Template

Watchlist Monitor (MCP)

A pre-configured watchlist for analyst desks. Continuous Skeptic-cleared signals on a chosen ticker universe, readable from your stack through the MCP connector.

Overview

The Watchlist Monitor template is the canonical setup for teams: analyst desks, RIAs, and small funds that want a verified signal stream on a focused universe (10–50 tickers) without configuring the full pipeline by hand. The pipeline runs continuously, the Skeptic attacks every candidate before it ships, and cleared signals arrive with the evidence attached.

What it covers

Earnings & fundamentals

Earnings call distillation, guidance changes, revenue surprises, and consensus estimate revisions for the watchlist universe.

Filings

8-K, 10-Q, 10-K, S-1, and 13F event signals. Filing-driven signals are produced within 3 minutes of EDGAR availability.

Quant context

Vol regime (IV vs RV), earnings proximity, options flow, and short-interest deltas attached to every signal.

Verified secondary sources

Wires, regulator press, and (filtered, never primary) social. The Skeptic vetoes anything whose evidence doesn’t hold up.

Example signals

LONG — CONF 0.91NVDA — data-center revenue beats consensus by 12%

Source 1: 10-Q filing (Tier 1). Source 2: earnings call transcript (Tier 2). Skeptic: PASS. Quant context: IV crush 22%, RV stable, 1d post-earnings. Day-1 conditions in the Investment Diary intact.

DRIFT — CONF 0.74META — CapEx guidance raised 18% — thesis margin pressure flag

Source 1: 8-K (Tier 1). Source 2: prepared remarks (Tier 2). Skeptic: PASS with caveat. Day-1 condition ‘FCF margin expanding’ now at risk — Thesis Guard escalates.

STOP — CONF 0.97XYZ — trailing stop -8% from post-entry high triggered

Tick-driven by streaming market data. Stop-loss watcher fired the alert. Evidence Vault retains the trigger price, reference level, and timestamp. You decide the next step.

Recommended configuration

CadenceContinuous during market hours, EOD digest after close
Source focusFilings (Tier 1) + wires + earnings calls; social as corroboration only
Severity thresholdPASS / DRIFT / STOP (no INFO push by default)
Universe10–50 tickers per watchlist
Quant contextIV/RV, earnings proximity, options flow, short interest
DeliveryDashboard + MCP tools + EOD email
DiaryRequired — thesis-guard checks need a written thesis

Designed for

Who uses this

  • — Boutique funds piping signals into an internal research stack
  • — Analyst desks that want a single, deterministic signal feed on a focused universe
  • — Engineer-investors integrating verified signals into their own automation
  • — Teams who need an evidence-backed signal stream their agents can read, without running the engine themselves

Deploy this template

Add your tickers, write a 3-line thesis per watchlist, connect your agent over MCP, and the engine takes care of the rest.

QuickstartTalk to sales