# The Balanced Investor Club

> Market data, technical analysis, and behavioral finance tools for self-directed investors. Stocks, ETFs, and crypto with trend signals, a trading journal, a Trust Score, and educational content. Educational only, not financial advice.

## About

The Balanced Investor Club is a platform for investors who want to think clearly about their own decisions. It combines daily market data (stocks, ETFs, crypto) with a trading journal and a reflection loop that turns each trade into a reviewable record. The tone is educational and anti-hype: no signals to follow, no gamification, no buy or sell recommendations.

## AI and Agents

The platform exposes its data and the member's own records to AI assistants through a Model Context Protocol server and a Claude plugin. These pages are the entry points for agents and for the people configuring them.

- [Plugin for Claude](https://thebalancedinvestorclub.com/ai/plugin): install the plugin, connect the MCP server, and see the skills it ships with.
- [Skills](https://thebalancedinvestorclub.com/ai/skills): the analyst skills available through the plugin, and how to run them.
- [AI Companion](https://thebalancedinvestorclub.com/ai/companion): what the companion does and how it uses club data.
- [Glossary](https://thebalancedinvestorclub.com/ai/glossary): definitions of the terms used across the platform and its tools.
- MCP endpoint: `https://thebalancedinvestorclub.com/api/mcp/mcp` (OAuth 2.1, remote HTTP transport).
- MCP registry namespace: `com.thebalancedinvestorclub`.

Market tools work without an account. Tools that read a member's own data (Stock Tracker, Trading Journal, Trust Score) require authorization through the connector.

## Product

- [Homepage](https://thebalancedinvestorclub.com/): what the club is and who it is for.
- [How it works](https://thebalancedinvestorclub.com/how-it-works): the notice, review, reflect loop.
- [Pricing](https://thebalancedinvestorclub.com/pricing): plans and what each one includes.
- [About](https://thebalancedinvestorclub.com/about): the people and the philosophy behind the club.
- [Trust Score](https://thebalancedinvestorclub.com/trust-score): the methodology behind the behavioral score.
- [Trading Journal](https://thebalancedinvestorclub.com/trading-journal): log trades, review them, and see behavior over time.
- [How to use a trading journal](https://thebalancedinvestorclub.com/how-to-use-a-trading-journal): what to record before, during and after a trade, which patterns to look for, and how to keep the review habit.
- [Stock Tracker](https://thebalancedinvestorclub.com/stock-tracker): follow instruments without portfolio or profit and loss framing.
- [Discover trackers](https://thebalancedinvestorclub.com/stock-tracker/discover): curated and community lists.
- [Getting started](https://thebalancedinvestorclub.com/getting-started): first steps for a new member.
- [Balanced Investor Assessment](https://thebalancedinvestorclub.com/balanced-investor-assessment): behavioral assessment with a shareable result.
- [Share and care](https://thebalancedinvestorclub.com/share-care): the referral program.
- [Contact](https://thebalancedinvestorclub.com/contact): how to reach the team.

## Market Data

- [Market Hub](https://thebalancedinvestorclub.com/market-hub): the fundamentals and macro entry point.
- [Explore](https://thebalancedinvestorclub.com/market-hub/explore): screen and browse instruments.
- [Earnings](https://thebalancedinvestorclub.com/market-hub/earnings): earnings estimates and history.
- [Dividends](https://thebalancedinvestorclub.com/market-hub/dividends): dividend history and yields.
- [Macro](https://thebalancedinvestorclub.com/market-hub/macro): macroeconomic indicators.
- [Income statement](https://thebalancedinvestorclub.com/market-hub/income-statement): reported income statements.
- [Balance sheet](https://thebalancedinvestorclub.com/market-hub/balance-sheet): reported balance sheets.
- [Cash flow](https://thebalancedinvestorclub.com/market-hub/cash-flow): reported cash flow statements.
- [Market calendar](https://thebalancedinvestorclub.com/market-hub/calendar): upcoming earnings and events.
- [Analysis](https://thebalancedinvestorclub.com/analysis): trend analysis across stocks, ETFs, and crypto.
- [Market Mood](https://thebalancedinvestorclub.com/market-mood): the mood tracker across instruments.
- [How Market Mood works](https://thebalancedinvestorclub.com/market-mood/learn): the methodology behind the mood signal.
- [Sectors](https://thebalancedinvestorclub.com/market/sectors): performance by sector.
- [Industries](https://thebalancedinvestorclub.com/market/industries): performance by industry.
- [Search](https://thebalancedinvestorclub.com/search): find any instrument.

