One record. Four ways to read it.
Arcthane is the same engine for everyone: every federal award on the public record, every company behind it, scored every two hours. What changes is what you're listening for.
The defense-stock follower
Case 01 · Retail trader with a watchlist of defense, space, and infrastructure names.
Awards print on public databases days before they reach the news cycle. By the time a headline says "$7.8B contract," the move has often started.
The play
- Watchlist your tickers; alerts fire the moment a scored award, subaward, or 8-K lands on one of them.
- The score's timing field tells you whether the read is same-day or already stale, so you never chase a priced-in print.
- The weekly digest catches anything the alerts didn't warrant interrupting you for.
Fits: Terminal
The event-driven professional
Case 02 · PM, analyst, or full-time trader running an event-driven or catalyst book.
You already know awards move stocks. The bottleneck is coverage (nobody can read every solicitation, subaward, and budget line across the whole universe) and process: your thesis needs evidence, not vibes.
The play
- Component-level score breakdowns show why a signal scored 86 (materiality, historical analogue, regime), so you can disagree with the model on the record.
- The historical comparison engine pulls every similar award and what it did to a similar stock, in seconds instead of an afternoon.
- The regime layer flags when macro conditions historically muted or amplified this signal class.
Fits: Terminal
The recompete forecaster
Case 03 · Anyone who wants the signal before the announcement exists.
Every federal contract has an expiration date, and most re-awards go to a predictable set of winners. The market reacts to announcements; the pipeline is visible months earlier.
The play
- Predicted-class signals name the likely winner of expiring contracts and open solicitations, with a stated win probability.
- Budget-class signals follow appropriated money to the incumbents positioned to receive it.
- When the award confirms, you were already positioned; the confirmed signal is your exit read, not your entry.
Fits: Terminal
The capture manager
Case 04 · BD, capture and competitive-intelligence teams at federal contractors.
You track competitors through trade press and word of mouth, and most of them are private. The award record (who won what, whose contracts end when, who competes where) is sharper and earlier, but nobody presents it by company.
The play
- Company pages assemble any competitor's award history, agency mix, contract vehicles and expiring-contract exposure. Public or private; a ticker is not required.
- The recompete calendar turns period-of-performance end dates into a filterable pipeline: a contract ending in 9 to 18 months is your next bid.
- Competitor discovery computes who wins in your NAICS and agencies at your size; the My Company comparison puts your record head-to-head with any of them.
- The events browsers (FDA, M&A, regulatory, grants, subawards, sanctions) catch the moves the award record doesn't show, the daily brief tells you the day a watched company wins, and every record surface exports to CSV.
Fits: Capture
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The full product from the first minute, not a windowed preview. Find your own angle.