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Translated from Spanish · See the original

Building an investment tool from scratch

Day 6 of developing Tracking Alpha

We’re making progress on the design. Dark mode is winning.

But I don’t just mean the visual look. I mean the content too. Basically, what pages should there be? What information should they include? What should the UX be like? etc....

Again, it’s a bit of a pain, but it’s easier to iterate on the canvas than with the actual app.

Once it’s ready, it’s as simple as handing it to Opus 5.5 and having it implement it down to the last detail.

In the background, I’m working on the backend and improving the pipeline ⚙️

The best system so far is a multi-agent system with issue escalation using @EVE.

Basically, we use a small, cheap model for most cases, which are relatively straightforward. With good tools and instructions, the small agent can handle more than two-thirds of cases without any problem. If something is harder, the issue gets escalated and handed off to a smarter, but more expensive, model.

🎯 Let’s remember the goal: to build the best tool for discovering and tracking special situations

If you’re interested, I’ll leave the link to the landing page in the next tweet. The waitlist is free; the first 20 get the launch price: $20/month instead of $29.

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trackingalpha.app

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📊 I’m building a portfolio analysis tool from scratch!

I’ve added lots of improvements and features. It’s getting easier to use, and it’s already replacing the other tools I used before.

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    For the curious:

    This tool is still in development... BUT if you want to discover other really interesting investing tools, you can check out my other platform: Find My Moat.

    It’s already live, and tomorrow we’re doing the official launch on Product Hunt!

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My new project 👇

I’ve wanted to build a tool for investors for a while, but I didn’t want to make the usual thing.

I didn’t want to build another portfolio management tool or another TIKR redesign.

I wanted to make something a bit more original 👀

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☀️ The FactSet $FDS thesis is now available for anyone interested

Did this company really deserve to be down 50%? 🩸

The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.

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