Signal engine
Every name gets a 0 to 100 score from five weighted parts: DCF margin of safety, upside to the Street target, growth and quality, narrative heat from public discussion, and the tape (momentum and volume). See the rules.
AI & Home Lab
AI Investment
Quant-style research pipelines, signal scoring, and portfolio dashboards — run locally with human approval on every trade decision.
Risk layer
Position sizing, drawdown caps, and sector concentration limits before any order reaches the broker API.
Human gate
No fully autonomous trading on the public site — alerts and proposed actions queue for review.
Example portfolio mix
An illustrative allocation, not the family's actual holdings. Live positions stay in the private hub. Not financial advice.
US Equities42%
Tech & AI24%
Fixed Income18%
Real Assets10%
Cash & equivalents6%
What the research is ranking now
Loading the latest saved book.
Research ranking, not a recommendation. Bars show each name's 0 to 100 score.
Active research themes
Semiconductor supply chain
Defense prime contractors
Energy transition
Ranch & land REITs
Educational overview only. Not investment advice. Live positions and broker keys stay in the private hub.