Help & Documentation
How to read the dashboard, what every term means, and how billing works.
Getting started
- Open the dashboard. Signals from the latest scan are listed top to bottom by score.
- 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.
- 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.
- You'll get a daily digest of your open paper positions every morning.
Recon (free) tier sees the top picks with a 15-minute delay and cannot paper-track. Upgrade to Alpha Desk for 5 paper-position slots, real-time signals, and the full board.
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) — three or more strategies agree. Highest conviction.
- Standard (Tier 2) — two strategies agree.
- Scout (Tier 3) — single-strategy signal.
Strategy filter pills
The pills above the signal list filter by source strategy:
- VCP — Minervini volatility-contraction-pattern breakouts.
- 13D — SEC 13D activist-stake filings.
- Mean Rev — pairs-trading mean-reversion candidates.
- Squeeze — high short interest with a catalyst.
- Credit — credit-equity divergence (HYG / LQD / TLT).
- Options — unusual options-flow tickers.
- Sector Mom — sector momentum + buy-the-dip composite.
- PEAD — post-earnings-announcement-drift.
- JT 12-2 — Jegadeesh-Titman cross-sectional momentum.
- Insider — SEC Form 4 insider buys / cluster buys.
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
- The position opens at the latest closing price.
- The signal's take-profit, stop-loss, and time-stop are attached.
- Every 30 minutes the position monitor fetches the latest OHLCV and checks each barrier.
- If a barrier hits, the position is auto-closed and you receive an email.
- If none hits before the time-stop expires, the position closes at market.
- You can close any position manually from the Positions tab.
The first time you click Paper-track this signal we show a one-time explainer. After you confirm, it doesn't show again.
Tiers & slot packs
| Tier | Price | Paper-position slots | Signal access |
|---|---|---|---|
| Recon | Free | 0 (read-only) | Top picks, 15-min delay |
| Alpha Desk | $199 / mo | 5 base, +5 per slot pack | Full board, real-time |
| Institutional | $1,499 / mo | Unlimited | Full board + API + manual scans |
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
- Go to the Account page.
- Click Manage subscription. This opens the Polar customer portal in a new tab.
- 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
What data sources do you use?
SEC EDGAR (Form 4 and 13D filings), earnings calendars, options flow data, sector ETF pricing, credit market spreads (HYG / LQD), VIX term structure, and 6-month OHLCV history.
How often are signals updated?
Full multi-strategy scans run every 4 hours. The position monitor checks TP / SL / time-stop triggers every 30 minutes. Recon receives signals with a 15-minute delay; paid tiers are real-time.
What is confluence scoring?
When two or more independent strategies identify the same ticker, the confluence engine boosts the signal score and elevates the tier. Two-strategy agreement adds +8 points (Standard); three or more adds +15 (Prime).
How is position sizing calculated?
Fractional Kelly criterion (f = 0.25) with cross-sectional z-score ranking. The position-scale multiplier adjusts by macro regime (40–100%). Per-trade risk is capped at 1% of notional account equity.
Can I integrate with my broker?
Institutional tier includes REST API access. Alpha Suite never executes trades on your behalf — paper-tracking is for research only. Integrate the API with any broker that accepts API orders if you want to trade live.
How are exits managed?
Each signal ships with a take-profit, stop-loss, and time-stop derived from a volatility-anchored, kurtosis-corrected first-passage-probability barrier model. The position monitor checks every open paper position every 30 minutes and emails you when one fires.
Glossary
Confluence
Number of independent strategies firing on the same ticker in the same scan window. Higher confluence = higher conviction.
Prime / Standard / Scout
Confluence-tier badges. Prime = 3+ strategies, Standard = 2, Scout = 1.
Take-profit (TP)
Upper price barrier. The position auto-closes for a profit when reached.
Stop-loss (SL)
Lower price barrier. The position auto-closes for a loss when reached.
Time-stop
Maximum holding period. If neither TP nor SL fires by the time-stop date, the position closes at market.
Paper position
A simulated trade tracked by Alpha Suite. No broker, no real capital.
Regime
Current macro state derived from VIX, yield curve, credit spreads, SPY trend, and breadth. Drives a 40–100% scale on position sizing.
Kelly fraction
Position-sizing rule based on edge / variance. Alpha Suite uses fractional Kelly at f = 0.25.
PEAD
Post-earnings-announcement drift. Tendency for stocks to drift after a large earnings surprise (SUE).
SUE
Standardised unexpected earnings — the surprise component of an earnings report relative to consensus.
VCP
Volatility-contraction pattern (Minervini). A consolidation pattern of progressively tighter price ranges before a breakout.
13D filing
SEC filing required when an investor crosses 5% beneficial ownership with intent to influence the company. Activist signal.
Form 4
SEC filing for insider transactions (officers, directors, 10%+ holders). Buys with code P; sells with code S.
DTC / Days to cover
Short interest divided by average daily volume. High DTC + a catalyst = short-squeeze candidate.
IV skew
Implied-volatility differential between out-of-the-money puts and calls. Used in the options-flow strategy.
Confluence boost
Score bump applied when multiple strategies agree: +8 for two, +15 for three or more.
Slot pack
Stackable Alpha Desk add-on. Each active subscription grants +5 paper-position slots.
Disclaimer. Alpha Suite is a research and educational tool. Signals, scores, and paper-position outcomes are model output, not investment advice. Past model performance does not guarantee future results. You are solely responsible for any trading decisions you make in your own account. Nothing on this site constitutes a solicitation to buy or sell securities.
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.