How it works

A day in the system.

Opal Capital runs a fully automated trading infrastructure for a private family book. This is what that looks like in practice — every day, every week.

01

06:30 AEST — Every trading day

The intelligence pipeline runs

Before anyone is at a desk, n8n orchestrates a fully automated data pull. Yahoo Finance prices and earnings data, Google Trends retail sentiment signals, and EODHD news headlines are ingested, synthesised through a LangChain pipeline, and assembled into a structured morning brief.

  • —EODHD pulls end-of-day prices, earnings calendars, and corporate news for our full stock universe
  • —Yahoo Finance and Google Trends provide retail sentiment and analyst consensus layers
  • —LangChain synthesises all sources into structured regime, sector, and stock-level commentary
  • —The brief is idempotent — automatic retries ensure no missed runs, regardless of where I am in the world
02

07:30 AEST — Morning review

Regime gates checked, orders reviewed

The morning brief is reviewed against a structured checklist. Every potential trade passes through a multi-gate framework before any action is taken — from top-down macro conditions down to ticker-specific readiness checks. Discretion is removed from moments of stress.

  • —Macro regime gate — new entries restricted during confirmed bear conditions
  • —Sector-health gate — sector structure must support the specific entry type
  • —Ticker readiness sweep — insider activity, analyst ratings, options flow, and event proximity checked per ticker
  • —Presubmitted order queue reviewed against overnight price action; any queued entry lacking chart confirmation is held back
  • —Event-proximity blackout applied to any ticker approaching a binary catalyst
03

Market hours — Continuous

Positions monitored against a multi-tier exit hierarchy

Open positions are tracked against a strict exit priority hierarchy throughout the session. Rules run in ranked order — the most severe macro-regime signals override everything below them, followed by sector-health signals, position-level targets, and time-based backstops. Every open position knows exactly which rule will fire next.

  • —Macro-crash override — a rare multi-index signal that triggers full de-risking
  • —Sector-health signals — deteriorating sector structure exits sector-heavy positions first
  • —Position-level targets — calibrated per-stock, per-book, based on validated backtests
  • —Safety-net layers — trailing stops and time-based rules act as ultimate backstops
  • —Every rule is deterministic — no ambiguity, no discretion in the moment of exit
04

17:00 AEST — After close

End-of-day pipeline reconciles the book

At US market close, a second automated pipeline runs. EODHD delivers final end-of-day prices, the position database updates across all relevant tables, and the live dashboard on Vercel refreshes. Any trade confirmations received by email are automatically parsed by n8n and written to the database.

  • —EODHD EOD prices flow into the position database for the full universe
  • —Live portfolio positions updated with current prices, P&L, and hold-day counts
  • —Trade confirmation emails parsed automatically — buy or sell logged to the database without manual entry
  • —Dashboard reflects updated positions within seconds of the pipeline completing
05

Weekly — Every Saturday

Book composition and factor grades reviewed

Each weekend, the full portfolio is reviewed against its long-term targets. Multi-factor composite grades are refreshed, drawdown health is checked, and the book composition is assessed against sector, quality-tier, and diversification allocations. Any candidate promotions or rotations are flagged for the following week.

  • —Multi-factor composite grades computed for every ticker across quality, momentum, and valuation dimensions
  • —Position-level drawdown health recalculated across every open position
  • —Book composition checked against sector and concentration caps
  • —Proprietary candidate screeners run to surface next week's highest-conviction opportunities

Interested?

We build this infrastructure for ourselves.

If you are a family office, private investor, or advisor looking for a similar system built for your book, get in touch.

Get in touch
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