Help & Documentation

Getting started

1. Open the dashboard. Signals from the latest scan are listed top to bottom by score.
2. Each card shows a ticker, the strategies that fired, the macro regime context, a confluence-tier badge, and a take-profit / stop-loss / time-stop.
3. Click Paper-track this signal to start tracking the trade. Alpha Suite checks every open paper position every 30 minutes and emails you when an exit fires.
4. You'll get a daily digest of your open paper positions every morning.

Reading the dashboard

Confluence tier badges

When two or more independent strategies identify the same ticker, the confluence engine elevates the signal:

• Prime (Tier 1) — two or more strategies agree on the ticker (confluence). Highest conviction. Three-or-more agreement gets a bigger score boost (+15 vs +8) but stays in Tier 1.
• Standard (Tier 2) — single-strategy signal with score ≥ 60.
• Scout (Tier 3) — single-strategy signal with score < 60.

Strategy filter pills

The pills above the signal list filter by source strategy. Alpha Suite runs 17 independent strategies plus a confluence engine:

• Insider — SEC Form 4 insider buys / cluster buys.
• Earnings — post-earnings-announcement drift (PEAD) on high SUE.
• 13D — SEC 13D activist-stake filings (5%+ ownership with intent to influence).
• Sector Mom — sector momentum + buy-the-dip composite.
• Mean Rev — pairs-trading mean-reversion candidates (Gatev distance method, sector-constrained).
• VCP — Minervini volatility-contraction-pattern breakouts.
• Squeeze — high short interest with a catalyst.
• Options — unusual options-flow tickers (volume-vs-OI spikes, IV skew).
• Credit — credit-equity divergence (HYG / LQD / TLT).
• JT Momentum — Jegadeesh-Titman cross-sectional 12-2 month momentum.
• 52w High — George & Hwang (2004) — within 5% of the 52-week high with confirming trend and volume.
• Buybacks — Ikenberry-Lakonishok-Vermaelen drift after new 8-K open-market repurchase programs.
• Merger Arb — Mitchell-Pulvino spread between target and announced cash-deal price.
• SPAC Arb — Klausner-Ohlrogge-Ruan: SPACs trading below estimated trust value pre-deSPAC vote.
• Spinoff — Cusatis-Miles-Woolridge: capture forced-selling overhang in newly distributed spinoffs.
• Holdco — Schultz-Shive dual-class share spread mean-reversion (BRK.A/B, GOOG/GOOGL, etc.).
• Low-Vol — Frazzini-Pedersen Betting Against Beta — long-only tilt to mid-cap low-vol / low-beta names.
• Confluence — multi-strategy agreement; elevated to Tier 1 (Prime) automatically.

Regime cards

The macro-regime panel scales position sizing across the entire system:

• VIX term structure — contango means low realised vol, premium for short-vol; backwardation is a stress signal.
• 10Y − 2Y spread — yield-curve inversion historically precedes risk-off regimes.
• HYG / LQD z-score — credit-stress proxy. Negative z = credit risk-off.
• Regime multiplier — the live position-size scale (40–100%) applied to every signal.

Paper-tracking explained

Alpha Suite never executes real trades. "Paper-track this signal" opens a simulated position in our database, snapshots the signal's pre-computed exit rules, and watches the price for you. No broker connection, no real money at risk.

What happens when you click the button

1. The first time only, a one-time explainer modal appears. Confirm to continue.
2. A sizing prompt appears every track. If you've set your equity on /account, the engine’s suggested size is pre-filled (alongside its fit-badge label). The two inputs are linked: edit dollars and shares update, or vice versa. You can override either or accept the suggestion.
3. The position opens at the latest closing price with the share count you confirmed.
4. The signal's take-profit, stop-loss, and time-stop are attached.
5. Every 30 minutes the position monitor fetches the latest OHLCV and checks each barrier.
6. If a barrier hits, the position is auto-closed and you receive an email.
7. If none hits before the time-stop expires, the position closes at market.
8. You can close any position manually from the Positions tab.

Editing or backfilling position size

The Positions tab has a Size column showing the share count for each position. Open positions with no recorded size (e.g. opened before the engine started recording quantities) show a yellow Set size button. Click it, type a share count or a dollar amount (a leading $ or any number much larger than the entry price is interpreted as dollars), and the Forward VaR / concentration cells refill immediately.

Portfolio Construction

Alpha Suite includes a portfolio-aware personalization layer that sits between the raw signal feed and you. It never changes what you see by default. The scan output renders in the same order with no extra UI. Flip the Portfolio Mode pill in the filter row to opt into the full layer — fit badges, a suggested position size on each card, plus the Health card / nudges / drawdown banner / filtered-signals log.

Step 1 — Tell the engine your real capital

Open the Account page and enter your account equity in USD. The engine treats this number as your real deployable capital. It's private to your account and used only to compute position sizes, risk budget, and the Forward VaR. You can clear it at any time by saving an empty value.

