AI-powered market intelligence, delivered daily

Zara* turns daily market scans into two structured swing-trading briefs before the market opens.

What You Get Each Morning

Primary Swing Brief

Setup A* and Setup B* candidates with entry, stop, target, risk/reward, score, RSI, and expected hold period.

Watchlist Rejects

Close calls that failed filters, with the reason shown clearly so you can learn why they did not qualify.

Risk Notes

Sector concentration, earnings timing, data-quality issues, weak R/R, and other reasons to slow down.

Featured Deep Dive

One deeper company and setup analysis with business context, recent developments, industry positioning, and risks.

ADX Channel Brief

A second Strategy C email for range-bound stocks. Zara identifies the channel setup, but traders must review the chart and choose support, resistance, stop, and exit levels themselves.

What this is NOT: Not financial advice. Not an auto-renewing newsletter. Not a hidden sales sequence.

* Setup A and Setup B are the two strategies, trend continuation and mean-reversion.

What's inside the primary Zara brief

Setup A: Trend Pullback candidates
Setup B: Mean Reversion candidates
Watchlist: Close calls and rejected setups
Risk Notes: Sector concentration, R/R issues, earnings timing, data gaps
Featured Deep Dive: Business context, setup rationale, and risks

image of a sample brief

Each morning, Zara sends a primary swing-trading brief with trend pullbacks, mean-reversion candidates, watchlist rejects, risk notes, and a featured deep dive. A second optional ADX Channel brief follows for range-bound setups that require visual chart review.

Built for active traders who want better context before the market opens. Not financial advice. No magic crystal ball. Slightly better than yelling at charts.

The market gives you too much information ...

... and not enough judgment.

Zara turns daily market scans into two structured swing-trading briefs before the market opens.

Each morning, Zara sends a primary swing-trading brief with trend pullback and mean reversion setups, followed by a second ADX Channel brief for range-bound stocks that may be preparing for a breakout or move toward the top of the channel.

Try Zara for 5 Trading Days

Receive Zara’s primary swing brief for five trading days. The trial stops automatically. No cancellation needed.Want the Strategy C / ADX Channel email too? You can choose to receive it separately.

*How Zara works

Zara combines a curated stock universe, technical indicators, sector context, and automated screening logic. The system reviews the data, narrows the field, and produces a morning brief that helps you decide what deserves deeper analysis.Zara does not place trades, promise returns, or pretend markets are predictable. It is a decision-support workflow, not a fortune teller wearing a hoodie.

*Who Zara is for

Zara is for active traders, swing traders, and market-focused operators who already make their own decisions but want a cleaner starting point each morning.If you want guaranteed trade calls, this is not that. If you want a better research assistant that reduces noise and saves time, Zara is closer to the mark.

Built by Intellivate: Zara is also a live example of a broader idea: custom AI workflows can turn messy, repetitive information into useful daily decisions. The same architecture can be adapted for business research, lead review, operations reporting, client follow-up, and other recurring workflows.Learn about custom AI workflow systems.

Custom Workflows

Zara is one example of a custom AI workflow: data comes in, rules and judgment are applied, and useful decision briefs go out automatically.I have built custom workflows for other Small and Medium business/es to solve their problems. Saving them time and decision fatigue for repetitive work.In today's time/s when almost everyone has heard about AI agents and have wondered about them, what they actually need, most likely, is to get a broken workflow fixed.

Maybe your business isn't growing and you don't know why.Maybe you've tried things and nothing worked. Or maybe you haven't started because you can't see the path forward.Maybe you have resources but no clear direction. You know you want to do something, but you can't figure out what.

Here's what I do:

I help you see what you can't see. We figure out what's actually wrong. Or if nothing's wrong yet, we figure out what needs to happen next.Sometimes the answer is fixing what's broken. Positioning. Operations. Systems. Sometimes it's building something new. A business. A product. A service.Sometimes it needs automation. Your email system talks to your CRM. Your CRM talks to your calendar. Everything happens without you touching it.Sometimes it needs custom tools. AI agents that handle tasks you're doing manually. Databases that organize information. Workflows that connect everything.I don't force you onto specific tools. I'm not trying to sell you software subscriptions. Whatever actually solves your problem is what we use. Sometimes that's off-the-shelf tools. Sometimes we build it custom.

We figure it out together. Then you decide what happens next.


Why I am built for this!

I've been where you are.

I've struggled with my own businesses. Family businesses. Friend's businesses. I've made the mistakes you're trying to avoid.
I've worked with businesses at your stage. Stuck at a revenue plateau. Can't figure out how to scale. Not sure what to fix first.
I've also worked with businesses at the next level. The ones who figured it out and broke through.

That's why I know what works

You don't need theory. You need practical advice. You need practical step-by-step. Real patterns from businesses that went from stuck to moving.I also build technical systems. AI agents. Automation workflows. Custom tools. That's how Zara and Rover exist. I built them to demonstrate what's possible when you stop buying expensive tools and start building exactly what you need.I don't push specific platforms. I'm not certified in one system trying to make everything fit. I've selected tools for small businesses enough times to know what actually works and what's just expensive noise.

I understand corporate discipline, startup chaos and entrepreneur budgets. I know where the budget needs to be prioritized based on what stage a business is at.

When you hire me, you're not getting theory. You're getting pattern recognition from someone who's built systems at every level.

When we decide to work together, you're working with someone who's been at your level and knows how to get to the next one.


Two Ways to Work Together

Option 1: Consulting Engagement

We work together to figure out what's broken and what needs to happen. Multiple working sessions. Deep dive into your business.You get everything you need to fix it. Implementation plan. Tool recommendations. Technical setup guidance. Process documentation. Whatever format makes sense for your situation.Then you take it and execute. Some clients do everything themselves. Some come back for help with specific pieces à la carte. You decide.

