Functional demo console
Better investing inputs for your trading agent.
SignalPack cleans messy finance sources into strategy packs with source trails, freshness checks, methodology scores, guardrails, and human approval gates.
It normalizes 13F changes, keeps source links attached, flags stale data, scores through Graham/Buffett/ARK/Bogle lenses, and blocks execution unless the human approves.
Demo flow
Pack before action
01
Choose a pack
The agent starts from a clean pack instead of scraping raw filings, disclosure sites, or social pages.
02
Inspect sources
SignalPack keeps source records, freshness, lag, methodology version, and limitations attached to the signal.
03
Apply ethos
Methodology-specific lenses explain why a signal looks attractive, risky, irrelevant, or not yet scoreable.
04
Validate policy
The pack returns pass/warn/blocked checks before any downstream order draft can happen.
Pack explorer
Browse packs your agent can use.
Each pack gives your agent clean source-backed data, methodology scores, policy checks, and JSON it can actually use.
Clean sources
Removes duplicate filing rows and keeps the exact SEC source IDs attached to every ticker.
Freshness checks
Shows filing dates, report-quarter lag, stale-data warnings, and missing-data limitations.
Methodology scores
Separates Graham, Buffett/Munger, ARK, Bogle, and momentum reasons instead of one generic score.
Approval gates
Returns policy pass/warn/blocked checks and keeps execution disabled until a human approves.
13F
launchMulti-manager 13F filing changes scored through selected ethos lenses with source, freshness, and policy context.
Signals
115
Policy
warn
As of
2026-05-15
Ethos
scored
Open pack
Pelosi
bridgeEstimated Pelosi-family holdings converted into an approval-gated, source-aware bridge pack.
Signals
13
Policy
warn
As of
2026-06-30
Ethos
readiness
Open pack
Congress
bridgeCongressional disclosure clusters using the relaxed 30d/$25k/lag45 demo default, net-positive buy/sell overlay, filing lag, and strict-mode caveats attached.
Signals
10
Policy
warn
As of
2026-06-01
Ethos
readiness
Open pack
WSB
researchHigh-volatility social attention sleeve using positive mention velocity, upvotes, and representative Reddit RSS context when available.
Signals
10
Policy
warn
As of
2026-06-30
Ethos
readiness
Open pack
Ethos layer
Same signal, different standards.
The demo should make this obvious: SignalPack is not a generic score. It preserves methodology-specific reasoning so agents and humans can see why a pack passes, warns, fails, or needs more data.
Intelligent Investor
ValueInspired by Benjamin Graham
Screens 13F changes through size, financial strength, earnings stability, dividends, valuation discipline, and margin of safety.
Moat Builder
QualityInspired by Buffett + Munger
Scores whether a 13F change points at a durable business with high returns, low leverage, capable management, and long-term compounding potential.
Disruption Thesis
GrowthInspired by ARK / Wood
Scores 13F changes through innovation-platform exposure, TAM expansion, revenue acceleration, platform dynamics, and network effects.
Bogle Default
DiversifiedInspired by Jack Bogle
A skeptical baseline that favors diversification, liquidity, low turnover, and position sizing discipline over concentrated single-name excitement.
Momentum Default
TrendInspired by Richard Driehaus
Scores relative strength, recent growth, filer adds, liquidity, and volatility so momentum can be explicit without becoming unconstrained hype.
Agent output
The payload is the product.
This is what execution-capable agents need upstream: normalized signals, source caveats, ethos interpretation, and policy checks in one object. Not a page scrape. Not a trade command.
Example endpoint
GET /api/packs/13f-copycat/latest{
"pack": "13f-copycat",
"title": "Multi-manager 13F Copycat artifact",
"version": "multi-manager-2026-03-31-v0.1",
"asOf": "2026-05-15",
"status": "launch",
"view": null,
"managers": [
{
"id": "berkshire-hathaway",
"name": "Berkshire Hathaway",
"cik": "1067983",
"reportQuarter": "2026-03-31",
"holdingCount": 90
},
{
"id": "pershing-square",
"name": "Pershing Square Capital Management",
"cik": "1336528",
"reportQuarter": "2026-03-31",
"holdingCount": 11
},
{
"id": "duquesne-family-office",
"name": "Duquesne Family Office",
"cik": "1536411",
"reportQuarter": "2026-03-31",
"holdingCount": 70
}
],
"source": {
"type": "SEC_13F",
"sample": false,
"urls": [
"https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml",
"https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml",
"https://www.sec.gov/Archives/edgar/data/1336528/000117266126002336/infotable.xml",
"https://www.sec.gov/Archives/edgar/data/1336528/000117266126001091/infotable.xml",
"https://www.sec.gov/Archives/edgar/data/1536411/000153641126000004/form13f_20260331.xml",
"https://www.sec.gov/Archives/edgar/data/1536411/000153641126000002/form13f_20251231.xml"
],
"freshnessNotes": [
"Latest filing dates: Berkshire Hathaway 2026-05-15; Pershing Square Capital Management 2026-05-15; Duquesne Family Office 2026-05-15",
"Report quarter/date: 2026-03-31",
"13F filings can lag quarter-end by up to 45 days."
