Dashboard
Fund overview — watchlist, research, and tasks at a glance
● Daemon Status
📈 Watchlist
View All →📄 Recent Reports
View All →☑ Open Tasks
View All →⚡ Recent Projects
View All →💡 Auto-Discovery
About — Fund HQ
Mission, principles & scale trajectory
Mission
Build an AI-powered fundamental research engine that discovers asymmetric opportunities in crypto and equities before the market prices them in.
What We Do
- Systematic fundamental analysis — quantitative scoring, on-chain financial statements, multi-factor models
- 24/7 autonomous scanning — the agent never sleeps, surfaces opportunities ranked by asymmetry (risk/reward × conviction)
- Institutional-grade risk framework — portfolio-level VaR, correlation management, liquidity analysis
Why It Matters
- Most funds rely on human analysts who miss opportunities, sleep, and have biases
- We combine Jumparo's trading edge (mean reversion, narrative front-running, 5-lens filter) with AI that scales it to thousands of assets simultaneously
- The research engine IS the edge — proprietary data, proprietary scoring, proprietary signals
Operating Principles
- Every signal must be backtested before it goes live — no gut feelings at scale
- Risk management is non-negotiable — 1% risk per position, correlation limits, counterparty diversification
- Quality over quantity — A+ setups only, scored 18+/25 minimum
- The agent learns — every alert tracked to outcome, weights adjusted, dead signals killed
- Data advantage compounds — proprietary datasets widen the moat over time
Scale Trajectory
Deal Flow
Track deals from sourcing to close
Project Dump
Quick capture for interesting projects and ideas
| Project | Sector | Status | Source | Added |
|---|
Watchlist
Track assets you're monitoring — prices, scores, and fundamentals
Signals & Alerts
On-chain signals, market scans, watchlist alerts & agent intelligence
Research Notes
Deep-dive analysis and due diligence
Research Templates
Click a template to open the research workspace. Customize sections, run AI analysis, or fill manually.
Reports
Investment memos, research reports & published analysis
📅 Catalysts
Upcoming events, unlocks, and catalysts for covered assets
No catalysts tracked yet. Click + Add Catalyst to track upcoming events.
💰 VC Watchlist
Track fundraising channels, saved raises, and VC-backed projects
Intelligence Sources
No raises tracked yet. Click + Add Raise or ask Pamela "who raised recently?"
No feed data yet. The daily scan will populate this automatically.
Data source: DefiLlama Raises API (fetched server-side daily)
Tasks
Track work across the team
Roadmap
Progress by milestone
Progress
Daily log of features built and work completed
Market Data
Search and explore live fundamentals for crypto and stocks
💡 Auto-Discovery Scanner
Deep Value Coins
Undervalued DeFi
💰 Portfolio
Holdings, allocation & P&L tracking
Holdings
Allocation Breakdown
⚠ Risk Dashboard
Requires backend server running on port 8888.
🎯 Position Sizer
🔗 Intelligence
On-chain alpha, smart money tracking & venue intelligence
Quick Access
Recent Activity
Who's buying & selling — tracked entity positions
Insider positioning — high-grade wallets (A+/A)
Wallet clusters — entities on the same side
DEX liquidity — Dexscreener pair data
HL perp data — funding, OI, volume
No saved wallets yet. Scan a wallet and click "Save" to track it.
No entities tracked yet. Add entities manually or import from Hyperliquid Saved Wallets.
Powered by Dexscreener free API — no key required
Entity Flow Activity
📊 Trading
Setups, playbooks, confluence scoring & trade log
Regime Rules
No active setups. Click + New Setup to add a trade setup to watch.
Confluence Scorer
Rate each factor 1-5. Weighted score determines position sizing. Minimum 3.5 to act.
Scoring Guide
Performance by Setup
Score Calibration
Overview
Fund HQ is an AI-powered fundamental research engine that discovers asymmetric opportunities in crypto and equities before the market prices them in.
What is Fund HQ?
A single-page application for managing the full research lifecycle — from discovery to tracking. It combines live market data, automated scoring, AI-powered research, and on-chain whale intelligence into one dashboard.
