risk-neutral (pricing) measure the market is charging, not a real-world forecast.
Thesis tracker
Your written theses, decomposed into falsifiable pillars — every numeric break-threshold wired into the live Monitor. If one trips while you're away, the pillar flips to ⚠ and your phone gets a push.
Model vault
Your stored models — the lab watches EDGAR daily and re-runs the update automatically when the next 10-Q/10-K is filed, then alerts your devices.
Build presentation deck
Drop a complete, polished model — one that already carries your recommendation & price target — and Claude designs & writes an IC-grade PowerPoint from it. Numbers come from your model (traced to cells); Claude does the narrative, structure & design. Requires your Anthropic key.
Initiating coverage · NVDA
Companies
Your coverage universe — portfolio + watchlist, live prices, one click into any sourced workflow.
| Ticker | Company | Price | Day | Research |
|---|
Archive
Your firm's research memory. Drop past memos, models and decks — every page becomes searchable, with the source one click away. Files stay in your private workspace.
Decisions
Your decision journal. Log a call the moment you make it — the lab freezes a sourced market snapshot (every name + Nasdaq + BTC, each with its source link). Grade it later against a fresh pull: how it aged, deterministically. No advice, no hindsight edits.
News
Headlines across your portfolio and watchlist — every item links straight to its publisher.
Monitor
Standing alerts over your book — condition-driven, not scheduled. Set a rule; the lab checks every 15 minutes while running (plus on demand) and every trigger lands below with its source.
Routines
Scheduled briefs that run over your book on the server while you're away, composed on your own saved key and delivered to your inbox.
Treasury workspace
Liquidity, cash and rate risk, with every figure derived transparently from your inputs. The point is showing the work, not just the answer, so it stands up in a board pack or a regulator's review.
Liquidity / LCR
HQLA against 30-day stressed outflows, Basel caps applied. The ratio, and the shortfall if any.
AUDITABLECash forecast
Rolling inflow/outflow ladder with projected closing balances and any floor breach.
LIVE ENGINEInvestment book
The treasury portfolio: yield, maturity ladder, duration, HQLA eligibility.
LIVE ENGINEInterest-rate risk
Repricing gap and NII / EVE sensitivity to rate shocks of plus or minus 100 and 200bps.
LIVE ENGINELiquidity Coverage Ratio
HQLA against 30-day stressed net cash outflows. Basel III run-off rates and Level 2 caps applied, every input shown so the ratio is auditable end to end.
Cash forecast
A rolling weekly ladder: opening balance plus inflows minus outflows, projected closing balance each week, with any breach of your minimum operating floor flagged.
Investment book
The treasury portfolio: weighted yield and maturity, approximate duration, the maturity ladder, and how much of it is HQLA-eligible.
Interest-rate risk
Repricing gap by time bucket, then the hit to one-year net interest income and to economic value of equity under a parallel rate shock.
Tax slips
Drop a scanned PDF of tax slips. The lab reads every slip, lays each box out as a column, totals each column, and exports a clean Excel table for the return. Every figure shows the slip and page it came from.
Calendar
Upcoming earnings & catalysts across your portfolio and watchlist — each sourced, confirmed vs. estimated.