AlphaGen Homepage Overview

Absolutely — the homepage guide should read as public model literature, not as commentary on a specific user view.

Here is the revised public-facing version:

AlphaGen Homepage — Overall Model View

The Homepage is the starting point of AlphaGen. It gives users a complete high-level view of the model by combining portfolio health, market direction, sector leadership, watch signals, and concentration risk into one clean dashboard.

AlphaGen is built on a technofundamental approach. Fundamentals are assessed through scoring methodology, while technicals are evaluated using multi-timeframe trend analysis. The Homepage brings both sides together so users can quickly understand where the portfolio stands and what deserves attention.

The page is designed to answer four key questions:

What is the most important update right now?
Is the market environment supportive?
Is the portfolio healthy?
Which holdings, watchlist names, or sectors need attention?

1. Personal Brief

The Homepage begins with a dynamic Personal Brief.

This is the main headline at the top of the page. It adjusts automatically based on the highest-action information available for the user at that time.

The message may highlight updates such as:

• Portfolio strength improving across holdings
• A holding entering or leaving the review queue
• A stock showing score improvement
• A sector gaining relative strength
• A watchlist name moving into a more attractive setup
• A change in broader market bias

The goal is to make the first message immediately useful. Instead of requiring the user to search through multiple pages, AlphaGen surfaces the most important current development right at the top.

The Personal Brief is supported by quick action buttons such as Open Portfolio and Market Pulse, allowing the user to move directly into portfolio details or broader market analysis.

2. Top Summary Cards

The summary cards provide a fast read of the user’s current model state.

Review Queue

The Review Queue shows how many portfolio holdings currently require attention.

A holding may be flagged for review when AlphaGen detects conditions that could increase the risk of underperformance. This can include a weakening technical setup, a move into downtrend, or deterioration in the stock’s scoring profile.

A low or empty review queue suggests that no holdings currently need immediate review.

Market Weather

Market Weather summarizes the broader market bias.

This gives the user a quick sense of whether the current environment is bullish, neutral, or bearish. AlphaGen evaluates market conditions using index behavior and sector participation, helping users understand whether the broader backdrop is supportive or defensive.

A bullish reading means market conditions are broadly constructive. A neutral reading suggests mixed signals. A bearish reading indicates that risk control and selectivity may be more important.

Portfolio Health

Portfolio Health provides a weighted overview of the user’s current holdings.

It reflects how well the portfolio is aligned across fundamental quality and technical trend structure. A strong portfolio health reading means the portfolio is largely positioned in stocks with durable business strength and supportive technical behavior.

This score helps users avoid looking at holdings in isolation. Instead, they can assess the portfolio as a complete structure.

Portfolio Value

The Portfolio Value card shows the current tracked value of the user’s open holdings.

This connects AlphaGen’s model intelligence directly with the user’s actual portfolio exposure, making the dashboard practical rather than theoretical.

3. Leading Sector and Market Compass

The next section focuses on sector leadership and overall market direction.

Leading Sector

AlphaGen highlights the current Leading Sector based on relative strength.

This identifies the sector that has recently been outperforming the broader market. In AlphaGen, relative strength is important because it shows where market participation is strongest.

A leading sector is not simply moving upward. It is performing better than the benchmark, which makes it more relevant for opportunity discovery and portfolio positioning.

The section also shows how many sectors are currently:

Leading — sectors beating the benchmark
Improving — sectors gaining relative strength

This helps users distinguish between sectors that are already strong and sectors that may be starting to improve.

Market Compass

The Market Compass shows the broader index regime.

It classifies the market into one of three conditions:

Bullish
The market is supportive, and trend conditions are constructive.

Neutral
Signals are mixed, and selectivity is important.

Bearish
The market environment is weaker, and downside risk may be elevated.

This section helps users understand whether individual stock setups are being supported by the broader market. Strong stocks often perform better when market conditions are also supportive.

4. Portfolio Health Intelligence

The Portfolio Health Intelligence section gives a deeper explanation of the portfolio’s overall condition.

It combines fundamental scoring with technical trend classification to show whether the portfolio is strongly aligned, partially exposed to risk, or in need of attention.

This section is especially important because AlphaGen does not rely only on price movement or only on business quality. It looks for alignment between the two.

A strong portfolio health reading usually means that:

• Business quality remains strong
• Most holdings have supportive technical structures
• Downtrend exposure is limited
• No major deterioration is visible across current holdings
• Portfolio risk is not concentrated in weak setups

5. Why AlphaGen Uses TTM Score for Portfolio Health

The portfolio health score is primarily assessed using the TTM score.

TTM stands for Trailing Twelve Months.

AlphaGen uses the TTM score because it is more durable, firm, and consistent than shorter-term scoring measures. It reduces the noise that can come from temporary quarterly fluctuations and provides a more reliable view of underlying business quality.

This makes the TTM score suitable for judging portfolio health at a broader level.

Shorter-term measures, such as QoQ Alpha, are still useful for detecting recent improvement or deterioration. However, for the overall health of the portfolio, AlphaGen gives preference to the more stable TTM framework.

