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Market Scan Planner & Cost Estimator

Configure universe size, survival funnels, token budgets, and model choices before launching an automated run. Settings persist locally so you can iterate as you calibrate.

Run scope

Use the universe slider to cap Stage 1 intake.

Choose a watchlist to see membership and size.

Stage 1 Triage
Pick which stored key powers Stage 1 triage. Leave blank to auto choose.
Stage 2 Medium depth
Stage 2 uses higher quality reasoning. Select the appropriate key if you keep separate tiers.
Stage 3 Deep dive
Deep dives can use a premium key (e.g., GPT-5). Leave blank to let the system pick automatically.

Stage 1 — Triage processor

Batch GPT-driven classifications to prune uninvestible names before spending on deeper research. Process small groups to stay within rate limits.

Current:—
The latest run ID is stored automatically after you launch a new batch from this planner.
Status —
Stop requested —
Budget —
Spend to date —
Remaining —
Select a run to manage stop requests.
Total queued
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Pending triage
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Completed
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Failed
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Auto continue idle.

Background scheduler

Let automation continue when the planner is closed. Configure cadence and batch sizes for unattended dispatch.

Assign a run to enable background automation.

Latest classifications

Ticker Label Summary Updated
No classifications yet.

Stage 2 — Thematic scoring

Score promising names with GPT-5 mini and decide whether to advance them to the deep-dive queue. Track go-deep approvals as you go.

Total survivors
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Pending scoring
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Completed
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Go-deep approvals
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Failed
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Retrieved snippets
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Embedding tokens
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Sector guidance in play

Manage sectors →

No sector notes yet. Add heuristics to customise Stage 2 scoring.

Latest Stage 2 insights

Ticker Go deep? Summary Updated
No Stage 2 calls yet.

Stage 3 — Deep-dive reports

Generate research-grade narratives with GPT-5 for the finalists flagged by Stage 2. Monitor completions and rerun batches as fresh data arrives.

Finalists
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Pending deep dives
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Completed reports
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Deep-dive spend
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Failed
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Retrieved snippets
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Embedding tokens
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Latest deep-dive reports

Ticker Verdict Thesis highlight Updated
No deep dives yet.

Focus questions

Queue targeted prompts after Stage 3 to probe the highest-conviction tickers before handing off to analysts.

Queued focus prompts

Pending — • Completed — • Failed —

0
Submitted Ticker Question Status Answer Updated
No focus questions queued yet. Select templates or add a custom prompt to get started.

Post-run feedback & follow-ups

Share the manual questions you still want answered. We’ll queue them for the next automation pass or analyst follow-up.

Recent requests

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Submitted Ticker Question Status Updated
No feedback logged yet. Start by submitting a question above.
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