See the Platform in Action

From Idea to Decision

Three real investor journeys. Real data. Real tools. Scroll through and see exactly how the platform takes you from a question to a confident, actionable decision.

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Journey A

“I have $50K to invest. Where do I start?”

You have capital and want to be smart about it. Start with the market, check history, follow the smart money, find the best stock, and set yourself up with alerts — all in one session.

Step 1 · Discovery

Is the market healthy right now?

Before committing capital, check whether the environment favors risk. Market quality, breadth, VIX, yield curve — synthesized into a single go/no-go signal.

SwarMind — Regime Terminal
Risk-OnVIX 18.2
Regime Status
Market Quality7.4 / 10
Breadth Score68%
VIX Level18.2
Yield Spread+0.42%
Advance/Decline1.8x
Execution Signal
Active — Environment favors risk

Breadth expansion confirmed. VIX below 20-day SMA. Yield curve positive. Institutional flows net positive for 3 consecutive weeks.

Breadth +Low VolCurve +Flows +

Recent Alerts

2h ago

VIX crossed below 18 — volatility compression

6h ago

10Y-2Y spread widened +4bp

1d ago

Advance/decline ratio above 1.5x for 5 sessions

Step 2 · Analysis

What does history say about markets like this?

VIX at 18.2. What did SPY do the last 50 times it was here? 25+ indicators, 6 time horizons, 8 years of data — hover any level to see data-backed forward returns.

SwarMind — Forward Returns Workshop
25+ indicators6 horizons
SPY avg return %
VIX — 3yr historyCurrent: 18.2
Jan '22Jan '23Jan '24

Avg returns when VIX 15–20

1W
-0.1%
2W
+0.5%
1M
+1.2%
1Q
+2.8%
6M
+5.6%
1Y
+10.1%
Forward Return Heatmap — VIX level × horizonSPY avg return %
VIX1W2W1M1Q6M1Y
< 15-0.2%+0.3%+0.9%+2.1%+4.2%+8.4%
15–20-0.1%+0.5%+1.2%+2.8%+5.6%+10.1%
20–25+0.1%+0.8%+1.8%+4.2%+7.8%+13.2%
25–30-0.4%+0.6%+2.4%+5.8%+10.4%+17.1%
30–35-1.2%+0.8%+3.4%+7.8%+14.2%+22.6%
≥ 35-2.8%-0.1%+4.8%+11.2%+19.6%+31.4%

Step 3 · Conviction

What do 85+ superinvestors collectively own?

Buffett, Ackman, Klarman, Dalio — aggregated into one grand portfolio. See which stocks have the most institutional conviction, the highest holder counts, and the biggest pooled values.

SwarMind — Grand Portfolio
85+ investors1,300+ stocks

Superinvestors Tracked

85+

Equity Universe

1,300+

Styles

Deep ValueQualityGrowthActivistMacroTactical

Top Holdings — Pooled 13F

Value
#TickerValueHolders
1AAPL
$48.2B52
2MSFT
$32.7B46
3NVDA
$28.4B34
4GOOG
$18.1B38
5META
$15.6B29
6BRK.B
$12.8B22

Step 4 · Discovery

Filter 1,300 stocks down to 3 candidates

Apply your criteria: ROIC > 20%, PE < 35, owned by superinvestors. Switch between fundamental screener, Stockbee momentum, O'Neil IBD, or Qullamaggie breakout presets.

SwarMind — Screener + Super Scanners
6 results
Filter:PE < 35ROIC > 20%Superinvestor owned
TickerSectorP/EROICRSOwnersScore
NVDATechnology32.448.2%963494
AAPLTechnology28.162.1%885291
GOOGCommunication22.727.8%823888
UNHHealthcare19.324.6%742785
VFinancials30.239.1%793183
MSFTTechnology34.835.4%854682

Step 5 · Analysis

Deep dive: NVDA passes every test

Revenue growth +26%, analyst target +18% upside, Piotroski 8/9, ROIC 48%, no insider selling, 42 Buy ratings. Every metric, every angle, on one page.

SwarMind — Stock — NVDA
5 research tabs
NV
NVDA
NVIDIA Corporation
$128.47
+2.34%
OverviewFinancialsHoldersValuationNews
Revenue Growth
+26.4%
Analyst Target
$152 (+18%)
Piotroski Score
8 / 9
ROIC
48.2%
FCF Margin
32.1%
PE Ratio
32.4x
DCF Fair Value
$148
Insider Activity
No selling
42 Buy3 Hold0 SellHeld by 34 superinvestors

Step 6 · Conviction

Who's buying NVDA? Who's selling?

Heatmap shows institutional flow across 85+ managers. NVDA is deep green — net buying from 34 managers across value, quality, and growth styles. No crowding risk.

