The Investment Knowledge Graph
for Fund Managers

InFinder structures market intelligence into an interconnected graph of content signals, investment theses, and ticker positions — with typed relationships, cascade detection, and full audit trails.

53 Content Sources 222995 Long Positions 41125 Scenarios 86147 Tickers 238592 Impulses 1452266 Graph Edges
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Recently Excited Scenarios

Investment theses moved in the last weeks by breaking or high-impact market signals — and the impulses that excited them.

View by impulse → ticker
Treasury Buyback Program Supports Scarce Assets +1.00
Macro Aug 28, 2026 · 05:33

Expanded US Treasury long-term bond buyback programs undermine confidence in fiscal management and debt control, driving flows into scarce assets (Bitcoin, gold) …

Bitcoin Nears 3-Month Highs, but Warsh Could Trigger … Aug 28, 05:33
Bitcoin ETF inflows surge to YTD record +1.00
Thematic Aug 28, 2026 · 05:33

Spot Bitcoin ETFs are recording their highest weekly inflow of 2025 at $1.61B through Thursday, signaling renewed institutional demand that provides structural …

Bitcoin Nears 3-Month Highs, but Warsh Could Trigger … Aug 28, 05:33 Crypto Today: Bitcoin, Ethereum, XRP rally loses stea… Aug 28, 05:32 Bitcoin Weekly Forecast: Billions in ETF inflows push… Aug 28, 04:22 Bitwise Crypto ETFs Attract $100 Million in One Day Aug 28, 03:22
Bitcoin Rally Continues on Dovish Warsh Speech -0.70
Macro Aug 28, 2026 · 05:33

Bitcoin extends its 3-month high rally if Fed Chair Warsh signals tolerance for above-target inflation or Treasury market intervention at Jackson Hole, …

Bitcoin Nears 3-Month Highs, but Warsh Could Trigger … Aug 28, 05:33
XRP next leg to $2.50-$3.00 +1.00
Single-name Aug 28, 2026 · 05:33

XRP's RSI at 72 following a vertical advance creates elevated probability of near-term consolidation or pullback, with $1.50-$1.55 as immediate resistance before …

XRP Sets 187% Boost: Ledger Points to Bullish Market Aug 28, 05:33
RLUSD Market Share Milestones & Enterprise Integration +1.00
Single-name Aug 28, 2026 · 05:33

Systematic burning of transaction fees creates persistent deflationary pressure on XRP's fixed 100 billion supply, supporting scarcity-based value appreciation as network activity …

XRP Sets 187% Boost: Ledger Points to Bullish Market Aug 28, 05:33
OPEC influence erodes as Venezuela weighs exit +1.00
Macro Aug 28, 2026 · 05:32

Venezuela's potential OPEC exit following the UAE's departure erodes the cartel's market influence and could weaken supply discipline, pressuring crude prices over …

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32
PayPal Buyout Consortium Collapse -1.00
Single-name Aug 28, 2026 · 05:32

PayPal buyout consortium walk collapses take-private thesis, removing M&A floor and forcing repricing on fintech multiple compression and competitive pressure narrative.

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32
BOJ JGB Issuance Cap Policy +1.00
Macro Aug 28, 2026 · 05:32

Japan PM Takaichi's plan to cap new JGB issuance at ¥40T/year signals fiscal consolidation commitment, supporting JGB prices and yen while reducing …

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32 Focal points going into the weekend include news flow… Aug 28, 01:02
Eurozone Stagflation Risk Intensifies +0.70
Macro Aug 28, 2026 · 05:32

France Q2 growth revised to stagnation with above-target CPI, Spain inflation doubling ECB target, and activity weakness across retail sales confirms stagflationary …

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32
Edge Data Moats and Proprietary Dataset Accumulation +0.24
Thematic Aug 28, 2026 · 05:32

Google, Microsoft and Amazon's echoed concerns about returns on mounting AI investment create a valuation ceiling for Nvidia even with strong near-term …

