@fiscal_ai fiscal_ai

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

fiscal_ai is mostly surfacing valuation comps, drawdowns, return charts, and M&A rather than making explicit trades. The distinctive read is a data-first focus on beaten-down software/services names like ADSK, ACN, FISV, and INTU, plus relative-value questions such as ABNB versus BKNG and RELY versus WU. No position disclosures or directional calls were present, so there is no direct evidence of adds, trims, exits, or a late-week trade pivot.

The author’s window is dominated by data screens and event summaries, not explicit trade instructions. Concentration sits in beaten-down software/services valuation work and media/consumer M&A, with ROKU receiving repeated attention around both a reported deal and streaming-hours growth. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so adds, trims, exits, or true conviction changes are not evidenced in the input.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.