Communication Cards
Catch a meaningful market or account event with its context preserved.
- Role
- Catch
- Required example
- One persisted event rendered consistently on the web and in an alert.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json
Open working example ↗ Execution Replay
Inspect what a model knew and decided at each recorded checkpoint.
- Role
- Evaluate
- Required example
- A persisted session showing inputs, predictions, decisions, and subsequently observed outcomes.
- Evidence
- partial evidence
- Source
- frontend/src/data/signal-public-example.json · scripts/publish_signal_example.py
Review evidence state ↗ Macro Regime
Assess the market conditions surrounding an opportunity.
- Role
- Context
- Required example
- A dated rates, volatility, and breadth snapshot with source timestamps.
- Evidence
- derived historical
- Source
- frontend/src/data/macro-public-example.json · scripts/publish_macro_example.py
Open working example ↗ Strategy Payoff Explorer
Test how an option structure gains or loses across expiration prices.
- Role
- Evaluate
- Required example
- An actual quoted contract or spread, its quote timestamp, signed legs, payoff, and breakevens.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json · frontend/src/data/homepage-options-experiences.ts
Open working example ↗ Portfolio Performance
Measure how deployed capital performed after accounting for deposits and withdrawals.
- Role
- Evaluate
- Required example
- An observed return period with cash-flow treatment, benchmark, and drawdown.
- Evidence
- needs capture
- Source
- frontend/src/lib/pending-example-contracts.ts · docs/product/performance-agentic-alert-evidence-audit.md
Review evidence state ↗ NTRA Portfolio
See where our capital is allocated and where exposure is concentrated.
- Role
- Follow
- Required example
- A dated public portfolio snapshot with weights, instrument types, and concentration.
- Evidence
- observed historical
- Source
- frontend/src/data/portfolio-public-example.json · backend/src/routers/public_watchlist.py
Open working example ↗ Agentic Account
Inspect what the agent account holds and does within its recorded permissions.
- Role
- Follow
- Required example
- A sanitized account snapshot with permissions, positions, and timestamped activity.
- Evidence
- observed historical
- Source
- frontend/src/data/agentic-account-evidence.json · scripts/publish_agentic_account_evidence.py
Open working example ↗ Ticker Comparison
Find relative strength and weakness across names over the same period.
- Role
- Compare
- Required example
- Several observed price series rebased over common dates with a stated benchmark.
- Evidence
- derived historical
- Source
- frontend/src/data/homepage-public-closes.json
Open working example ↗ Options Chain
Find contracts with the price, liquidity, and sensitivities needed to examine a trade.
- Role
- Inspect
- Required example
- One captured expiration with bid, ask, volume, open interest, Greeks, and underlying price.
- Evidence
- partial evidence
- Source
- frontend/src/data/options-chain-examples.json · scripts/publish_options_chain_examples.py
Review evidence state ↗ Option Graph
Examine how an option or spread has been priced over time.
- Role
- Inspect
- Required example
- Observed marks for identified contracts, with signed quantities and synchronized timestamps.
- Evidence
- derived historical
- Source
- frontend/src/data/options-chain-examples.json · frontend/src/data/captured-option-experiences.ts
Open working example ↗ Best Options Report
Find cheap calls, expensive puts, and other options candidates using explicit ranking criteria.
- Role
- Discover
- Required example
- A dated report candidate with its screen, metric definition, universe, and rank.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ BOR Archive
Revisit what a report identified using the original dated evidence.
- Role
- Evaluate
- Required example
- A preserved issue and its original candidate; subsequent outcomes attached separately when available.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ Delta Surface
Spot call and put pricing differences at comparable delta and expiration.
- Role
- Compare
- Required example
- One observed chain grouped by delta, with premium units, expiry, and timestamp visible.
- Evidence
- derived historical
- Source
- frontend/src/data/options-chain-examples.json · frontend/src/data/captured-option-experiences.ts
Open working example ↗ Market Heatmap
Spot where gains, losses, and market activity are concentrated.
- Role
- Discover
- Required example
- A captured market universe with a stated change window, grouping, and tile-size metric.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ Trade Chart
Inspect our actual executions in the price context around them.
- Role
- Follow
- Required example
- A persisted broker fill placed on observed price history with execution time and price.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json · frontend/src/data/company-surfaces/RKT.ts
Open working example ↗ Trade Timeline
Follow the sequence of actual portfolio actions and their position impact.
- Role
- Follow
- Required example
- Several persisted actions in order, with position changes where recorded.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json
Open working example ↗ Signals
Inspect a model indication alongside its horizon, confidence, and recorded evidence.
- Role
- Discover
- Required example
- A timestamped prediction with model version, horizon, observed inputs, and risk verdict.
- Evidence
- partial evidence
- Source
- frontend/src/data/signal-public-example.json · scripts/publish_signal_example.py
Review evidence state ↗ Opportunity Screener
Find candidates that meet your chosen market and options criteria.
- Role
- Discover
- Required example
- A saved filter set applied to a dated real universe, with matching rows and exclusion counts.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ Catalyst Calendar
Find upcoming events that could change the timing or risk of an idea.
- Role
- Context
- Required example
- A verified company or economic event with source, scheduled time, and affected symbols.
- Evidence
- observed historical
- Source
- frontend/src/data/catalyst-public-example.json
Open working example ↗ Watchlist
Find noteworthy changes in the names you choose to follow.
- Role
- Discover
- Required example
- A real symbol list with timestamped changes and the selected comparison window.
- Evidence
- derived historical
- Source
- frontend/src/data/homepage-public-closes.json
Open working example ↗ Equity Fill Alerts
Catch an equity trade we actually executed and its recorded position impact.
