Y-Radar Dashboard - Documentation

Actionable Portfolio Intelligence

The Y-Radar is your real-time intelligence command center. Instead of checking multiple financial news portals and regulatory sites, Y-Radar aggregates, filters, and monitors material disclosures, analyst updates, and upcoming events specifically for the active holdings in your portfolio.

Y-Radar scans eight core categories of events:

Political Trade Disclosures: Stock purchases and sales made by members of the US Senate and House of Representatives.
Corporate Insider Activity: Form 4 filings submitted by company officers, directors, and major block holders.
Analyst Ratings Revisions: Rating upgrades, downgrades, and reiterations from major investment firms.
SEC Filings: Scheduled annual reports (10-K), quarterly reports (10-Q), and material events (8-K).
Institutional 13F Positionings: Quarterly share allocations and option hedge ratios filed by major investment managers.
Mergers & Acquisitions: Material corporate mergers, buyouts, and transaction agreements.
Corporate Earnings & Macro Events: Chronological earnings releases and scheduled macroeconomic reports.
Mutual Fund & ETF Disclosures: Monthly/quarterly N-PORT disclosures highlighting major fund position drift.

The Y-Radar Sentiment Index

At the top of your feed sits the Y-Radar Sentiment Index, a proprietary conviction index (0-100) reflecting the real-time density, intent, and capital exposure of news, analyst updates, and insider activities.

Unlike naive news counters, the Y-Radar Sentiment index weights events by capital risk, exponential time decay, executive conviction, and multi-source catalyst confluence.

How the Index is Calculated

The engine evaluates signals over a 90-day horizon using four continuous quantitative dimensions:

1. Exponential Time Decay (7-Day Half-Life)

Instead of a rigid time boundary, signal power decays exponentially every day:

$$ W_{\text{time}} = \exp\left(-\ln(2) \times \frac{\text{Age in Days}}{7.0}\right) $$

A High-impact signal today operates at full power ($3.0$). After 7 days, its weight decays to $1.5$; after 14 days, to $0.75$. Fresh catalysts dominate the score while old events fade smoothly without sudden score jumps.

2. Portfolio Capital Exposure Weighting

Signals are weighted by the asset’s portfolio allocation relative to the average holding size:

$$ W_{\text{capital}} = \frac{\text{Asset Current Value / Total Portfolio Value}}{\text{Average Holding Weight}} $$

A signal on a $40%$ core position carries proportional conviction over a $0.5%$ micro-position.

3. Conviction Hierarchy & Intent Parsing

C-Suite Open-Market Buys (CEO, CFO, President): $+50%$ conviction bump ($1.5\text{x}$ multiplier).
Institutional “Whale” Accumulation: $+25%$ conviction bump ($1.25\text{x}$ multiplier).
Automated 10b5-1 / Tax Option Sales: Suppressed down to a $0.40\text{x}$ multiplier to filter non-informational routine selling.

4. 72-Hour Multi-Source Confluence Acceleration

When distinct signal types (e.g. CEO Buy + Analyst Upgrade + Earnings Beat) cluster on the same ticker within a 72-hour window, the engine applies a compounding catalyst multiplier:

$$ W_{\text{conf}} = 1.0 + 0.25 \times (\text{Unique Source Types} - 1) \quad (\text{capped at } 1.5\text{x}) $$

5. Laplace Smoothing Inertia ($K = 2.0$)

To prevent low-sample news volatility from pegging the portfolio score to 100 or 0, a baseline inertia constant ($K = 2.0$) is added to the denominator:

$$ \text{Y-Radar Sentiment Score} = 50 + 50 \times \left( \frac{\sum W_{\text{bullish}} - \sum W_{\text{bearish}}}{\sum W_{\text{bullish}} + \sum W_{\text{bearish}} + 2.0} \right) $$

Score $\ge 60$ (Bullish): Net positive catalyst accumulation across core holdings (Emerald).
Score between 41 and 59 (Neutral): Balanced market sentiment or low-impact news flow (Gray).
Score $\le 40$ (Bearish): Net negative corporate or insider activity (Rose).

Weekly Macro & Earnings Calendar

Directly integrated into the Y-Radar dashboard is a 5-day weekday calendar (Monday to Friday) that groups scheduled macroeconomic indicators and corporate earnings releases.

Earnings Time-of-Day Sessions: Upcoming earnings releases feature convention badges showing whether the report occurs BMO (Before Market Open) or AMC (After Market Close).
Volatility Risk Warnings: If a high-impact macroeconomic event (like CPI or FOMC minutes) coincides on the same day as a scheduled earnings report for one of your portfolio assets, the calendar automatically triggers a Volatility Risk warning badge to alert you of potential short-term volatility.