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32
NVIDIA regulatory and supply chain risk exposure +0.25
Single-name Aug 28, 2026 · 05:32

Nvidia's $7.8B investment gains and explicit defense of 'circular financing' (investing in customers who buy its chips) raises regulatory and accounting risk, …

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32 Warsh, Nvidia And oil In focus - what’s moving markets Aug 28, 03:42 Kevin Warsh Takes Center Stage, France’s Debt Divide,… Aug 28, 02:13 CNBC Daily Open: Tariffs in spotlight — and Trump has… Aug 27, 20:30
Jackson Hole Clarity on Fed Reaction Function +1.00
Macro Aug 28, 2026 · 05:32

Fed Chairman Warsh's Jackson Hole speech on Friday could provide clarity on the Fed's reaction function to inflation and rising yields; clear …

Cautious optimism ahead of Fed Chair Warsh speech at … Aug 28, 05:32
Altcoin Season Expansion +1.00
Thematic Aug 28, 2026 · 05:32

The ETH/BTC ratio breaking above its 200-day SMA suggests capital rotation from Bitcoin into Ethereum and broader altcoins, potentially sparking an altcoin …

Crypto Today: Bitcoin, Ethereum, XRP rally loses stea… Aug 28, 05:32 Crypto has reached May’s max, aiming higher Aug 28, 04:32
Ethereum ETF inflow momentum +1.00
Thematic Aug 28, 2026 · 05:32

Spot Ethereum ETFs attracted $179.80 million in daily inflows with BlackRock's ETHA capturing bulk of volume, demonstrating sustained institutional demand for ETH …

Crypto Today: Bitcoin, Ethereum, XRP rally loses stea… Aug 28, 05:32
US Taiwan policy clarification drives defense rally -0.52
Thematic Aug 28, 2026 · 05:32

The discovery of an explosive drone at a key NATO logistics hub underscores the escalating hybrid warfare threat in Europe, reinforcing demand …

Russia plans to mobilise 600,000 troops this year and… Aug 28, 05:32
Russian Demographic/Recruitment Crisis Pressures Economy +0.70
Macro Aug 28, 2026 · 05:32

Severe manpower attrition and collapsing voluntary recruitment force Russia toward politically risky mass conscription, tightening labor markets and accelerating capital flight and …

Russia plans to mobilise 600,000 troops this year and… Aug 28, 05:32
Defense contractors gain from prolonged Gulf tensions +1.00
Thematic Aug 28, 2026 · 05:32

Rising risk of Gaza conflict resumption and broader Middle East instability supports the outlook for US defense contractors as potential ceasefire breakdown …

Russia plans to mobilise 600,000 troops this year and… Aug 28, 05:32 Trump’s Greenland fixation puts security at the heart… Aug 28, 00:00 Iran links Hormuz reopening to ending regional wars a… Aug 27, 21:36
Tokyo Inflation Confirms BoJ Target Achievement +0.60
Macro Aug 28, 2026 · 05:14

Tokyo headline CPI at 1.9% and services inflation at nearly one-year high confirm Japan has sustainably reached the BoJ's 2% inflation target, …

"Anything else would likely put the Japanese Yen unde… Aug 28, 05:14
Bank of Japan raises rates to 31-year high +0.25
Macro Aug 28, 2026 · 05:14

The Japanese Yen remains structurally weak against the US Dollar due to persistent rate differentials and a historically dovish BoJ. Accelerating Japanese …

"Anything else would likely put the Japanese Yen unde… Aug 28, 05:14
CAD Supported by Oil Supply Disruption +1.00
Macro Aug 28, 2026 · 05:14

Escalating US-Iran tensions and Strait of Hormuz closure risk drive oil prices higher, supporting commodity-linked CAD against EUR amid diverging regional growth …

Upside bias equals an up day Aug 28, 05:14
German climate policy credibility erosion +0.60
Thematic Aug 28, 2026 · 05:12

Germany's likely 2026 climate target miss and political backsliding under Chancellor Merz weakens the investment case for European green energy transition leaders, …

