Methodology
How the Soar engine works
A high-level description of how the platform produces market intelligence — and the risks every reader should weigh before acting on it.
Overview
What the platform is
Soar is a market-intelligence publication. The platform publishes informational trade ideas, macro context, and educational commentary generated through a proprietary analytical process that combines live market data, computed technical measures, and AI-assisted reasoning. The platform does not manage client funds, does not execute trades, and is not a broker-dealer, registered investment adviser, or commodity trading adviser.
Process
How ideas are generated (at a high level)
Ideas are produced by an internal process the firm does not publish in full. At a high level, the process ingests live market data across multiple asset classes, computes standard technical measures, and applies a proprietary multi-stage review before any idea is published. Specific stages, prompts, model configurations, weighting, and internal thresholds are confidential. Published ideas reflect the state of the process at the time of publication and may be revised, retired, or replaced without notice.
Scoring
Confidence and quality flags
Some published ideas display a confidence indicator or a higher-tier flag (for example, a "Gold" marker). These are internal signals that reflect the result of the firm's proprietary review. They are not forecasts, probabilities of profit, or investment ratings. A higher confidence flag does not guarantee a better outcome and should not be interpreted as a recommendation. The criteria used to assign these flags are proprietary and subject to change at the firm's sole discretion.
AI assistant
About MIDAS and AI-generated content
Portions of the platform use an AI assistant ("MIDAS") to surface context, summarize publicly available information, and respond to subscriber questions. MIDAS is an educational and analytical tool. MIDAS does not provide personalized investment advice, does not know a user's individual financial circumstances, does not recommend specific trades or amounts, and does not manage real funds. Responses are generated by a large language model and may contain errors, omissions, or outdated information. Users should independently verify any information before acting.
Performance disclosure
Outcome tracking — simulated, not real trading
When an outcome metric is displayed on the platform, it is based on simulated, paper-traded results computed by comparing published levels to observed market prices on a regular schedule. No real capital is deployed. Simulated results do not include slippage, fees, taxes, spreads, liquidity constraints, or execution latency. Simulated performance is hypothetical and has inherent limitations — actual trading results may differ materially. Past performance is not indicative of future results.
Posture
No recommendation, no advice, no solicitation
Nothing on this platform is an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, derivative, cryptocurrency, commodity, or other asset. Content is provided for informational and educational purposes only and does not take into account any user's investment objectives, financial situation, or tolerance for loss. All investment decisions are the sole responsibility of the user. Users should consult a qualified, licensed financial professional before making any investment decision.
Risk
Risk disclosure
Trading and investing involve substantial risk, including the potential loss of all invested capital. Leveraged, short, derivative, and cryptocurrency positions carry additional and uncapped risk. Markets can move against any thesis at any time. Volatility, illiquidity, regulatory action, counterparty failure, and other factors can cause rapid and significant loss. Users should only trade with capital they can afford to lose in full.
Outcome tracking
Track record
Every published card is tracked against live market prices on a regular schedule. When price hits the stop level, the card is marked stopped. When price hits T1 or T2, the card is marked hit. Cards that don't resolve within their timeframe age out as "expired." Every outcome is persisted and feeds back into the next session as calibration signal.
These outcomes are simulated, not real trades. They reflect the published levels vs. observed market prices only — no slippage, fees, spreads, or execution latency. Use the track record to assess the engine's historical edge, not as a predictor of your real trading results.
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Related help
Disclaimer. Soar publishes market information for educational and informational purposes only. Soar is not a registered investment adviser, broker-dealer, or commodity trading adviser. Content does not constitute investment, legal, tax, or accounting advice and is not a solicitation or recommendation to buy, sell, or hold any security, derivative, cryptocurrency, commodity, or other asset. All trading decisions are the sole responsibility of the user. Trading involves substantial risk including the loss of all capital. Past performance is not indicative of future results.