Market Intelligence, Portfolio Tools, and AI Research Workflows
CSFox is building a practical suite of financial technology services that turns market data, account snapshots, research feeds, and options chains into focused dashboards and decision-support tools.
Financial Systems Under Development
The current focus is turning several local finance and market-analysis projects into clear static pages that show the services, workflows, and capabilities available to clients.
These tools are designed for read-only analysis, repeatable research, market monitoring, and portfolio visibility. The emphasis is on transparency, auditability, and fast iteration before any production deployment.
Market Updates At a Glance
Current sector and COT reports are now available directly from the financial services page instead of being buried under project links.
Sector Rotation Tracker
Review sector leadership, relative strength, momentum scores, and rotation state.
Latest BriefHTML Snapshot
Read the latest generated sector brief in browser-friendly HTML with leaders, laggards, scores, and notes.
COT DashboardCommitments of Traders
Open the latest generated CFTC positioning dashboard and related market reports.
Hourly HTML reportsRobinhood Scanners
Review unusual options activity, momentum breakout, and oversold reversion scans from the live market data workflow.
Service Capabilities
Focused financial technology components that can stand alone or combine into a complete research and portfolio workflow.
Portfolio Tracking
Dark-themed dashboards for accounts, holdings, asset allocation, cash, crypto, ETFs, equities, and cached market prices.
Options Analysis
Calls, puts, volatility, open interest, volume filters, probability views, premium discovery, and risk/reward ranking.
Sector Rotation
Weekly snapshots that score sector momentum and relative strength to expose where capital is moving across the market.
AI Research Briefs
Analyst ratings, price targets, recommendations, and market news summarized into Markdown, terminal, or JSON output.
CFTC COT Analysis
Commitments of Traders data processing for futures-market positioning, percentile extremes, divergence views, and charts.
Unusual Activity Monitoring
Read-only scanning workflows for market snapshots, SEC context, watchlists, and structured daily brief generation.
Project Pages Being Populated
The initial static content highlights these working systems and the client-facing capabilities they demonstrate.
Wealth Manager
Personal finance and portfolio tracking with account, asset, holding, transaction, and market-data foundations.
View Project ContentOptions Analyzer
Command-line and web tooling for ranking stock options by risk/reward with practical liquidity and IV filters.
View Project ContentHigh IV Scanner
Local web service for finding elevated implied-volatility options across a watchlist for premium-selling research.
View Project ContentMomentum Stock Screener
Streamlit dashboard that screens equities from PostgreSQL using moving averages, RSI, rate of change, and volume.
View Project ContentSector Rotation Tracker
Weekly relative-strength snapshots that score sector momentum and show leadership changes across the market.
View Project ContentCOT Market Intelligence
CFTC Commitments of Traders ingestion, normalization, signal generation, dashboards, and market reports.
View Project ContentMarket Data Pipeline
NASDAQ end-of-day downloads and PostgreSQL loading utilities for repeatable screening and historical analysis.
View Project ContentTrading Research CLI
Analyst ratings, price targets, recommendations, and AI-assisted summaries for ticker research workflows.
View Project ContentRead-Only Account Briefs
Conservative automation scaffold for account snapshots, market context, and Markdown briefs without order mutation.
View Project ContentBuild a Finance Workflow
Use the current prototypes as a starting point for dashboards, internal tools, static capability pages, or research automation tailored to your process.
Start a Financial Services Project