Germany could miss climate goal in 2026 for first tim… Aug 28, 05:12
ARKK-Bitcoin correlation breakdown risk -0.60
Thematic Aug 28, 2026 · 05:12

The current macro backdrop (higher rates, no Fed QE, no fiscal stimulus) differs fundamentally from 2020-2021, making historical pattern analogies unreliable and …

Bitcoin and Cathie Wood are partying like it's 2021 a… Aug 28, 05:12
PetroNor secures $112M cash injection, Board recommends return of capital +0.80
Single-name Aug 28, 2026 · 05:04

A fortuitous timing of an oil cargo sale at high prices yielded a $112M post-tax cash injection for PetroNor, strengthening its balance …

PetroNor E&P ASA (PTEAF) Q2 2026 Earnings Call Transc… Aug 28, 05:04
Vertex Portfolio Diversification Execution +0.93
Single-name Aug 28, 2026 · 05:04

Crinetics acquisition will successfully offset Vertex's cystic fibrosis patent cliff losses (2026-2028) through successful clinical development, FDA approvals, and revenue generation from …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04
Payment infrastructurelayer commoditization +0.72
Thematic Aug 28, 2026 · 05:04

As digital wallet commoditization squeezes standalone players like PayPal, the真正的 winner emerges at the infrastructure layer - Stripe, Adyen, and network rails …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04
MRVL Executes Google Deal and AI Infrastructure Ramp +0.01
Single-name Aug 28, 2026 · 05:04

MRVL faces short-term margin pressure from unfavorable product mix shifts and ramp-up costs, potentially weighing on near-term profitability despite long-term growth prospects. …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04 Marvell shares tumble 8% as outlook underwhelms despi… Aug 28, 00:00
Marvell CPO Revenue Execution & Market Share Validation +1.00
Single-name Aug 28, 2026 · 05:04

Marvell Technology beat Q2 expectations on both the top and bottom lines, reflecting solid demand for its semiconductors. MRVL is positioned as …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04 Marvell shares tumble 8% as outlook underwhelms despi… Aug 28, 00:00 Closing Bell Earnings Special: Autodesk, Workday, Ult… Aug 27, 17:37
Anthropic Wins Pentagon Blacklist Reversal +1.00
Thematic Aug 28, 2026 · 05:04

Federal court ruling that Pentagon's supply chain risk designation of Anthropic was unlawful removes regulatory overhang on the AI safety leader, validating …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04 CNBC Daily Open: Waiting for Warsh Aug 28, 00:00
Block exits PayPal bidding consortium +1.00
Single-name Aug 28, 2026 · 05:04

PayPal's slower TPV growth compared to Stripe's ~34% YoY pace makes it a less attractive standalone investment, pressuring its independent valuation and …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04 Warsh, Nvidia And oil In focus - what’s moving markets Aug 28, 03:42
Rival Payment Firms Avoid Stripe-PayPal Giant +0.58
Thematic Aug 28, 2026 · 05:04

PayPal's rejection of the Stripe/Advent bid prevents the formation of a $3.7T online payments behemoth, relieving competitive pressure on rival payment processors. …

Wall Street Breakfast Podcast: Marvell Beats, Street … Aug 28, 05:04
Core Innovation

Your Investment Graph — Live

Every market pattern, investment thesis, and ticker position lives in a typed knowledge graph. This isn't a dashboard — it's a reasoning engine that exposes hidden dependencies across your entire investment universe.

53
Content Sources
41125
Scenarios
238592
Impulses
222995
Long Positions
67240
Short Positions
10900
FINAN Analyses
Fed
Dovish
AI Capex
↑
CRE
Stress
Rate
Sensitive
Tech
Rally
NVDA
Long
IYR
Short
Bond
Rally
Gold
↑
Impulse
Scenario
Ticker
Supports
Challenges
1129867 impulse→scenario 322399 scenario→ticker 222995 long 67240 short
Why a graph changes everything

Not just a visualisation — a computational structure that enables capabilities impossible with spreadsheets or flat databases.

