BrokerLab reads the market the way a scientist reads a dial. It watches what you own, sweeps the whole US market for what you don't own yet, and writes one plain-language Morning Note a day — your holdings, two or three vetted new opportunities, and, only when a solid fact warrants it, a proposed action. Every insight shows its work. The whole system exists to separate signal from noise.
Every incoming item — a filing, a headline, a price move — is sorted into one of two buckets before BrokerLab reasons about it. FACT signals (real events, real numbers) can justify a proposal. MOOD signals (social chatter, crowd behaviour) can add colour, but can never, on their own, trigger one.
That bucket isn't the model's opinion — it's derived from the source and enforced by the server. It's the single rule that keeps hype from ever reaching your portfolio.
Overnight, little moved that should change your thinking. I read the tape, the filings, and the macro calendar; below are the three items that cleared the relevance threshold, and the one I'd actually put on your radar. Everything here is an observation — you decide what, if anything, to do.
The Fed's tone softened; the rate itself held. Language, not policy, changed.
Sitting at the top of its 90-day range. Not a problem — just further from center than you usually hold it.
AAPL filed an 8-K on a supplier arrangement. I read it in full — immaterial to your holdings. Logged, no action.
Thesis: tanker day-rates reprice on the strait disruption. Fact: chokepoint transit down 40% (WorldMonitor, high confidence).
Thesis: earnings beat the market read as a miss — overreaction setup. Fact: 10-Q read in full; margins grew (EDGAR).
Trim the energy position by ~5% to re-center it within its usual range.
This isn't a call on energy or a forecast of returns. It's a housekeeping idea to bring one holding back toward where you normally keep it. There's no urgency, and doing nothing is a perfectly reasonable choice.
Prices, filings, macro, and world events are pulled from curated sources and reduced to one common shape — each tagged FACT or MOOD.
Anything that doesn't touch a holding is dropped. The rest is ranked by how much it actually matters to you.
The whole US market is screened — events, movers, earnings. Hard filters and a fact check reduce thousands of names to the top 2–3 candidates.
A single plain-language Morning Note, each weekday: your holdings, the new opportunities, sources shown. If nothing's material, it says so.
Only a strong FACT justifies a proposal — one per day, sized small and reversible. You approve or skip. Nothing executes on its own.
There is no code that places a trade. You approve a proposal, trade at your own broker, and mark it done. The agent literally cannot act.
Allowed symbols, max order size, max position %, open-proposal cap — all enforced server-side at proposal time, never by prompt alone.
One toggle blocks all signal recording, proposals, and scheduled runs. When in doubt, the system stops rather than guesses.
Signal type is derived from the source, not the model's claim. Social hype is visible as context but barred from every recommendation.
Broker API keys are AES-256-GCM encrypted at rest, decrypted just-in-time, never logged, never returned, never handed to the agent.
Every proposal and every decision is recorded and kept — you can always trace a note back to the raw item that triggered it.
Read-only first, paper trading next, hard limits and a kill switch throughout. A calmer, better-informed you — with a human always in the loop.