Stocks, options, news, community ideas, and account exports rarely line up on their own. Project S brings them into one research workflow.
Actively evolving
“Which opportunities fit my holdings—and what risks come with the income?”
Illustrative scenario
I wanted to move from collecting symbols and opinions to comparing evidence against my own use case: existing exposure, income goals, event risk, and the tradeoffs behind each candidate.
News, sentiment, option chains, and comparable events.
Existing holdings, short options, and dated snapshots.
Income goals, concentration, and acceptable exposure.
Explore how discovery connects to portfolio context.
Market data, option chains, news sentiment, and community ideas enter shared research workflows. Community discovery groups source evidence, collapses repeated plays, and excludes expired ideas from current discovery.
Decision: count evidence, not repeated mentions.
Historical event comparisons, earnings context, and expected moves help frame a candidate’s risks. Reasons and validation evidence remain visible alongside heuristic scores.
Decision: explain the ranking without presenting scores as probabilities.
Reviewed CSV and TSV imports normalize positions into dated, user-scoped account snapshots. Mapping, excluded rows, and changes from a prior snapshot can be inspected before acceptance.
Decision: make portfolio input deterministic and reviewable.
Account filters and per-ticker consolidation provide portfolio context. Strategy-aware checks support income research; they do not replace a broker’s live margin calculation. Broader cross-provider income and alternative-position analysis are the next layer.
Decision: distinguish current evidence from incomplete account information.
Select a stage to explore the engineering.
Ranking a trade in isolation misses concentration, existing short options, event exposure, and differences between account snapshots. I connected research to normalized holdings so the same opportunity can be considered in the context that changes the decision.
Portfolio imports are snapshots, not live broker connections. The import flow makes unsupported or invalid positions visible. Cross-provider income planning and margin alternatives are the next part of the product I’m developing.
Built for personal research. Broader income and alternatives analysis is evolving.
Python · FastAPI · Next.js · PostgreSQL · Redis