How Hivemind works

1. The graph

At the center of Hivemind is a curated knowledge graph of public companies and the real-world relationships between them. Each node is an entity — a company, subsidiary, fund, regulator, or asset. Each edge encodes a relationship: supplier-of, customer-of, competitor-of, holds-stake-in, regulated-by, depends-on.

The graph is built from a mix of SEC filings (10-Ks, 10-Qs, N-PORT-P, 13F), structured industry data, and analyst-curated relationships. Today it covers thousands of S&P 500 and broader US-listed entities with tens of thousands of typed relationships. Browse a sample at /demo/explore.

2. News, classified and propagated

Every 15 minutes we ingest financial news from licensed sources, extract the entities mentioned, and classify each article by event type (earnings, regulatory action, supply disruption, M&A, guidance change, etc.).

An article about, say, a tariff on Vietnamese semiconductor packaging doesn't just touch the named company — it propagates through the graph to every customer that depends on that supply chain, every competitor that benefits, and every fund with concentrated exposure. We call this the "ripple effect." A simplified animation lives at /demo/cascade.

3. Your portfolio, anchored

You give Hivemind your holdings — either by connecting a brokerage through Plaid (read-only) or by building a portfolio manually. We anchor the graph on the entities you own, then ask: of everything that happened in the last 24 hours, which events actually touch your holdings, directly or one hop away?

ETF lookthrough is built in. If you hold VTI, we don't treat it as a single ticker — we expand it to its underlying constituents using quarterly N-PORT-P filings, so your "true exposure" reflects what you actually own.

4. The Daily Brief

The output is the Daily Brief: a wire-service-style narrative answering "what changed today that I should care about?" Each signal in the prose is annotated — click an entity and you see the underlying article, the relationship in the graph, and the chain of reasoning.

Alongside the brief sits the Smart Money Card: a quarterly read on institutional ownership for the names you hold (which 13F managers are accumulating, which are trimming, and the flow patterns in adjacent names).

When you want to go deeper on a single name, the brief hands off to the entity terminal — a forensic view of the supply chain, competitive set, and institutional ownership of any company in the graph.

5. What we never do

• We don't recommend trades. Hivemind is not a registered investment adviser. We surface context; you make decisions.
• We don't take custody of your funds. Plaid connections are read-only; we cannot move money.
• We don't sell your data. We don't share your holdings or your brokerage data with anyone outside of the processors required to operate the Service. See the Privacy Policy for the full list.

Next steps

The fastest way to see it is the live demo — type a few tickers and we'll show you the graph and a sample brief, no signup required. If you want the real thing on your real portfolio, join the waitlist.