📂 FRIDAY – Agent-Level Upgrade: Expectation Gap v2
A PM-grade refinement identifying companies with the strongest potential for positive estimate revisions.
📂 THURSDAY – Portfolio Audit: “False Diversification Detector”
A portfolio audit designed to uncover hidden overlap and false diversification.
📂 WEDNESDAY – Sector Scanner: “Q2 Earnings Setup Scoreboard”
A sector scoreboard ranking industries by earnings setup quality ahead of Q2 reporting season.
📂 TUESDAY Single-Stock Deep Dive: “Competitive Threat Radar”
A structured analysis of emerging competitive threats and how they may impact future performance.
📂 MONDAY – Expectation Gap Screener: “Consensus Is Too Low”
A screener identifying companies whose business momentum may be running ahead of Wall Street expectations.
📂 FRIDAY – Agent-Level Upgrade: Cash Flow Acceleration v2
A PM-grade refinement identifying the strongest opportunities driven by accelerating cash generation.
📂 THURSDAY – Portfolio Audit: “Crowded Winner Exposure”
A portfolio audit identifying exposure to popular trades that may carry hidden downside risk.
📂 WEDNESDAY – Sector Scanner: “Analyst Conviction Rotation Map”
A sector map identifying where analyst conviction and estimate revisions are accelerating.
📂 TUESDAY – Single-Stock Deep Dive: “Market Share Momentum Audit”
A deep dive into whether a company is truly taking market share or simply riding industry growth.
📂 MONDAY – Cash Flow Acceleration Screener: “The Silent Improvers”
A screener identifying companies quietly improving free cash flow faster than revenue growth.
📂 FRIDAY – Agent-Level Upgrade: Estimate Acceleration v2
A PM-grade refinement that turns estimate revision momentum into a conviction-ranked opportunity list.
📂 THURSDAY – Portfolio Audit: “Thesis Drift Detector”
A portfolio audit that identifies positions whose original investment thesis may no longer be valid.
📂 WEDNESDAY – Sector Scanner: “Profitability Expansion Map”
A sector-level map highlighting where profitability trends are improving fastest.
📂 TUESDAY – Single-Stock Deep Dive: “Capital Allocation Intelligence Audit”
A deep dive into management's ability to create shareholder value through capital allocation.
📂 MONDAY – Estimate Acceleration Screener: “The Upgrade Cycle”
A screener for stocks experiencing accelerating analyst estimate upgrades before broader recognition.
📂 FRIDAY – Agent-Level Upgrade: Pullback Leaders v2
A PM-grade refinement that turns pullback candidates into a conviction-ranked opportunity list.
📂 THURSDAY – Portfolio Audit: “Single-Theme Fragility Check”
A portfolio audit that identifies hidden single-theme exposure and concentration risk.
📂 WEDNESDAY – Sector Scanner: “Summer Setup Rotation Map”
A sector rotation map identifying where capital may flow as summer trading begins.
📂 TUESDAY – Single-Stock Deep Dive: “Earnings Revision Trap Audit”
A single-stock audit that tests whether positive estimate revisions still offer upside or are already priced in.
📂 MONDAY – Relative Strength Reset Screener: “Pullback Leaders”
A screener for identifying market leaders pulling back constructively without breaking trend.