Sleeve performance, intelligence & capital routing
Intelligence Briefing
Generating briefing...
Total Virtual Equity
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Total P&L
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Active Sleeves
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Portfolio Drawdown
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Sleeve Overview
Click a sleeve to manage it
Sleeve Management
Change mode or allocation โ bot restarts automatically
Risk Governance Overlay
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Risk Overlay Settings
Overlay Enabled
Email Alerts
Sleeve DD Alert (%)
Portfolio DD Alert (%)
Stress Alert (# sleeves)
Volatility Rank โ 5% Swing Frequency
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What it does
Ranks every symbol in the universe by how frequently it makes 5%+ single-day moves. Updated daily before market open. Higher rank = more swing energy = better candidates for short-term strategies.
How to read it
Score — weighted composite of swing count, range, and momentum Swings — number of 5%+ days in the last 6 months Range % — average daily high-low range as % of price Mom 3M — 3-month price momentum
How it's used
The top 20 names feed directly into the Opportunity Screener and Mean Reversion Bot as the scan universe. Symbols must maintain rank to stay in rotation โ the list refreshes every trading day.
#
Symbol
Score
Swings
Swing %
Range %
Mom 3M
Vol $M/day
Price
QuickBooks
Month-to-date financials from QuickBooks for Trifecta Media, LLC, using cached data when available.
QuickBooks is an admin-only financial view of Trifecta Media, LLC โ kept out of the main navigation to reduce clutter for the team.
What it shows
Month-to-date P&L, revenue and invoices, hourly tracking, and gap-to-floor scenarios, using cached QuickBooks data when available.
How to access
Reachable only via a direct, token-protected URL: /3fecta/quickbooks?tok=<owner token>. It no longer appears in the sidebar or tab bar.
Who it's for
Owner/admin use only โ it is intentionally not part of the team-facing dashboard.
AdminManage IP allowlist โ ยท the dashboard password is set via the DASHBOARD_PASSWORD env var.
Snapshot
Net Profit
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Profit & Loss
Income
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Cost of Goods Sold
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Expenses
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Hourly Tracking
Actual hourly revenue translated into billed hours and progress toward the monthly goal
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Hourly Goal Tracking
Gap Scenarios
All actions recalculate directly from the live gap to target
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Advanced Insights
Higher-order signals for runway, collections, concentration, recurring health, capacity, and month quality
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Settings
Persisted operating assumptions used by hourly floor tracking and scenario math
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Settings loaded from the local dashboard store.
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Client Capacity
Open hours due in the next 30 days per client vs their monthly goal โ the headroom that can still be delegated.
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Client
Assigned Hourly Work
Assignments built from current capacity and eligible Asana work.
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Correct Estimate
Delegation Settings
Choose which Asana users and projects are eligible, and define skillsets for assignment suggestions.
Team Hourly Target
The fixed team billing goal shown in Team Totals โ hours needed with no projects. Not summed from per-developer targets.
Hours / Week
Hours / Month
Eligible Users
Only selected users will be considered for workload targets and skill-based task suggestions.
Eligible Projects
Only selected projects will be used as the work supply for delegation and recovery planning.
AI Estimation
Estimation runs on all eligible projects. Projects without an "Estimated Hours" custom field are skipped automatically.
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Settings load from the local trifecta store.
Idea Accelerator
Speak or type a half-formed idea. It gets classified, untangled into distinct items, and turned into one-click next moves โ so the idea actually survives and gets executed.
Enter to chat ยท Shift+Enter for a newline ยท the mic dictates. When it's sharp enough, Accelerate turns it into actions; Keep digging asks ~10 questions one at a time.
Idea ledger
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Mantra โ This Week's Top 7
Strategic priorities ranked by leverage. Snooze to defer, complete to capture a baseline and track efficacy. View completed โ
Mantra is the agency's strategic command layer โ it continuously reads every connected system and distills the noise into the seven highest-leverage moves to make this week.
Data it reads
Live signals from Google & Meta Ads, SEMrush, Microsoft Clarity, Yext listings, QuickBooks & QuickBooks Time, Asana delivery, site-health and traffic audits, and every Client Intelligence audit.
How actions are generated
Opus reasons over the combined signal set, cross-references sources against each other, deduplicates against work already underway, and writes each opportunity as a concrete, execution-ready action.
How they're ranked
Each candidate is scored on leverage โ projected impact ร confidence, weighed against effort โ and only the top seven surface. Snooze to defer; complete to capture a baseline and track efficacy.
