Watchdogs, not stock pickers
Seven red lines on every holding you own.
Obelus reads the filings, scores your portfolio against the rules you set, and tells you the day one breaks. No tips, no price targets, no chat box.
Free tier, no card required. Read-only Trading 212 access.
Live Proof · Audited Statutory & SEC Filings
Games Workshop Group (GAW) — Quality intact across all 7 red lines.
Tabletop miniature design and entertainment licensing royalties drove 38.6% operating margin and 71.4% ROCE with zero financial debt.
GAW
Games Workshop Group
PASS · Quality intact across all 7 red lines
12M TTM CASH CONVERSION
101.2%
Exceeding 89% floor
CAPEX / OPERATING CASH FLOW
17.4%
Ceiling is 25.0%
FCF YIELD (VALUATION)
4.8%
10-year median 4.1%
Annual Report & Accounts · UK Statutory Filing
Tabletop miniature demand delivered 38.6% operating margin and 71.4% ROCE. High-margin entertainment licensing royalties reached £52.5M with zero financial debt.
The Terminal
A single cockpit for capital discipline.
Audited financial ledgers, 10-year historical valuation ranges, and autonomous watchdogs running against every statutory filing.
£56,477
+50.5% since inception · two of five holdings offside, 35.3% of capital
| HOLDING | WEIGHT | VALUE | STATUS | KEY RED LINE |
|---|---|---|---|---|
| GOOGL · Alphabet | 31.0% | £17,521 | BREACH | Cash conv 15.4% (< 89% floor) |
| AAPL · Apple | 32.4% | £18,310 | PASS | ROIC 58.2% · Buybacks active |
| MSFT · Microsoft | 16.6% | £9,368 | PASS | Azure Cloud FCF conversion intact |
| GAW · Games Workshop | 4.3% | £2,450 | PASS | ROCE 71.4% · Zero debt |
BOOK TRIAGE
Unrealised P&L
+£18,952
Top 2 weight
63.4%
Portfolio Cash
0.3% (Deficit)
Max Drawdown
-12.9%
ACTIVE WATCHDOG
"Alphabet capex/OCF reached 89.0% vs 68.4% ceiling. 31.0% of portfolio capital violates capital allocation rules."
How It Works
Zero maintenance surveillance.
How Obelus replaces manual 10-K checking with automated capital allocation discipline.
STEP 01
Connect read-only portfolio
Generate a read-only API key in Trading 212. Obelus syncs your tickers, average cost basis, and portfolio cash with zero trade execution capability.
STEP 02
Audited filing extraction
As soon as a 10-K, 10-Q, or UK Annual Report lands on SEC EDGAR or the London Stock Exchange, fact tables and MD&A diffs are parsed instantly.
STEP 03
Immediate breach watchdog
If capex explodes, share dilution accelerates, or cash conversion breaks your calibrated floor, Obelus flags the violation with direct filing proof.
Security & Isolation
Your broker key: strictly read-only, client-isolated.
Connecting a broker shouldn't keep you up at night. Obelus is built from the ground up with defensive zero-trust architecture.
Security Guarantees
Read-only scope
Obelus can see positions, weights, and cash. It has zero order capability and can never execute, modify, or liquidate a trade.
Encrypted per account
Keys are encrypted with AES-256-GCM via Google Cloud KMS. They are never stored in plain text or shared environment variables.
One-click revoke & purge
Clicking "Revoke" in your Account Settings permanently destroys the encrypted ciphertext from the database immediately.
Transparent Pricing
Priced for serious compounders.
A genuinely usable free tier for your portfolio. Gate only the recurring institutional surveillance engine.
Free Tier
Core quality evaluation for concentrated investors
£0 / forever
- Up to 3 active holdings monitored live
- 7 red lines quality evaluation for your top positions
- Audited 7-year fundamentals ledger
- Public ticker research (GOOGL, AAPL, MSFT, GAW, RMV)
- Manual on-demand report refresh
Portfolio Pro
FOUNDING RATE
Full portfolio surveillance & autonomous adversarial research engine.
£99 / year (~£8.25/mo)
or £12 / month (locked in for life for first 50 members)
- Unlimited holdings in your Trading 212 account
- Automated daily filing & breach watchdog alerts
- Adversarial Gemini bear-case synthesis & falsifiable kill criteria
- Unlimited custom watchlist candidate surveillance
- Time-Weighted Return (TWR) & risk contribution decomposition
First 50 founding allocations. Lifetime locked-in rate.
Frequently Asked Questions
Common questions.
Can Obelus touch my funds or make trades?
No. You provide a Trading 212 API key with read-only permissions. Obelus has no execution scope and physically cannot initiate orders or withdraw funds.
Why does Obelus use filings instead of broker metrics?
Most financial portals rely on normalized third-party data feeds that misclassify operating leases or ignore capitalized development costs. Obelus parses audited SEC 10-K and IFRS statutory disclosures directly.
Do I need to enter payment details to start?
No card required. The free tier gives you full access to analyze your portfolio and monitor your core positions.
How does the 12-month founding rate work?
Founding members receive the £99/year or £12/month rate guaranteed for 12 months, even if general pricing increases as more automated broker integrations are added.