Exportable institutional reporting templates for market, sector, company, portfolio, alert, theme, and earnings workflows.
Morning intelligence across SPY sentiment, breadth, risk-language acceleration, and source-backed movers.
Cross-sector narrative change, topic momentum, ETF overlays, and emerging risk clusters.
Company-level narrative, scorecard, evidence table, events, peers, and active alerts.
Weighted portfolio sentiment, active risk versus SPY, topic exposures, and review areas.
High-severity alerts, portfolio relevance, workflow status, and source evidence links.
Market-wide themes, company exposure, sector distribution, and source-backed summaries.
Pre/post earnings narrative shifts, guidance tone, price reaction, and follow-through.