What the colors mean
Each card's left stripe (and its category chip) marks the type of work:
โFoundation โ fix what's broken,
โHarvest โ capture existing demand,
โGrowth โ expand reach.
Impact & Activity
Cumulative ROI, recent activity, and what changed since the prior run.
Removes this item from the Top 7. It won't resurface, and your reason is logged (kept in the DB, so it's recoverable if you ever need it).
Why are you deleting it?
Send email
Draft a message about this priority. Pre-filled from the item โ edit before sending.
To
Cc (optional)
Subject
Body
Mark complete
A baseline snapshot of the success metrics will be captured at this moment. The system will re-check those metrics in future weekly runs to score the actual efficacy.
Completion note (what was actually done)
Notes
These notes persist across pipeline runs and are fed to the ranker as your context about this item. Example: "We tried this in Q4 2024; failed because the team was over capacity. Wait until after hiring."
Pipeline runs
Log outreach attempt
Channel
Outcome
Notes (what was said / observed)
Next action (optional)
Item history
Rank trajectory (run-over-run)
Timeline
Add a priority to Mantra
Type what's on your mind โ Opus will fill in the category, impact estimate, and action type, then the item will be verified + enriched like any other.
Title (imperative, 1 sentence)
Description (optional context)
WordPress edit โ review & push
Current title (live from public HTML)
Proposed title (editable โ 0 chars)
Current meta description
Proposed meta description (editable โ 0 chars)
Endpoint:โฆ Plugin:โฆ
AI Action Plan
Agent Billing
Tasks Claudius worked, queued as billable time. Two additive line items โ
the agent's work at human-equivalent hours plus your real review time โ each rounded to 0.25h.
The hours come from the task's estimate, never from the agent.
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Hourly Work Billing Audit
Per-developer accounting of the last 30 days of completed work โ how many hours are billable, not billable, or still need attribution. Click a developer to review and log time on their behalf.
By developer
By client โ unlogged & unbilled
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Opportunity Bot
Progressively unlockable intelligence system for ranked opportunities, confidence, and execution.
Portfolio Intelligence
Cross-client patterns detected across all audits โ sprint and campaign opportunities for the agency.
Portfolio patterns load with the Opportunity Bot queue.
Opportunity Bot Settings
Manage queue controls and current queue status without cluttering the ranked opportunity view.
Global Opportunity Queue
Current queue scope, ranking basis, and list position for the scrollable opportunity queue.
Global queue context will appear after the queue loads.
Opportunity Bot
Current filter, lifecycle cadence, impact mix, and scan pipeline status.
Opportunity Bot settings will appear after the queue loads.
Queue Summary
High-level view of the active queue, cooldown state, and combined impact weighting.
Queue summary will appear after the queue loads.
Opportunity Bot settings are stored in the local queue state.
Client Coverage Check
Cross-references hosting-server domains ร QuickBooks customers ร the HubSpot roster the bot ingests. Shows only clients we're confident are missing from the Opportunity Bot โ ambiguous near-matches are held back.
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Recommendation Outcomes
Every coded recommendation an audit makes opens a row here, and rows that stop being flagged resolve themselves. This is the other half โ did we act, and did it work. Rows nobody judges stay unjudged and are excluded from every rate; a success rate inferred from silence would be worse than no number. Watch self-res: a code that keeps resolving with nobody acting is generating noise, which is the argument for deleting that heuristic.
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๐ฐ Missed Billing
Opportunity table will populate here.
View Hidden Opportunities
Hidden opportunities will appear after an item is marked as worked.
Selected Client
Select a client to inspect their opportunities and actions.
Rainmaker
Outbound prospect pipeline. Confirm a guessed website to make a prospect
auditable; review and approve drafted cold emails. Nothing sends from this screen.
Client Intelligence
HubSpot-driven client context, audit findings, and next-step execution.
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Audit
Recurring services only, derived from QuickBooks when available.
HubSpot cache status will appear here after a company is selected.
QuickBooks cache status will appear here after a company is selected.
Ready. Search HubSpot or enter a client domain and run the audit.
Opportunity Bot Insightsโพ
Top opportunities will appear here after an audit finishes.
Packaged Offers
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Audit Sources
Actionable Insights
Insights will populate here after an audit finishes.
Audit Snapshot
No audit has completed yet.
Client Context
Source context will populate here when you select a data source.
Alpaca
Broker truth for deployable capital, order flow, and execution health
Alpaca Summary
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Broker Focus
Account Health
Open Orders
Rejected Orders
Recent Fills
Home Assistant
Operational telemetry for home state, alerts, and automation health
Home Assistant Summary
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Home Assistant Chat
Ask about the house, recent events, heartbeat health, or what actually matters right now.
