WEFT
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Ecosystem intelligence for the trader

See the whole supply chain before you take the trade.

Weft is an ecosystem console - the value chain from minerals to end demand, the picks-and-shovels names, live headlines, policy with deadlines, the deals that move prices, and valuation models on every company - with your broker and horizon attached to each name.

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10
ecosystems
400+
names on a value chain
Free
fallback behind every data feed

Ecosystems

Themes, mapped end to end.

Each ecosystem is a curated map: stages, the companies at each stage, the links between them, the reference instruments it is priced off, the regulations that bind it and the drivers behind its moves.

  • Semiconductors
    Minerals to hyperscalers
  • Memory & Storage
    DRAM, HBM, NAND cycles
  • Uranium & Nuclear
    Mines to reactors to SMRs
  • Copper & the Grid
    Pit to transformer to interconnect
  • Defense & Aerospace
    Energetics to primes to budgets
  • Shipping & LNG
    Fleets, terminals, freight rates
  • GLP-1 & Obesity
    Peptides, fill-finish, payers
  • Gold & Precious Metals
    Miners, royalties, central banks
  • European Banks
    Rates, consolidation, Greece
  • Real Estate & REITs
    Logistics, datacenters, towers

The console

Everything a theme trader checks, on one screen.

Value chain map

Every name placed on its stage, with who supplies, licenses, backs and competes with whom - so a headline on one link tells you who else moves.

Price drivers

Curated reasons a market is repricing - demand, supply, materials, policy, logistics - with the names that benefit, get squeezed or hedge, and the headlines matched to each.

Policy & deadlines

US, EU, China, Japan, Korea measures in one tracker, each with a stance, a source and the next scheduled milestone counting down into your calendar.

Calendar

Earnings dates synced from the feed, policy deadlines, conferences and your ex-dividend dates - across every ecosystem, seven to ninety days out.

Owner's checklist & valuation

Margins, returns, leverage, cash flow, dividends with the reason each matters, plus valuation models (dividend discount, free cash flow, residual income) that decline honestly when they do not apply.

Alerts, brief, portfolio

Price and headline alerts, a 06:00 UTC brief of what moved among your names, and an exposure map of what you actually hold - by ecosystem, stage, currency and broker.

Keyboard-first: Ctrl K search, g-prefixed page jumps, j / k over rows. Light and dark themes, compact density, phone layout.

A trading day

From the morning brief to the company page.

  1. 06:00

    The brief

    What moved overnight in macro and in your names, alerts that fired, the next seven days of earnings, deadlines and ex-dates - in the app, and by email if you opt in.

  2. Open

    The console

    Pick the ecosystem. Breadth, reference instruments, the value chain, the calendar beside the names, and headlines read for direction.

  3. Decide

    The company page

    Price in your currency, why this name moves, policy exposure, the owner's checklist, valuation models that say when they do not apply - then watch it or set an alert in one keystroke.

Data, stated plainly

Every number says where it came from.

Quotes

Yahoo Finance, delayed. Indicative context, never an execution price; your own entry prices stay yours.

Fundamentals

Yahoo statements and ratios, cached daily - the page names the source per section. Licensed fundamentals feeds for deeper ratios: coming soon.

Macro

FRED for official series (mortgage rates, Fed funds, credit spreads) with public-CSV and labelled-proxy fallbacks when a key is missing.

Policy, deals, drivers

Curated from public reporting per measure with a source link where a stable one exists - stances are set by hand, not generated by a model.

Weft is a monitoring aid. Valuation outputs are estimates, not recommendations; nothing here is investment advice, and the app never routes orders.

Open your console.

Pick your brokers, star the names you follow, and the brief starts tomorrow morning.

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