For Financial Advisors & IFAs
Weekly signals combining fund flows, earnings tone, and retail sentiment — so you can spot risk, opportunity, and crowded trades in 5 minutes.
"Know when you're early — and when you're exit liquidity."
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Retail momentum building (score 100) with limited institutional backing — often signals late-stage or speculative rally
Retail momentum building (score 100) with limited institutional backing — often signals late-stage or speculative rally
High retail conviction outpacing institutional flows — watch for follow-through or fade
Institutions quietly accumulating (score 76) with little retail attention — potential under-the-radar opportunity
Institutions quietly accumulating (score 75) with little retail attention — potential under-the-radar opportunity
Institutions quietly accumulating (score 75) with little retail attention — potential under-the-radar opportunity
Most tools show you the data. We show you what it means.
SEC EDGAR · 13F Filings · Earnings Transcripts · Retail Sentiment · Real-Time Analysis
The Problem
You don't need more information. You need to know what actually changed — and why it matters for your clients.
Earnings tell one story, price tells another — which one do you trust?
Retail hype moves stocks before fundamentals catch up, but it's hard to track systematically.
13F filings arrive 45 days late and take hours to interpret manually.
By the time something is obvious on Bloomberg, it's already priced in.
Clients ask questions about stocks they heard about — and you don't always have the answer ready.
The Solution
Three signal sources. One clear answer. Every week.
See when retail sentiment and institutional fund flows diverge — the gap between them is often where opportunity hides.
We track tone shifts, guidance direction, and key themes — not just beat/miss numbers that everyone already knows.
Spot when a stock shifts from quiet institutional accumulation to retail-driven hype — timing that changes the entire risk profile.
How It Works
No jargon. No terminal. Just signals you can act on.
01
Our AI watches 40+ finance channels, transcribes every video, and extracts bullish/bearish signals on individual tickers — updated continuously.
02
Which funds are quietly accumulating? Who reduced exposure last quarter? We translate SEC filings into the Market Intelligence dashboard.
03
The Hype vs Smart Money table shows you in real time where retail sentiment and institutional positioning are pulling in opposite directions.
04
Everything combined into a 5-minute read. Personalise it to your client focus areas. Download as a white-labelled PDF with your firm's name.
What's Included
Not a data terminal. Actual intelligence — written, reasoned, and ready to act on.
Instantly see which stocks have retail and institutional flows aligned — and which are dangerously diverging.
Automated flags when retail sentiment, institutional positioning, and analyst consensus diverge — the earliest signal of a regime change.
Every briefing as a PDF with your firm's logo. Send it straight to clients — or use it to walk them through the week.
Query any fund's holdings, track changes quarter-over-quarter, and identify conviction moves before they appear in mainstream analysis.
Why It's Different
Other tools give you more data. We give you fewer, better decisions.
Pricing
All plans include a 14-day free trial. No card charge until trial ends. Cancel anytime.
Starter
per month
Professional
per month
Firm
per month, up to 5 advisors
Need more than 5 advisors? Contact us for a custom plan.
Early Access
“My clients now ask me about institutional positioning — because I brief them on it every week. It's become one of the main reasons they stay with me.”
Independent Financial Advisor — London,
early access user
“Know when you're early — and when you're exit liquidity.”
Takes 5 minutes to read. Built for analysts, not algorithms.
Start free trial — 14 days, no card needed