Daily signals and systematic model portfolios — five distinct strategies, each built for a different goal. Dashboard updates and email timing follow each strategy's published schedule and validated market data.
Trend confirmed. Volatility compressed. Breadth expanding into mid-caps.
Clear, actionable buy, hold, and sell decisions — delivered before the market opens, every trading day.
Models adapt as markets move, continuously recalibrating risk and opportunity instead of waiting for the quarterly review.
Five distinct strategies — all-weather ETF allocation, high-conviction stock selection, AI-assisted stock selection, concentrated growth, and diversified growth — each built for a different goal.
Built on math, probability, and data — not opinions, headlines, or hunches. Discipline replaces reaction.
Know exactly how much to allocate. Position sizing driven by conviction and risk inputs, not round numbers.
Designed to act with the market — not after it. The signal is the system. The system is the discipline.
Your allocation isn't set once a quarter. The engine reweights as conditions change, and you see it in tomorrow's brief.
Every signal traces back to data — regime, momentum, volatility, breadth. No newsletter prose, no gut calls, no narrative trades.
Models retrain. Strategies evolve. What works in 2024 doesn't always work in 2026 — your subscription stays current automatically.
| Ticker | Signal | Sector | Conviction |
|---|---|---|---|
| U.S. Tech | BUY | Index · Tech | 0.82 |
| Broad market | HOLD | Index · Broad | 0.71 |
| Energy | SELL | Sector · Energy | 0.78 |
| Semiconductors | BUY | Sector · Semis | 0.79 |
| Small-cap | HOLD | Index · Small-cap | 0.62 |
| Long-duration bonds | SELL | Bonds · Long | 0.69 |
Build your long-term portfolio around a clear plan. Core AI brings stocks, bonds and gold together in an adaptable ETF model portfolio, with allocation guidance and AI insight into changing economic risks. Get a practical starting point for what to own and how much to allocate, without researching individual stocks yourself.
Go deeper into individual stocks with two independent model portfolios for one subscription. Flagship concentrates on its strongest ideas; Flagship AI brings together predictive models, company fundamentals and AI research. Compare their holdings and follow their decisions to bring more structure and perspective to your own stock selection.
Make the search for your next opportunity an ongoing process. Plus AI screens the S&P 500 for sustained momentum, combines company fundamentals with AI research, and weighs qualified contenders against existing holdings every day. That process feeds a 35-stock model portfolio with clear weights and updates, helping you follow evolving market leadership without running the screening and portfolio review process yourself.
Many investors use Core as their portfolio foundation and add Flagship or Plus AI for greater equity participation and return potential.
Standalone subscriptions — one focused, one diversified. Run them on their own or alongside any other Stock Pro plan.
A focused 12-name growth allocation drawn from leading U.S. tech and growth names. Fully invested for offense, with daily updates on entries, exits, and weight changes.
A 25-name growth allocation across the broad U.S. market — slower-moving than Edge, with diversified sector exposure for steadier growth participation.
Still unsure after reading? Book a 15-minute discovery call and we'll walk you through it directly — no pitch, no obligation.
Book a 15-min call →Compare the strategies, claim your 7-day trial, and explore your model dashboard. Cancel any time before the trial ends — no charge, no commitment.