Conviction,quantified.
Craftlumen reads the same filings, flows and price action a research desk does — continuously, across 41,000 instruments — then tells you precisely what it changes about the portfolio you already own.
30-day trial on your real positions · read-only · no card required
Semiconductor exposure has drifted to 14.8% — 2.3× your policy band, on price alone.
- Assets monitored
- $8.4B
- Instruments covered
- 41,200
- Median alert latency
- 4.2s
- Backtested history
- 14 yrs
Trusted by 340 allocators in 26 jurisdictions
Eight of them, shown by mandate and booking centre. $8.4B in client assets monitored nightly.
One page that finally
tells the truth.
Every account, every lot, every private commitment — reconciled nightly and marked against your own policy rather than a generic benchmark.
- Remaining 40
- $2,856,650
- Unrealised gain
- +$612,480
- Trailing yield
- 2.41%
- Global equities46.2%
- Fixed income21.4%
- Private markets14.8%
- Real assets12.6%
- Cash & equivalents5.0%
- Semiconductors+4.8%
- Industrials+3.1%
- Healthcare+2.4%
- Consumer staples−0.9%
- Sharpe (3Y)
- 1.42
- Max drawdown
- −11.6%
- Beta vs. benchmark
- 0.83
- Ann. volatility
- 9.4%
Not a signal. An argument.
Every finding arrives with the evidence that produced it, the falsifiers we tested it against, and a confidence figure calibrated on fourteen years of out-of-sample outcomes.
NVXI, SVLM and APXS have compounded into 14.8% of the equity sleeve against a 6.5% target. Their 90-day correlation has risen to 0.87, so the sleeve is behaving as a single position.
- Drift driven by price, not purchases — no buys since March
- Sleeve beta to the sector index: 1.31 (was 0.94 in Q1)
- Rebalancing 3.9% back to policy restores the band
- 01Ingest1,284 filings · 96 transcripts · 41k price series340ms
- 02NormaliseRestated to your base currency and tax lot map120ms
- 03ModelFactor, correlation and liquidity models re-fit880ms
- 04UnderwriteEach thesis checked against 14 falsifiers1520ms
- 05ExplainCitations attached · reviewed against policy210ms
41,000 instruments,
screened overnight.
Describe the kind of business you want to own in plain English. Craftlumen turns it into a screen, runs it against every listed market, and brings back only what survives its own falsification tests.
- 01Your sentence is parsed into hard constraints, not keywords.
- 02Every listed instrument is re-scored against them overnight.
- 03Anything that fails its own falsification test is dropped before you see it.
- 94Conviction score 94 of 100AERDAerodyne Components+2.41%
Aftermarket parts pricing power holding through the OEM cycle
Margin expansionInsider buyingLow leverage30-day - 88Conviction score 88 of 100BRDG.LBridgewell Consumer Health−0.62%
Litigation overhang priced beyond realistic settlement range
Valuation gapCatalyst datedShort interest fading30-day - 85Conviction score 85 of 100NRALNorthrail Corporation+1.07%
Single-network synergies tracking two quarters ahead of guidance
Guidance beatVolume inflection30-day - 81Conviction score 81 of 100PHRX.BPharos Biopharma+3.18%
Supply constraint easing while script growth stays intact
Capacity onlineMomentum reset30-day
The tape, read
without the folklore.
Pattern recognition across every session since 2010, scored on how often each formation actually resolved the way the textbook says. Where the historical edge is nil, we tell you that too.
- 52-week range
- 148.20 – 219.40
- Avg. volume
- 2.41M
- Market cap
- $842B
- Next earnings
- 16 Oct
- Ascending triangleConfirmed
Four higher lows into flat resistance at 212.40. Breakout on 1.8× average volume.
- Golden cross5 sessions ago
50-day crossed above the 200-day with both slopes positive.
- RSI divergenceWatch
Momentum has not confirmed the last two price highs.
- RSI (14)
- 61.4
- Neutral
- MACD
- +1.94
- Bullish
- ATR (14)
- 4.82
- Elevated
- Rel. strength
- +9.1%
- Leading
Ascending triangles on this name have resolved upward in 68% of 41 occurrences since 2010, with a median 21-session move of +6.4%.
Quiet by default.
Loud when it counts.
Most portfolio apps buzz every time the market moves. Craftlumen stays silent until something happens that changes a position you actually hold — then it explains itself in a sentence.