This works if...

This is for you if:

  • You have the discipline to execute independently once you have the map; and

  • You like working at your own pace

Option 2: Consulting + Advisory

Same diagnostic work. Same solution delivery.Plus I stay on as your advisor. We check in regularly. I make sure execution is happening. I adjust the plan as circumstances change. I'm available when issues come up.I wear different hats depending on what you need:

  • Accountability partner when you're avoiding the hard work

  • Program manager when things need to stay on track

  • Strategy adjuster when the plan needs fine-tuning

  • Thought partner when you're stuck on a decision

If we go this route, this isn't a one-time project. It's an ongoing relationship until the work is done.

This works if...

You know execution is where plans usually die, and you want someone who knows the full context staying with you through it.

NEXT STEP

Book a free initial call

First call is free. We'll talk through your situation, what will take you to get to the next level, figure out which option makes sense for you—or if something else entirely is the right fit. No pressure, no sales pitch. Just a real conversation about what you need.I will give you a copy-paste of what is there in the next steps. The next step is to book a free initial call.

Find a time on this calendar that works for you. If nothing seems to work, send me a message using the contact form. Please include your phone number, the time zone you are in, and preferred time window

Sample Brief

About

I take ownership of workflows and systems that are already in place but not producing consistent results. That can include automation pipelines, reporting, or day-to-day execution across tools.My focus is to make sure the work actually delivers outcomes, not just activity.

I stay hands-on with the tools I work with, whether that’s building automation workflows, working with APIs, or running local AI setups. I don’t rely on theory, I build and use these systems myself.Zara is one example of how I build and run structured systems. The same approach carries into operational work across teams and tools.I have built a few other agents for the education industry, student assessment. learning, knowledge briefs etc and innumerable workflows for various business/es.I’m available for contract work, and I also help solve specific problems for small and medium businesses.

CONTACT

My contact details are not included here to prevent spam messages, but if you fill-in the form, I will be in touch with you. You can also find time on my calendar over the next five business days.

Thank you

Your form submission is complete. I will be in touch soon.

Which Strategies are used by Zara

Strategy 'A'

Strategy A — Trend Continuation (Leader Pullback)
Type: Momentum continuation in established uptrends
Market Condition: Strong trending stocks
Hold Period: 5-15 days
The Setup:
Strategy A targets market leaders experiencing short-term pullbacks within broader uptrends. These are stocks showing relative strength vs. the market that temporarily consolidate before resuming their advance.

Entry Logic

  • Stock must be in a confirmed uptrend (above key moving averages)

  • Recent pullback creates a defined low (7-day support)

  • Price begins to resume upward momentum

  • Entry near current price when trigger conditions align

  • Trade Signal must be "Strong Buy" or "Buy"

Key Levels

  • Entry: Near current price when setup triggers

  • Stop: Below recent 7-day low (support)

  • Target: Prior 20-day high (resistance)

  • Runner Target: Extended target for partial position if momentum continues

What Makes This Different:
Strategy A is the most aggressive of the three, targeting stocks already moving. You're buying strength on pullback, not weakness on reversal. Expect faster moves and tighter timeframes than B or C.
Risk Profile: Moderate-to-high volatility, tighter stops, faster time decay

Strategy 'B'

Type: Mean reversion in uptrending stocks
Market Condition: Uptrending stocks with deeper pullbacks
Hold Period: 1-2 weeks
The Setup:
Strategy B targets stocks in broader uptrends that have pulled back more significantly—often oversold on short-term timeframes but still fundamentally sound. The trade bets on a recovery back toward the 20-day moving average.

Entry Logic

  • Stock must be in long-term uptrend (above 200-day SMA or positive slope)

  • RSI between 20-60 (oversold to neutral)

  • Price 0% to -35% below SMA20 (pullback zone)

  • Positive momentum on most recent day (ret1d ≥ 0)

  • Trade Signal must be "Strong Buy" or "Buy"

Key Levels

  • Entry: Current price when setup triggers

  • Stop: Below recent 7-day low

  • Target: SMA20 if entering below it; 20-day high if entering above SMA20

  • Runner Target: 20-day high for extended positions

What Makes This Different:
Strategy B is more patient than A—you're catching "falling knives" on their first bounce. Lower entry prices, wider stops, more room for volatility. This strategy hunts for value within uptrends.
Risk Profile: Moderate volatility, wider stops, choppier recovery path

Strategy 'C'

Type: Mean reversion in sideways, non-trending stocks
Market Condition: Channeling stocks without clear trend
Hold Period: 1-3 weeks
The Setup:
Strategy C targets stocks that are NOT trending—they're moving sideways between clear support and resistance levels. When momentum begins shifting back to buyers near the lower boundary, you enter expecting a move to the upper boundary.

Entry Logic

  • ADX < 20 (no trend, sideways action confirmed)

  • MACD histogram negative BUT turning positive (momentum shift)

  • Price near lower channel boundary (support)

  • IMPORTANT: Requires visual chart confirmation—channel structure must be clean

  • Trade Signal must be "Strong Buy" or "Buy"

Key Levels

  • Entry: Near support after bounce confirmation (not mechanical—wait for the chart)

  • Stop: Discretionary, typically $1.50-$2 below lower channel boundary

  • Target: Upper channel boundary (20-day high)

What Makes This Different:
Strategy C is the LEAST mechanical of the three. You get the alert, but then you must review the chart to confirm the channel is real and wait for price to reach support. This is not a "buy right now" signal—it's a "watch this stock for an opportunity" signal. Slower, choppier, requires patience.
Risk Profile: Low-to-moderate volatility within defined ranges, slowest time to target