6. Fundamental and Technical Alignment

AlphaGen classifies portfolio strength by looking at both sides of the model:

Fundamentals
The quality and consistency of the business based on AlphaGen’s scoring methodology.

Technicals
The stock’s trend behavior across multiple timeframes.

The strongest setup occurs when both are aligned:

Strong Fundamentals + Strong Technicals

This means the company has a strong underlying score and the market is confirming that strength through supportive price action.

A weaker setup may occur when fundamentals remain strong but the technical trend softens. These holdings are not automatically poor, but they may require closer observation.

The most concerning setup is when both fundamentals and technicals weaken at the same time.

7. Portfolio Trend Mix

The Portfolio Trend Mix shows how the portfolio is distributed across technical trend categories.

Holdings are typically grouped into:

Uptrend
Stocks with supportive trend structures.

Weak Uptrend
Stocks that remain constructive but are not among the strongest technical setups.

Downtrend
Stocks with weaker technical structures that may require review.

This section helps users understand the technical composition of the portfolio.

A portfolio may have a good overall score, but if a large portion is in weak uptrend or downtrend, the user should be more cautious. On the other hand, a portfolio with most of its weight in uptrend holdings is usually better aligned with AlphaGen’s technical framework.

8. What Needs Attention

AlphaGen organizes holdings into clear attention buckets so users can quickly understand where each stock stands.

Best Aligned

This bucket includes holdings where fundamentals are strong and the technical trend is supportive.

These are the names that currently fit the AlphaGen framework best. They combine business quality with market confirmation.

Stable Holdings

This bucket includes holdings where business quality remains intact, but the technical setup may not be among the strongest.

These names are not necessarily immediate concerns, but they deserve monitoring because the technical side is less powerful than the strongest holdings.

Review Candidates

This bucket includes holdings that may need closer review due to weakening scores, poor trend behavior, or a combination of both.

The purpose is not to force an immediate decision. It is to bring attention to names where risk may be rising.

9. Portfolio Watch

Portfolio Watch flags current holdings that may be at risk of underperformance.

A holding may appear in Portfolio Watch if:

• It moves into a downtrend
• Its technical structure weakens
• Its QoQ Alpha score deteriorates
• The stock shows poor alignment between fundamentals and technicals

This feature helps users avoid relying only on memory or manual tracking. AlphaGen continuously checks the portfolio and highlights names that deserve review.

When no holdings are flagged, the portfolio watch section confirms that the current portfolio is clear from immediate review signals.

10. Watchlist Radar

Watchlist Radar monitors saved stocks that are not currently part of the portfolio.

This feature is useful for tracking potential opportunities and early changes in stock behavior.

A watchlist name may be flagged when:

• It moves into a high-score zone
• It shifts into an uptrend
• It improves technically
• It changes from uptrend to downtrend
• Its score or trend profile changes meaningfully

This allows users to keep an eye on possible future opportunities without manually checking each stock every day.

Watchlist Radar can identify both positive developments and warning signs.

11. Portfolio Concentration

The Portfolio Concentration section shows the largest sector exposures within the portfolio.

This is important because a portfolio can appear strong at the stock level while still being heavily concentrated in only a few sectors.

AlphaGen highlights the sectors with the highest exposure so users can quickly understand where portfolio risk is concentrated.

This helps answer questions such as:

Which sector has the largest weight in the portfolio?
Is the portfolio overly dependent on one industry?
Are multiple holdings exposed to the same sector trend?
Is sector concentration increasing or decreasing?

Portfolio Concentration does not automatically mean risk is bad. A concentrated portfolio can perform well when the leading sectors are strong. However, concentration should be visible so users can manage exposure with better awareness.

12. Full Market Screener

The Homepage also gives access to the full market universe through the screener.

The screener allows users to filter, rank, and compare stocks using AlphaGen’s model framework.

Users can move beyond their current holdings and search for new ideas based on:

• Fundamental scores
• Technical trends
• Sector strength
• Relative strength
• Watchlist behavior
• Model rankings

This makes the Homepage not only a monitoring tool, but also a gateway into opportunity discovery.

13. Alerts Archive

The Alerts Archive stores previous model alerts.

This allows users to review important changes over time, including portfolio alerts, market alerts, sector alerts, and watchlist alerts.

The archive is useful for understanding how signals developed and how the model’s view changed across previous updates.

How to Use the Homepage

The Homepage should be read as a daily decision dashboard.

Start with the Personal Brief to understand the most important current update.

Then check Market Weather and the Market Compass to understand the broader environment.

Next, review Portfolio Health to see whether the portfolio remains well aligned.

After that, look at Portfolio Watch to identify holdings that may need review.

Then check Watchlist Radar for new opportunities or important changes in saved stocks.

Finally, review Portfolio Concentration to understand sector exposure and allocation risk.

In simple terms, the Homepage tells the user:

What changed, what is strong, what is weakening, and what needs attention.