- Who’s actually been right? Not who posts the most — who’s beaten the market on the calls they made.
- Where is everyone positioned? For any ticker, how many of your writers are long vs short right now, and which of them have a track record worth weighting.
This is a model, not anyone’s brokerage statement. A call is entered at the close on/after the writer’s mention and held — it’s a consistent yardstick for comparing takes, not a claim about what anyone actually traded.
What counts as a call
Each piece of content runs through a stance pass that asks, per primary ticker: is the writer long, short, or just mentioning it? Only genuine directional views become calls. A passing reference doesn’t. Re-mentions are handled so frequent posters don’t get a hundred duplicate “calls” on the same name:The writers leaderboard (left)
Every tracked writer, ranked. Four columns:
Both HIT and α/21D come from the event study (fixed forward window, minimum 8 calls) — not a lifetime average of mixed holding periods. Writers below the 8-call minimum fall back to their lifetime ledger stat, shown muted/italic so you can see it’s the softer number; hover either column for the full breakdown — study mean · hit · n · t-stat, plus the forward curve (mean excess and up-share at +5 / +21 / +63 sessions, so you can see whether a writer’s edge builds or fades with holding period), or the lifetime figures for fallback writers.
Click any header to sort; click again to reverse. Sorting uses whichever value is displayed (study where covered, lifetime otherwise).
The weather chips
A small ☂ or ☀ next to a writer’s name grades whether their edge survives factor stress. Every call’s alpha is bucketed by the factor climate on its entry day (the momentum basket’s trailing-month move: unwind / quiet / momentum-on tape):- ☂ all-weather — median alpha stays positive even on calls opened into unwind tapes. Real edge, not factor beta.
- ☀ fair-weather — positive alpha only when momentum is working; goes negative in unwinds. The writer may just be a momentum passenger — weight their calls accordingly when the factor tape turns.
The activity dots
A coloured dot on the left edge flags recent activity at a glance:- ● solid green — opened a new call in the last 3 days (fresh conviction)
- ○ hollow green — only re-mentioned an existing open call in the last 3 days (still on it, no new position)
- no dot — quiet
Search writers
The search box at the top of the column narrows the leaderboard to whoever you type — by name or publication — and stays pinned as you scroll. It uses the same stacked-tag behaviour as the call search (more below), so you can layer terms to home in fast.Favorites
Hit the ☆ next to a writer to favorite them. Favorites jump to the very top of the leaderboard — above the activity tiers — with a faint divider separating them from everyone else, so the writers you actually follow are always in view. Favorites are saved to your account and follow you across devices.Writer grades
The leaderboard tells you who’s been right; grades tell you whose track record is strong enough to act on — in either direction. Every writer’s calls are measured for forward excess return vs SPY at 21 sessions after the call (5- and 63-session windows too). Writers with at least 8 calls and statistically meaningful results earn a tier:
Badges sit right next to writer names on the leaderboard. Hover one for the evidence: average vs SPY, hit rate, and sample size.
Grades recompute weekly and sharpen as the ledger grows — a writer who’s ungraded today may earn (or earn against) a badge as their calls season.
Each call is also tagged TA, FA, or MIXED by the extraction model — whether the writer’s case rests on technicals, fundamentals, or both. Useful when you want to weight a chartist’s breakout call differently from a fundamental thesis.
The call list (right)
Every call, newest first — company logo, ticker, direction, badges, then the writer on their own line (with their FOLLOW/FADE grade when they have one), the verbatim quote that evidenced it, and live P&L (entry → current, with the return and alpha).- Newest / Top Gainers — sort by recency or by return
- Filters — everything else lives in one popover; see Filtering & drill-downs
- Search — a box at the top of the column narrows the list by ticker, writer, publication, or thesis text (stacking tags below)
Filtering & drill-downs
The Filters popover
One button next to the sort tabs holds every list filter; a count badge on it shows how many are active, so a narrowed list is never mistaken for the full one. Reset filters clears the lot.
Filters combine with each other and with search tags — FOLLOW-tier + Shorts + Open is three clicks and a genuinely interesting list.
