Event-driven equity research for active traders
Insider event signals delivered with context, audit trail, and AI review.
Strategy OS turns raw SEC filing events into explainable signals, evidence tracking, and structured weekly review. Not just a ticker feed — a disciplined decision workflow for traders who want more than noise.
- Daily shortlisted signals on US equities, based on public insider events
- Context, risk notes, and AI review for every signal batch
- Dashboard with evidence trail, outcomes, and recommendation loop
Assisted pilot. No automated execution. No return promises.
Director cluster buy — 4 insiders in 7 days
Context
Four directors of the issuer recorded open-market purchases totaling $6.55M within a 7-day window. Filter passed on cluster OMB threshold and insider count.
Risk note
Director-only cluster (no CEO/CFO participation). Monitor confirmation volume and price behavior on consecutive sessions.
AI review
Meaningful cluster magnitude relative to recent insider activity. Director alignment strengthens the pattern; absence of CEO/CFO tempers conviction.
The problem
Most signal feeds give you tickers. They don’t give you process.
Strategy OS turns event-driven signals into a clear workflow of selection, context, tracking, and review.
What you usually get
Ticker. Headline. Alert. The rest is on you.
What’s missing
Why it passed the filter. What risk exists. What happened after. What needs to change.
What this changes
Signal, context, evidence, and recommendation loop in one place.
How it works
A clear workflow, not a chaotic feed.
The pilot starts from public events, but doesn’t stop at a simple alert.
01
Event ingestion
Relevant events are collected and normalized from SEC filings.
02
Filtering & selection
Candidates pass through explicit rules, cluster logic, and scoring.
03
AI review & context
Important batches receive explanatory analysis and risk notes.
04
Tracking & review
Signals are tracked and evaluated weekly — not forgotten after delivery.
What you get
The pilot includes exactly what matters for a disciplined trader.
Daily signal digest
Relevant signals, no spam.
Event context
Why the signal passed the filter.
AI review layer
Risk notes and explanatory context.
Strategy dashboard
Workspace with signals, evidence, and outcomes.
Weekly review
Summary with winners, losers, and next actions.
Pilot closeout report
Clear verdict: continue, revise, or stop.
Example
What a signal looks like
We don’t just deliver a ticker. We deliver enough context to understand why it exists.
Ticker
NMFC
Event
Director cluster buy — 4 insiders accumulated $6.55M in 7 days
Context
Four directors recorded open-market purchases in a 7-day window. The workflow flagged the candidate after applying cluster OMB >= $250k and unique-buyers >= 2 thresholds, filtering out 10b5-1 plans and routine dispositions.
Why it matters
Director clusters of this magnitude are rare — most issuer-days show no insider activity. Cluster size, recency, and capital commitment place this signal in the selection tier of the workflow.
Risk notes
Director-only cluster without CEO/CFO participation reduces insider conviction weight. Sensitive to the broader market tape on entry session and to confirmation quality in the first 5 trading days.
AI review
Meaningful cluster magnitude relative to baseline. Role distribution is consistent (all directors), suggesting coordinated action rather than isolated opportunism. Should be tracked alongside subsequent filings and volume profile.
Why it’s different
Not just a signal. Not just a dashboard.
Not just a feed
Every output comes with logic, context, and tracking.
Not just UI
You get evidence, outcomes, and a recommendation loop.
Not AI magic
AI is the review layer, not a marketing spectacle.
Not scattered research
The entire flow lives in one unified process.
Who it’s for
Built for
- Active traders on US equities
- People who understand the difference between a trade and a process
- Traders who want explainable signals, not just tickers
- Users who value evidence and operational discipline
Not built for
- Beginners looking for “what to buy today”
- Users who want automated execution from day one
- People looking for profit promises
- Those who want personalized capital allocation
Founding Pilot
An assisted pilot for active traders.
Founding Pilot
€1,500 / 6 weeks
1 workspace. 1 strategy. Daily delivery. Weekly review. Clear closeout.
Seats are limited because onboarding is assisted, not superficially automated.
Included
- 1 dedicated workspace
- 1 active strategy
- Daily signals via Telegram or email
- AI review layer
- Dashboard with evidence trail
- Weekly review
- Closeout report with clear verdict
Not included
- Automated execution
- Personalized investment advice
- Individual capital allocation
- Return promises
FAQ
Questions that actually matter
Is this a signal group?+
No. It includes signals, but the product is a complete workflow with context, evidence, and review.
Is this automated trading?+
No. We do not automatically execute orders in your account.
Will you tell me exactly how much to buy?+
No. The product does not provide personalized allocation or sizing instructions.
What happens after the 6 weeks?+
You receive a closeout report and a clear verdict: continue, revise, or stop. If it makes sense, the pilot can continue on a monthly basis.
What if some signals lose?+
That will happen. The pilot is built around process, evidence, and review — not the illusion that every signal must win.
Is this for beginners?+
Not primarily. The pilot is for active traders who understand process and risk.
You don’t need another ticker feed. You need a workflow that makes sense.
If you’re an active US equity trader looking for event-driven signals with context, review, and operational discipline, the Founding Pilot is the right entry point.
Assisted pilot. Clear workflow. No unnecessary noise.