Template

Watchlist Monitor (Signal API)

A pre-configured watchlist + Signal API setup for analyst desks. Continuous Skeptic-cleared signals on a chosen ticker universe, fanned out to your stack via webhook or REST poll.

Overview

The Watchlist Monitor template is the canonical setup for B2B Standard tenants: 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 enforces the 2-source rule, and cleared signals push directly to your Slack, internal portfolio system, or research notebook.

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 that fails the 2-source rule.

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
DeliverySignal API (REST + webhook) + Slack channel + 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 a webhook-delivered, evidence-backed signal stream without running the engine themselves

Deploy this template

Add your tickers, write a 3-line thesis per watchlist, point a webhook at your stack, and the Signal API takes care of the rest.