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Portfolio performance, market overview and every position that moved ±3% with its catalyst — plus an AI-written bull vs bear case under each position that moved ±10%. Earnings moved to their own Earnings Calendar email below, which rides this card's schedule and recipients.

The Daily Snapshot goes to these recipients. They also serve as the default for any scheduled email below whose own recipients are left blank.

GICS sector & industry breakdowns (incl. ETFs), country & region rollup, asset-class breakdown, top holdings, and a sector × country heatmap. Sends on the configured weekday — market holidays do not skip this email.

Consensus buys/sells across ~105 hedge funds (from SEC 13F filings), what the funds did with stocks we hold, and notable moves from marquee managers (Buffett, Ackman, Burry, …). Reads the pre-built 13F report — sends on the configured weekday.

What a token costs and who is serving them — a price index across ~370 priced models, demand mix by model origin, disclosed AI compute by country, and open-weight adoption. Free public sources only. Change-gated: a week in which the model catalogue did not move sends nothing.

CFTC Commitments of Traders read: AI positioning narrative, the most-stretched markets (crowded longs & shorts vs. their 3-year range), positioning around the markets we hold (gold, copper, crypto, vol, …), and the overall-market gauge. Reads the pre-built COT cache — sends on the configured weekday (Monday morning by default; COT releases Friday 3:30pm ET).

Full article list from the Articles dashboard — Perplexity sonar-pro discovery results grouped by source (WSJ · Barron's · Substacks · tech · geopolitics · special situations · biotech · earnings · energy · consumer) with title, publication, key insight, summary, sentiment, ticker/theme chips. Per-ticker coverage handled separately by Finnhub. Fires automatically after the ~5 AM ET daily search whenever it persists articles. "Send Now" force-resends today's digest.

Upcoming Earnings + Recently Reported — the two tables that used to sit at the bottom of the Daily Snapshot, split into their own email so the post-close read stays short (they were 97% of the snapshot's size). Same content as before: estimates, timing, last-4-quarters history, beat/miss and the AI pre-earnings / reaction analysis. Rides the Daily Snapshot's schedule and recipients unless you override them below, so turning the snapshot off turns this off too.

The whole market, not just our book — every US-listed name that moved ±10.0% in the last session, OTC and pink sheets included, each row flagged HELD / PIPELINE / NEW. The same table is attached as .xlsx. Every move is re-derived from that ticker's own daily closes rather than trusted from the screener — a stale quote on a thin line reports a move that never happened, and those candidates are dropped and listed on sheet 2. Runs after the close (an intraday send is labelled as a partial session). Free — no API key, ~5s, no AI spend.

100% company news for the whole book — every open stock position's recent news (via Finnhub), grouped one section per company, biggest positions first. With AI summaries on, each story is read and distilled into the salient positive / negative points that would move the stock (falling back to the article's own summary when a publisher paywalls us). The cache is topped up right before sending, so it's current 7 days/week. "Send Now" ships today's edition from the cached news.

New ideas, individual names and themes we don't own or track — reads the day's real articles and hunts for what's buried in them (a supplier named in passing, a bottleneck mentioned as an aside), not the headline everyone has. Three sections: New Ideas (a full thesis, something changed), Individual Names We're Missing (specific tickers we don't own and aren't already in the Pipeline — a research flag, not a call), and Themes (worth tracking, not yet actionable). Every item links to the real articles it came from — anything that can't be traced to one is dropped in code, so nothing is invented. A quiet day sends nothing rather than padding.

Emails you when a billing, auth or rate-limit error is blocking the AI agents, or when one agent keeps failing. Sent when it happens rather than on a schedule, and deduped with a cooldown so a sustained outage mails once. Blank recipients fall back to the main list.

Who receives a topic report when you press Email it on Research Themes → a theme → Report. There is no schedule: a space does not change daily, so this only goes out when you send it. Blank falls back to the main list.

Mirrors the Holdings → Margin tab Summary (KPI strip, per-account margin report, headroom to call, shock scenarios). Fires 1 hour after any buying-power update on the Margin tab. Consecutive edits within the hour reset the timer.