Open Delta

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Overview
Sleeves
Alpaca
Risk
Volatility Rank
Intelligence Briefing
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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
Seed Treasury Router
Opportunity Edge
Sleeve Management
Change mode or allocation β€” bot restarts automatically
Risk Governance Overlay
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Volatility Rank β€” 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 β€” 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.
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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Work Delegation
Assignments built from current capacity and eligible Asana work.
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Capacity Model
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Billable Summary
Hours, pacing, and financial gap β€” updated M/W/F.
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Mantra β€” This Week's Top 7
Strategic priorities ranked by leverage. Snooze to defer, complete to capture a baseline and track efficacy. View completed β†’
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Accountability Layer
Feature flags, build progress, and roadmap for the developer accountability system.
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Opportunity Bot
Progressively unlockable intelligence system for ranked opportunities, confidence, and execution.
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.
Client Intelligence
HubSpot-driven client context, audit findings, and next-step execution.
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 Insights β–Ύ
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
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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.
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Recent Activity
Entity Domains
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.
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Network Anomalies β€” derived from snapshot + UniFi events
Alerts
Recent Devices
Wi-Fi Diagnosis
Recent Wireless Rejoins
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 β€” volume spikes, gap patterns, ATR expansion, and post-earnings drift.
Signal types
VOL SPIKE — 3x+ volume before 11am
GAP & HOLD — 4%+ gap holding β€” continuation
GAP & FILL — 4%+ gap filling β€” 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 β€” you pull the trigger
Deployable Capital
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Total sleeve equity: β€”
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
Macro Sentinel
Watching 6 regime indicators β€” signals fire rarely, but when they do they're significant
🚨 Fired This Year
πŸ“‹ Full Playbook β€” What Each Signal Means
Merrill Monitor
Positions with significant moves
🏠 Open Merrill
Unusual Options Activity
High vol/OI contracts that precede significant moves
What it finds
Vol/OI ≥ 0.5 on contracts ≥2% OTM, expiry 1–45 days, premium ≥$0.10
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.
Flight Dislocation Detector
CVG Β· SDF Β· LEX departures Β· Absolute price floor events only
Philosophy
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 Β· international under $190
Domestic — $100–$175 roundtrip (CVG / SDF / LEX)
International — all origins incl. ORD / MDW / BNA
Origins
CVG — Cincinnati
SDF — Louisville
LEX — Lexington
Incentive & Grant Detector
Georgetown, KY Β· Son (17, ADHD, hardware) Β· Daughter (13, broad)
Layer 1
ADHD / Learning Difference
National scope, thin applicant pools
Layer 2
Vocational & Technical
Hardware, trades, spatial/hands-on
Layer 3
Regional & Corporate
Toyota, Scott County, KEES, KCTCS
Layer 4
Broad Academic
General coverage for daughter
Family Grant Scan
Nieces & nephews Β· Louisiana Β· Tulane / Loyola NOLA / LSU Β· Juniors
πŸ”» Short Trade β€” 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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Trades
Focused trade review across active and historical activity.
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Detail
Asana Task
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Attach this suggested task to an existing open Asana task.
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Add Task
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Authenticate Google (any device)
Use this when you're not at the yosemite machine β€” Google's redirect goes to 127.0.0.1 which only resolves there.
  1. 1 β€” Open Google sign-in
    Open in new tab
    Approve in your browser. Google will redirect to http://127.0.0.1:5006/oauth/google/callback?… β€” that page will fail to load. That's expected.
  2. 2 β€” Paste the failed-to-load URL
Ask about this Mantra item
Chat grounded in this item's evidence + observation history.