The VultureDeep-value contrarian
Buys what the market left for dead, takes profit into the hype.
Return
Risk
Activity
Discipline
CurrentBase Finance · Private beta
Stay on top of the market.Without living in it.
The stock that ripped, caught in time. The loss you never saw, seen coming.The market is noisy. Every market morning, CurrentBase Finance gives you one quiet, smart view of what matters to your portfolio: the moves worth making, the reasoning, and the sources you can check. A professional fund’s research team, with one client: you.
This is tomorrow morning.
A few sized moves on your actual holdings, never a wall of tickers.
This morning · Your portfolio$25,000 · 3 moves: 2 adds, 1 trim
Illustrative- TrimAAPLAppleSell 19 shares · 22% → 0%
Revenue missed by 3%, China sales fell 8%, and the stock broke its 200-day line. Step aside.
- AddMETAMetaBuy 6 shares · 0% → 15%
Beat earnings by 6%, raised the full-year ad outlook, and Reels engagement hit records. Fresh fuel for the trend.META 10-Q
- AddAVGOBroadcomBuy 9 shares · 0% → 13%
AI orders up 40% on a $10B backlog, third straight raised outlook. The uptrend keeps proving itself.AVGO 10-Q
Your portfolio after these moves
NVDA18% → 18%
AAPL22% → 0%
META0% → 15%
AVGO0% → 13%
Cash9% → 19%
Adjust or skip any move first. Tomorrow starts from what you actually hold.
Dive into any call to trace it back to its sources and follow the reasoning behind it.
Choose your traders
Multiple traders shape your strategy.
Each runs a proven discipline with its own temperament. Pick the one that thinks like you, or blend several into a council that acts only where they agree. Nothing locks. Change it anytime.
Adapts to you.
It trades on your philosophy and your portfolio, and evolves as they do.
Build your own.
Expert personalization guides you step by step, so getting it exactly right is easy.
The MonkQuality compounder
Owns a few durable businesses and sits on his hands.
Return
Risk
Activity
Discipline
The SurferMomentum trend-follower
Rides what is working, steps off the moment a trend breaks.
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Risk
Activity
Discipline
The SharkAggressive momentum
Hunts the strongest movers and presses winners hard.
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Activity
Discipline
How each has behaved across twenty years of simulated markets.
The watchdog
Check it in ten seconds. Then get on with your day.
A good watchdog doesn’t bark at nothing. Most days the honest answer is “nothing material today.”
Pro-grade feeds, read for you. Filings, earnings calls, options flow, before the open.
Your rules, enforced. Checked with plain math, not a language model.
A research-backed engine. Proprietary algorithms grounded in decades of published market research.
Everything on the record. Logged before the market moves, misses included.
Nothing touched. Read-only by design. It can’t move a dollar.
The edge
Tested like a fund. Explained in plain English.
Half of our process is rigorous, evidence-based research by a team of specialized agents. The other half is deterministic, quant-grade math. We distill both into clear talk for smart decisions, no jargon, tuned to your exact scenario. That’s how the edge holds up, and how the worst moments get managed instead of ridden down.
+11.5%/yrEdge over the market · 20-yr backtest, net of costs
−68%Market→−19%Our strategyWorst peak-to-trough drop in the 20-yr backtest: the market fell 68%; our strategy fell 19%.
Backtested 2005–2026 across 5,365 stocks, including 1,718 that later delisted.
Coming soon: the live tracker. Every call on our real-money account, logged before the market moves and graded in public. It goes live once we’ve collected enough data to be meaningful, in the next 30–60 days.
Finance beta
Stop winging it. Start moving with a team behind you.
For self-directed investors who want a real process for the money they actively manage, without making it a second job.
Connect read-only in 90 secondsBriefed every market morningYou make every trade
We’re onboarding in waves. You’ll hear from us when your spot opens.
Do I have to hand over my money?
No. You connect read-only, stay in your own broker, and place every trade yourself. CurrentBase never holds assets or auto-trades.
Is this financial advice?
No. It’s decision-support: research, risk checks, and competing perspectives. The decision is always yours.
I’m not an expert. Can I still use it?
That’s exactly who it’s for. Every move comes with the reasoning and the exact steps, in plain business language.
What does it cost?
Free during the beta. When we charge, it will be a flat subscription: never a percentage of your assets, never a cut of your trades.
Security & trust
Read-onlyWe see your holdings to research them. We can’t place a trade or move a dollar.
Public data onlyEvery call is built from public filings and market data, never inside information.
Private and encryptedYour data is encrypted, never sold, and never used to train shared models.
Yours to deleteDisconnect your brokerage and remove your data anytime.
CurrentBase Finance is decision-support, not financial advice. You make every trade.