Each theme has a main proxy, supportive proxies and a benchmark. Every trading day the agent updates prices, attributes what moved and why, and rolls the catalyst calendar. Pick a theme:
Equal-weight Canadian banks vs TSX and S&P 500. Rate holds, Q3 earnings sweep, buybacks and the tariff overhang.
Open tracker →Software crushed on AI extinction fears, now re-rating on AI revenue proof. CRM / NOW / WDAY recovery vs QQQ.
Open tracker →Not themes — daily macro data pages, rendered by the Python pipeline in scripts/econ/ instead of a theme.md. No verdict light.
US / CA / EU / UK high- and medium-impact releases for the week ahead, actual vs forecast with history charts. Published daily, every day archived.
Open calendar →Where Fed and Bank of Canada policy expectations pull against each other: market-implied pricing and weighted drivers. Published only after an independent PM review.
Open watcher →