fundamentals retail

Where the numbers come from

A plain map from market data to ATHENA analysis to portfolio tools—so you know what can change overnight without a headline.

The pipeline in plain language

  1. Market data — Prices, volume, and corporate-action-adjusted history feed indicators. Delays or bad prints flow through everything downstream.
  2. ATHENA — Recomputes stages, SATA, signals, patterns, levels, and probabilities from that history—not from news, filings, or your bank account.
  3. Shared analysis store — Results used by symbol pages, batch views, Hunt, and DIONYSUS stay aligned when fresh.
  4. IRIS — Shows the numbers, runs optimization through the app, and records portfolios you accept.
  5. Portfolio totals and vs-SPY — On portfolio list and detail screens, rolled-up performance and comparisons to SPY (when shown) come from saved snapshots the product updates on a schedule. If a chart is empty, N/A, or older than you expect, that usually means the latest snapshot is not ready yet—not that the math is secretly wrong. After markets close or jobs catch up, recheck the same page. See Your portfolio in TRINITY and FAQ and troubleshooting.

Why outputs can change without you doing anything

  • New session or batch refreshed analysis.
  • Indicator inputs changed with the last close.
  • Risk or constraint settings changed before a second optimize click.

Honest boundary

TRINITY can be consistent inside this stack and still be wrong about tomorrow—markets adapt. Use Disclosures as the baseline promise set.

Educational disclaimer

TRINITY provides tools and education, not personalized investment advice. Consult a qualified professional before making financial decisions. See Disclosures.

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