Concepts & glossary
Every term this product uses, defined in plain language — what it is, why it exists, and what it does for you.
This product has its own vocabulary, and you shouldn't have to guess at any of it. Each term below is defined in one line here, and has its own page with the longer story: the problem it solves, what it does for you, and where it shows up in the app.
If you only read one thing, read this: you own the portfolio, the system does the work of keeping it honest, and nothing happens without you approving it.
The vocabulary, at a glance
Manager
An investor whose portfolio you follow — a fund manager, a YouTube investor, a friend whose picks you respect. You record what they hold; the system does the rest. Full definition →
Source
Any reference portfolio that can feed your plan: a manager you track, your own written strategy, an AI sleeve. Sources are inputs — they are never your brokerage accounts. Full definition →
Snapshot
One dated record of what a source held on a given day. Snapshots are append-only: a new disclosure adds to the history, it never overwrites it. Full definition →
Provenance
Where a number came from — a filing, an interview, a video, your own inference — carried with the number for the rest of its life. Full definition →
Freshness
How old a source's data is, computed and shown wherever that source is used, so a plan built on a six-month-old disclosure says so out loud. Full definition →
Trust weight
How much a given source counts toward your plan, expressed as a percentage. Your judgment, applied consistently. Full definition →
Blend
Your recipe: the trust weight on each source, plus the rules the system applies when it combines them. Saved, versioned, and reversible. Full definition →
Construction rules
The constraints applied while building your plan — what to exclude and where its money goes instead, position caps, how much to keep in cash, what you can't trade. Full definition →
Target
The portfolio your blend produces: a list of holdings and weights, each line traceable back to the sources and rules that put it there. Full definition →
Effective bets
How many genuinely independent bets your book makes, after names that move together are counted as one. Usually a smaller — and more honest — number than your position count. Full definition →
Reconcile
Comparing your target against one real account's holdings to see exactly where you've drifted. Full definition →
Trade plan
The buy and sell list that would close that drift. It is a proposal, exportable to CSV or print. Nothing here places an order. Full definition →
Conviction custodian
Your recorded reason for holding a position: the source you copied it from, your own thesis, or the system. Answers "why do I own this?" for every line. Full definition →
Orphan
A position you hold that no longer has a reason attached — the name a manager quietly exited while you kept holding. Full definition →
Copy fidelity
How faithfully your real book tracks a source you meant to follow, and the largest gaps between the two. Full definition →
AI Council
A panel of AI portfolio managers with distinct, editable investing philosophies. They research, debate, and recommend — grounded in what you actually hold. Full definition →
Prediction
A claim a manager (or you) actually made, recorded word-for-word, kept separate from the falsifiable condition that will grade it. Full definition →
Scorecard
The record of how those claims turned out, per manager and per kind of claim — with counts instead of percentages until the sample is big enough to mean anything. Full definition →
MCP
The open standard that lets the AI assistant you already use connect to your portfolio directly, so you can work from a chat window instead of a form. Full definition →
Two words about what none of these do
Every concept above is a read, a record, or a proposal. None of them place a trade, move money, or change your holdings on their own. The one part of the product that can touch a brokerage account — automated execution — starts on a simulated account and requires two separate deliberate actions from you before it can go anywhere near real money.