Dolphin Tracker Dolphin Alpha Dolphin Pod Convergence Report
Launching Q2 2026

Dolphin Tracker

Sleeker. Smarter. Faster Institutional Intelligence

We track Say vs. Do divergences — what institutions say publicly versus what their capital actually does.

Join the Pod — Early Access

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The Core Signal

Say vs. Do Analysis

Every briefing compares an allocator's public statements against their actual SEC filings and capital moves. Divergence = opportunity.

🏢 Major REIT CEO — Q4 Earnings Call Divergence
What They Say
"We remain deeply committed to our data center portfolio and see enormous long-term value in digital infrastructure."
Source: Q4 2025 Earnings Call Transcript
What They Do
Filed 13F showing 40% reduction in data center REIT positions. Simultaneously increased residential REIT allocation by $380M over two quarters.
Source: SEC Form 13F — Filed Feb 14, 2026
Dolphin Signal: SAY ≠ DO — Public commitment contradicts capital rotation
The Dolphin Lexicon

A New Language for Capital Intelligence

Forget "whale watching." Dolphins are smarter, faster, and hunt in pods. We built the vocabulary to match.

Noun
Dolphin
A capital allocator whose public statements can be cross-referenced against verifiable actions — SEC filings, fund flows, and market data.
Signal
Dolphin Signal
A detected say-vs-do divergence. Like sonar, it reveals what's beneath the surface narrative before consensus catches up.
Convergence Event
Dolphin Pod
When 3+ allocators independently converge on the same position — detected through filing patterns, not public statements.
The Essentials

How Dolphin Tracker Works

Three pillars — a premium signal tier, a rigorous methodology, and a composite quality metric.

Premium Tier
Dolphin Alpha
Real-time alerts when divergence signals fire. Institutional-grade intelligence delivered to your terminal before consensus forms.
Methodology
Echolocation
Our proprietary say-vs-do analysis framework. Public statement + source date vs. contradicting action + filing date. Four data points. Every signal.
Metric
Pod Score
Composite scoring across signal-to-noise, say-vs-do execution, data integrity, and convergence detection. 8.0+ to publish. No exceptions.
Coverage

Multi-Vertical Tracking

112+ capital allocators across 7 panels. Every signal cross-referenced against SEC filings, FRED data, and live market feeds.

Real Estate
15 RE allocators — institutional PE, REITs, operators
Mining & Crypto
On-chain flows + mining exec statements vs. positions
Private Equity
GP/LP capital deployment vs. fundraising narratives
Macro
Fed officials + macro allocators say-vs-do tracking
Fed Policy
FOMC rhetoric vs. actual policy actions + FRED data
Cross-Panel
Pod detection when allocators converge across verticals
Intelligence Network

Part of the Convergence Ecosystem

Dolphin Tracker is the signal layer for The Convergence Report — institutional intelligence built on real data, not narratives.

theconvergence.report

Multi-vertical intelligence briefings

convergencere.report

Real estate capital allocator tracking

dolphintracker.com

Live say-vs-do signal platform

The Pod Is Forming

Join the Founding Pod

Early access members get founding rates on Dolphin Alpha and direct input on which allocators we track.

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