Bargo for Portfolio Managers

You make the call. Bargo makes it defensible.

You head the desk. You decide which strategies trade, which data the team can trust, and what gets defended to investors and risk. Bargo is one verified equity data layer under those calls, with the source attached to every number.

Every row passes the Bargo Verification Layer

Accurate · Reliable · Source‑backed

850,000+
podcast & video episodes monitored
3,000+
earnings calls, first‑party, live
3.6M
live job postings, verified every 48h
100%
of rows ship with their receipts

Three plays

Not claims. Worked examples.

Clarity

One screen per name

Before you size a position: what management changed, whether the attention is real, what insiders did, and whether the org is actually growing.

Every line carries its receipt, so the meeting is about the decision, not the data.

■ name_snapshot · MU · illustrative
Guidance vs consensus3.3% below · computed
Attention, 30 days7.2x burst · concentrated in one venue
Insider filings, 30 days2 sales · none in prior 6 months
Hiring, 60 daysAI roles +38 · verified live
Speed

Earnings week without the scramble

Transcripts land under 30 minutes after the call. You see exactly what management changed, next to the computed guidance gap, every quote one click from the recording.

■ language_diff · Q3 → Q4 · illustrative
Guidance wording"strength" → "deliberately conservative"
Hear it yourselfCFO at 23:41 · archived webcast
The gap$8.7B vs $9.0B · 3.3% below · computed
Trust

Numbers your whole desk agrees on

Trust gets formed by being deterministic. Ask twice, get the same answer, because the method is locked and every number is checked before it is used.

The strategy trades on your sign‑off. With one locked method, your analyst, your risk desk and your investors all see the same figures, with the same receipts.

■ same_question_twice · illustrative
Run 1 · analyst, 9:02 am$8.7B · 3.3% below · receipts attached
Run 2 · you, 4:47 pmidentical figures · identical receipts
Why it repeatsone locked method · same for the whole desk
Bargo Verification Layer · Accurate · Reliable · Source-backed

Every claim in your memo keeps its receipt.

A thesis built on Bargo survives the only question that kills ideas in committee: "how do you know?"

■ IC memo · short thesis · excerpt
Attention burst is manufactured, not organicfig. 01 · venue history
Company sold stock into every prior burstfig. 02 · EDGAR joins
Insider sales clustered at the topfig. 03 · Form 144s
Hiring frozen while the story acceleratesfig. 04 · live postings
Management language turned defensivefig. 05 · call diff, 23:41

Every figure is checkable without trusting us

Compliance clicks the link: the audio on the publisher's feed, the filing on EDGAR, the posting on the employer's site. Nothing rests on trusting us.

✓ The quote
Verbatim excerpt, timestamped to the second, on the source's own audio
✓ The number
Located digit-for-digit in the filing before it shipped
✓ The calculation
Computed on verified figures, never recalled from an AI's memory

How the three gates work →

Access

Runs the way you run

Ask it anything

Bargo Agent

Portfolio questions answered with receipts, matched to how you invest.

> What changed on my names today?
For AI agents & terminals

Bargo MCP / CLIs

Wire your watchlist into Claude or your internal tools, or pull to a spreadsheet.

$ bargo watchlist brief --today
Programmatic

Bargo APIs

Calls, mentions, jobs and filings for your book, all joined per company.

GET /v1/earnings/MU/language-diff GET /v1/podcasts/mentions?ticker=MU

The terms

Evaluate it like a data source, not a demo

SnapshotA documented evaluation snapshot with per-file SHA-256 digests: a row you check next year is provably the row published today.
Your sample, not oursA reproducible sampling rule lets you draw your own verification sample. We cannot have selected it for you.
The flag sheet, liveThe weekly promotion flag sheet as it fires, with excerpts, timestamps and EDGAR context per row.
No performance claimDetection rules were frozen before outcome data existed and flags are append-only. First graded cohort reads out late October 2026; we claim nothing before then.
Honest limitationsThe current snapshot is not point-in-time; append-only daily snapshots are being added. Backtests on today's file should assume lookahead.
We would rather show you the data than describe it.
Request an evaluation snapshot