Every feature exists to answer one question: why?
Trade Actions is built around transparent reasoning. Below is a detailed look at how the system gathers evidence, weighs it, and presents a rationale you can actually audit before it informs a decision.
What's inside the platform
Three pillars support every output Trade Actions produces: structured data ingestion, explainable scoring, and continuous monitoring.
Explainable scoring
Each holding and candidate receives a composite score built from clearly labeled inputs — valuation, momentum, quality, and macro sensitivity — so you can see exactly which factor moved the needle.
Scenario comparison
Run a position through multiple market conditions side by side. Trade Actions shows how the same reasoning framework responds to rate shifts, sector rotation, or volatility spikes.
Rationale log
Every signal is timestamped with the data and logic behind it, creating a readable history of why the system flagged something — useful for review, not just for action.
Portfolio-level view
See concentration, overlap, and factor exposure across your full portfolio rather than one position at a time, so adjustments account for the whole picture.
Custom alert thresholds
Set the sensitivity that matches your own risk tolerance. Alerts trigger on your criteria, not a fixed formula applied uniformly to every account.
Exportable summaries
Pull a clean, written summary of the reasoning behind any recommendation — suitable for your own records or for discussion with an advisor.
From data to a decision you understand
The workflow is designed to be read, not just trusted. Each step produces a visible output before moving to the next.
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01
Data is gathered and labeled
Market, fundamental, and macro inputs are pulled in and tagged by source and type before any scoring happens.
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02
A reasoning chain is built
Trade Actions links each data point to the specific inference it supports, rather than compressing everything into a single opaque number.
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03
You review the output
A written rationale accompanies every flag or suggestion, so the "why" is available before you act on the "what."
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04
Monitoring continues
Positions stay under watch, with updates logged whenever the underlying reasoning changes rather than only when a price moves.
Analytical protocols
Trade Actions runs several analytical layers in parallel, each addressing a different type of question an investor typically asks.
Valuation layer
Compares current pricing against historical ranges and peer benchmarks to flag over- or under-valuation with supporting context.
Momentum layer
Tracks trend persistence and reversals across multiple timeframes, distinguishing short-term noise from sustained shifts.
Quality layer
Assesses balance-sheet and earnings stability factors to separate durable positions from fragile ones.
Macro sensitivity layer
Models how a holding has historically responded to rate changes, currency moves, and sector-wide shocks.
Where these features get used
Reviewing a portfolio before a quarterly adjustment
Instead of scanning raw performance tables, you open the portfolio-level view and see which positions are driving concentration risk, with a rationale log explaining when each flag first appeared.
Evaluating a candidate before adding it
Run the scenario comparison tool against a handful of market conditions to see how the reasoning behind a potential position holds up outside of current, calm conditions.
Keeping track of existing holdings without constant checking
Custom alert thresholds mean you're notified when the reasoning behind a position meaningfully shifts, not every time a price ticks — reducing noise while keeping you informed.
About these features
Can I adjust how factors are weighted?
Yes. Factor weightings within the scoring layers are configurable so the output reflects your own priorities rather than a fixed default for everyone.
Does the rationale log update automatically?
The log records reasoning changes as new data comes in and the underlying assessment shifts, giving you a readable trail rather than a static snapshot.
Is the exportable summary suitable for an advisor meeting?
It's designed to be a clear, written account of the reasoning behind a recommendation, which many users bring into conversations with their own advisor.
Do these features work across asset classes?
Coverage depends on your plan and selected markets. The reasoning framework itself is built to apply consistently across equities, funds, and broader macro positions.
See the reasoning for yourself
Set up an account and run your own portfolio through Trade Actions's analytical layers before deciding whether it fits your workflow.
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