Platform
Trading Desk: Equities
An idea that is not tracked as part of a book is just an opinion. You already run a disciplined process on commodities — screen, confirm, size, record — so where do equity ideas get the same treatment, and how does a name you liked on Tuesday become a position you can account for at the end of the quarter? The Trading Desk is a dedicated equities surface, deliberately separate from the commodities side of the platform, that extends the same forecast, regime and risk lenses to US stocks: screen the universe, rank the candidates, benchmark against house strategies, and track what you hold as a portfolio with NAV (net asset value) through time.
Universe: screen the market
The Universe table lists US tickers with trailing returns and realised volatility, filterable by sector so the screen covers only the part of the market you actually trade. Click any ticker to open its detail page, which carries that name's own forecast, regime and risk views — the same three lenses you use on a commodity, so the read-across is direct rather than approximate.
| Column | What it tells you |
|---|---|
| 30d % / 90d % / 1y % | Momentum across three lookback windows. Read them together rather than one at a time — a fresh move and a year-long trend look identical in a single column, and a 30d reading that disagrees with the 1y is usually the interesting row on the screen. |
| Vol 63d | How bumpy the ride has been — realised volatility over the trailing 63 trading days. This is your first input to position sizing, before any of the risk measures. |
| Sector | The filter that narrows the screen to your mandate. |
Leaderboard: a ranked idea screen
The Leaderboard ranks tickers on a single composite score that blends forecast return with realised volatility — favouring names expected to rise without carrying excessive risk to get there. It does the first cut for you: the top of the list is a starting watchlist and the sector filter keeps it inside your mandate, so your time goes on a short, quality-ranked list instead of the full universe.
What the score blends is stated openly for a reason. A ranking is not a recommendation, and knowing that it weighs expected return against realised volatility is exactly what lets you disagree with a placement on the grounds that your horizon is shorter, or your risk budget tighter, than the score assumes. Use it to order your work, not to outsource the decision.
House Funds: a benchmark for your book
House Funds are curated funds carrying their full NAV history — a managed-strategy reference you can follow and, more usefully, measure yourself against. Benchmarking is the point of them. If your own portfolio is not keeping pace with the house reference over the same window, that is information about your process rather than noise in the market, and it is cheaper to act on this quarter than next.
Portfolios: where ideas become a tracked book
Portfolios are baskets you build yourself from the names you have decided to trade, tracked with NAV over time. The value is in watching positions as a group rather than one chart at a time: names that felt independent when you opened them individually show up as a single lump of exposure at the portfolio level. This is the last step of the daily routine — the point where a ranked, regime-confirmed, risk-sized idea stops being a call and becomes something you can review.
- Screen the Universe — Filter by sector, then read the return columns alongside realised volatility. You are building a shortlist here, not making a decision.
- Rank the candidates on the Leaderboard — Let the composite score make the first cut, then apply the sector filter so the ranked list stays inside your mandate.
- Open the ticker detail page — Confirm the forecast, the regime and the risk view point the same way. Where they disagree, that disagreement is the thing to understand before you commit rather than a reason to average the three.
- Size the position — Start from realised volatility and the risk measures on the detail page, and size to a loss you can hold rather than to the conviction you feel.
- Add it to a Portfolio and track it — Record the position, then watch its NAV against the House Funds reference. A tracked book is what makes a genuine review possible at the end of the quarter.
Every ticker detail page carries the same forecast band, regime state and risk measures you use on commodities — one discipline across two asset classes. Rank for conviction, confirm the regime, size to your risk budget, then track it. The vocabulary carries across too: every term used here is defined in the Analytics Glossary.
One boundary, stated plainly. The Trading Desk is an analysis and monitoring surface: it does not route orders, it does not execute, it holds nothing on your behalf and it is not a broker or a news wire. A Portfolio is a record of what you have decided, kept so you can watch it — not an instruction sent anywhere. And everything on this page is market intelligence and analytics — not investment advice. Confirm anything material against the underlying data, your own limits and your own judgment.
The Trading Desk is step 8 of the daily routine — the seven steps ahead of it are what make a name worth tracking in the first place.
Read the Trading Guide