- 01
Alerts that clear the bar
Push only when something changes a thesis — not on every 2% move. You set the threshold in plain language.
- 02
Approve in two taps
Rebalances arrive as a signed proposal with the trade list, tax impact and the reasoning behind each leg.
- 03
Offline research vault
Every memo, filing excerpt and citation Craftlumen has written for you, readable at 38,000 feet.
3 legs · +$1,240 est. tax benefit
Closed above 212.40 on 1.8× volume
10Y real yield crossed 2.10%
Held by people who
audit their tools.
Craftlumen is used by family offices, RIAs and private investors who are accountable to someone else for every position they hold.
We replaced a research retainer that cost more than our first two analysts combined. Craftlumen does not tell me what to buy — it tells me what I have stopped noticing.
The concentration alert paid for a decade of the subscription in a single afternoon. It caught drift in a sleeve three of us had signed off on.
Every recommendation arrives with its own falsification test. That is the part my investment committee actually cares about.
It reads the 10-Ks I do not have time for and flags the four sentences that changed. I have not found a faster way to stay honest.
- $0.0B
- Assets monitored
- 0
- Instruments covered
- 0.0s
- Median alert latency
- 0.0%
- Client retention
Priced like software.
Not like a percentage.
No assets under management fee, no revenue share, no payment for order flow. You pay us; nobody else does.
Private
For the individual investor who reads the footnotes.
Billed $888 annually
Save $180 a year
- Up to 3 linked accounts
- Daily portfolio underwriting
- AI insights with full citations
- Opportunity scanner · 5 saved screens
- Technical analysis on 41k instruments
- Mobile app with threshold alerts
Professional
For advisers and single-family offices running real mandates.
Billed $2,904 annually
Save $576 a year
- Unlimited linked accounts & households
- Intraday underwriting and drift alerts
- Tax-lot aware rebalance proposals
- Custom factor and policy bands
- Client-ready memo export
- Priority research desk access
Institutional
For multi-family offices, RIAs and allocators.
Scoped to mandate size and integrations
Talk to us- Everything in Professional
- Custodian & OMS integrations
- Private markets cash-flow modelling
- Dedicated model review with our quants
- SSO, audit trail and data residency
- Named compliance contact
- Independently audited security
- Read-only custodial access
- No payment for order flow
The things people
actually ask.
Still deciding? Our research desk will walk your real portfolio through the product on a 30-minute call — no sales engineer.
Book a walkthrough- Median first reply
- 1h 40m
- Answered without a call
- 94%
- Analysts on the desk
- 11
- Languages covered
- 6
Analysts, not a ticket queue. Weekdays 07:00–20:00 UTC.
No. Craftlumen is research and monitoring software. We connect to your custodian in read-only mode, and every proposal is exported for you or your adviser to execute. We never take custody, never place orders and are not compensated by any issuer or broker.
A robo-adviser allocates you into a model and rebalances on a calendar. Craftlumen takes the portfolio you already have — including private markets, concentrated stock and legacy positions — and continuously underwrites it against your own policy. The output is an argument you can interrogate, not an allocation you have to accept.
Filings and their amendments, earnings transcripts, central-bank communications, exchange price and volume data, ETF and fund flows, short interest, insider transactions, and the twelve macro series that drive most cross-asset correlation. Every insight cites the specific documents and figures that produced it.
Each thesis is generated with a matching set of falsifiers — the conditions that would make it false. We test those first and discard anything that fails. Confidence scores are calibrated against fourteen years of out-of-sample outcomes, and we publish the calibration curve to every subscriber each quarter.
Every major retail brokerage, private bank, trust company and prime broker, plus 12,000 institutions through account aggregation. Taxable, retirement, trust, employer-plan, donor-advised and manually entered private holdings all sit in the same view.
Positions are encrypted at rest with per-tenant keys and never used to train shared models. We do not sell, license or syndicate holdings data in any form, aggregated or otherwise. You can export everything and delete your tenant permanently from the account settings, and deletion completes within 24 hours.
Yes. The 30-day trial runs on your live positions in read-only mode with no card required. Most subscribers get their first material insight inside the opening week — usually a concentration or tax finding that had been drifting quietly for months.
Find out what your portfolio
has been hiding.
Thirty days on your live positions, read-only, no card. Most subscribers surface a material finding in the first week.
30 days on your live positions · read-only · no card required · cancel anytime.