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The AI-Powered Portfolio
Built on Operational Inflections

Weekly signals. Real theses. Conviction-weighted positions.

Portfolio Dashboard
Portfolio Performance +150.2% (7 Months)
Active Positions 12
Avg Conviction 8.2
Inflections Active 7
Cash Position 15%
Symbol Weight P&L Thesis
MYRG 10.5% +38.4% Margin Breakout
FLNC 8.0% +28.1% Secular Rider
LMB 6.5% +22.5% Rev Acceleration
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Most Investors Are Fighting Blind

Late to the Inflection

By the time consensus catches an earnings acceleration or margin shift, the move is half over. The edge goes to those who see it first.

Information Overload

Thousands of filings, earnings calls, and news articles. No human can process it all—but AI can.

Hidden Inflections

The best opportunities are buried in SEC filings, earnings transcripts, and contract disclosures. You need to know where to look.

No Conviction Framework

Without a systematic approach, emotions drive decisions. Fear and greed replace analysis.

Inflection Intelligence, Systematized

BlackEdgeVault combines large language models, structured research, and inflection-driven logic to surface asymmetric opportunities before the market recognizes them.

01

Weekly AI-Assisted Research

Every position is backed by a thesis, conviction score, invalidation level, and macro context. No guessing.

02

Inflection Tracker

Track upcoming earnings dates, contract milestones, and operational catalysts—with thesis impact assessments and positioning guidance.

03

Conviction Scoring

Every stock rated 1-10 based on thesis strength, inflection timing, and risk/reward asymmetry. Size positions accordingly.

04

Invalidation Logic

Know exactly when a thesis is broken. No bag holding, no hoping for miracles. Professional risk management.

05

Live Model Portfolio

See every position, weight, entry price, and exit trigger. Full transparency, real accountability.

Performance That Speaks

Real returns. Real positions. Actively managed weekly.

+150%
Portfolio Return
7 months
8.2
Avg Conviction
out of 10
73%
Win Rate
on exits
12
Active Positions
concentrated
Portfolio vs Benchmarks
BlackEdgeVault S&P 500 QQQ (Nasdaq)
150% 100% 50% 0% -50% May '25 Jul Sep Nov Dec '25

Recent Thesis Wins

MYRG +52%

Compounder archetype. Thesis: margin expansion from grid infrastructure backlog + institutional accumulation. Inflection confirmed.

FLNC +43%

Secular Rider archetype. Record backlog meets data center demand. Early entry before market recognition.

BCRX +38%

Turnaround archetype. Commercial execution inflection after years of underperformance. Conviction score: 8/10.

From Data to Decisions

1

Data Ingestion

SEC filings, insider transactions, earnings transcripts, macro indicators—all processed and structured.

2

LLM Research

AI analyzes inflection timing, thesis validity, and risk/reward. Human oversight ensures quality.

3

Portfolio Construction

Conviction-weighted positions. Weekly rebalancing. Clear entry and exit rules.

Built for Serious Investors

📈

Active Traders

You trade frequently but want institutional-grade research to back your decisions.

🚀

Growth Investors

You're hunting for asymmetric opportunities in high-growth small caps across technology, industrials, and emerging sectors.

🔍

Inflection Hunters

You understand that markets reward operational momentum before consensus catches up. You want the edge.

💼

Professionals

You manage capital professionally and need a systematic edge to outperform.

Choose Your Edge

Early access members lock in founding rates for life.

Free
$0 /month
  • Portfolio performance dashboard
  • Weekly market commentary
  • Selected holdings (no weights)
  • Full position weights
  • Inflection tracker
Join Waitlist
Elite
$299 /month

Founding rate: $499

  • Everything in Pro
  • Pre-inflection deep dives
  • Macro regime analysis
  • Watchlist & entry triggers
  • Priority support
Get Early Access

Institutional pricing available. Contact us.

What Beta Users Say

"Finally, a systematic approach to finding operational inflections early. The conviction scoring alone has transformed how I size positions."

MK
Michael K. Portfolio Manager

"I was skeptical of AI-driven research, but the thesis invalidation logic is genuinely valuable. It's saved me from several bad holds."

SR
Sarah R. Equity Analyst

"The inflection tracker is worth the subscription alone. I was missing so many earnings shifts and margin moves before. Now I'm positioned ahead of the crowd."

JT
James T. Active Trader

Common Questions

No. BlackEdgeVault provides research and analysis for educational purposes. We are not registered investment advisors. All investment decisions are yours alone. Past performance does not guarantee future results.

Large language models assist in processing SEC filings, earnings transcripts, insider transactions, and contract disclosures. AI generates initial research drafts that are then reviewed, validated, and refined by human analysts. The final thesis and conviction scores reflect human judgment.

Concentrated, thesis-driven investing focused on asymmetric opportunities. We typically hold 10-15 positions with conviction-weighted sizing. We target operational inflections—earnings acceleration, margin expansion, contract wins—across high-growth sectors. We explicitly avoid binary-event bets like FDA approvals or clinical trial outcomes.

Weekly rebalancing with full transparency. You'll see every add, trim, and exit with the reasoning behind it. Emergency updates are communicated if a thesis breaks mid-week.

Yes. No contracts, no commitments. Cancel anytime from your account settings. We believe in earning your subscription every month.

We're onboarding beta users in small batches to ensure quality. Waitlist members get priority access. Early supporters also lock in founding member pricing for life.

Don't Compete on Noise.
Compete on Conviction.

Join the waitlist for early access and founding member pricing.

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