Key Features
Search crypto & stocks with live fundamentals
5-star quant ratings from live data
Claude-powered deep analysis with web search
Hyperliquid on-chain wallet intelligence
Scheduled scans push signals to your feed
20-tool AI assistant for fund ops
Pages
| Page | Section | Description |
|---|---|---|
| Dashboard | Overview | Stats, quick actions, watchlist, reports, tasks at a glance |
| About | Overview | Mission, operating principles, scale trajectory |
| Project Dump | Pipeline | Quick capture for project ideas |
| Watchlist | Pipeline | Tracked assets with scores, detail view, Firebase sync |
| Alerts | Pipeline | Signals from scheduled scans + Pamela |
| On-Chain Intel | On-Chain | Smart money tracking — Hyperliquid, Entity Tracker, Flow Monitor, Signals |
| Market Data | Research | Live search, CoinGecko + FMP fundamentals |
| Templates | Research | Crypto (18s), Stock (14s), Quick Thesis (5s) |
| Reports | Research | Investment memos, research reports, Substack drafts |
| Technical | Technical | Market regime, setups, playbooks, confluence scoring, trade log |
| Tasks | Operations | Kanban board with milestones, priority, assignee |
| Roadmap | Operations | Tasks grouped by milestone with progress bars |
| Progress | Operations | Daily work log, timeline, streak tracking |
Research Pipeline
A 5-step workflow from discovery to tracking — designed to surface asymmetric setups systematically.
Discover
Go to Market Data and search for any crypto or stock. Each result shows 3 quick actions:
- + Watch — add to watchlist for live tracking
- + Dump — save to Project Dump for later
- AI Report — instantly generate a research report
Score
Every asset gets a 5-star rating computed from live fundamentals:
- Crypto: Momentum, Liquidity, Value (dilution), Market Position, Recovery
- Stocks: Valuation (P/E), Profitability (ROE), Health (D/E), Momentum, Yield
AI research can add a ±0.5★ qualitative adjustment based on catalysts and sentiment.
Research
Pick a template in Templates:
- Crypto Research — 18 sections (tokenomics, team, moats, whales, etc.)
- Stock Research — 14 sections (business model, industry TAM, financials, capital allocation, valuation with DCF sensitivity, ownership, ESG, etc.)
- Quick Thesis — 5 sections for fast screening
Fill manually or click AI to let Claude research it. Options: "Run All with AI" or "Fill Empty Only".
Report
Click Save as Report to compile sections into a formatted report. Reports appear in the Reports page where you can:
- Set a Rating (Strong Buy, Buy, Hold, Sell, Avoid)
- Set Conviction (High, Medium, Low)
- Edit content or re-run AI with a different model
Track
Your Watchlist tracks live prices, 24h changes, key metrics, and scores. Click any card for the full detail view with score breakdown.
Hit Refresh All to update prices and re-compute scores for everything at once.
Architecture
How the system is built — stack, data flow, and deployment.
Tech Stack
| Layer | Technology | Details |
|---|---|---|
| Frontend | Vanilla JS | Single HTML file, no build tools, dark theme |
| Database | Firebase RTDB | Real-time sync between users, localStorage fallback |
| Hosting | GitHub Pages | Free, auto-deploys from jumparo1/JumpTools |
| AI | Claude API | Haiku/Sonnet/Opus via tool_use, web search |
| On-chain | Hyperliquid API | Free, no auth — positions, trades, wallet data |
| Automation | Claude Code crons | 3 scheduled tasks push alerts to Firebase |
Data Flow
User → Fund HQ (Browser)
↓ ↓ ↓
CoinGecko/FMP Claude API Hyperliquid API
(market data) (AI research) (on-chain data)
↓ ↓ ↓
→→→ Firebase RTDB ←←←
↑
Python Agent (cron / WebSocket)
Claude Code scheduled tasks
Deploy Flow
cp fund-hq.html ~/deploy/ cd ~/deploy && git add . && git commit && git push # GitHub Pages auto-builds in ~30s
Pamela — AI Agent
20-tool AI assistant powered by Claude Haiku. Multi-turn conversations with up to 8 tool-use turns per query.
How to Use
Click the chat bubble (bottom-right corner) to open Pamela. Type naturally — she'll figure out which tools to use.