Claude & Browser Prompt
Auto-generated from the Home Assistant Summary above. Copy it straight into Claude (or any browser AI assistant) to get step-by-step help diagnosing and fixing what was detected.
Ubiquiti
Network visibility, device health, and infrastructure reliability
Ubiquiti Summary
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Ubiquiti Chat
Ask about gateway health, WAN status, offline devices, Wi-Fi health, or what matters right now.
Claude & Browser Prompt
Auto-generated from the Ubiquiti Summary above. Copy it straight into Claude (or any browser AI assistant) to get step-by-step help diagnosing and fixing the issues that were detected.
Opportunity Screener
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What it finds
Intraday breakouts, momentum continuation, and big moves on the top 20 vol-ranked symbols. Runs every 30 minutes during market hours.
Signal types
BREAKOUT — 20-day high on volume MOMENTUM — 3+ day streak BIG MOVE — 6%+ on 2x volume REVERSAL — disabled (13% win rate in backtest)
How to use it
Longs with conviction ≥85 auto-execute via the Opportunity Sleeve with +6% TP / -3% SL. Sub-threshold longs and all SHORT_FADE signals appear here for manual one-click execution.
Anomaly Detector
Structural market anomalies with historical edge
What it finds
Scans every 20 minutes for statistically unusual behavior that historically precedes favorable price moves โ volume spikes, gap patterns, ATR expansion, and post-earnings drift.
Signal types
VOL SPIKE — 3x+ volume before 11am GAP & HOLD — 4%+ gap holding โ continuation GAP & FILL — 4%+ gap filling โ fade ATR EXPANSION — 2x+ range before noon EARNINGS DRIFT — post-gap consolidation
How to use it
Each anomaly includes a suggested action and conviction score. High-conviction signals feed directly into the Opportunity Sleeve as trade candidates.
Opportunity Sleeve
AI-generated trade suggestions โ you pull the trigger
Deployable Capital
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Total sleeve equity: โ
Suggestions are generated by AI using live signals from the screener, anomaly detector, and volatility rank. Sizing is conviction-weighted. You approve each trade before execution.
Opportunity Attribution
Score Bands
Source Attribution
Source Combos
Attribute This Trade
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Macro Sentinel
Watching 6 regime indicators โ signals fire rarely, but when they do they're significant
Realized performance and source attribution for the discretionary opportunity sleeve.
๐ฌ Advisor
Grounded in holdings, history, recommendations & saved memory
๐ง Knowledge base
Unusual Options Activity
High vol/OI contracts that precede significant moves
What it finds
Volume surge ≥3x prior day (min 250 contracts) on contracts ≥2% OTM, expiry 1–45 days, premium ≥$0.10. Not Vol/OI — Alpaca doesn't publish open interest, so the screen is day-over-day volume.
Signal types
CALL — bullish flow PUT — bearish flow
How to use it
Informational only — large options flow often precedes price moves. Use as confirmation for other signals, not standalone entry.
Earnings Intelligence
Upcoming earnings with elevated IV and directional conviction
What it finds
Upcoming earnings within 7 days where ATM IV ≥30% and directional momentum aligns
Signal types
BULLISH — momentum + elevated IV BEARISH NEUTRAL — watch
How to use it
Informational only — directional earnings plays carry high binary risk. Use IV and momentum data to size straddles or directional trades manually.
Insider Buying
Clustered Form 4 purchases with conviction signals
What it finds
2+ insiders making open-market Form 4 code-P purchases within a 14-day window totaling ≥$50K
Signal types
Cluster buy — multiple insiders, bullish signal — one of the cleanest legal edges
How to use it
Informational only — insider clusters are a long-horizon signal (weeks to months). Not suitable for intraday execution.
IPO Radar
Upcoming IPOs with lockup expiry and momentum signals
What it finds
Upcoming IPOs from Nasdaq calendar + SEC S-1 filings, filtered for raises ≥$100M
Signal types
IPO — tomorrow IPO — 1–3 days IPO — further out
How to use it
Informational only — fires email alert 1–3 days before IPO date. Watch for post-lockup setups rather than day-one momentum.
Power Law Options Screener
Pick your names โ it suggests a LEAP and grades it. Paste your Merrill quote for the real verdict.
Your pool โ type tickers, pick a theme, or let it suggest
Fill it for me:
Preview verdict uses a live indicative quote ยท the real grade comes from your Merrill bid/ask on each card.