Cascade Detection Trace impact through every linked thesis
Contradiction Surfacing Flag opposing scenarios automatically
Concentration Risk Expose hidden single-point dependencies
Temporal Propagation ML-learned signal decay over time

Why a Graph Changes Everything

A knowledge graph isn't just a visualisation — it's a computational structure that enables capabilities impossible with spreadsheets or flat databases.

Fed Pivot Rates Bonds Tech REITs Duration FX Hover to explore
Cascade Detection

When "Fed Pivots Dovish" strengthens, the graph traces impact across every linked impulse, scenario, and position — instantly surfacing which theses need revisiting.

! Consumer Weakening ↓ Retail Rev. Growing ↑ Hover to explore
Contradiction Surfacing

The graph explicitly flags when scenarios contradict each other. If "Consumer Spending Weakening" and "Retail Revenue Growing" both exist, InFinder forces intellectual honesty.

AI Capex Accelerating NVDA MSFT AVGO SMCI AMZN GOOGL AMD META Hover to explore
Concentration Risk

If 80% of your positions depend on one scenario and it weakens, the graph makes hidden danger visible — showing exactly how many theses collapse at once.

Signal Strength 100% 78% 54% 35% 18% 8% Day 1 Day 3 Wk 1 Wk 2 Mo 1 Mo 3 Hover to explore
Temporal Propagation

Signal strength decays through the graph with ML-learned rates. Recent evidence weighs more — the system optimises decay from actual market outcomes.

How It All Connects

From raw content to optimised strategy — six building blocks, each feeding the next.

▶ YouTube R Reddit ⍑ RSS / News IMPULSE Raw content signal Scored & timestamped to AI
1 Content Ingestion

Impulses capture everything you follow

InFinder continuously monitors YouTube channels, Reddit threads, RSS feeds, and news wires. Each new piece of content becomes an impulse — a timestamped, scored record of raw market intelligence. No more scattered notes or lost insights.

Every impulse is automatically parsed, relevance-scored, and queued for AI extraction. The system handles transcript extraction, engagement scoring, and deduplication.

53 active sources 238592 impulses ingested
"TSLA battery costs dropping" impulse · relevance: 0.82 "EV margin expansion" impulse · relevance: 0.64 supports "China EV tariffs rising" impulse · relevance: 0.71 challenges VECTOR SPACE 1536-dim embeddings
2 Signal Linking

Impulses link directly to scenarios

AI evaluates each impulse and links it directly to the scenarios (investment theses) it supports or challenges. Every link carries a relevance score and a 1536-dimensional vector embedding for semantic matching.

Impulses automatically discover the right theses via cosine similarity. Each edge is typed — an impulse may support or challenge a scenario — building the knowledge graph without manual tagging.

238592 impulses ingested 1129867 impulse→scenario edges
"AI chip demand surge from LLM training" −1 0 +1 +0.72 LONG NVDA LONG AMD SHORT INTC 5 impulses linked · 1129867 impulse-scenario edges impulse A impulse B impulse C
3 Investment Theses

Scenarios turn signals into positions

Linked impulses excite scenarios — structured investment theses with long/short ticker positions. Each scenario has a compound state from −1 (fully bearish) to +1 (fully bullish) that shifts in real time as evidence accumulates.

As new impulses arrive and attach to their theses, the scenario state automatically recalculates via graph propagation. Every position traces back to specific content — full audit trail.

41125 active scenarios 222995 long 67240 short
AAPL Apple Inc. $198.42 +1.2% CONNECTED SCENARIOS AI chip demand Services growth China risk EODHD API EOD + Intraday + Fundamentals
4 Market Data

Tickers connect theses to real prices

Every ticker aggregates its complete intelligence picture — all connected scenarios, contributing impulses, and actual price performance. Entry prices are tracked for P&L attribution.

