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We can now pull your portfolio in real time.

Robinhood

ID · 90e928b9-7609-4433-8dfc

Active

Live · Market Pulse

Always-on context

P&L Today

+0.64%

+$1,840

Net Worth

$285.5K

Total value

VIX

22.8

↑ Elevated

10Y Yield

4.40%

↑ +0.06

Fear / Greed

62

Greed

Signals

24

Live

AI Confidence

89%

High

Sharpe

1.31

YTD

Step 02 · Glance

Your book, at a glance

$0

▲ +$69,000 (+31.6%) · 1Y

Performance

vs SPY

Allocation

12HOLDINGS

Step 03 · Ask Wallee

The dashboard lives in the chat

DK

W

Wallee AI CORE v1

Thinking..

Your book is +0.64% (+$1,840) today, at $285,480. NVDA is doing the heavy lifting.

Total value · today

$285,480

Intelligence · Layer 1

Capital Flows

IMPROVING

LEADING

LAGGING

WEAKENING

Technology

Comm.

Cons. Disc.

Financials

Healthcare

Industrials

Energy

Flow leaderboard

+$4.2B

VOO

+$1,840M

QQQ

+$760M

XLF

+$540M

ARKK

−$220M

SMH

−$680M

Intelligence · Layer 2

Market Signals

Live signal feed

12 active

QQQ BULLISH

Cleared resistance on above-average volume.

89%

NVDA BULLISH

Trend strengthening; above the 50-day.

86%

ARKK BEARISH

30-day crossed below the 90-day.

78%

Breadth

Advancers68%

New highs / lows142/38

Above 200-day61%

Up-volume72%

Intelligence · Layer 3

Macro Environment

⚠ Risk-off leanSticky rates favor quality & defensives.

RISK-OFFNEUTRALRISK-ON

Fed Funds

4.50%

On hold

10Y

4.40%

↑ +0.06

CPI

3.1%

↓ cooling

Unemploy.

4.1%

↑ +0.1

GDP now

2.3%

Steady

ISM Mfg

49.2

↓ contract

Intelligence · Layer 4

Market Sentiment

0FEAR · GREED

☺ Greed

Investors are optimistic but not euphoric. Low short interest and a calm put/call show little fear in the tape.

VIX

22.8

Put/Call

0.92

News

+0.34

The Synthesis

Four layers. One conviction.

0/ 100 · NVDA

↗ Moderate conviction · Bullish

Layers are mixed on NVDA — they don't all agree, so conviction is moderate.

Capital Flows L1

Heavy accumulation

+2

Market Signals L2

Momentum strongly bullish

+2

Macro L3

Mild rate headwind

−1

Sentiment L4

Strongly bullish positioning

+2

Research · Screener

Find ideas across all four layers

✓ Inflows✓ Bullish signal✓ Macro support✓ High conviction

NVDA

+2+2−1+2

Moderate · Bullish63

VOO

+2+1+1+1

High · Bullish81

JPM

+2+1+10

High · Bullish74

QQQ

+2+2−1+1

Moderate · Bullish66

Research · Compare

Any two holdings, head-to-head

NVDAAAPL

Conviction6358

Expected return+14.2%+9.1%

Volatility31%22%

Beta vs SPY1.621.18

Track · Watchlist

Your shortlist, scored live

NVDA▲ 3.21%

+2+2−1+2

63 · Bullish

JPM▲ 0.94%

+2+1+10

74 · Bullish

ARKK▼ 2.15%

−2−2−1−2

88 · Bearish

GLD▲ 0.76%

+1+1+20

67 · Bullish

Risk · Correlations

See your hidden concentration

Diversification

Moderate

Avg correlation

0.58

Most correlated

NVDA ↔ QQQ

Best hedge

GLD

Plan · Rebalance

Test a move before you make it

NVDA

14%

VOO

13%

ARKK

2%

GLD

8%

SCHD

10%

Projected vs current

Expected 1Y+13.1%▲ +1.4

Volatility24.8%▼ −2.1

Tech weight47%▼ −6

Conviction71▲ +8

Proof · Quant Lab

An auditable track record

Directional acc.

90%

Strategy Sharpe

1.42

Win rate

64%

Signals tracked

2,480

Momentum92%

Trend90%

Mean-rev87%

Document Intelligence

Wallee reads the filings

NVDA · Earnings Intelligence

Next · Jul 29

AI summary

Management raised AI-infrastructure guidance and reiterated that data-center demand remains ahead of supply.

Key themes

AI demandRevenue growthSupply constraintsMargin pressure

Sentiment vs last call

Prev 71Now 71+11

Guidance changes

▲Revenue

▲EPS

▲CapEx

Document Intelligence · ETFs

Prospectus, in plain English

ARKK · Prospectus Intelligence

ETF

Risk highlights

Concentrated — top 10 is a large share of assets

High realized & expected volatility

Active manager & key-person risk

Overlap risk · top 10 = 58%

ARKW

71%

QQQ

19%

AI verdict

Suitable for

✓Growth investors

✓Innovation exposure

✓Long horizons

Less suitable for

✗Capital preservation

✗Income investors

✗Short horizons

Stay ahead · Alerts

Tell Wallee what to watch

Notify me when conviction on any holding falls below 40.

ARKK conviction below 40

VIX rises above 25

NVDA price falls below $120

Fear & Greed enters Extreme Greed

Built for everyone

Beginner to Pro. Dark or light.

🌱 Beginner⌘ Pro

Plain-language explainers, or full factor depth.

Dark · default

Light · opt-in

One surface — first-timers and professionals, your way.

Research here. Execute anywhere.

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