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OPEARL — Finance‑Native LLM

Institutional‑grade, trade‑ready intelligence & execution — built for professional desks.

Capabilities

Market News Scanning
Proprietary parsing of headlines/filings/transcripts with topic/entity/sentiment + market‑wide divergence detection.
Quant Breakout Engine
Multi‑factor screens for potential breakouts (price/volume anomalies, breadth, volatility regimes, co‑movement with news).
Unified Analysis (F+Q+T)
Valuation, factor tilts, momentum/mean‑reversion, volatility & seasonality in one pass.
Scanners & Watchlists
Sector/theme heatmaps; breakout watchlists driven by price/volume + news.
Charts, Backtests, Plotting
Easy‑to‑read charts with indicators (MA, RSI, MACD, VWAP), custom factors, strategy plotting & parameter sweeps.

Differentiation

Hybrid Core
OSS120B (GPT‑4 class) + Mixtral, fine‑tuned for pro trading; dual modes: Hybrid.
Data & Execution
100% data from IBKR; optional direct trade placement via IBKR.
Tool Consolidation
Replaces fragmented stacks (charting, scanners, news, backtests, idea capture). Fewer tabs; faster decisions.
Risk‑Aware Advice
Long/short calls with timeframe, stops/targets, and desk‑level risk constraints.
At a Glance vs. GPT/Bloomberg
Data provenance 100% IBKR
Execution Place orders via IBKR
Model core OSS120B + Mixtral (hybrid)
Modes Hybrid
Strategies Hundreds in training/evals
Risk posture Finance‑specific controls

GTM & Pricing

Partnership Strategy
Co‑sell with large brokers (starting with IBKR) on revenue share; leverage existing client workflows.
Pricing & Target Users
$20/month per pro seat (plus client's IBKR market subscriptions). Initial focus: professional traders and active desks.

Example Output

Prompt → Actionable Plan
  • Scan US semis for news‑driven longs this week; show divergences vs. SOX; add stop/target.
  • Findings: NVDA, AVGO momentum; MU drift; ON breakout risk.
  • Plan: Long NVDA 630–635; stop 3.5%; target 7–10d; invalidate on 20‑EMA undercut.
  • Action: Place order via IBKR?

Operations

Governance & Controls
Position caps, pre‑trade checklists, transparency on inputs/assumptions, minimal prompt retention.
Pro desks first
IBKR data + execution
All‑in‑one vs multi‑tool