Real-time and end-of-day prices flow in from EODHD, along with fundamentals and news catalysts. The FINAN agent generates deep analysis covering technicals, fundamentals, and sentiment — typically in under 60 seconds.

86147 tracked tickers 322399 ticker-scenario links
STRATEGY PROMPT v3 PROMOTED "Allocate 60% to scenarios with state > 0.5, rebalance weekly. Max 8% per position. Exit when scenario state drops below −0.2 or trailing stop of 12%. Avoid concentration in any single sector above 30%." weekly rebal 8% max 30% sector Scenario signals state −1 to +1 LLM Interpreter reads prompt + signals Portfolio actions buy / sell / hold
5 Portfolio Rules

Strategies are executable prompts

Define portfolio rules in natural language. Set signal thresholds, rebalance schedules, position limits, and sector constraints. The LLM reads the strategy prompt and the current scenario signals at every rebalance point to decide: buy, sell, or hold.

Different prompt → different trades → measurable P&L delta. This is what makes the prompt itself an optimisable parameter.

PROMPT EVOLUTION TREE Base v1 v2 Branch A +2.1% Branch B +0.8% Branch C +8.1% ↑ PROMOTED EQUITY CURVE v3 v1 fork fork Sharpe 3.39 Alpha +5.7% Max DD −4.8% Forks found 40
6 The Goal

Backtesting evolves the strategy automatically

Run historical backtests against real price data. The engine detects forks — decision points where the strategy made a suboptimal choice — then analyzes root cause, branches the prompt, and re-tests the new version from the fork point forward.

If the evolved prompt outperforms, it gets promoted. The cycle repeats: backtest → detect forks → evolve prompt → branch-backtest → promote. Like gradient descent on the strategy itself.

Anti-overfitting: modifications must be timeless general principles. The LLM self-checks for temporal specificity. Full version tree with unified diffs.

Sharpe 1.90 → 3.39 Alpha −0.9% → +5.7%

From Raw Content to Investment Action

InFinder structures the full pipeline — every step automated, every decision auditable, every link traceable back to source content.

Sources
53
monitored channels
(YouTube, Reddit, RSS)
Impulses
238592
content items
ingested & scored
Links
1129867
impulse→scenario
edges by AI
Graph
1452266
typed relationships
across all entities
Scenarios
41125
investment theses
with L/S positions
Agents
10900
FINAN analyses
generated

Two Fundamental Units of Intelligence

InFinder doesn't deal in vague sentiment. It structures market knowledge into impulses and scenarios — each scored, linked, and auditable.

Impulses — Raw Market Signals

An impulse is a structured, directional signal extracted from a single piece of content — not a keyword or sentiment, but a scored, timestamped observation about a market force.

Example Impulses
I: 0.85P: 0.72"Fed Monetary Policy Pivoting Dovish"
I: 0.70P: 0.65"AI Infrastructure Capex Accelerating"
I: 0.60P: 0.40"Commercial Real Estate Stress Spreading"

Each carries a relevance score and a vector embedding. The system links it directly to the scenarios it bears on — an impulse may support or challenge a thesis, building the graph automatically.

Scenarios — Actionable Investment Theses

A scenario is an investment thesis built from multiple supporting impulses — a structured argument for why specific assets should be long or short.

Example Scenario
"AI Infrastructure Boom Benefits Hyperscalers"
Accelerating capex drives revenue growth for cloud providers and GPU makers.
MSFT NVDA AMZN ORCL
Linked to 4 impulses · Confidence: High · ML Score: 0.82

Scenarios are AI-generated or manually curated, tracked with entry prices, and scored against actual outcomes. Every scenario links back to its source impulses — creating a full audit trail from content to trade.

AI Agents That Work on Your Graph

Three specialised agents operate directly on the investment graph — augmenting human judgment, never replacing it.

FINAN Agent
10900 analyses generated

Runs a 10-node agentic analysis workflow per ticker: technical analysis, fundamental screening, news assessment, graph context, and overall synthesis.

