Evidence-first deskA good fit if
- Full evidence chain on every thesis
- Explicit invalidation levels, not vibes
- Quarterly portfolio review templates
Weeks to quarters
Investing
Slow, evidence-heavy work. Every thesis arrives with the sources behind it, the level that invalidates it, and a scheduled review so a position is never held on inertia alone.
Who it is for
Long-horizon investors building and defending core positions.
Not built for
- Intraday entries and exits
- Leverage and derivatives structuring
What you get
Included in Investing
Thesis dossiers
Each idea ships with catalysts, counter-evidence, and the price that ends the argument.
Corroboration scoring
Claims are cross-checked across publications, social velocity, and prediction markets before they count.
Position sizing model
Risk-per-idea sizing from your own account size and drawdown tolerance.
Review cadence
Scheduled re-checks so a stale thesis surfaces itself instead of quietly rotting.
Portal access
- Overview
- Intelligence
- Journal
- Trading portal access
- Overview + Intelligence workspaces
- Weekly written market note
- Email alerts on invalidation
- Exchange filingPrimary
- Wire reportSecondary
- Aggregator echoDuplicate
- Prediction marketPricing
Two outlets repeating one wire count as one source, because they are one
Investing leans on the Intelligence workspace: every thesis is built from claims that carry their source tier, so a position is defended by evidence rather than by how long you have held it.
Other plans