],
"limitations": [
"Read-only research artifact. No execution, custody, or personalized advice.",
"Multi-manager rows aggregate manager-level 13F changes by ticker; individual filing records remain attached as source IDs.",
"CUSIP-to-ticker mapping resolved through openfigi-v3:115.",
"Fundamental context combines SEC Company Facts financial metrics with fixture thematic/valuation fields for demo scoring (sec-company-facts-v0.1:101, fixture-fundamentals-v0.2:31)."
]
},
"methodologyVersion": "13f-ethos-live-v0.1",
"signals": [
{
"ticker": "BAC",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 8.94,
"summary": "1 selected manager change for BANK OF AMERICA CORP (BAC): Berkshire reduced. Combined current 13F weight across selected managers is 8.94%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"1 manager surfaced this ticker",
"Manager actions: Berkshire reduced",
"Combined current 13F weight 8.94%",
"Aggregate market-value change -$3.4B",
"0 positive / 1 negative manager action"
],
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "reduced",
"weightPct": 9.52,
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 4,
"maxScore": 7,
"status": "warn"
},
{
"ethosId": "moat-builder",
"score": 0,
"maxScore": 6,
"status": "fail"
},
{
"ethosId": "disruption-thesis",
"score": 0,
"maxScore": 5,
"status": "fail"
}
]
},
{
"ticker": "CVX",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 6.23,
"summary": "1 selected manager change for CHEVRON CORP (CVX): Berkshire reduced. Combined current 13F weight across selected managers is 6.23%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"1 manager surfaced this ticker",
"Manager actions: Berkshire reduced",
"Combined current 13F weight 6.23%",
"Aggregate market-value change -$2.4B",
"0 positive / 1 negative manager action"
],
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "reduced",
"weightPct": 6.64,
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 2,
"maxScore": 7,
"status": "fail"
},
{
"ethosId": "moat-builder",
"score": 2,
"maxScore": 6,
"status": "fail"
},
{
"ethosId": "disruption-thesis",
"score": 0,
"maxScore": 5,
"status": "fail"
}
]
},
{
"ticker": "GOOGL",
"action": "added",
"reviewStatus": "candidate",
"weightPct": 5.57,
"summary": "3 selected manager changes for ALPHABET INC-CL A (GOOGL): Berkshire added, Pershing reduced, Duquesne exited. Combined current 13F weight across selected managers is 5.57%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"3 managers surfaced this ticker",
"Manager actions: Berkshire added, Pershing reduced, Duquesne exited",
"Combined current 13F weight 5.57%",
"Aggregate market-value change $9.7B",
"1 positive / 2 negative manager actions"
],
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580",
"0001172661-26-002336",
"0001172661-26-001091",
"0001536411-26-000004",
"0001536411-26-000002"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "added",
"weightPct": 5.93,
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
]
},
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "reduced",
"weightPct": 0.07,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "exited",
"weightPct": 0,
"sourceIds": [
"0001536411-26-000004",
"0001536411-26-000002"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 3,
"maxScore": 7,
"status": "warn"
},
{
"ethosId": "moat-builder",
"score": 6,
"maxScore": 6,
"status": "pass"
},
{
"ethosId": "disruption-thesis",
"score": 5,
"maxScore": 5,
"status": "pass"
}
]
},
{
"ticker": "DVA",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 1.65,
"summary": "1 selected manager change for DAVITA INC (DVA): Berkshire reduced. Combined current 13F weight across selected managers is 1.65%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"1 manager surfaced this ticker",
"Manager actions: Berkshire reduced",
"Combined current 13F weight 1.65%",
"Aggregate market-value change $1.0B",
"0 positive / 1 negative manager action"
],
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "reduced",
"weightPct": 1.76,
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 4,
"maxScore": 7,
"status": "warn"
},
{
"ethosId": "moat-builder",
"score": 0,
"maxScore": 6,
"status": "fail"
},
{
"ethosId": "disruption-thesis",
"score": 0,
"maxScore": 5,
"status": "fail"
}
]
},
{
"ticker": "DAL",
"action": "added",
"reviewStatus": "candidate",
"weightPct": 0.94,
"summary": "2 selected manager changes for DELTA AIR LINES INC (DAL): Berkshire new, Duquesne exited. Combined current 13F weight across selected managers is 0.94%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"2 managers surfaced this ticker",
"Manager actions: Berkshire new, Duquesne exited",
"Combined current 13F weight 0.94%",
"Aggregate market-value change $2.6B",
"1 positive / 1 negative manager actions"
],
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580",
"0001536411-26-000004",
"0001536411-26-000002"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "new",
"weightPct": 1.01,
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "exited",
"weightPct": 0,
"sourceIds": [
"0001536411-26-000004",
"0001536411-26-000002"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 3,
