Morning brief — 2026-08-14

🥊 2026-08-14 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $280,706.97

Account	Balance	Positions
WALMART RSU	$45,729.87	0
ROTH IRA	$10,870.58	3
Individual - TOD	$66,895.50	3
Individual - TOD	$157,211.02	4

Catalyst calendar (next 14d)

Ticker	Date	When	EPS Est	Rev Est
ADI	2026-08-19	bmo	3.3681	3958820462

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 164
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

AAPL — ERROR

Credit balance is too low

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ACGL — ERROR

Credit balance is too low

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ADI — ERROR

Credit balance is too low

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ADM — ERROR

Credit balance is too low

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CARR — ERROR

Credit balance is too low

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CBRE — ERROR

Credit balance is too low

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CCL — ERROR

Credit balance is too low

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CI — ERROR

Credit balance is too low

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CINF — ERROR

Credit balance is too low

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CMI — ERROR

Credit balance is too low

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CTVA — ERROR

Credit balance is too low

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CVS — ERROR

Credit balance is too low

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DHI — ERROR

Credit balance is too low

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DVN — ERROR

Credit balance is too low

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ECL — ERROR

Credit balance is too low

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GEV — ERROR

Credit balance is too low

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HON — ERROR

Credit balance is too low

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HOOD — ERROR

Credit balance is too low

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ICE — ERROR

Credit balance is too low

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LIN — ERROR

Credit balance is too low

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MCHP — ERROR

Credit balance is too low

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MCK — ERROR

Credit balance is too low

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MO — ERROR

Credit balance is too low

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MSCI — ERROR

Credit balance is too low

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MU — ERROR

Credit balance is too low

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PGR — ERROR

Credit balance is too low

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UNH — ERROR

Credit balance is too low

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VTR — ERROR

Credit balance is too low

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WM — ERROR

Credit balance is too low

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WRB — ERROR

Credit balance is too low

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