Strategy packs + ethos scoring for AI trading agents

Stop asking agents to trade from raw filings.

SignalPack turns 13F changes, political trades, and other market signals into source-backed research artifacts your agent can score, explain, compare, and validate before any action is drafted.

13FLaunch pack
EthosMethodology-scored
MCPAgent-ready

SignalPack artifact

13F Copycat pack

Launch preview

Latest filing changes

Multi-ethos review list

v0.1

live SEC artifact

GOOGL Alphabet Class A
Added · 1 filer
Berkshire Hathaway added Alphabet Class A (GOOGL) by 36,403,656 shares. Current 13F weight is 5.93%. SignalPack scores this change through selected ethos lenses before any handoff.
Candidate
Graham 3/7 + ARK 5/5
Source: 2 source filings
BAC Bank of America
Reduced · 1 filer
Berkshire Hathaway reduced Bank of America (BAC) by 3,671,769 shares. Current 13F weight is 9.52%. SignalPack scores this change through selected ethos lenses before any handoff.
Warn
Graham 4/7 + ARK 0/5
Source: 2 source filings
V Visa
Exited · 1 filer
Berkshire Hathaway exited Visa (V) by 8,297,460 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff.
Warn
Graham 3/7 + ARK 4/5
Source: 2 source filings
SignalPack creates reviewable research artifacts. Execution is disabled and approval-gated.

What it does

Turns market evidence into agent-ready judgment.

A filing can tell your agent what changed. SignalPack adds the missing layer: what the change means under a chosen methodology, what evidence supports it, what risks block it, and what changed since the last version.

Strategy packs

Curated artifacts for 13F changes, political trades, insider buys, and other data-driven market themes.

Ethos scoring

Named lenses like Graham, Buffett/Munger, ARK, Bogle, and momentum produce specific pass/warn/fail reasons.

Approval-ready outputs

Agents get structured evidence, policy validation, and audit trails before any broker workflow is involved.

Strategy packs

Start with 13F. Expand across every strategy signal.

Ethos engine

The same filing can mean different things.

A Graham lens cares about margin of safety. An ARK-style lens cares about disruptive platform exposure. SignalPack makes those differences explicit so agents do not collapse every signal into one generic confidence score.

Intelligent Investor

Inspired by Benjamin Graham

Value

Screens 13F changes through size, financial strength, earnings stability, dividends, valuation discipline, and margin of safety.

Company sizeFinancial conditionEarnings stabilityDividend record

Moat Builder

Inspired by Buffett + Munger

Quality

Scores whether a 13F change points at a durable business with high returns, low leverage, capable management, and long-term compounding potential.

ROICMoat strengthOwner earningsLeverage

Disruption Thesis

Inspired by ARK / Wood

Growth

Scores 13F changes through innovation-platform exposure, TAM expansion, revenue acceleration, platform dynamics, and network effects.

Innovation platformTAM expansionRevenue accelerationPlatform dynamics

Bogle Default

Inspired by Jack Bogle

Diversified

A skeptical baseline that favors diversification, liquidity, low turnover, and position sizing discipline over concentrated single-name excitement.

ConcentrationLiquidityVolatilityBroad exposure

13F Copycat example

One filing, multiple confidence lenses

SignalPack shows where methodologies agree, where they disagree, and what facts drive the tension.

GOOGL
Added · 1 filer
Strong Overlap
Graham3/7
Moat6/6
Disruption5/5

GOOGL has strong overlap across 2 selected ethos lenses.

BAC
Reduced · 1 filer
No Clear Signal
Graham4/7
Moat0/6
Disruption0/5

BAC does not have a clear multi-ethos signal.

V
Exited · 1 filer
Strong Overlap
Graham3/7
Moat5/6
Disruption4/5

V has strong overlap across 2 selected ethos lenses.

Workflow

From raw filing to reviewable output.

The goal is not to let an agent improvise from scraped pages. The goal is to give it structured evidence it can cite, compare, and validate.

01

Pick a pack

Start with a source-backed data pack like 13F Copycat, Pelosi Tracker, House/Senate Clusters, or WSB Social Momentum.

02

Choose an ethos

Apply Graham value, Buffett/Munger quality, ARK-style disruption, Bogle diversification, or multiple lenses at once.

03

Review the evidence

See pass, warn, and fail reasons with source links, freshness, methodology notes, and plain-English explanations.

04

Hand off safely

Your agent gets structured outputs and policy checks. Any order draft still requires approval outside SignalPack.

Safety layer

Guardrails before handoff.

SignalPack does not execute trades. It validates the artifact against policy so your agent can show what is allowed, what is blocked, and why.

ExecutionPass
Human approvalPass
Max positionPass
Source coveragePass
Ethos failuresReview
Example result: review candidate surfaced, but execution remains disabled and approval-gated.

API + MCP

Built for agents. Still easy to inspect.

Use SignalPack through a normal API, MCP tools, webhooks, or file exports. Agents get structured data. Humans get the rationale, sources, and audit trail.

get_latest_pack
score_with_ethos
compare_ethos_scores
explain_position
get_recent_signals
compare_versions
validate_policy
export_audit_trail
{
  "pack": "13f-copycat",
  "version": "berkshire-hathaway-2026-03-31-v0.1",
  "ethos": [
    "intelligent-investor",
    "moat-builder",
    "disruption-thesis"
  ],
  "changes": [
    {
      "ticker": "GOOGL",
      "action": "added",
      "filer_count": 1,
      "ethos_scores": {
        "intelligent-investor": {
          "score": "3/7",
          "status": "warn",
          "reasons": [
            "Large enough for Graham-style review",
            "Balance sheet passes the current-ratio check",
            "Positive earnings history is long enough"
          ]
        },
        "moat-builder": {
          "score": "6/6",
          "status": "pass",
          "reasons": [
            "ROIC supports a quality-business thesis",
            "Durable moat signal is strong",
            "Owner earnings growth supports compounding"
          ]
        },
        "disruption-thesis": {
          "score": "5/5",
          "status": "pass",
          "reasons": [
            "Position maps to a disruptive platform",
            "TAM expansion signal is strong",
            "Revenue growth supports the disruption lens"
          ]
        }
      },
      "overlap": "strong-overlap",
      "review_status": "candidate",
      "source_ids": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "execution_enabled": false
    }
  ]
}

Source-backed

Every signal links back to the filing, record, or dataset that produced it.

Ethos-scored

Confidence is tied to a named methodology, not a vague black-box score.

Overlap-aware

Compare where Graham, moat, growth, momentum, or Bogle-style lenses agree and disagree.

Agent-readable

Clean JSON, MCP tools, webhooks, and CSV exports instead of scraped pages.

Human-inspectable

Model cards, assumptions, pass/warn/fail reasons, and version history stay visible.

Policy-checked

Guardrails catch concentration, stale data, missing sources, unsupported assets, and approval requirements.

Broker-neutral

SignalPack does not custody assets or execute trades. It prepares safer research inputs for your chosen workflow.

Early access

Join the SignalPack waitlist.

Get notified when the first 13F Copycat pack, ethos-scoring preview, API, and MCP tools are ready for private alpha.

Prototype form only. Research artifacts only. No investment advice, custody, or execution.