Portfolio Builder · Research Lab

Frontier — High-Conviction Discovery Engine

Systematically hunt the full US market for asymmetric bets — small-cap AI, space, robotics, quantum, biotech, commodities, nuclear/power, rates & currency plays — and surface the highest-conviction names on a live board.

🔄 Board re-screens + redeploys every 30 min during active hours; ongoing project.
60%
Grand Plan Progress
3 of 6 phases complete
Universe locked · 12,991 securities scanned · 4,758 common stocks in the hunt
🛰️ The Board · Live
364 ranked candidates →
Themed small/micro-caps scored by momentum × relative strength. Top movers this session:
→
QTTB 295.2% 3mTTRX 185.7% 3mMNPR 84.3% 3mAARD 48.6% 3mFATE 130.5% 3m

The Universe (Phase 1 · Live)

5,514
ETF
4,758
Common Stock
932
Preferred/Depositary
595
Other
476
Warrant
323
Unit

The Hunt (Phase 2 · Enriching live)

4,749 / 4,758
Common stocks enriched
2,957
Small-caps < $2B (so far)
1,722
Micro-caps < $300M (so far)

Grand Plan — Roadmap

1
Universe & FoundationDONE
Pull the entire US-listed universe, clean it, categorize every security.
100%
  • ✓Download NasdaqTrader symbol directories (NASDAQ + all other exchanges)
  • ✓Filter test issues, de-dupe, classify (common/ETF/ADR/warrant/SPAC/unit)
  • ✓Emit clean universe.json + universe.csv (12,991 securities)
  • ✓Isolate tradeable common-stock universe (4,758 names)
2
Enrichment — Data FeedsDONE
Attach market cap, sector, industry, price & volume so we can isolate small caps and score them.
100%
  • ✓Market cap + price via Yahoo (crumb-auth) — batching in 400s, cache to enriched.json (4,749/4,758 done)
  • ✓Price & volume history (daily bars) for common-stock universe
  • ✓Tag small/micro-cap band (<$2B / <$300M) as primary hunting ground
  • ✓Thematic tagging: AI, space, robotics, quantum, biotech, uranium/rare-earth, nuclear/SMR, defense
3
Screening — IndicatorsDONE
Run technical + relative-strength screens to surface names in motion.
100%
  • ✓Relative strength vs SPY/IWM (leaders, not laggards)
  • ✓Volume-surge & unusual-activity detector
  • ✓52-week range position + momentum (RSI, MA stack)
  • ✓Small-float / short-interest flags for squeeze potential
4
Catalyst & News LayerQUEUED
Overlay the events that actually move these names.
0%
  • ○Earnings calendar + guidance watch
  • ○Biotech: FDA / PDUFA / trial-readout calendar
  • ○SEC EDGAR filings monitor (8-K, S-1, 13D/G)
  • ○Thematic news sweep (contracts, funding rounds, government programs)
5
Scoring & RankingQUEUED
Fuse it into one conviction score and tier every candidate.
0%
  • ○Multi-factor score: theme strength × catalyst proximity × momentum × asymmetry
  • ○Kill-risk / downside flag per name
  • ○Tier into Core / Speculative / Lottery
6
The Board — Live Watchlist
Publish the ranked ideas on a live, filterable page you check daily.
60%
  • ✓Top-conviction leaderboard
  • ○Sector card grid: thesis / catalyst / upside / risk / tier
  • ✓Auto-refresh as new names clear the screen

Data Feeds We Need

FeedWhat it gives usCostStatus
NasdaqTrader Symbol DirectoryFull US-listed universeFreelive
Yahoo FinancePrices, volume, market cap, sectorFreelive
StooqBackup daily price history (bulk)Freeplanned
FinnhubFundamentals, news, earnings calendarFree tier (key on file)planned
SEC EDGARFilings: 8-K, S-1, 13D/G, insider Form 4Freeplanned
FDA / clinicaltrials.govBiotech catalyst calendarFreeplanned
DuckDuckGo / RSSThematic news sweepFreeplanned

