For macro traders

You track oil, rates, and geopolitics.
Prediction markets are your leading indicator.
We monitor them for you.

Tell us your macro thesis. The system decomposes it into testable claims, scans Kalshi and Polymarket for mispriced contracts, and monitors everything 24/7 — news, prices, orderbook shifts. You get notified when something changes.

What you're doing now

Manual

Refreshing Kalshi and Polymarket tabs. Comparing odds across venues. Checking if spreads moved. Every 30 minutes, all day.

Reactive

Iran strikes, oil spikes, you find out from Twitter. By the time you check the contracts, the move already happened. You're always late.

Fragmented

Your thesis is in your head. Your positions are on Kalshi. Your news sources are everywhere. Nothing is connected. You can't see the full picture.

What changes

01

You state your macro view

"Iran conflict keeps oil above $100 through 2026" — plain English.

02

The system builds a causal model

Your thesis is decomposed into testable sub-claims: Hormuz disruption probability, OPEC response, demand shock. Each with a probability.

03

Markets are scanned for mispricings

Kalshi and Polymarket — every contract related to your thesis. Where market price diverges from your model: that's an edge.

04

24/7 autonomous monitoring

Every 15 minutes: news scanned, prices refreshed, orderbook depth analyzed, milestones tracked. When something changes, you know.

05

You get briefings, not noise

Webhook, Telegram, or API polling. Confidence changed +5%? New edge opened? Orderbook depth shifted? You see exactly what changed and why.

Macro topics we cover

Oil & Energy

Fed & Rates

Inflation / CPI

Recession

Geopolitics

Treasury Yields

USD/JPY & Forex

GDP

Unemployment

Central Banks

S&P 500 & Nasdaq

Tariffs

Elections

Crypto / BTC

Iran / Hormuz

Government Shutdown

18 topics across Kalshi + Polymarket. Orderbook depth, spread, liquidity score for every contract.

What a monitoring briefing looks like

Confidence 81% → 83% (+2)

Eval: "Hormuz shipping volume dropped 40% this week. Three tankers diverted. Oil futures responding."

Top edges:

WTI $135 Dec mkt 48¢ → thesis 65¢ edge +17 spread 1¢ high liq

Gas $4.50 Mar mkt 14¢ → thesis 55¢ edge +41 spread 2¢ high liq

Recession 2026 mkt 35¢ → thesis 55¢ edge +20 spread 3¢ med liq

Orderbook signal: "WTI $135 — buyers aggressive (2.4x depth ratio), spread narrowing 3¢→1¢"

Get started in 2 minutes

Option A: CLI

npm install -g @spfunctions/cli
sf setup
sf create "Iran conflict keeps oil above $100 through 2026"
# monitoring starts automatically

Option B: API

POST /api/thesis/create
{ "rawThesis": "Iran conflict keeps oil above $100 through 2026" }

# Poll for updates:
GET /api/thesis/:id/changes?since=2026-03-21T00:00:00Z
# → { "changed": true, "confidenceDelta": 0.02, "summary": "..." }

Option C: Talk to us

We set up your thesis, configure monitoring, and deliver daily briefings. You just read.

Book a 30-min onboarding call →
Start Monitoring

Free to start. No credit card.