"maxScore": 7,
"status": "warn"
},
{
"ethosId": "moat-builder",
"score": 1,
"maxScore": 6,
"status": "fail"
},
{
"ethosId": "disruption-thesis",
"score": 0,
"maxScore": 5,
"status": "fail"
}
]
},
{
"ticker": "AMZN",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 0.87,
"summary": "3 selected manager changes for AMAZON.COM INC (AMZN): Berkshire exited, Pershing added, Duquesne reduced. Combined current 13F weight across selected managers is 0.87%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"3 managers surfaced this ticker",
"Manager actions: Berkshire exited, Pershing added, Duquesne reduced",
"Combined current 13F weight 0.87%",
"Aggregate market-value change -$500.1M",
"1 positive / 2 negative manager actions"
],
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580",
"0001172661-26-002336",
"0001172661-26-001091",
"0001536411-26-000004",
"0001536411-26-000002"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "exited",
"weightPct": 0,
"sourceIds": [
"0001193125-26-226661",
"0001193125-26-054580"
]
},
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "added",
"weightPct": 17.39,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "reduced",
"weightPct": 1.52,
"sourceIds": [
"0001536411-26-000004",
"0001536411-26-000002"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 2,
"maxScore": 7,
"status": "fail"
},
{
"ethosId": "moat-builder",
"score": 4,
"maxScore": 6,
"status": "warn"
},
{
"ethosId": "disruption-thesis",
"score": 4,
"maxScore": 5,
"status": "pass"
}
]
},
{
"ticker": "BN",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 0.86,
"summary": "1 selected manager change for BROOKFIELD CORP (BN): Pershing reduced. Combined current 13F weight across selected managers is 0.86%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"1 manager surfaced this ticker",
"Manager actions: Pershing reduced",
"Combined current 13F weight 0.86%",
"Aggregate market-value change -$401.8M",
"0 positive / 1 negative manager action"
],
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
],
"managers": [
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "reduced",
"weightPct": 17.62,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 0,
"maxScore": 7,
"status": "fail"
},
{
"ethosId": "moat-builder",
"score": 0,
"maxScore": 6,
"status": "fail"
},
{
"ethosId": "disruption-thesis",
"score": 0,
"maxScore": 5,
"status": "fail"
}
]
},
{
"ticker": "UBER",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 0.77,
"summary": "1 selected manager change for UBER TECHNOLOGIES INC (UBER): Pershing reduced. Combined current 13F weight across selected managers is 0.77%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"1 manager surfaced this ticker",
"Manager actions: Pershing reduced",
"Combined current 13F weight 0.77%",
"Aggregate market-value change -$313.3M",
"0 positive / 1 negative manager action"
],
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
],
"managers": [
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "reduced",
"weightPct": 15.71,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 0,
"maxScore": 7,
"status": "fail"
},
{
"ethosId": "moat-builder",
"score": 0,
"maxScore": 6,
"status": "fail"
},
{
"ethosId": "disruption-thesis",
"score": 1,
"maxScore": 5,
"status": "fail"
}
]
}
],
"ethos": [
{
"id": "intelligent-investor",
"status": "fail",
"summary": "0 pass, 24 warn, 91 fail across 115 scored changes."
},
{
"id": "moat-builder",
"status": "fail",
"summary": "6 pass, 8 warn, 101 fail across 115 scored changes."
},
{
"id": "disruption-thesis",
"status": "fail",
"summary": "7 pass, 0 warn, 108 fail across 115 scored changes."
}
],
"policy": {
"executionEnabled": false,
"humanApprovalRequired": true,
"status": "warn",
"checks": [
{
"id": "execution-disabled",
"label": "Execution",
"status": "pass",
"message": "SignalPack does not execute trades or connect to broker accounts."
},
{
"id": "human-approval-required",
"label": "Human approval",
"status": "pass",
"message": "Any downstream order draft must be approved outside SignalPack."
},
{
"id": "max-position-weight",
"label": "Max position",
"status": "pass",
"message": "No surfaced position exceeds the 12% policy cap."
},
{
"id": "source-coverage",
"label": "Source coverage",
"status": "pass",
"message": "Every surfaced change has at least one source record."
},
{
"id": "ethos-failure-count",
"label": "Ethos failures",
"status": "warn",
"message": "CVX, BN, UBER, QSR, LLYVK, NTRA, EWZ, INSM, TSM, RSP, YPF, TBBB, AA, STZ, SE, WWD, TEVA, ROKU, AVGO, M, CPNG, OPCH, CRH, FIGR, ARGT, CAI, RVMD, LSCC, SNDK, UAL, HUM, WAB, TWLO, JBL, SCCO, GSG, LIN, STX, IWM, CLF, NUVB, BE, INTC, BLTE, U, ARM, OLMA, Q, ADMA, XENE, JBS, DAKT, NET, LYB, VIST, TWST, COHR, CLS, STUB, DBVT, MU, PCT, LITE, MELI, SOLS, WLK, FWONK, LILA, LILAK, BATRK, HLT, XLF, COGT, DOCU, EEM, FLUT, AEVA, GS, RH, CMG, Z, CDTX, PM, AAL, AGX, DASH, PGNY, WOLF, NP fails more than 2 selected ethos lenses."
}
],
"blockedReasons": []
},
"handoff": {
"executionEnabled": false,
"humanApprovalRequired": true,
"nextAgentAction": "prepare_review_brief"
}
}