SignalStack Research OS Pitch
Slide 1: Title
SignalStack Research OS
The personal accountable investing agent that remembers why before every trade.
Slide 2: Problem
Investors are drowning in fragmented signals:
- Research terminals are expensive.
- Screeners do not explain why a signal matters.
- Alerts are noisy and disconnected from thesis.
- Decision logs are scattered across notes, chats, and spreadsheets.
- Psychology and life rules are missing from the trading workflow.
Slide 3: Solution
SignalStack turns investment research into a live accountable operating system:
- 50-framework analysis.
- Scenario ranges and catalysts.
- Personal rules of life and trading.
- Why-chain before action.
- Psychology and habit checks.
- Thesis-aware alert builder.
- Premortems and decision logs.
- Client-ready narrative exports.
Slide 4: Product Demo
Demo flow:
1. Landing page.
2. Open research cockpit.
3. Review the accountability agent: identity, rules, why-chain, psychology, journal.
4. Select MSFT or NVDA.
5. Run a pre-trade rules check.
6. Generate a mocked decision plan.
7. Create a thesis-aware alert.
8. Simulate alert fire and show audit feed.
Slide 5: Buyer
Initial buyer:
- Serious retail investors.
- Investment clubs.
- Finance creators.
- Small RIA analyst teams.
Slide 6: Why Now
LLMs make research synthesis possible. Retail investors already pay for data, charting, newsletters, and alerts. The missing layer is an accountable workflow that connects research, rules, psychology, and action.
Slide 7: Business Model
Subscription-led:
- $19/mo Research.
- $79/mo Pro.
- $299/mo Advisor.
- API/white-label expansion.
Slide 8: Moat
- Deep framework library.
- Personal decision memory.
- Rules graph across life, trading, risk, and psychology.
- Research-to-alert-to-journal workflow.
- Feedback loop from alert outcomes and rule breaches.
- Switching cost from accumulated why-chain and journal history.
Slide 9: Roadmap
1. Local mocked demo.
2. Live market-data adapter.
3. Auth/billing.
4. Alert engine.
5. pSEO launch.
6. Advisor workflows.
Slide 10: Ask
Seeking design partners and investor feedback on:
- First buyer segment.
- Pricing.
- Advisor compliance workflow.
- Market-data partner strategy.