Trade the disclosures — how public-record strategies actually work
Turning Congress trades, insider buys, and 13F filings into graded, tradeable signals — and the honest limits of doing so.
Some of the most-watched money in the market leaves a paper trail. When a member of Congress buys a stock, when a corporate insider files a Form 4, when a large fund crosses a reporting threshold — the law requires them to say so. Those disclosures are public. What's harder is turning a filing into something a bot can actually trade: a real entry, real targets, a stop, and a reason. That's the job a public-record strategy does inside Soar.
A filing is a signal source, not a trade
In Soar, a strategy is a lens — a set of assets, directions, and timeframes the engine watches. Some lenses are curated baskets like Semiconductors or Crypto Majors. Others are public-record trackers built directly on top of disclosure feeds.
The public-record trackers available as strategies include:
Congress trades, Pelosi filings, and Senate trades
13F whale holdings and 13D activist stakes
Corporate insider buys (Form 4)
8-K material events, FDA approvals, and government contract awards
Short-squeeze watch
Picking one of these tells Soar what universe to pay attention to. It does not, by itself, place an order. A congressperson buying a name is the raw input — not the finished decision.
How a disclosure becomes a graded card
Once a public-record strategy flags an asset, that name goes into the same grading pipeline every other Soar setup passes through. The engine measures it against live technicals and risk rules, then produces a trade card only if the setup clears the bar.
Each card that survives carries real levels: an entry, two targets (T1 and T2), a stop, a plain-English thesis, and a conviction score. The strongest setups with the best risk-to-reward become Gold Picks. A bot on that strategy only ever opens the cards that clear grading — it ignores the ones that don't, and it never touches positions you already hold.
The disclosure tells you where to look. The grade tells you whether there's actually a tradeable setup there right now.
The honest caveats
Public-record data has real limits, and pretending otherwise would be dishonest. Disclosures are lagging by design — a filing can arrive days or weeks after the underlying transaction, so the price you see is rarely the price they got. A filing also tells you what was done, not why, and it never guarantees a good setup exists today.
That lag is exactly why the grading step matters. Rather than blindly copying a filing, the engine checks whether a clean, defined-risk entry actually exists at current prices. If it doesn't, no card is produced — which is a feature, not a gap. And every result Soar shows on a track record is realized, not backtested: a win is a banked target, a loss is a clean stop, with no cherry-picking.
How to try it safely
You don't have to risk capital to see how a disclosure-driven strategy behaves. Add a public-record tracker to a bot in paper mode and watch it trade with simulated money — real graded cards, real levels, fake capital — then flip it to live only when you're comfortable. You can also browse the community to see a strategy's real track record before you add it, or ask the Copilot to walk you through building and deploying one.
The filings are already out there. Soar's part is turning them into something you can actually judge, on your own broker, at your own pace — go see what one grades out to.
