Family Office App Demo
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Family Office
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T
Toviya
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🔬 Research (needs more research)
⚡ Watchlist — catalyst
⏰ Watchlist — time-based
Priority
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High
Low
Catalyst type
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Earnings
FDA / regulatory
Product launch
Macro event
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News / announcement
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Thesis
(why are we doing this trade?)
Conviction (1 = low, 5 = high)
Buy Reasons
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Growth
Revenue Acceleration
Earnings Beat
Margin Expansion Story
TAM Expansion
New Product Launch
Innovation
AI / ML Exposure
Defense / National Security
Biotech Pipeline
Platform / Network Effect
Disruptive Model
Patent / IP Strength
Income
Dividend Growth
High Yield / Income
Buyback / Capital Return
Value
Sum-of-Parts Discount
Deep Value / Asset Play
Low P/E vs Peers
Special Situation
Turnaround
New Management
Spin-Off / Corp Action
Merger Arbitrage / M&A
Activist Involved
Bankruptcy Exit / Restructured
Macro/Thematic
Rate Beneficiary
Commodity Leverage
Infrastructure / Govt Spend
Reshoring / Supply Chain
Aging / Demographics
EM Growth Exposure
Energy Transition
Technical
Technical Breakout
Price / EPS Momentum
Short Squeeze Setup
Insider Buying Signal
External
Analyst Upgrade / PT Raise
High-Conviction Analyst
Conference / Investor Day
Regulatory Approval
Contrarian
Beaten-Down Leader
Sector Rotation Play
Fear-Driven Selloff
Misunderstood Model
Activist Potential
Short Squeeze Candidate
Event-Driven
Spin-Off / Carve-Out
Rights Offering
Insider Cluster Buying
Aggressive Buyback
Imminent Catalyst
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