SwarMind — Heatmap
6 viewsInstitutional flow
TreemapManager × StockInstitutional FlowConviction × StyleCrowding RiskSector Flow
AAPL
52 mgrs
MSFT
46 mgrs
NVDA
34 mgrs
GOOG
38 mgrs
META
29 mgrs
BRK.B
22 mgrs
UNH
27 mgrs
V
31 mgrs
AVGO
18 mgrs
LLY
24 mgrs
JPM
19 mgrs
TSLA
15 mgrs
← Net selling
Net buying →

Step 7 · Action

Added to watchlist. Alerts set. You're done.

NVDA goes to your watchlist with real-time price tracking. Alerts configured for 13F activity changes, analyst upgrades, and price targets. Your morning brief will flag anything new.

SwarMind — Your Portal
Personalized

Watchlist

NVDA
$128.47+2.34%
AAPL
$182.63+0.87%
GOOG
$171.24-0.42%
UBER
$78.91+4.12%

Active Alerts

NVDA: 13F activity change
UBER: Ackman position update
AAPL: analyst upgrade
VIX: crosses above 25
NVDA: price drops below $120

Morning Brief

Market: Risk-On

VIX 18.2 · Breadth expanding · 3 watchlist movers

Upcoming: NVDA earnings in 12 days

Updated every morning

Journey B

“Market opens in 30 minutes. What setups look good?”

You're a trader. You need to know the regime, which sectors are leading, what's breaking out, and where to focus — before the bell rings.

Step 1 · Discovery

Regime says: trade today

Market quality 7.4/10. Breadth expanding. VIX compressing. The execution signal is green: environment favors risk. You're cleared to take setups.

SwarMind — Regime Terminal
Risk-OnVIX 18.2
Regime Status
Market Quality7.4 / 10
Breadth Score68%
VIX Level18.2
Yield Spread+0.42%
Advance/Decline1.8x
Execution Signal
Active — Environment favors risk

Breadth expansion confirmed. VIX below 20-day SMA. Yield curve positive. Institutional flows net positive for 3 consecutive weeks.

Breadth +Low VolCurve +Flows +

Recent Alerts

2h ago

VIX crossed below 18 — volatility compression

6h ago

10Y-2Y spread widened +4bp

1d ago

Advance/decline ratio above 1.5x for 5 sessions

Step 2 · Analysis

Technology leads. Energy lags. Rotation is clear.

RS Dashboard shows Technology at 92 (gaining), Healthcare holding at 78, Energy falling to 42. You know where the money is flowing — and where it's leaving.

SwarMind — RS Dashboard + Themes
Sector rotation tracking
SectorRSΔ 1WTrendStrength
Technology92+3
Healthcare78+1
Financials71-2
Consumer Cyclical68+4
Communication65+1
Industrials58-1
Energy42-6
Utilities35-3

Step 3 · Discovery

Scan the universe. SMCI +12%, ARM +8%, PLTR +6%.

Super Scanners running: Stockbee momentum flags 3 names with volume surges. O'Neil IBD shows relative strength leaders. Qullamaggie finds tight-range breakout candidates.

SwarMind — Screener + Super Scanners
6 results
Filter:PE < 35ROIC > 20%Superinvestor owned
TickerSectorP/EROICRSOwnersScore
NVDATechnology32.448.2%963494
AAPLTechnology28.162.1%885291
GOOGCommunication22.727.8%823888
UNHHealthcare19.324.6%742785
VFinancials30.239.1%793183
MSFTTechnology34.835.4%854682

Step 4 · Execution

All scanners. One workspace. Zero tab-switching.

Stage analysis: 14 Stage-2 breakouts. Top movers with volume. Sector rotation map. Focus list with NVDA (flat base, Ready), AVGO (cup-handle, Watch), LLY (tight range, Ready).

SwarMind — Trading Desk
All scanners · One workspace

Stage Analysis

Stage 2 Breakouts14
Stage 1 Bases23
Stage 3 Tops8

Top Movers Today

SMCI
+12.4%3.2x vol
ARM
+8.7%2.8x vol
PLTR
+6.2%2.1x vol

Sector Rotation

Technology
92
Healthcare
78
Energy
45

Focus List

NVDA
Flat baseReady
AVGO
Cup w/ handleWatch
LLY
Tight rangeReady

Step 5 · Action

Focus list saved. Breakout alerts armed.

Your portal has today's focus list. Alerts set for breakout triggers on NVDA, AVGO, and LLY. Morning brief tomorrow will tell you what happened.

SwarMind — Your Portal
Personalized

Watchlist

NVDA
$128.47+2.34%
AAPL
$182.63+0.87%
GOOG
$171.24-0.42%
UBER
$78.91+4.12%

Active Alerts

NVDA: 13F activity change
UBER: Ackman position update
AAPL: analyst upgrade
VIX: crosses above 25
NVDA: price drops below $120

Morning Brief

Market: Risk-On

VIX 18.2 · Breadth expanding · 3 watchlist movers

Upcoming: NVDA earnings in 12 days

Updated every morning

Journey C

“Ackman just filed a 13F. What do I do with this?”

