Alt-Data Sentiment at the Portfolio Level: Rolling up the Signals

Sentiment at Portfolio Scale

Per-ticker sentiment tools are useful but narrow — you can't realistically monitor WSB mentions, insider filings, and unusual options activity on 40 positions across a week. The portfolio-level view aggregates all of it across your holdings and surfaces the names where something has moved. That turns a manual watchlist into a triaged queue: focus your time on the 3 names where sentiment spiked rather than the 40 where it didn't.

What the Alt Sentiment Card Shows

The Portfolio Alt Sentiment card rolls up four streams across every holding: WSB mention Z-score, news-sentiment 7-day delta, insider MSPR trend, and unusual-options-activity hit count. Each position shows a composite score (0–100) and a breakdown by source. The top 5 rising and top 5 falling positions are pinned. A "new since yesterday" filter shows only names where at least one source crossed a 20th-percentile threshold in the last 24 hours — which is what's actually worth looking at most mornings.

Using It Without Chasing Noise

Two rules keep this feed signal-heavy. First, require multi-source confirmation — a composite change driven by a single source (just WSB, just news) is usually noise; agreement across two or more of (WSB + news + insider + options) is rare and meaningful. Second, weight the signal by position size — a sentiment shift on your 0.3% position is less actionable than on your 4% position, even if the Z-score is the same. The card sorts by sentiment × weight so the biggest-impact changes rise to the top.

Where It Fits

Feeds naturally from the per-ticker sentiment pages: when the Alt Sentiment card flags a position, drill into that ticker's Insider MSPR, Unusual Options Activity, and WSB Mention History for the source-level view. Combine with Webhook Alerts to get pushed when a composite threshold is crossed outside of open hours.

Open the Alt Sentiment card → /app/portfolio