Smart Money Setups Start free
Form 4 · STOCK Act · 13F · 13D · options flow · combined, filtered & graded every trading day

Combine. Filter. Grade.Risk-Defined Setups out.

Insiders, politicians and funds file thousands of disclosures every week. I combine the three feeds onto one name, filter out the noise, and grade what's left — overlap, size, freshness, and how much room is left before the market reprices. The survivors are delivered as risk-defined Smart Money Setups: ticker, direction, grade, the level that invalidates it, and what “done” means.

SAMPLE SETUP · QUBTlong > 8.76 · invalid < 8.05
COMBINEInsider + politician + fund
FILTERThe noise, named & discarded
GRADEOverlap, size, lag, room
THE SETUPRisk-defined: invalidation & done

No card for the free file. Cancel anytime. Public filings only. Education, not financial advice.

Combine · Filter · Grade

How a signal earns its grade

Every post opens with the grade and how the name earned it — which insider, politician and fund prints combine, what got filtered out as noise — then gives the risk-defined trade: ticker, direction, the level that invalidates it, and what “done” means. Everything comes from public disclosures on SEC EDGAR and the STOCK Act registers.

1

Combine: public filings only

Form 4 insider trades, STOCK Act politician disclosures, 13F fund positions, 13D activist stakes and reported options flow — three feeds merged onto one name. Nothing non-public, ever.

2

Filter: overlap beats size

One buy is interesting. A Congress buy, an open-market insider buy and a new fund position on the same name survives the filter. Scheduled 10b5-1 selling is noise, whatever the size — and the post names what didn't count.

3

Grade: overlap, size, lag, room

Each survivor is graded on how many independent signals stack, who wrote the check and how big, how fresh each print is, and whether the stock has repriced. Already 15% through the insider price on a headline? The grade dies, and there is no post.

4

Risk-defined, or nothing

Every setup states the level that invalidates it and what “done” means — the exit is the grade breaking, not a round number. And when nothing earned a grade, you hear that too. Quiet days get posted, not padded.

The execution playbook

How a graded name gets timed

The grade gives you the name, the direction and the level that invalidates it. These fourteen setups are how the entry gets timed, on a 5-minute chart for a day trade or a daily chart for a swing. Amber is the entry, red is the stop and risk, green is the target and reward. They show the rules, not real fills.

Setup lab

Turn the trade around in 3D

The same setups, with the risk and reward drawn as volumes. Red is what you can lose on a flagged name, green is what you're aiming for. Drag to rotate.

drag to rotate

A week with the files

What lands, and when (ET)

Morning file by email and in Discord: last night's filings combined, filtered and graded — the one or two highest-graded names, a risk-defined setup under each.

Discord only: an alert when a print earns a grade — a Form 4, politician disclosure or 13D that stacks with something already on watch, or unusual options flow on a flagged name.

Evening file: the after-close filing batch graded, what triggered today, which setups broke their grade, what to watch tomorrow.

Weekly smart-money map: cluster buys, politician trades, new activist stakes, fund rotations, the names on watch for the week.

13F deep-dive, 45 days after quarter end: what the biggest funds added, trimmed and dropped, and which moves are worth a file.

Two ways to get the setups

Pick how it reaches you

Start with the free weekly setups. Founding members keep their rate for as long as they stay.

Weekly file

$0every Sunday

For seeing how signals get combined and graded before you pay for the daily desk.

  • Sunday smart-money map by email
  • The week's three highest-graded names — insider, politician and fund signals combined — each delivered as a risk-defined setup
  • No card required
Start on Whop ↗

Insider Files

$39/ month

For traders and investors who want the day's graded signals in their inbox and nothing else.

  • Morning setup every trading day, before 7:30 ET
  • The grade and how the name earned it: the insider, politician and fund prints that combine, what got filtered out, each print's age and the room left
  • The risk-defined trade under it: ticker, direction, the level that invalidates it, and what “done” means
  • Evening filings file and the Sunday map · quarterly 13F deep-dive
  • No chat, no notifications to manage
Join Insider Files on Whop ↗

Smart Money Desk

$79/ month

For traders who want each signal the moment it's graded, and a room to work it in.

  • Everything in Insider Files
  • Live alerts during market hours, graded as they land: Form 4s, politician disclosures, 13Ds, unusual options flow — and what each one stacks with
  • #files, #alerts and #questions channels
  • Weekly live review of the grades: what cleared, what broke, what's one print away
Join Smart Money Desk on Whop ↗
Who's behind it

Serge P. Shuster

I worked with traders in more than a dozen banks and hedge funds, structuring trades in equities, futures, FX, cryptocurrencies, ETFs, commodities, fixed income, options and derivatives. I also led trading-desk AI at $QUBT, building the systems that turned research and filings into trade ideas. Insiders, politicians and funds leave three separate paper trails, scattered across thousands of filings, most of it noise. This desk combines them onto one name, filters out the noise, grades what's left — overlap, size, freshness, room — and delivers each survivor as a risk-defined setup: ticker, direction, grade, the level that invalidates it, and what “done” means.

Trading-desk AI · $QUBTForm 4 · 13F · 13DRules-based setups
"Top grade: a $4.6M open-market director buy, a committee member's late-filed disclosure, two fund initiations — and the stock hasn't repriced. Long against the insider price. Invalid below it on a close. That's the whole risk."
Questions

Before you join

What is a Smart Money Setup?

One page on one name. It opens with the grade and how the name earned it — the open-market insider buy, the politician disclosure, the new fund position, how they combine, and each print's age — plus what got filtered out: scheduled 10b5-1 sales, routine rebalances, adds to already-crowded names. Then the risk-defined trade: ticker, direction, the level that invalidates it, and what “done” means. The exit is the grade breaking, not a round number.

Is this insider information? Is it legal?

Everything in the files is public. Insiders must report trades on SEC Form 4 within two business days, funds report holdings on 13F and stakes on 13D, and members of Congress disclose under the STOCK Act. The files read those disclosures; they never contain material non-public information.

What markets do you cover?

US-listed stocks and ETFs, where the filings are. The execution playbook also works on index futures (NQ, ES and the micros) for timing.

What does "half R" mean?

R is the amount you decide in advance that one trade may lose. Half R means risking half of that unit. Every setup states its risk so you can size it to your own account.

Is this financial advice?

No. The files and setups are educational examples of a rules-based process. You decide whether, and how much, to trade.

How do I get access?

Checkout and membership run through Whop. After you join, the files start the next trading day and the Discord invite appears in your Whop account.

Can I cancel?

Yes, anytime, from your Whop account. You keep access until the end of the period you paid for.