How Hunt and Cash Hunt fit your process
Where portfolio Hunt and Cash Hunt sit in TRINITY, what they are good for, and what they cannot know—so you can use suggestions with clear expectations.
One-sentence version
Hunt and Cash Hunt in IRIS turn ATHENA-style analysis, market data, and your portfolio risk settings into ranked ideas and sizing hints—they do not know your tax situation, your full thesis, or tomorrow’s headlines.
The flow: from data to a suggestion
HERMES (quotes & history)
→ ATHENA (stages, signals, scores on each symbol)
→ Your portfolio and risk caps (positions, concentration, risk per trade)
→ Hunt / Cash Hunt (ranking and candidate lists in IRIS)
→ You (accept, edit, or ignore—then execute outside or inside your broker flow)
- HERMES and ATHENA are the same pipeline you see on symbol pages—see How ATHENA fits your trading process and Where the numbers come from.
- Your portfolio (holdings, cash, and risk settings) narrows what is allowed. The same ATHENA readout can produce different Hunt lists on two accounts with different caps—see Policy and constraints in plain language.
- Hunt usually thinks in swaps or health checks (general, replace a holding, or “is this ticker a fit?”). Cash Hunt thinks in deploying spare cash into new lines—not the same as a full-book optimization—see Hunt vs optimization: which should I use?.
- Automation policy (when automated trading is enabled) can filter which ideas you would see on a manual Cash Hunt or how aggressively early-stage names are considered—merged defaults apply on scheduled runs. Read Reading automation decision logs for skip lines that cite policy, and Automated trading (ARES) for the big picture.
- Cash buffer: Cash Hunt uses deployable cash after a platform cash reserve (on the order of ~10% of total capital) and your risk envelope—see Hunt, Cash Hunt, and optimization.
- Blocked names: Symbols that still appear in your portfolio’s allocation list (including some closed historical lines) are typically excluded from “new” recommendations so you do not get duplicate exposure—see the same guide’s Symbols that never appear section.
In the IRIS app map, portfolio screens, Hunt, Cash Hunt, and related flows are grouped under the product area often labeled ARTEMIS in docs: the recommendation path for those features. Holding the Save button on positions or editing a watchlist is still you in IRIS; Hunt is the layer that says “here are some ideas that fit the rules you set.”
What Hunt and Cash Hunt are strong at
- Consistent use of the same stage and signal language you trained on in symbol pages—so you are not switching to a totally different vocabulary when you open Hunt.
- Respecting limits you already set (for example max positions, risk per trade, concentration), so suggestions stay inside the envelope you chose—see Risk management.
- Three clear mental modes in Hunt: portfolio-wide health and swap ideas, replace this holding, or is this ticker suitable. Cash Hunt is for dry powder only—see Hunt, Cash Hunt, and optimization.
- Explainable rows: many cards show reasoning text, stage, confidence, and optional entry / stop / target style fields as planning anchors, not promises.
What Hunt and Cash Hunt do not know
| They do not… | Why it matters |
|---|---|
| Read news, filings, or earnings calls | A headline can void a pretty stage chart the same day. |
| Model your tax lots, wash sales, or life cash needs | A swap that looks “clean” in the app may be expensive after tax. |
| Guarantee fills, liquidity, or slippage | Thin stocks and fast markets change outcomes. |
| Replace suitability for your goals | TRINITY provides software and education, not personalized advice. |
| Match DIONYSUS optimization every time | Optimization rebuilds the whole book under a solver; Hunt often proposes slices. Disagreement can be normal—slow down and compare timestamps—see Hunt vs optimization. |
Transparency: lists, sizing, and errors
Why the list ends. Hunt returns pages of candidates. If you expect more names, use next page (or “load more”) where the UI allows—large universes are split on purpose so responses stay fast. See Pagination and performance in Hunt, Cash Hunt, and optimization. Field-by-field help is in Reading Hunt and Cash Hunt results.
Whole shares. Replacement and cash ideas often show whole share counts. Fractions are rounded down to what is actionable in many brokers; a line can look “small” or disappear after rounding—that is expected behavior, not a bug.
502 / 503 / “something broke.” If Hunt fails while symbol pages still load, an upstream analysis or portfolio read may be slow. Open IRIS Status and see Status, delays, and “is it broken?”.
Automation and email. Scheduled automated trading (ARES) or notification flows are separate from a one-off Hunt. Getting an idea from Hunt does not turn on automation by itself—see Automated trading (ARES).
Practical habits
- Confirm timestamps on the symbols Hunt used—stale ATHENA snapshots make weak suggestions look strong.
- Run your disagreeing-panel drill from the symbol page before you size a Hunt line—see When panels disagree.
- Write one line in your journal: what ATHENA said, what Hunt proposed, what you did—see An audit mindset for investors.
- Choose the right door: swap vs cash vs full-book optimization—see From symbol page to Hunt.
Further reading
- Reading Hunt and Cash Hunt results
- When your symbol page and Hunt disagree
- Hunt, Cash Hunt, and optimization—modes, pagination, cash buffer, and optimizer contrast
- IRIS app map and TRINITY services—where features live in the app
- Portfolio basics · Glossary
Educational disclaimer
TRINITY provides tools and education, not personalized investment advice. Consult a qualified professional before making financial decisions.
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