Fund HQ

AI-powered institutional research operating system for crypto and equities. Three research divisions — On-Chain Intelligence, Fundamental Research, and Technical Analysis — working together to surface asymmetric opportunities.

Architecture

Division	Purpose	Agent
On-Chain Intel	Smart money tracking, flow analysis, venue intelligence	Sentinel
Research	Fundamental deep dives, tokenomics, catalysts, valuation	Analyst
Technical	Market regime, trade setups, playbooks, confluence scoring	Quant

Features

Token Intel — Enter any ticker, scan all sources for smart money activity: tracked entity positions, whale discovery with clickable wallet profiles (positions, PnL, win rate, trade history), long/short clusters, on-chain top holders (Moralis), HL perp data, DEX liquidity, Data Sources status bar, Alpha Summary with automated insights
On-Chain Intel — Hyperliquid (wallet scanner, whale discovery, saved wallets, perp positioning), Dexscreener (search, trending, new pairs), Entity Tracker (full CRUD, import from HL, live scanning), Flow Monitor, Signal Feed
Portfolio — Holdings tracker with allocation breakdown, P&L tracking, cash management, live pricing via CoinGecko (crypto) + FMP (stocks)
Market Data — Live search across crypto (CoinGecko) and stocks (FMP) with auto-scoring
Research Templates — Crypto (16s), Stock (14s), Commodity (12s), Quick Thesis (5s) with AI-powered section analysis
Reports — AI-generated research reports with rating, conviction, Substack publishing, soft-delete trash
Catalysts — Event tracking with 8 types, impact/time filters, summary cards, Firebase sync
Technical Analysis — Market regime detection, setup scanner, strategy playbooks, 4-factor confluence scoring (auto-score from entities/regime/setups/catalysts), conviction report generator, trade log with P&L
AI Assistant — "Pamela" Claude-powered agent with 20 tools, multi-turn reasoning, web search
Scheduled Tasks — Daily market scans, watchlist refresh, weekly deep dives via Claude Code cron
Dashboard — Fund overview with watchlist, reports, tasks, quick actions
Operations — Kanban tasks, milestone roadmap, daily progress log
Settings — API key management with status grid, organized by category (AI, Research, On-Chain), test connections

Data Sources

Source	Type	Key Required	What It Provides
Hyperliquid	Perp positions	No	Wallet positions, whale discovery, funding, OI, volume, trade fills
Dexscreener	DEX analytics	No	Token search, trending, new pairs, liquidity, price
CoinGecko	Crypto prices	No	Live portfolio pricing, market data
Moralis	On-chain holders	Free key	Top token holders on EVM chains, % supply, concentration analysis
Birdeye	Solana traders	Free key	Top DEX traders, buy/sell volume, trader sentiment
FMP	Stock data	Free key	Stock fundamentals, quotes, financial metrics
Anthropic Claude	AI	Paid key	Research reports, Pamela agent, web search

Tech Stack

Single HTML file (~12K lines) — no build tools, no frameworks
Firebase Realtime Database for cloud sync
localStorage fallback for offline use
Anthropic Claude API for AI research + Pamela agent
Hyperliquid API + Dexscreener API + Moralis API for on-chain data
Python agents — Sentinel (on-chain), Analyst (research), Quant (technical)
Vanilla JavaScript, CSS custom properties, dark theme

Live

https://jumparo1.github.io/JumpTools/fund-hq.html

Run Locally

cd FundHQ
python3 -m http.server 8080
# Open http://localhost:8080/fund-hq.html

Firebase syncs automatically when online. API keys stored in browser localStorage (Settings page).

jumparo1/FundHQ