Frequently Asked Questions

16 questions across 6 categories.

Services

What services does BWA provide?

BWA provides a portfolio dashboard with analytics, premium newsletters, and a paid AI chat interface for market research workflows.

Do I need to be logged in to use all features?

Yes. Public pages are available to everyone, while newsletter and chat experiences require an authenticated account with the correct subscription access.

Portfolio

How do I switch between Value, Drawdown, and Efficient Frontier?

Use the segmented control above the summary charts. Value shows portfolio history, Drawdown shows peak-to-trough behavior, and Efficient Frontier shows risk versus return positioning.

What can I do in the editable positions table?

You can add draft assets, edit weights inline, remove assets, and save all changes in one bulk action.

Why can a save be rejected?

Save validation requires symbols to be 1-5 letters, weights to be 1-100, no duplicate symbols, and total weight not above 100%.

What is shown in Position Analytics?

Position Analytics shows asset key levels including support, resistance, and POC, plus a confidence-scored directional bias for the selected asset.

Pricing

Is there a free tier?

Yes. Core public pages are free to browse, while premium workflows like advanced newsletter access, portfolio analytics workflows, and Pro Chat require a paid subscriber status.

How long does access take after I subscribe?

Subscription access is synced and can take a few minutes to appear. If access does not update, sign out and back in to refresh your session state.

Methodology

How does BWA detect market regime shifts?

BWA combines trend, breadth, momentum, and volatility observations in its analytics pipelines to classify market context and flag changing conditions.

How are portfolio quadrant recommendations generated?

Backend preprocessing creates structured portfolio and market features, then model analysis produces quadrant placement, risk summaries, and recommendation candidates.

Newsletter

How often is the newsletter updated?

Newsletter cadence depends on market conditions and scheduled analysis cycles, with updates focused on high-value regime and positioning changes.

How do I subscribe to the newsletter?

Use the Subscribe or View Pricing links in the app to complete subscription on the configured subscriber platform, then return to your profile to confirm access.

What sources are used in newsletter analysis?

Analysis draws on market data, internal signal frameworks, and contextual commentary to synthesize actionable and concise updates for subscribers.

Accuracy

Does BWA guarantee investment performance?

No. BWA provides research and decision support, not guaranteed outcomes. Users should apply personal risk controls and independent judgment.

How is quality or accuracy validated?

Outputs are monitored against subsequent market behavior and internal review standards, with methodology and prompts refined as edge cases are discovered.

How should I handle occasional model errors?

Treat model responses as probabilistic guidance. Verify critical claims, compare with your own workflow, and report clear examples (with timestamp) so the team can improve future responses.