Request Overlay Access

Deliverables

• Weekly overlay PNG deliveries every Monday (standard cadence).
• Occasional intraperiod updates when internal review indicates meaningful condition changes.
• Optional supporting PDF materials for committee documentation (regime interpretation, posture context, and drawdown awareness).
• Brief written notes when helpful — descriptive context only, never trade instructions.

Scope & Coverage

• Typical pilots focus on a concise set of names (for example, 4–6 tickers) within a clearly defined mandate.
• Additional names within the same mandate can be considered, but the service is not positioned as an unlimited-additions feed.
• Coverage can be aligned to your existing structure – such as a flagship fund, a strategy pod, or a defined focus list overseen by your committee.

Governance & Usage

• The overlay is a descriptive research layer intended to support interpretation and governance; it does not prescribe trades, sizing, or timing.
• All implementation decisions remain with your investment team. EngineerTrade.io does not manage capital, place orders, or direct execution.
• Materials are designed for institutional desks, committee reviews, and governance workflows rather than retail accounts.

Integration & Delivery

The service is delivered via a structured email-based institutional distribution process, designed for CIO, PM, CRO, and Investment Committee workflows. No API credentials or platform integration are required.

Delivery Cadence

• Weekly annotated PNG overlays (Mondays).
• Occasional intraperiod updates only when conditions have shifted meaningfully from the prior week.
• Optional quarterly PDF packs formatted for Investment Committee archiving.

Delivery Formats

• PNG overlays optimized for Bloomberg chat, internal Slack, or CIO email review.
• PDF summaries designed for IC packets and governance documentation.
• Every file is version-stamped or timestamped to support audit-ready review and historical traceability.

Institutional teams rely on clean archiving and clear attribution. All overlay files follow a consistent, audit-ready naming format to support oversight, internal review, and documentation requirements.

Examples

• Weekly Overlay (PNG)
  2025-01-27_SPY_GMOverlay.png
• Timestamped Intraperiod Update
  2025-02-14_InterimConditionFlag.png
  Used only when a meaningful shift occurs (e.g., exhaustion completion or risk compression).
• Methodology / Framework (Versioned PDF)
  GemstoneMoon_Methodology_v1.1.pdf
  Supports governance, audit review, and IC reference.
• Quarterly IC Pack
  Q1-2025_GMFramework_ICPack.pdf

The Gemstone & Moon research framework evolves through disciplined versioning to support institutional governance, documentation clarity, and methodological transparency.

v1.0 — July 2025

• Initial formalization of the six-phase taxonomy.
• First-generation phase-entry and exhaustion/completion markers.
• Baseline suppression behavior for choppy market environments.
• Earliest structured documentation of the Gemstone & Moon cycle framework.

v1.1 — November 2025 (Current)

• Standardized suppression windows for improved stability.
• Refined exhaustion criteria to reduce false fatigue classifications.
• Cross-asset harmonization across indexes, single stocks, semiconductors, and high-beta names.
• Institutional documentation and governance-aligned explanations.

v1.2 — 2026 (Planned)

• Introduction of formal sector-level overlays.
• Deviation-behavior flags highlighting anomalies between phase and price action.
• One-page IC summary cards for investment-committee governance.

v2.0 — 2027 (Planned)

• Full multi-timeframe alignment (daily–weekly–monthly).
• Expanded governance modules for RIA platforms, OCIO teams, and PM oversight.
• Strengthened cross-asset posture mapping and long-horizon cycle integration.