Identity, learning, and artifact — three strata that turn your holdings into the kind of research desks produce at dawn. Forty quant, risk, and AI models run underneath, cited by name in every page of every PDF.
매일 쓰는 Artifact는 Learning에서 나오고, Learning은 당신의 Identity 위에 서 있다. 2년 뒤, 층이 두꺼워진다.
15 research reports × personas. Delivered as PDF, email, or voice brief.
Drift detection, weekly pulse, feedback loops. Five continuous signals.
InvestmentProfile — a 20-question onboarding that anchors it all.
처음의 당신과 2년 뒤의 당신은 다르다. 매주 한 번, 조용히 당신의 거래를 다시 관측한다.
Identity anchored (20Q)
20문항으로 투자 정체성 고정
Portfolio reviewed each Friday
매주 금요일 포트폴리오 점검
Rolling window flags divergence
롤링 윈도우로 이탈 감지
Persona recalibrated if needed
필요 시 페르소나 재분류
Fresh artifact filed to dossier
새 Artifact 발행
Your notes shape next cycle
당신의 피드백이 다음 사이클을 바꾼다
— Onboarding → Pulse → Drift → Re-classify → Report → Feedback → Pulse …
Click any name below to open its methodology card — the paper, the formula, and the place it surfaces in your reports. Every artifact in the stack traces back to one of these forty instruments.
Quant
16statistical models
Technical 22% · Fundamental 25% · News 3% · Quant 50% (large-cap baseline). Weights adapt by asset type.
Behavioral
05bias & crowd signals
Observations only. Behavioral signals are measurement instruments — they describe market structure, not directives.
Risk
06risk estimators
Range-based vol, shrinkage covariance, tail attribution. Feeds both the composite score and the Risk Board Deck.
Portfolio
05weight optimizers
Five reference allocations. Shown in Capital Allocation alongside your actual weights — informational, not prescriptive.
AI
03Claude-augmented synthesis
Claude Haiku 4.5 summarizes quant and risk outputs in plain English. It never originates a directive.
Screeners & Orchestrator
05composite + guardrails
QuantEngine orchestrates the four pillars. RiskDefenseSystem enforces the seven circuit breakers on every dated artifact.
All models are measurement instruments. They quantify, detect, and describe — they do not generate buy / sell / hold instructions. Every output feeds the artifact stack as an observation, never as a directive. Research and education use only.
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