Indicators We Screen On

Market cap band (micro < $300M · small < $2B)Relative strength vs SPY & IWMVolume-surge ratio (vs 20d avg)52-week range positionRSI + moving-average stackFloat & short interestInsider / institutional buying

Activity Log

2026-07-10T14:58 MDT
Phase 3 screening LIVE — 545 themed names, 361 small/micro-caps ranked by momentum×relative-strength. Board deployed. Top movers: TTRX (181.8% 3m), AARD (92.9% 3m), MNPR (90.1% 3m), FATE (150.0% 3m).
2026-07-10T14:55 MDT
Cycle: enriched 4749/4758 common stocks (100% of Phase 2). Small-caps <$2B: 2957 · micro <$300M: 1722.
2026-07-10T14:25 MDT
Cycle: enriched 4749/4758 common stocks (100% of Phase 2). Small-caps <$2B: 2957 · micro <$300M: 1722.
2026-07-10T13:54 MDT
Cycle: enriched 4749/4758 common stocks (100% of Phase 2). Small-caps <$2B: 2957 · micro <$300M: 1722.
2026-07-10T13:24 MDT
Cycle: enriched 4749/4758 common stocks (100% of Phase 2). Small-caps <$2B: 2957 · micro <$300M: 1722.
2026-07-10T12:54 MDT
Cycle: enriched 4749/4758 common stocks (100% of Phase 2). Small-caps <$2B: 2957 · micro <$300M: 1722.
2026-07-10T12:24 MDT
Cycle: enriched 4730/4758 common stocks (99% of Phase 2). Small-caps <$2B: 2942 · micro <$300M: 1713.
2026-07-10T11:53 MDT
Cycle: enriched 4339/4758 common stocks (91% of Phase 2). Small-caps <$2B: 2703 · micro <$300M: 1578.
2026-07-10T11:23 MDT
Cycle: enriched 3947/4758 common stocks (83% of Phase 2). Small-caps <$2B: 2462 · micro <$300M: 1437.
2026-07-10T10:52 MDT
Cycle: enriched 3554/4758 common stocks (75% of Phase 2). Small-caps <$2B: 2203 · micro <$300M: 1277.
2026-07-10T10:48 MDT
Cycle: enriched 3161/4758 common stocks (66% of Phase 2). Small-caps <$2B: 1958 · micro <$300M: 1131.
2026-07-10T10:47 MDT
Cycle: enriched 2768/4758 common stocks (58% of Phase 2). Small-caps <$2B: 1710 · micro <$300M: 992.
2026-07-10T10:13 MDT
Cycle: enriched 2374/4758 common stocks (50% of Phase 2). Small-caps <$2B: 1464 · micro <$300M: 846.
2026-07-10T10:08 MDT
Cycle: enriched 1979/4758 common stocks (42% of Phase 2). Small-caps <$2B: 1222 · micro <$300M: 696.
2026-07-10T09:51 MDT
Cycle: enriched 1583/4758 common stocks (33% of Phase 2). Small-caps <$2B: 964 · micro <$300M: 546.
2026-07-10T08:34 MDT
Phase 2 started. Built Yahoo enrichment pipeline (market cap + price, crumb-authed). First batch: 397 of 4,758 common stocks enriched — already flagged 253 small-caps (<$2B) and 137 micro-caps (<$300M) as prime hunting ground. Engine validated end-to-end; continues in 400-name chunks.
2026-07-10T08:30 MDT
Cleaned + categorized universe: 4,758 common stocks, 5,514 ETFs, plus warrants/SPACs/units/ADRs. Isolated the 4,758 common-stock names as the hunting ground. Phase 1 complete.
2026-07-10T08:29 MDT
Project kicked off. Downloaded full US-listed universe from NasdaqTrader — 12,991 securities across NASDAQ, NYSE, NYSE American, Arca, Cboe BZX.
Last refreshed 2026-07-10T08:34 MDT · auto-updates on cadence · Portfolio Builder Research Lab