Welcome to my Substack. I’ll be posting notable flow here most days, and sending out a link to the database most days premarket.
I’ve only shipped a few of the features so far. I wanted to get this out first, see how it goes, and ship the rest later.
How the database works
Charles Corner
This is the home page and the first thing I want you looking at before the open.
The top row is the count of what changed since the last close: names with flow, upgrades, downgrades, initiations, headlines, insider buying. Below that is the previous session’s flow, split into calls bought, puts sold and puts bought, biggest first. Those three columns are the whole story of the day in about ten seconds.
Under that is the part I actually built the page for. Every ticker gets ranked by how many separate things are lining up on it at once. A name with a rating change, an earnings catalyst and heavy call buying all in the same 24 hours sits at the top. A name with one thing going for it sits at the bottom. The chips tell you which pieces are there so you don’t have to click through.
Chat
The chat is where the flow shows up during the session.
Every entry reads the same way: the direction, the ticker, the size, the strike, the expiry and the average fill. Sweeps and blocks are tagged. The premium is right there under it.
Some entries carry a third tag, Over OI. It means the contract has already traded more today than the open interest it started the day with.
Click the ticker on any entry and you get that name’s whole book in a pop out, with the bullish and bearish premium totalled at the top. There’s a View chart button on it that takes you straight to the ticker page.
Before the open there are four cards waiting in the chat. Three are open interest movers, large caps, mid caps and small caps, the contracts where the most positions opened and closed overnight. The fourth is called Carried into open interest. It’s yesterday’s entries that never got the Over OI tag, in contracts where open interest still rose overnight by at least the size that printed.
The right side is your own thread. Ask for a contract, a chain or open interest on a strike and you get it back in the thread.
Your thread is also how you reach me. Type anything that isn’t a request and it comes straight to me, and I answer you there. If you’d rather get a reply outside the room, type your email into the thread once and I’ll have it.
Flow in the chat runs on a 15 minute delay for members. The morning cards don’t.
Flow Intelligence
This is the ledger going back to the start of 2023. Sixty one thousand entries and counting.
The top reads the day’s net positioning in one word, then the premium behind it. Below that are the filters. Direction, minimum premium, how far out of the money, sector, date range. You can exclude ETFs and index products, call sales, rolled positions, earnings names or multi-leg trades with one click each. The timeline under the filters is the entire history, so you can click any day and drop into it.
The block I look at most is the conviction streaks.
A streak is the same name getting the same direction of premium on back to back sessions. Three days is the minimum to show up.
Then the largest bullish and bearish flows side by side, and premium by ticker for the day with the bull and bear premium drawn against each other.
Search
Type a ticker and you get every print on that name, newest first, with the bullish and bearish premium totaled at the top.
This is the one I’d use before touching any name. Two hundred plus prints on NVDA in the past year and you can see the lean of the whole book in the first row of numbers.
Laggards
Every million dollar plus buy that’s now trading below where it was bought.
Entry price, current mark, the discount, and the open interest before and after so you can tell whether the position is still on, got added to, or got closed. That last column matters. A call trading at half the entry price with open interest still holding is a very different thing from one where the open interest is gone.
Screener
Presets over the ledger so you don’t have to build the same filter every morning. Opening conviction, whale single-leg, downside bets, long-dated conviction, near-dated urgency, positioning into earnings. Pick one and it runs against the whole book, with ETFs, rolls and spread legs already stripped out. Or build your own and save it.
Research
A couple pages under Research filtered so you only see what’s important.
Insider buys. Open market purchases only.
Material filings. 8-Ks graded by what’s actually in them, and 13D activist filings kept separate from the passive 13G ones.
Every ticker has a page
Click any symbol anywhere on the site and you land here. In the chat the click opens the pop out first, and View chart brings you here.
Relative strength rank, the 52 week change, performance against SPY, the bull and bear flow totals, and the implied move into the next expiry. A one year daily chart with drawing tools and indicators, plus the weekly and the monthly. Then the flow, the insider buys, the filings and the news for that one name, all on one page.
What’s next
There’s more already built. A good amount. I wanted to get this out first, see how it goes.
Here’s a link:
https://notanotherdatabase.com/chat/i/BsZENCr-chz3zTNYb7yBBbrf