## Learn

- [Learn](https://thebalancedinvestorclub.com/learn): index of the educational series.
- [Time value of money](https://thebalancedinvestorclub.com/learn/time-value-of-money)
- [CAPM and the efficient frontier](https://thebalancedinvestorclub.com/learn/capm-efficient-frontier)
- [Momentum](https://thebalancedinvestorclub.com/learn/momentum)
- [Mean reversion](https://thebalancedinvestorclub.com/learn/mean-reversion)
- [SMA and EMA crossover](https://thebalancedinvestorclub.com/learn/sma-ema-crossover)
- [Trend strength oscillators](https://thebalancedinvestorclub.com/learn/trend-strength-oscillators)
- [Linear regression](https://thebalancedinvestorclub.com/learn/linear-regression)
- [Machine learning](https://thebalancedinvestorclub.com/learn/machine-learning)
- [Reinforcement learning](https://thebalancedinvestorclub.com/learn/reinforcement-learning)
- [Options payoffs](https://thebalancedinvestorclub.com/learn/options-payoffs)
- [Options greeks](https://thebalancedinvestorclub.com/learn/options-greeks)
- [Call options](https://thebalancedinvestorclub.com/learn/call-options)
- [Put options](https://thebalancedinvestorclub.com/learn/put-options)
- [Monte Carlo simulation](https://thebalancedinvestorclub.com/learn/monte-carlo)
- [Education](https://thebalancedinvestorclub.com/education): the broader education hub.

## News and Research

- [News](https://thebalancedinvestorclub.com/news): market notes and club announcements.
- [Research](https://thebalancedinvestorclub.com/research): research reports generated from club data.

## Dynamic Pages

- `/analysis/{assetType}/{ticker}`: trend analysis for one instrument, for example `/analysis/stock/aapl`.
- `/market-mood/{assetType}/{ticker}`: mood history for one instrument, for example `/market-mood/stock/aapl`.
- `/market-hub/{assetType}/{ticker}`: fundamentals for one instrument, for example `/market-hub/stock/aapl`.
- `/market-mood/today/{mood}`: instruments whose mood changed today (`strong-bullish`, `bullish`, `bearish`, `strong-bearish`).
- `/market/sector/{slug}`: instruments in one sector, for example `/market/sector/technology`.
- `/market/industry/{slug}`: instruments in one industry, for example `/market/industry/semiconductors`.
- `/stock-tracker/{slug}`: a single public tracker.
- `/news/{slug}`: a single news post.
- `/learn/{slug}`: a single lesson.

Per-instrument analysis and mood pages are marked `noindex, follow` on purpose, to keep the crawlable surface focused. They remain publicly readable, and their data is available through the MCP server.

## Not for Indexing

- `/settings`: member settings, requires sign in.
- `/my-briefing`: personal briefing, requires sign in.
- `/admin/*`: internal tooling.

## Data

- Coverage: daily open, high, low, close, and volume for stocks, ETFs, and crypto.
- Trend signals: EMA and SMA based, with parameters optimized per instrument.
- Fundamentals: income statement, balance sheet, cash flow, dividends, earnings estimates and transcripts, insider transactions, institutional holdings.
- Macro: standard macroeconomic indicators.
- Refresh: daily, after the US market close.

## Important

Everything on this platform is educational. It is not financial advice, and nothing here is a recommendation to buy or sell any instrument. Investment decisions, and their outcomes, belong to the person making them.