Step 2 — Toggle Portfolio Mode and read the fit badges

Click the Portfolio Mode pill. Each signal card then shows a small fit badge that describes how the signal interacts with your current open paper positions:

• Diversifying (green) — adds a new sector and a new strategy to your book.
• Concentrated (amber) — you already have two or more open positions in the same sector or strategy.
• Duplicate (red) — you already hold an open position on this exact ticker.
• Capped (red) — adding this would push a sector / strategy / direction bucket past your configured cap.
• Drawdown-gated (red) — the drawdown circuit-breaker is active and new entries are paused.

If a signal has no notable interaction (label = neutral), the badge is suppressed to keep cards uncluttered.

Step 3 — Read the suggested position size

While Portfolio Mode is on and you've set an equity, signal cards show a one-line size suggestion in dollars and the implied $ at risk below the entry / target / stop block. The size is computed in priority order:

1. Kelly-derived: equity × kelly_fraction × (signal_score / 100).
2. Per-trade risk cap: dollar size that consumes exactly equity × max_risk_per_trade / sl_pct.
3. Aggregate risk-budget cap: total $ at risk across the book is capped at equity × total_risk_budget_pct.
4. Regime gross-exposure cap: total deployed capital can't exceed the regime's gross cap (see below).

The lowest of these wins. If the size is bound by anything other than the per-trade cap, the badge says so (e.g. capped by risk_budget).

Step 4 — The full Portfolio Mode view

Beyond per-card badges and sizing, Portfolio Mode also reveals four diagnostic components above and below the feed:

• Portfolio Health card — equity, Forward VaR ($ at risk if every open SL fires), regime gross cap and utilization, top sector / top strategy concentration.
• Drawdown banner — appears only if the gate is enabled and currently triggered. New entries are paused.
• Position-management nudges — lock-in suggestions when a position is 50%+ of the way to TP, time-stop warnings inside 5 days of expiry, and time-stop-due flags.
• Filtered signals log — signals that fired but were filtered for portfolio reasons (capped, duplicate, drawdown-gated, risk-budget exhausted) appear here with reasons. Nothing is silently hidden.

The feed is also re-ranked by signal_score × fit_multiplier so diversifying signals surface first and concentrated / duplicates drop. Toggle state is remembered across reloads.

Why does my Health card show empty cells? Forward VaR, regime gross utilization, and concentration all need a recorded share count for each open position. New positions store this automatically. Positions you opened before sizing was wired up have no quantity recorded — open the Positions tab and click Set size on any open row to backfill. The Health card will then show a focused warning ("Set sizes on your open positions") with a deep-link to that tab whenever this is the case.

Defaults and how to override them

Out of the box the engine uses these caps:

• Kelly fraction 0.25 (fractional Kelly).
• Max risk per trade 1% of equity (entry-to-SL distance).
• Total risk budget 8% of equity across all open positions.
• Sector cap 30% of risk in any one sector.
• Strategy cap 40% of risk in any one strategy.
• Direction cap 75% of risk on the same side (long vs. short).
• Regime gross caps on total deployed capital: DEFENSIVE 30%, CAUTIOUS 50%, NEUTRAL 70%, RISK_ON 90%.
• Drawdown gate disabled by default. When enabled (default threshold −5%), the engine pauses new entries if open-position aggregate unrealized PnL drops below the threshold. Override-able anytime.

All of these are editable on the Account page under Advanced risk settings. Click Reset to defaults to clear all overrides.

Tiers & slot packs

Slot packs (Alpha Desk only)

Each slot pack is a separate $X / mo subscription that adds +5 paper-position slots on top of your base 5. Buy as many packs as you need; cancel any of them at any time. Cancelling a pack drops your max slots by 5 but does not auto-close existing positions.

Buy a slot pack from the Account page.

What happens when you hit your slot cap

If you click Paper-track this signal with no slots free, you'll get an "upgrade required" prompt linking to the Account page. Manually closing an open position frees a slot immediately.

Billing & cancellation

How to cancel

1. Go to the Account page.
2. Click Manage subscription. This opens the FastSpring account portal in a new tab.
3. From the portal you can cancel, change payment method, or download invoices.

What happens if I downgrade or cancel?

• You keep paid access until the end of the current billing period.
• After that your account drops to Recon. No data is deleted.
• Your existing paper positions stay tracked until they close — but you cannot open new ones from Recon.
• If you also bought slot packs, each pack cancels independently from the same portal.

Refunds

Email [email protected] within 7 days of a charge for a refund review.

Forgot password

Use the reset link on the login page. Reset links expire after 1 hour.

FAQ

Glossary

Legal

The full policies governing your use of Alpha Suite live on these pages. They are incorporated into your subscription agreement by reference.

• Terms of Service — the contract between you and Alpha Suite. Covers eligibility, billing, acceptable use, liability cap, governing law (Delaware), AAA arbitration, and class-action waiver with 30-day opt-out.
• Privacy Policy — what data we collect, how we use it, sub-processors, security, retention.
• Risk Disclosure — comprehensive disclosure of trading, market, strategy-specific, data, and software risks. Read this in full before trading.
• Refund Policy — the 7-day money-back window, cancellation vs. refund, slot-pack handling, dispute process.
• Data Rights — your rights under GDPR, UK GDPR, CCPA / CPRA, and equivalent regimes; how to access, delete, port, or restrict your data.