A legendary investor just made a move. You need to understand who, what, why — then decide if it's worth following. The platform walks you through it.

Step 1 · Signal

Activity stream: Ackman initiated a $2.1B position

The 13F activity feed catches every filing. Ackman just initiated UBER at $2.1B. Buffett added OXY. Klarman reduced META. Druckenmiller exited MSFT. Every move, timestamped.

SwarMind — 13F Activity Stream
Live feed
InvestorActionTickerSizeWhen
AckmanInitiatedUBER$2.1B2h ago
BuffettIncreasedOXY+14%1d ago
EinhornAddedGOOG+42%1d ago
KlarmanReducedMETA-18%2d ago
TepperInitiatedAMZN$890M3d ago
DruckenmillerExitedMSFTFull exit3d ago

Step 2 · Context

Who is Ackman? What's his track record?

Full profile: Activist style, 12 holdings, $18B AUM. Factor weights show 85% activist, 20% quality. See his entire portfolio, every position, every quarter.

SwarMind — Superinvestors
85+ tracked
InvestorStyleHoldingsAUM
Warren BuffettQuality / Value45$372B
Seth KlarmanDeep Value28$28B
Bill AckmanActivist12$18B
Ray DalioMacro156$124B
David TepperOpportunistic42$16B
Stanley DruckenmillerMacro / Growth38$3.2B
Howard MarksCredit / Value21$192B

+ 78 more — full holdings, style DNA, factor weights, Q/Q activity

Step 3 · Conviction

Grand Portfolio: who else owns this name?

Check the grand portfolio. Is this a crowded trade or a fresh idea? See how many other managers hold the same stock, at what concentration, across which styles.

SwarMind — Grand Portfolio
85+ investors1,300+ stocks

Superinvestors Tracked

85+

Equity Universe

1,300+

Styles

Deep ValueQualityGrowthActivistMacroTactical

Top Holdings — Pooled 13F

Value
#TickerValueHolders
1AAPL
$48.2B52
2MSFT
$32.7B46
3NVDA
$28.4B34
4GOOG
$18.1B38
5META
$15.6B29
6BRK.B
$12.8B22

Step 4 · Analysis

Heatmap: the crowd is buying, not selling

Institutional flow view shows deep green across the board. 34 managers are net buyers. Conviction × Style view confirms cross-style agreement: value, quality, and growth all in.

SwarMind — Heatmap
6 viewsInstitutional flow
TreemapManager × StockInstitutional FlowConviction × StyleCrowding RiskSector Flow
AAPL
52 mgrs
MSFT
46 mgrs
NVDA
34 mgrs
GOOG
38 mgrs
META
29 mgrs
BRK.B
22 mgrs
UNH
27 mgrs
V
31 mgrs
AVGO
18 mgrs
LLY
24 mgrs
JPM
19 mgrs
TSLA
15 mgrs
← Net selling
Net buying →

Step 5 · Analysis

Fundamentals confirm the thesis

Revenue growth, ROIC, FCF margin, Piotroski score — every fundamental metric on one page. Analyst consensus: +18% upside. DCF fair value: $148. No insider selling.

SwarMind — Stock — UBER
5 research tabs
UB
UBER
Uber Technologies
$78.91
+4.12%
OverviewFinancialsHoldersValuationNews
Revenue Growth
+26.4%
Analyst Target
$152 (+18%)
Piotroski Score
8 / 9
ROIC
48.2%
FCF Margin
32.1%
PE Ratio
32.4x
DCF Fair Value
$148
Insider Activity
No selling
42 Buy3 Hold0 SellHeld by 34 superinvestors

Step 6 · Analysis

Is the sector overvalued?

Check sector valuations against 5-year averages and historical percentiles. Technology at the 82nd percentile — elevated but not extreme. Energy at the 28th — possible rotation target.

SwarMind — Sector Valuations
11 sectors · Historical percentile
SectorFwd PE5yr AvgPctlEV/EBITDA
Technology28.4x24.2x82th22.1x
Healthcare17.8x16.5x65th14.2x
Financials13.2x12.8x55th9.8x
Consumer Cyclical22.1x19.4x72th16.3x
Energy11.4x14.6x28th6.2x

Step 7 · Action

Watchlist updated. Alerts armed. Morning brief configured.

Added to your watchlist. Alerts set for Ackman's next move, price targets, and analyst upgrades. Tomorrow's morning brief will tell you if anything changed overnight.

SwarMind — Your Portal
Personalized

Watchlist

NVDA
$128.47+2.34%
AAPL
$182.63+0.87%
GOOG
$171.24-0.42%
UBER
$78.91+4.12%

Active Alerts

NVDA: 13F activity change
UBER: Ackman position update
AAPL: analyst upgrade
VIX: crosses above 25
NVDA: price drops below $120

Morning Brief

Market: Risk-On

VIX 18.2 · Breadth expanding · 3 watchlist movers

Upcoming: NVDA earnings in 12 days

Updated every morning

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