Example Commands
price btccrypto/stock pricewatch ethadd to watchlistresearch solAI research reportwho's long ETH?whale positionsscan wallet 0x...profile walletwhale activity on SOLlarge positionswhat wallets are we tracking?saved walletscreate task: review TAO thesisnew taskAll 20 Tools
| Tool | Description |
|---|---|
search_crypto | Search CoinGecko for crypto assets |
get_crypto_data | Get detailed crypto fundamentals |
search_stocks | Search FMP for stock tickers |
get_stock_data | Get stock price, financials, ratios |
create_item | Create a task, project, or dump entry |
update_item | Update any item's fields |
delete_item | Remove an item from the database |
find_items | Query items by type and filters |
search_all | Full-text search across everything |
add_to_watchlist | Add asset to watchlist with scoring |
get_watchlist | Get current watchlist with prices |
navigate_to_page | Switch to any Fund HQ page |
get_fund_stats | Dashboard stats (counts, streaks) |
save_research | Save completed research as report |
get_reports | List all saved research reports |
get_report_content | Read full report content |
create_alert | Push alert to Alerts page |
hl_scan_wallet | Scan Hyperliquid wallet (positions, PnL) |
hl_whale_positions | Find whale positions on a coin |
hl_saved_wallets | Get list of tracked wallets |
Hyperliquid Agent
On-chain whale tracker for Hyperliquid perpetual DEX. Finds profitable wallets and monitors whale activity.
Frontend (Fund HQ Page)
Three tabs in the Hyperliquid page:
| Tab | What it does |
|---|---|
| Wallet Scanner | Paste any 0x address — see account value, open positions, PnL, win rate, trade history |
| Whale Discovery | Scans top coins via Hyperliquid API, finds $500K+ positions, sortable by size/PnL/leverage |
| Saved Wallets | Label and track wallets with live position updates, synced to Firebase |
Python Agent
Backend agent for persistent monitoring. Located at agents/hyperliquid/agent.py.
python agent.py24/7 monitoring + WebSocketpython agent.py discoverfind whales on watched coinspython agent.py profile 0x...grade wallet A-Fpython agent.py scancheck all saved walletsWallet Scoring
Wallets are graded A-F based on:
- Win rate — percentage of profitable trades
- Profit factor — gross profit / gross loss ratio
- Leverage risk — penalty for consistently high leverage
API Reference
POST https://api.hyperliquid.xyz/info
// Get wallet positions (weight: 2)
{"type": "clearinghouseState", "user": "0x..."}
// Get trade history (weight: 20)
{"type": "userFills", "user": "0x..."}
// Get recent trades with addresses (weight: 20)
{"type": "recentTrades", "coin": "BTC"}
// Get market meta (OI, funding, volume)
{"type": "metaAndAssetCtxs"}
Scheduled Scans
3 automated Claude Code cron jobs that run on schedule and push alerts to Firebase.
| Task | Schedule | What it does |
|---|---|---|
| Daily Market Scan | 8am weekdays | Top movers, unusual volume, narrative shifts, asymmetric setups |
| Watchlist Refresh | 8pm daily | Price changes, score shifts, breakout/breakdown signals |
| Weekly Deep Dive | Sunday 10am | Sector rotation, new narratives, top 3 opportunities with full scoring |
Agent Roadmap
Building toward multiple autonomous agents managing $1B AUM.
Scoring System
Automated quantitative ratings computed from live market data.
Crypto Score (5 Stars)
| Factor | What it measures |
|---|---|
| Momentum | 24h and 7d price change strength |
| Liquidity | 24h volume relative to market cap |
| Value | Market cap vs FDV dilution ratio |
| Market Position | Market cap rank and dominance |
| Recovery | Distance from all-time high |
Stock Score (5 Stars)
| Factor | What it measures |
|---|---|
| Valuation | P/E ratio vs sector average |
| Profitability | Return on equity (ROE) |
| Health | Debt-to-equity ratio |
| Momentum | Position within 52-week range |
| Yield | Dividend yield attractiveness |
AI Overlay
When AI research runs, it can add a ±0.5★ qualitative adjustment based on catalysts, sentiment, and narrative strength.
5-Lens Filter (/25)
Advanced scoring for asymmetric setups. Each lens scores 1-5:
- Catalyst — upcoming events, partnerships, launches
- Valuation — relative to peers and intrinsic value
- Momentum — price trend, volume confirmation
- Risk:Reward — asymmetry of the setup
- Narrative — market attention, story strength
APIs & Data Sources
External services powering Fund HQ's data layer.
