Pulse helps a single portfolio manager connect today's signals to today's positions. Momentum, RSI, and vol-spike scored against every name you hold — so you walk into the open knowing exactly what to act on first.
A small PM wakes at 5:30am ET with 60 minutes before the open. In that window, they need to know what their book did overnight, what the market did, and which names need action. Today that workflow is fragmented across a terminal, a spreadsheet, news emails, and a screener — none of which know each other. Pulse joins them up.
For every name you hold, Pulse computes whether today's signals agree or disagree with your position direction. If you're long a name but the momentum + RSI + vol-spike composite is screaming reversal, Pulse flags it with a single-word verb: Cover, Trim, Add, Watch, Hold. This is the question every PM asks each morning — Pulse answers it on autopilot.
The dashboard shows where today's signals point per sector (signed green/red bar) alongside your gross weight in that sector (grey bar). Two screens in one: rotation read + concentration read. Energy leads at +0.36 average signal — but you hold 0% of the book. Rotate?
Ask in plain English; get answers grounded in real numbers from your portfolio plus fresh news from the live web. Structured answers flow through narrowly-scoped tools (no hallucination). News answers come with cited source URLs. Every conversation persisted for audit.
Every ETF detail page surfaces expense ratio, AUM, category, top 25 holdings, and overlap with the names you already hold. If you buy XLK, you add 60% more exposure to AAPL + MSFT + NVDA you already own singly. That's a daily decision and most tools don't surface it.
Designed for the 60 minutes before the open — from morning brief through screen, drift, research, and trade.
Gross / net / positions · sector tilt · top long/short signals · watchlist preview · ingest health.
AI-composed 200–400 word morning brief. Pre-warmed at 6am ET weekdays. Cached for the day.
Three generators in a dropdown: momentum_12m1m, rsi_14, vol_spike_20d. Sorted by |score|.
Position vs Signal — composite-scored, sorted by drift. Cover / Trim / Add verbs inline.
AI agent with 11 Pulse-specific tools + web search. Slash commands for drift, sectors, news, momentum.
Per-user list with today's score across all three generators, last close, day Δ%, notes, targets.
Per-generator monthly IC, decile forward returns, D10−D1 spread, hit rate — credibility check.
Per-ticker drilldown. ETF rows show expense ratio, AUM, top 25 holdings, overlap with held book.
Daily positions drop (SFTP/cron). Auto-feeds status. Manual override for advanced folders.
We're not trying to replace a vendor terminal. We're trying to do one thing better: the daily discovery and review loop for a US-equity PM. Inside that scope, the table below is honest about where we stand.
| Capability | Pulse | Vendor terminal | TradingView / screener | DIY Python |
|---|---|---|---|---|
| Multi-factor signal screen | Yes | Yes | Yes | Build yourself |
| Knows the PM's positions | Yes | No | No | Build yourself |
| Signal vs position drift | Yes | No | No | Build yourself |
| Sector tilt vs book weight | Yes | Partial | No | Build yourself |
| ETF overlap with held book | Yes | Partial | No | Build yourself |
| AI research over your data + live web | Yes | No | No | Build yourself |
| All-in monthly cost (single user) | $30–130 | ~$2,000 | $50–200 | Your time |
Vendor terminals are still better for institutional execution, fixed income, options analytics, and global coverage. Pulse is intentionally scoped — and within that scope, it has the one feature a terminal won't build: it knows what you own.
Single PM, $5M–$500M book, US equities + ETFs · cap-weighted long/short, sector rotation, or trend-following · PMs who run their own signals or want prebuilt momentum / RSI / vol-spike · family offices overlaying a single-name + ETF book · small funds that don't want to pay $30k/seat for a terminal.
Multi-strategy, multi-PM hedge funds · high-frequency or intraday algos (Pulse is daily-close-driven) · quant funds building proprietary factors at scale · pure passive index investors · fixed income, FX, options, or derivatives books (Pulse is equity + ETF only).
We work with a small number of design partners at a time. If you run a single-PM US-equity book and any of this resonates, drop us a note — we'll get you up and running with your real positions the same week.