Product Manual

Use this module when you have a specific list of stocks and a target allocation in mind. The builder will optimize the specific weights based on your risk profile and momentum settings.

Best for quick capital deployment. Enter your capital and tickers, and the system will tell you exactly how many shares to buy of each to maintain optimal risk parity.

Use Cultivate when you want the AI to suggest a diversified portfolio structure for you, rather than picking individual stocks yourself.

Enter the code of a portfolio you previously built to see its live performance, risk metrics, and drift from target allocation.

Open Watchlist from the Portfolio Lab hub or the /watchlist page directly. Set an alert on any tracked ticker and you'll get notified via the bell icon when it triggers. Alert slots are capped by tier (Basic 3, Pro 10, Enterprise 25, Singularity unlimited).

Get a quick pulse check on a stock's volatility and risk/reward profile before entering a trade.

Analyze the risk of your current brokerage account by manually inputting your positions.

Quickly check the risk stats of a strategy you built in the Custom Builder.

Assess the risk profile of the AI's standard diversification algorithms.

View balance sheets, income statements, P/E ratios, revenue growth, and debt leverage to assess long-term viability.

View AI-generated predicted price ranges for the next 7-30 days to assist with timing entries and exits.

Test how your strategy would have performed during specific market conditions (e.g., the 2020 crash).

Gauge the market's psychological state towards an asset to identify potential contrarian or momentum plays.

Get a comprehensive, single-number rating (0-100) for an asset's overall health and potential.

Check the IV Regime badge before choosing a strategy: 'Elevated' favors selling premium (covered calls, cash-secured puts), 'Compressed' favors buying premium (long calls/puts, straddles). The gold-highlighted row is the strike closest to the current spot price. Use 'Model P/L' for a payoff diagram with max profit/loss and break-even on any of the four core strategies, or 'Get Recommendation' under Short Strangle for IV-sized strike suggestions.

Spot sector rotation and relative strength leaders. High sensitivity finds day-trading movers; Low sensitivity finds trend leaders.

Run this scanner mid-session to find stocks that are making statistically significant moves outside their normal range. 'New' badges are first-time entries; 'Repeat' badges have been on the list since their First Seen date. A stock drops off the list automatically once its momentum score decays.

Use this to settle a 'which one is the better buy right now' question — each category's better value wins a point, and the ticker with more points wins the matchup.

Use this for an instant visual read on the entire market. Green/Gold tiles are leading; Purple tiles are lagging. Click winners to see why they are up.

Check this daily. 'High Risk' suggests reducing exposure or hedging; 'Low Risk' suggests buying opportunities.

Backtest how the Risk Command signal has performed over previous years and verify its accuracy.

Read this every morning to stay informed on key market drivers, treasury yields, and economic releases.

Use this to spot diversification opportunities and hidden concentration risk. Pairs near +1.0 move in lockstep and add little diversification benefit when held together; pairs near 0 or negative are better hedges. Check the 'Most Diversifying' pair before adding a new position to an existing portfolio.

1. Define Components: Identify portfolio codes created in Portfolio Lab (e.g., 'TECH_GROWTH') or standard commands. 2. Assign Weights: Determine what percentage of your total capital goes to each strategy. 3. Execute: The Nexus recursively calculates share counts for every underlying ticker, aggregating duplicates. 4. Rebalance: Run periodically to ensure your master allocation remains true to targets.

1. Start with a Conditional Block (e.g. 'When Price of AAPL > $200'). 2. Connect it to an Action Block (e.g. 'Execute Tech Portfolio'). 3. Attach Info Blocks to provide necessary logins. 4. Save and Activate. The system checks conditions every 15 minutes.

Find an event where you have a strong conviction (e.g., 'NVDA > $150'). Place a wager to potentiall win more points based on the pool odds.

Review your win/loss ratio and claim winnings from settled events.

Use Orion AI when your query requires combining data from different tools (e.g., Market Scan + Sentiment + Fundamentals) or when you want a high-level summary without running individual commands manually.

Open the Orion chat widget (bottom-right on most pages) — its start screen has a standalone report generator box, or you can ask in plain language any time during a conversation. Each report card has a PDF download button for sharing or saving. Rate-limited by tier (Pro/Enterprise/Singularity) since each report fans out to several backend analyses at once.

Save your favorite ticker lists here so you don't have to re-type them every time. Retrieve them by name in other tools.

Create a 'Fund of Funds' strategy. For example, a Nexus Code 'ALL_WEATHER' could consist of 50% 'GROWTH_PORTFOLIO' and 50% 'DIVIDEND_PORTFOLIO'.