API Keys
| Service | Key Required? | Data Provided |
|---|---|---|
| CoinGecko | No (free) | Crypto prices, MCap, FDV, volume, supply, ATH, categories |
| FMP | Yes (free key) | Stock price, P/E, ROE, D/E, dividend yield, beta, sector |
| Anthropic | Yes (get key) | AI research, Pamela chat, web search |
| Hyperliquid | No (free) | Wallet positions, trades, OI, funding rates |
| DefiLlama | No (free) | TVL data for DeFi protocols |
Endpoint Notes
- FMP: Use
/stable/endpoints (not v3). Field names:marketCapnotmktCap. - Hyperliquid: All
/infoPOST requests. Weight-based rate limiting (2-20 per call). - Claude: Direct browser access with
anthropic-dangerous-direct-browser-accessheader.
AI Models
Claude model selection guide for different use cases.
| Model | Speed | Cost | Best For |
|---|---|---|---|
| Haiku | Fastest | ~$0.005/query | Quick lookups, Pamela chat, basic research |
| Sonnet | Medium | ~$0.03/query | Balanced research, moderate analysis |
| Opus | Slowest | ~$0.15/query | Deep fundamental analysis, complex research |
Changelog
Release history and feature updates.
- Watchlist Split by Type — Crypto/Stocks tabs now filter the watchlist grid to show only relevant assets with per-type empty states
- Watchlist Persistence Fix — Firebase listener race condition fixed with merge-based approach + dual-write (Firebase + localStorage)
- Sparkline Charts — inline SVG 7-day sparklines on watchlist cards from CoinGecko, green/red based on trend
- TradingView Chart — embedded advanced chart widget in watchlist detail view with dark theme
- Add to Watchlist Button — prominent purple "+ Add" button on search results for one-click watchlist add
- Stock Scoring Accuracy — replaced fake 2.5 defaults with N/A, hidden conviction badge when no real data
- Auto-Enrich Stocks — every new stock auto-fetches financials, enriched metrics persist in Firebase
- FMP API Fix — premium endpoint graceful degradation, free tier compatibility
- Frontend-Backend Integration — wired all 5 backend phases into frontend: macro intelligence, auto-discovery, risk dashboard, performance analytics, smart alerts
- Report Table UI — pipe-delimited table renderer with color-coded scores, styled card borders, accent headers, hover effects
- Data-Driven Research Template — valuation scoreboard (10 dimensions /100), non-crypto comparison, strict data rules (every claim needs API data)
- FET/ASI Research Report — 17-section deep research with perp positioning, whale analysis (6.5/10), valuation scoreboard (82/100)
- FET Substack Article — 15-section newsletter with TOC, warm intro, clean text format
- Report Timestamps — hours and minutes now shown alongside date on all report cards
- Alerts Refreshed — stale test alerts removed, fresh data-driven alerts with live CoinGecko + Fear & Greed data
- Docs Sidebar — Progress moved under Updates section (next to Changelog)
- 24/7 Agent System Planned — daemon architecture with 3 autonomous workers, agent memory, learning loops, launchd auto-start
- Phases 1-5 Backend — FastAPI server with data feeds, quant models, risk engine, learning loop, autonomy layer
- 4 Background Loops — prices (2min), full data (10min), smart alerts (5min), auto-research (15min)
- Mac Mini Infrastructure — SSH keys, repo clones, .env API key storage, launch.json config
- VC Feed Scan — 4th scheduled task: daily DefiLlama raises fetch to Firebase
- Auto Market Regime — live regime detection from 5 indicators: BTC funding, OI trend, dominance, Fear & Greed, BTC vs 200D SMA
- get_market_regime Tool — Trader agent tool auto-populates regime for confluence scoring
- VC Due Diligence Template — 18-section professional template with risk scoring, return modeling, 100x filter
- VC Watchlist Page — track fundraising rounds from CryptoRank, DefiLlama, RootData with status tracking
- 5-Agent System Complete — Router, Analyst, Sentinel, Trader, VC agents with dedicated tools and system prompts
- Sidebar Restructured — 4 agent sections with colored badges (Sentinel, Analyst, Trader, VC)
- 500-Wallet Token Intel — expanded whale scan from 30 to 500 wallets with concurrent batches
- Wallet Hunter — systematic leaderboard scanning, wallet scoring (0-100), auto-classification
- Arkham Intelligence — wallet identity labels, token holders, Alpha Summary insights
- Whale Quality Scoring — composite score engine: win rate, PnL consistency, leverage analysis, auto-grade A+ to C