Technical Fundamental News Graph
WEAVER Agent
25249 recommendations executed

Autonomously manages portfolio construction: proposes position changes, links impulses to scenarios, and deprecates stale theses — with human-in-the-loop approval.

Add positions Remove Link
SEEKER Agent
Coming soon

Detects unexplained ticker movements and autonomously searches for information that could explain them — surfacing new impulses the graph doesn't yet contain.

Detect gaps Search sources New impulses

From Scenarios to Strategies to Backtesting

Scenarios hold the investment thesis. Strategies turn theses into executable portfolio rules. The backtesting engine iterates on strategy versions to find the best one — automatically.

Scenario Signals

Each scenario aggregates excitation from its linked impulses into a compound state ranging −1 to +1. As new impulses arrive and attach to the thesis, the scenario state shifts in real time — giving you a continuous, auditable signal.

LLM-Driven Strategies

Define portfolio rules using natural language prompts. Set signal thresholds, rebalance schedules, position constraints, and risk limits. The strategy consults the graph state and the LLM at every decision point.

Backtesting & Evolution

Run historical backtests against real price data. The engine detects forks — moments where the strategy made a suboptimal decision — then branches the prompt, re-tests, and promotes the best-performing version.

Scenarios
feed signals
Strategy
prompt v1
Backtest
run
Detect
forks
Promote
best version
Gradient-descent loop — the engine iterates until it converges on the optimal strategy prompt

Simple, Transparent Pricing

Free drives adoption. Select unlocks strategy creation. Omni delivers full backtesting evolution.

Free

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Free forever
  • Read-only scenarios
  • Ticker analysis (FINAN agent)
  • InFinder-managed strategies (read-only)
  • Knowledge graph browsing
  • Community support
  • Create own strategies
  • Backtesting
  • Premium data sources
Get Started
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$899
per year
  • Full scenario access
  • Ticker analysis (FINAN agent)
  • Create your own strategies
  • 1 active strategy
  • Limited backtesting
  • WEAVER portfolio agent
  • Email support
  • Premium data sources
Start Free Trial

Omni

$4,999
per year
  • Full scenario access
  • Up to 10 active strategies
  • Full backtesting with branching
  • Automatic prompt evolution
  • Premium data sources (Reuters)
  • SEEKER gap-detection agent
  • API access & data export
  • Dedicated support
Contact Us

Core Capabilities

A complete AI pipeline from raw information to investment action — every step automated, every decision auditable.

Multi-Source Monitoring

Continuously monitor YouTube channels, Reddit, RSS feeds, and manual inputs. Automated polling, transcript extraction, and engagement scoring.

Impulse Extraction

AI turns each content item into a scored, directional impulse. Relevance scoring, vector embeddings, and automatic linking straight to the scenarios it bears on.

Knowledge Graph

Typed relationships (reinforcing, contradicting, validating, invalidating) across all entities. Multi-hop reasoning and cascade detection.

Scenario Generation

AI-generated or manual investment theses. Clusters related impulses, suggests L/S positions with rationale, and tracks confidence over time.

Full Audit Trail

Every scenario links to source impulses, every impulse to source content. Compliance-grade traceability.

ML Prediction System

Learns optimal score decay rates from market outcomes. Predicts scenario performance. Source importance scoring based on impulse outcome quality.

Built for Investment Professionals

From hedge funds and RIAs to independent research analysts — InFinder augments the investment process at every level.

Fund Managers & PMs

Reduce 200+ daily sources to scored directional patterns. See concentration risk, cascade exposure, and thesis contradictions at a glance. Full compliance audit trail.

Research Analysts

Structure your research into linked impulses and scenarios. Surface counter-evidence to your thesis automatically. Track which signals persist vs decay over time.

Risk & Compliance

Every investment decision traces back through scenarios → impulses → source content. Graph-based concentration analysis. Revertible agent actions with full state logging.

Start Building Your Investment Graph

Search across 365864 nodes and 1452266 edges — or begin adding your own content sources.

Search the Graph Add Content Sources