Market Pulse — Product Vision¶
One answer: what should I buy, hold, or avoid — and why.
The End Game¶
Most finance apps show you data. Market Pulse is supposed to tell you what to do with it.
The north star is a single, confident signal that synthesizes everything the system knows:
┌─────────────────────────────────────────────────────────────┐
│ The Overmind's Answer │
│ │
│ "BUY NVDA (high conviction, 7d)" │
│ ├── ML model: ↑ strong momentum, RSI not yet overbought │
│ ├── Sentiment: positive surge from earnings transcript │
│ ├── Political: 3 congressional buys in last 30 days │
│ ├── Macro: VIX low, yield spread narrowing (risk-on) │
│ └── Bear case: China export controls still a tail risk │
│ │
│ "AVOID 005930 (Samsung) — tension signal" │
│ ├── ML model: ↓ neutral/flat, low confidence │
│ ├── Sentiment: KR news negative (DRAM oversupply fears) │
│ ├── Price vs sentiment diverging — price up, mood down │
│ └── Earnings miss risk flagged by DART filing cadence │
└─────────────────────────────────────────────────────────────┘
Everything else in the system — the scrapers, the ML model, the sentiment pipeline, the scheduler — exists to produce this output reliably.
What Makes This Different¶
Traditional finance app Market Pulse
───────────────────────────── ─────────────────────────────────
Shows you a price chart Tells you what the price will do
Lists news headlines Scores the mood behind the news
Displays a P/E ratio Weighs it against earnings surprise
One market (US only) US + Korean markets, bilingual
Static dashboard Self-improving model, night agent
You form the view The overmind forms the view for you
The Five Signal Layers¶
The overmind synthesizes five independent streams. Any one of them alone is noise. Together, they form a view.
┌─────────────────────────────────────────────────────────────────────┐
│ │
│ 1. MARKET STRUCTURE 2. SENTIMENT PULSE │
│ ───────────────────── ─────────────────────── │
│ Price momentum (5d, 20d) US news (Finnhub, EN) │
│ RSI, MACD, Bollinger bands KR news (NAVER Finance, KO) │
│ Volume regime YouTube transcripts (channels) │
│ Realized volatility Reddit (r/wallstreetbets) │
│ │
│ 3. FUNDAMENTAL PULSE 4. MACRO CLIMATE │
│ ──────────────────── ──────────────────── │
│ EPS surprise % VIX (fear index) │
│ Revenue growth Treasury yield spread (10y–2y) │
│ Debt/equity ratio Risk-on / risk-off regime │
│ Days to next earnings Global tension signals │
│ │
│ 5. POLITICAL ALPHA │
│ ───────────────────────────────────────────────────── │
│ Congressional trades (STOCK Act disclosures) │
│ Insider buys/sells (EDGAR) │
│ "Smart money" directional signal │
│ │
└─────────────────────────────────────────────────────────────────────┘
│
│ Random Forest ML model
│ (synthesizes all 29 features)
▼
BUY / HOLD / AVOID + confidence score
Market Tension: When Signals Disagree¶
The most valuable moment is when the signals conflict. That tension is information.
Signal conflict examples:
Price rising + Sentiment falling → "Price is ahead of the story — watch for reversal"
ML bullish + VIX spiking → "Good stock, bad market — wait for calm"
Strong EPS + Congressional sell → "Insiders know something the model doesn't — flag"
KR news bad + US ADR price up → "Divergence — one market is wrong"
The daily AI briefing (generated by Claude Haiku every morning) surfaces these tensions explicitly. The bull/bear debate tool lets you interrogate any individual ticker's tension in depth.
The Mentor Layer¶
Beyond signals, Market Pulse is meant to teach you to think about markets.
WHAT HAPPENED WHY IT HAPPENED WHAT TO WATCH NEXT
─────────────────── ───────────────────── ──────────────────────
TSLA +8% this week Sentiment score +0.61 Earnings in 12 days
(positive earnings EPS surprise will
transcript, bullish either confirm or
retail chatter) kill the move
Every prediction the system makes is explainable: - Which features drove the ML model's call - What the sentiment score was built from - What the bull case and bear case actually are - How accurate the model has been on this ticker historically
Over time, reading these explanations builds intuition. The goal is that you stop needing to ask the app and start seeing markets the same way it does.
Key Selling Points¶
| # | Feature | Why it matters |
|---|---|---|
| 1 | Bilingual US + KR coverage | Very few retail tools cover Korean stocks with the same depth as US — especially with native Korean sentiment analysis |
| 2 | Integrated signal stack | Macro + sentiment + ML + fundamentals + political in one place; no tab-switching between tools |
| 3 | Self-improving model | Accuracy-gated retraining: the model only retrains when rolling 30-day accuracy drops below 55% — it knows when it's wrong |
| 4 | Political alpha | Congressional trade disclosures are legally required and publicly available — most retail investors never look at them |
| 5 | Market tension detection | Price vs. sentiment divergence is a high-signal pattern; the system flags it explicitly |
| 6 | Daily AI briefing | One morning briefing that synthesizes everything overnight — no need to check 5 dashboards |
| 7 | Bull/bear debate | Forces the system to steelman both sides before giving a verdict — reduces overconfidence |
| 8 | Night agent | The product continuously improves while you sleep — new features, bug fixes, better models |
Where We Are vs. Where We're Going¶
TODAY — Data + Signals NORTH STAR — The Overmind
────────────────────────────── ─────────────────────────────────────
ML predictions per ticker Single ranked buy list, daily
Sentiment scores per article Tension score per ticker ("watch this")
Daily briefing (text) Daily briefing + action items
Bull/bear debate on demand Proactive alerts ("NVDA thesis breaking")
Portfolio snapshot Portfolio gap analysis ("you're missing X")
Secretary agent files tickets Secretary agent asks "should I buy more NVDA?"
The gap between today and the north star is mostly: 1. A synthesis layer — one endpoint that ranks all tickers by conviction score 2. Proactive alerting — push notifications when a signal changes materially 3. Portfolio-aware recommendations — "given what you hold, here's what complements it"
The Flywheel¶
More data collected
│
▼
Better sentiment signals
│
▼
More accurate ML predictions
│
▼
Better recommendations
│
▼
More trust → more use → more feedback
│
▼
Night agent improves the system
│
└──► back to top
The night agent closing the loop is what makes this a flywheel rather than a static dashboard.
Who This Is For¶
Primary user: you (the developer/investor) - You want a second opinion before making a trade - You want to understand Korean stocks without reading Korean manually - You want to know what the "smart money" (congressional trades) is doing - You want the market explained to you each morning, not just charted
What this is NOT: - A trading bot (it does not execute trades) - A robo-advisor (it does not manage a portfolio) - A news aggregator (news is an input, not the output) - A replacement for your own judgment (it informs, not decides)
Last updated: 2026-06-02 · Owner: Michael Ko