- Role
- Follow
- Required example
- A broker-backed buy or sell, with execution timestamp, price, and before/after weight.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json
Open working example ↗ Option Fill Alerts
Catch an option trade we actually executed with its contract terms and premium.
- Role
- Follow
- Required example
- A broker-backed option fill with contract identifier, side, quantity, and execution premium.
- Evidence
- needs capture
- Source
- frontend/src/components/OptionLifecycleReview.tsx
Review evidence state ↗ Option Expiry Alerts
See how an option resolved at expiration, including assignment and retained premium where recorded.
- Role
- Evaluate
- Required example
- A reconciled expiry linked to the opening position and final broker outcome.
- Evidence
- needs capture
- Source
- frontend/src/components/OptionLifecycleReview.tsx
Review evidence state ↗ Option Order Alerts
Follow a working option order and changes to its execution state.
- Role
- Follow
- Required example
- A submitted order with limit, current state, and broker-backed lifecycle updates.
- Evidence
- needs capture
- Source
- frontend/src/components/OptionLifecycleReview.tsx
Review evidence state ↗ Watchlist Movers
Catch unusual movement among the names being monitored.
- Role
- Catch
- Required example
- A captured mover with return window, comparison universe, and measured change.
- Evidence
- derived historical
- Source
- frontend/src/data/homepage-public-closes.json
Open working example ↗ Earnings Alerts
Catch an earnings catalyst and inspect the reported change against expectations.
- Role
- Catch
- Required example
- A sourced release or verified scheduled event with reported and expected figures where available.
- Evidence
- observed historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Company Research Cards
Inspect the sourced observations behind a company idea.
- Role
- Inspect
- Required example
- A dated thesis observation linked to its original source and company context.
- Evidence
- derived historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Financial Profiles
Check whether reported financial performance supports a company idea.
- Role
- Inspect
- Required example
- An actual filing period with revenue, earnings, or cash flow and comparable prior periods.
- Evidence
- observed historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Report Alerts
Catch a newly published options shortlist with its original rankings intact.
- Role
- Catch
- Required example
- A communication generated from the same immutable report issue used by the report component.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json · frontend/src/data/report-alert-example.ts
Open working example ↗ SPY Decision Gates
See whether a recorded setup passed its specified decision checks.
- Role
- Evaluate
- Required example
- A sealed gate artifact with passed and failed checks, decision, and timestamp.
- Evidence
- derived historical
- Source
- frontend/src/data/forward-session-public-example.json · scripts/publish_forward_session_example.py
Open working example ↗ Credit Lab Scorecard
Review a modeled session including actions, skipped setups, and risk checks.
- Role
- Evaluate
- Required example
- A frozen completed session with all eligible and skipped gates and the outcome basis.
- Evidence
- derived historical
- Source
- frontend/src/data/forward-session-public-example.json · scripts/publish_forward_session_example.py
Open working example ↗ Credit Lab Replay
Inspect historical modeled setups against the observations used to evaluate them.
- Role
- Evaluate
- Required example
- A reproducible historical run with configuration, observations, costs, and result provenance.
- Evidence
- derived historical
- Source
- frontend/src/data/credit-lab-public-example.json
Open working example ↗ Credit Lab
Investigate setups through reproducible backtests with explicit assumptions.
- Role
- Evaluate
- Required example
- A frozen run with date range, setup rules, costs, sample size, drawdown, and out-of-sample status.
- Evidence
- derived historical
- Source
- frontend/src/data/credit-lab-public-example.json
Open working example ↗ Alerts and Custom Alerts
Catch a condition you chose when you are not watching.
- Role
- Catch
- Required example
- A saved rule, the observed threshold crossing, and a delivery receipt.
- Evidence
- needs capture
- Source
- frontend/src/lib/pending-example-contracts.ts · docs/product/performance-agentic-alert-evidence-audit.md
Review evidence state ↗ Discord Community
Discover trade ideas and reasoning shared by other members.
- Role
- Discover
- Required example
- A shareable member idea with attribution, timestamp, rationale, and permission for public display.
- Evidence
- needs capture
- Source
- frontend/src/data/community-idea-example.ts
Review evidence state ↗ Company Coverage
Build an idea from sourced company research and changes to its thesis.
- Role
- Inspect
- Required example
- A published company observation connected to a primary source and a dated thesis update.
- Evidence
- derived historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Options Education
Learn the concepts needed to interpret and examine an opportunity.
- Role
- Learn
- Required example
- A published lesson applied to an identified real contract; calculations labeled as an exercise.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json · frontend/src/components/HomepageOptionsExperiences.tsx
Open working example ↗ Agent Workflows and Integrations
Repeat a defined research process while preserving its inputs and outputs.
- Role
- Repeat
- Required example
- A completed workflow with input provenance, step results, timestamps, and failure states.
- Evidence
- derived historical
- Source
- frontend/src/data/forward-session-public-example.json · scripts/publish_forward_session_example.py
Open working example ↗ Market Data API
Use the same market observations in your own research tools.
- Role
- Access
- Required example
- An authorized successful request with schema, data timestamp, and documented access requirements.
- Evidence
- observed historical
- Source
- frontend/src/data/access-public-example.json · scripts/publish_access_example.py · backend/src/services/public_research.py
Open working example ↗ MCP Access
Make supported research capabilities available to an agent through structured tools.
- Role
- Access
- Required example
- A supported tool call and actual response with declared permissions and provenance.
- Evidence
- observed historical
- Source
- frontend/src/data/access-public-example.json · scripts/publish_access_example.py · backend/src/services/public_research.py
Open working example ↗