Three clicks per row
Each call row routes clicks by where you land:- The ticker → the ticker focus panel — positioning tally + annotated chart across all writers
- The writer’s name → that writer’s complete call history (same as clicking their leaderboard row; click again to clear)
- Anywhere else on the row → the call modal: the thesis blown up with a stats strip (entry price and date, last or frozen price, return, α vs SPY, running return, status and re-mentions) above the ticker’s full price chart with ▲/▼ entry triangles for every call on that name — this call’s own triangle highlighted — so one writer’s entry is always seen in the context of everyone else’s
Stacking search tags
Both search boxes — calls (right) and writers (left) — work the same way. Type a term and hit Enter and it pins as a little tag; stack as many as you like, each with an ✕ to drop it (or Backspace on an empty box to pop the last one). Typing also filters live before you commit. As you type, a suggestion dropdown offers matches — tickers (with company names and call counts) and writers — so typingintel finds INTC even when no call text contains the word “intel”. Pick one with a click or ↑/↓ + Enter; plain Enter with nothing highlighted still commits your raw text as a free-text tag.
Tags are AND — a row has to match every tag — so they narrow as you add them. Search Druckenmiller, then NVDA, and you’re left with exactly that writer’s NVDA calls. The calls search matches ticker, writer, publication, or thesis text; the writers search matches name or publication.
A writer or ticker tag pulls that name’s complete history from the server — same as clicking their leaderboard row — so a writer with 89 calls shows all 89, not just the ones recent enough to be in the default list. Free-text tags (thesis words like “foundry”) filter whatever’s loaded.
Ticker focus
Clicking a ticker opens a focus panel with two things straight out of the “where’s everyone positioned” playbook:- Positioning tally — a
N LONG / M SHORTbar across all open calls on that ticker - Annotated price chart — the price line with a marker at every writer’s entry (▲ long, ▼ short), plus a permanent label on the single biggest-magnitude call so there’s always one headline takeaway
- Drag the time axis left/right to contract/expand the window (it follows your cursor), or scroll to zoom toward wherever you’re pointing
- Drag the chart to pan across time
- Double-click to snap back to the full range
Call badges
Pre-IPO names
When a writer calls a company before it’s public — SpaceX, OpenAI, Anthropic — there’s no stock to price against. Calls uses Hyperliquid’s pre-IPO perpetual markets for these, so the call is scored from day one and carries straight through the eventual IPO. These show a pre-IPO badge.Macro toggle
By default the list focuses on single names — single-name stocks, pre-IPO names, and crypto. Flip Macro calls on in the Filters popover to bring in futures, equity indices, rates, and FX when you want the whole picture.How the numbers work
Alpha — the edge per call
Alpha — the edge per call
For each call, alpha is the call’s return minus SPY’s return over the same window, sign-adjusted for direction (a short that falls while the market rises is positive alpha). Each call is scored over its own life — up to its 6-month freeze if closed, or entry-to-today if still open. The ALPHA column is the median across all of a writer’s scored calls. There’s no fixed rolling window — it spans their whole track record.
Hit rate
Hit rate
The share of a writer’s scored calls with positive alpha — i.e. how often they beat the market, not how often the call simply went up.
Which calls get scored
Which calls get scored
Every priced call counts from day one — closed calls at their frozen value, open calls at their running value. A brand-new call contributes near-zero alpha until the market actually moves, so fresh positions barely move the averages on their own.
Benchmark
Benchmark
Everything is measured against SPY. Raw return in a rising market flatters everyone; alpha vs SPY is the part that’s actually skill.
What it’s not
- Not recommendations — it’s a scoreboard of other people’s stated views, nothing more
- Not anyone’s real P&L — it’s a consistent model (enter at mention, hold), not a trade blotter
- Not realtime — calls and prices update on the daily cron
See also
Writers overview
The corpus behind the calls — Substack, X, and YouTube.
AskAura
Ask “who’s long NVDA right now?” and get the positioning, cited to each writer.