Investing Engines Dashboard
Peterson Fund
In mid-2025 I began using AI to help with investing. After twenty years of playing the market myself, the frustration was always the gaps: weeks or months with nothing worth acting on. My first tools flagged signals, but mostly produced noise. It took about a year to build a system that researches the market and finds meaningful opportunities on its own. I refer to these as investing engines, and my current focus is making them respond well to rising and falling markets alike. Simulated trading began in early 2026; real money in June 2026. The results are early, but the numbers are accurate. White sections update daily; teal sections I update by hand.
Normalized equity curve
indexed to 100 on the first day · as of Sep 2, 2026AI risk appetite
as of Sep 2A daily temperature reading of our AI's appetite for risk. High readings mean it sees opportunity worth pursuing; lower means it's waiting and watching.
Market nervousness
as of Sep 3How much of the market is pricing in unusual worry right now. Higher means more companies are bracing for a bumpy ride.
Market breadth
as of Sep 2- Above their long-term trend55%
- Above their short-term trend47%
- Near a one-year high16%
- Near a one-year low11%
How many companies are participating in the market's move, not just the biggest names. Broad participation is a healthier market than a narrow one.
Sector momentum
as of Sep 2| Sector | 1w | 1m | 3m |
|---|---|---|---|
| Health Care | -0.2% | +6.5% | +15.8% |
| Consumer Cyclical | +2.8% | +3.0% | +1.7% |
| Consumer Defensive | -0.2% | +2.7% | +2.8% |
| Financials | -1.1% | +1.0% | +1.4% |
| Energy | -2.2% | +0.7% | -8.2% |
| Communication Services | +4.5% | -0.3% | +4.0% |
| Materials | +0.6% | -0.5% | +2.2% |
| Industrials | -2.5% | -2.5% | -10.2% |
| Utilities | +1.5% | -3.6% | -12.2% |
| Information Technology | -0.2% | -4.4% | -13.9% |
| Real Estate | -6.1% | -5.8% | -18.1% |
Which parts of the market have been leading and lagging over the past week, month, and quarter.
Insider buying vs. selling
trailing 30 days- Technology2% buying
- Healthcare4% buying
- Financial Services18% buying
- Industrials15% buying
- Consumer Cyclical16% buying
- Communication Services11% buying
- Energy31% buying
- Real Estate34% buying
When company executives and directors trade their own shares, how often they were buying rather than selling, by sector. Selling is normal; a rise in buying is the interesting signal.
Agency attention by sector
trailing 4 weeks- Healthcare21%
- Technology16%
- Financial Services15%
- Industrials14%
- Consumer Cyclical13%
- Consumer Defensive9%
- Real Estate5%
- Basic Materials4%
Where government and agency actions, to include approvals, enforcement, filings, and rulings, have been concentrating over the past month, by sector.
What kind of action
trailing 4 weeks- Mergers & acquisitions31%
- Lawsuits23%
- Share issuance14%
- Leadership changes14%
- Health approvals & rejections9%
- Enforcement3%
- Insider buying3%
- Delisting notices1%
The mix of notable company events on the public record this month, from deals and lawsuits to approvals and leadership changes.
Earnings season
next 4 weeks| Sector | wk of Aug 3163% | wk of Sep 720% | wk of Sep 148% | wk of Sep 219% |
|---|---|---|---|---|
| Technology | 14% | 7% | 1% | 2% |
| Consumer Cyclical | 10% | 6% | 0% | 3% |
| Industrials | 12% | 3% | 1% | 1% |
| Healthcare | 7% | 2% | 3% | 0% |
| Consumer Defensive | 4% | 2% | 1% | 0% |
| Financial Services | 6% | 0% | 0% | 0% |
| Communication Services | 4% | 0% | 1% | 0% |
| Basic Materials | 3% | 0% | 0% | 1% |
Where the coming weeks' company results are concentrated. Darker cells mean a busier week for that sector.
The week ahead
scheduled releases- Thu, Sep 3
- Continuing Jobless Claims (Aug/22)
- Initial Jobless Claims (Aug/29)
- ISM Non-Manufacturing PMI (Aug)
- ISM Non-Manufacturing Prices (Aug)
- ISM Services PMI (Aug)
- Jobless Claims 4-Week Average (Aug/29)
- Balance of Trade (Jul)
- Exports (Jul)
- Fed Hammack Speech
- Fed Waller Speech
- Imports (Jul)
- ISM Non-Manufacturing Employment (Aug)
- Fri, Sep 4
- Non Farm Payrolls (Aug)
- Nonfarm Payrolls Private (Aug)
- U-6 Unemployment Rate (Aug)
- Unemployment Rate (Aug)
- Average Hourly Earnings MoM (Aug)
- Average Hourly Earnings YoY (Aug)
- CFTC Crude Oil speculative net positions
- CFTC Gold Speculative net positions
- CFTC Nasdaq 100 speculative net positions
- CFTC S&P 500 speculative net positions
- Participation Rate (Aug)
- Sun, Sep 6
- OPEC Meeting
- Wed, Sep 9
- API Crude Oil Stock Change (Sep/04)
- MBA 30-Year Mortgage Rate (Sep/04)
Government and central-bank releases on the calendar for the coming days. Bold items tend to move markets.