- Moralis Integration — top EVM token holders with supply concentration analysis
- Dexscreener Integration — token search, trending pairs, new listings
- Intelligence OS Restructure — pages reduced from 17 to 11, templates merged into Reports, Signal/Flow merged
- 3-Division Architecture — restructured entire platform into On-Chain Intel, Research, and Technical Analysis divisions
- On-Chain Intel — new top-level page with Overview dashboard, Hyperliquid (preserved), Entity Tracker, Flow Monitor, Signal Feed tabs
- Technical Analysis — new page with Market Regime (risk-on/neutral/risk-off rules), Setup Scanner, Playbooks (3 strategies + backlog), Confluence scoring (4-factor), Trade Log
- Perp Positioning — new Hyperliquid tab showing all 190 active perps with OI, funding, volume, premium
- Report Trash — soft-delete with 30-day retention, restore, permanent delete, auto-purge
- Stock template upgraded — expanded from 10 to 14 sections with institutional research rigor (Porter's Five Forces, DCF, ESG)
- Hyperliquid Agent v2 — rewritten with Market Regime detection, Pattern Detector, Copy-Trade Signals, enhanced wallet scoring
- Sidebar restructured — On-Chain Intel, Research, Technical, Operations sections
- Logo navigation — click logo returns to Dashboard
- Entity Tracker — full CRUD entity management, import from HL Saved Wallets, live position scanning, grade/type filtering
- Setup Scanner — trade setup cards with entry/stop/target, auto R:R, playbook linkage, status cycling
- Catalyst Tracker — event tracking with 8 types, impact/time filters, summary cards, Firebase sync
- Confluence Scoring — 4 weighted sliders (On-Chain 25%, Fundamental 25%, TA 30%, Regime 20%), position sizing recommendations
- Signal Feed — on-chain signal aggregation with type/conviction filters, status tracking, outcome win/loss tracking
- Flow Monitor — aggregate entity flow scanning, accumulation/distribution detection, net flow by asset
- Trade Log — full trade logging with P&L, R:R, playbook linkage, win rate, best playbook stats
- Agent scaffolding — Sentinel, Analyst, Quant Python agents + skills files (ENTITY-INVESTIGATION, TRADE-PLAN)
- Hyperliquid Whale Tracker — new page with Wallet Scanner, Whale Discovery, and Saved Wallets
- Python Agent — persistent monitoring, wallet profiling (Grade A-F), WebSocket real-time trade alerts
- Pamela upgraded to 20 tools — 3 new Hyperliquid tools: scan wallets, find whale positions, check tracked wallets
- Firebase sync — saved wallets + discovered whales shared between frontend and Python agent
- Docs page — GitBook-style documentation hub with sidebar navigation
- Admin auth — login system with SHA-256 hashed credentials, view-only mode for visitors
- Substack publishing — Reports split into Research/Substack tabs, 13-section article template
- Report template — improved Catalysts & FUD section for research quality
- Pamela AI Agent — upgraded from regex bot to Claude tool_use with 17 tools, multi-turn (max 8 turns)
- Alerts page — severity-colored cards, expand/dismiss, browser notifications
- Scheduled tasks — 3 cron jobs write alerts to Firebase
- About page — fund mission, operating principles, scale trajectory
- Knowledge base — 4 SKILL.md files: Mission, Trading Edge, Asymmetric Setups, Fundamental Analysis
- Web search — AI research pulls live data and cites sources
- 5-phase roadmap — 35 items from Prototype to Full Autonomy
- Initial launch — Dashboard, Watchlist, Market Data, Templates, Reports, Tasks, Progress
- Scoring system — automatic 5-star ratings from live fundamentals (crypto + stocks)
- GitHub Pages — migrated from Netlify (free, no bandwidth limits)
- Firebase — all data syncs in real-time, localStorage fallback
- AI Research — Claude API direct from browser, model selector (Haiku/Sonnet/Opus)
- Market Data — CoinGecko (crypto) + FMP (stocks) search + fundamentals
Settings
Connection and data management
Real-time Sync
Status: Connected
Your name:
Both users are synced in real-time via Firebase. Changes appear on the other screen within seconds.
Backup
Download a local JSON backup of all fund data.
Backend Server
FastAPI server for valuation, risk, performance analytics, and auto-discovery.
API Keys
Keys are stored locally in your browser. Never sent to our servers.
Danger Zone
This deletes ALL data for BOTH users. Cannot be undone.