Thirteen surfaces, one engine. Browse the artifacts your Living CFO can produce — from the 40-model engine to the seven-gate pre-trade checklist — and open any one to read it in full.
Identity, learning, and artifact — three strata that turn holdings into a research desk.
Growth, Value, Balanced, Income, Quant, and more — investor archetypes.
The research terminal — equity curve, signals, ledger, and risk board.
Browse the seventeen research artifacts, one at a time.
Weekly Memo, Earnings Pre-Brief, Risk Board deck — sample PDFs.
Seven gates before any position change — friction by design.
One pane. KRW and USD. Unified market feed for global portfolios.
VaR, correlation, VIX, tail, daily, sector, and cash gates.
Four-pillar composite — momentum, value, quality, and low-volatility.
Seven-factor growth screener after William O'Neil's framework.
Twenty-question questionnaire that maps you to a persona.
Rehearse decisions on a sandbox account. No real capital at risk.
Claude-powered research notes. Observational, never directive.
Quant, risk, and AI models feeding every artifact.
Investor identities. One desk that speaks them all.
All seventeen research artifacts, opened one at a time.
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