The loop
Everything on the site is one flywheel:1
Ingest — everything you'd want to read, read for you
Every day the system ingests Substack (free and paid — full archives and subscriber chats), X, and YouTube from curated writers. Each piece is fully read: thesis extracted, tickers tagged, claims pulled out, embedded for semantic search. Hundreds of pieces become a queryable research memory instead of a firehose you feel guilty about.
2
Score — opinions become track records
Every directional take becomes a tracked call — entered at the price when the writer said it, scored against SPY ever since. Over time that produces something no feed gives you: who’s actually been right, who’s loud, and who’s a reliable contrary indicator. Writers earn FOLLOW/FADE grades that travel with every call they make.
3
Watch — the market side, live
Dashboards cover the tape itself: Market Pulse (a regime engine plus a live event feed), 25 world indices, the volatility shelf, breadth, CTA/VRP positioning models, the cross-asset scanner, a 40-theme thematic map with rotation tracking, and quarterly 13F flows from 34 funds.
4
Connect — every view drills into every other
Nothing is a dead end. A theme drills to its sub-themes, a sub-theme to its stocks, a stock to its chart — with your writers’ calls drawn on the price and the institutions’ 13F flags next to them. A call links back to the exact sentence it came from. A macro event links into the names it touches.
5
Personalize & push — it comes to you
All of it is intersected with your portfolio and watchlists. The Today page answers “what happened to my names and why” every morning, and the Pre-Market Brief email pushes the same synthesis before the open — fresh calls, position flips, consensus forming, earnings on deck.
6
Ask — the whole system is queryable
AskAura sits on top of everything: the corpus, the call ledger, 13F filings, your portfolio, and live web/X data. “What are my writers saying about semis?” or “who flipped short recently?” — answered with citations, charts inline.
What that looks like in practice
- A theme lights up on the rotation view → drill to the sub-theme → see which of its stocks your writers have live calls on → open the chart with those calls marked at their entry bars.
- A name in your portfolio gaps down → Today already shows why: the writer who flipped short yesterday, the 13F sellers last quarter, the earnings print behind it.
- You vaguely remember someone making the bull case for uranium → semantic search finds the piece, its extracted thesis, and how that writer’s calls have scored since.
What’s inside
Today
The synthesis page — everything above, intersected with your names, every morning.
Macro
Market Pulse, Daily Recap, CTA & VRP models, cross-asset scanner, treasury curves.
Indices
25 world indices, the volatility shelf, movers, highs/lows, and the thematic rotation map.
Research
The corpus: Substack + chats + X + YouTube, scored calls, writer grades, AskAura.
Single Names
Watchlists, heatmaps, ticker-level deep dives, phase-change screens.
Portfolio
Connect via Plaid. Performance, factor exposure, CVaR, stress scenarios.
Start here
First time? Take the Quick tour — five things to do in your first session.
A few notes
- Data lag. Most prices currently come from free feeds, delayed roughly 15–20 minutes. Near-real-time paid feeds are on the roadmap. For now, use auramarkets for context, not execution.
- Active development. Features ship fast — your feedback directly shapes what comes next.
- Free and invite-only. If you’re reading this, you probably know me — tell me what you think.