Live Themes โ confirm structural ones to generate candidates
Generated Candidate Board โ auto-built for confirmed themes; every card carries theme ยท catalyst ยท evidence
Merrill Reconciliation
Paste option-buy lines from your Merrill activity. Buys in the Power Law sleeve open tracked tickets; strays get flagged.
Tracked Tickets
Moonshot Scanner
Leaders pulled back with vol expanding โ the leaps salvage, eyes only
Every hit here carries a verdict โ the Actionability Rule, applied
(b) Confirmer โ a hit is tradeable only when a surfacer from a different family agrees (price/trend ยท volatility ยท volume/flow ยท fundamental/event). Two hits from the same family are one hit. (d) Crowding โ the one measured clause: 1–2 entry days are +$601 over 36 lots, ≥3 entry days are −$604 over 28, at a flat win rate. Correlated positions, not worse picking. (e) No-trade default โ anything that doesn't clear (b) and fit inside (d) is not taken. Not "watched", not "half-sized".
What it finds
A nightly six-way conjunction over 146 optionable names: uptrend, leadership vs SPY on 20d and 60d, realized-vol expansion, RSI(14) ≤ 50, and price back near the 20MA. A leader that pulled back while volatility widened.
Where it came from
The one piece of the retired leaps_basketball sleeve worth keeping. ~98% of that bot's entries came through this branch and its loose-arm winners averaged +72% — every autonomous exit is what destroyed the edge. So the signal survives; the riding is the human's.
How to use it
Eyes only — no broker connection, no orders, ever. Frame the backtest favored: a wide stop (the 2-ATR level shown), weeks not days, tight-spread chains only. Fires rarely by construction.
Not a price tracker. A dislocation detector. $1,200 down from $3,000 is not a deal. $79 to anywhere is always a deal.
Tiers
Email — domestic under $100 ยท international under $190 Domestic — $100–$175 roundtrip (CVG / SDF / LEX) International — all origins incl. ORD / MDW / BNA
Origins
CVG — Cincinnati SDF — Louisville LEX — Lexington
Rank-and-Rent Lead Gen
Scored service×city cells and the static-site portfolio — Georgetown/Lexington metro. Read-only: scoring costs Keyword Planner quota and drafting costs an LLM call, so both stay on the CLI.
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Incentive & Grant Detector
Georgetown, KY ยท Son (17, ADHD, hardware) ยท Daughter (13, broad)
Column 1 is the frequency (+ measured signal); the axis is time, and each block is the station scheduled on that channel. Filtered to what the last Deep Scan actually heard โ off-air/unreceivable stations are hidden. EiBi has no program titles, so hover a block for its language + target.
Centered on your antenna โ bearing is a straight line, distance a ring, the shaded wedge is the longwire's real 40ยฐ end-fire lobe. Every station broadcasting in this band shows: bright green = received right now (sized by signal), dim green = you've logged a catch here before, gray = never logged but on the air โ a potential new catch if you aim there. Hover a bearing and click to zoom into it, then point the antenna and watch a gray dot go green. Geo comes from station ID; only stations with a known location appear.
View
What's actually reaching the wire, ranked by measured signal from the last Deep Scan โ not a model. The live space-weather inputs are shown alongside for context.
Reaching now โ measured
The fun stuff beyond broadcast radio โ airband, railroad, ham, weather, time, CB โ curated for your location, each a real frequency with the right demod. Click to tune, then hit By signal to watch it live on the panadapter. These aren't broadcast, so the schedule/place/prop lenses don't apply. SSB (HF aero, sideband) isn't demodulated yet โ omitted for now.
๐ป Short Trade โ Approval Required
Review all parameters before executing. Shorts carry unlimited risk if unmanaged.
Symbol
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Entry
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Notional
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Take Profit
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Stop Loss
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Conviction
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Sleeve Intelligence
AI analysis of strategy efficacy and readiness.
Trades
Focused trade review across active and historical activity.
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Email Intelligence
Compose a client-friendly follow-up using the current audit and client context.
Select a contact to generate a draft.
Asana Task
Review and comment without leaving Client Intelligence.
No comments yet.
Piggyback
Attach this suggested task to an existing open Asana task.
Choose an incomplete task to append this suggested work to it.
Select an open task and submit.
Add Task
Review the suggested task before creating it in Asana.
Review project and assignee, then submit.
Authenticate Google (any device)
Use this when you're not at the yosemite machine โ Google's redirect goes to 127.0.0.1 which only resolves there.
