Interactive demo

Your whole book. Three things that matter.

This is the screen a portfolio manager opens at 7:15am. Everything below is clickable — start with a card, then look at the Belief map to see which unrelated positions rest on the same assumption.

Sample fund, sample positions. Not anyone's real book.

Sterling Ridge Capital · long/short equity
GOOD MORNING · TUESDAY

PositionSideExposureThesis What changedNext catalystAction

Sorted by decision urgency — not alphabetically, and not by weight. The first row is the one that needs a person. Two of the five positions carrying this morning's weakening assumption sit at the bottom of it, marked healthy.

Belief concentration, not sector exposure. A semiconductor designer, a power-equipment maker and a utility appear unrelated in every risk report you own. If this assumption breaks, they move together.

WHAT WE BELIEVED, BEFORE WE KNEW
DatePositionWhat the firm believed ConfidenceOutcome
2026-03-03NVDA Hyperscaler capex stays above 20% through FY28 78%weakening
2025-11-14XYZ Unit growth remains above 15% 71%wrong
2025-08-02CEG Power constraints ease through 2026 64%correct
2025-05-19KO Consumer spending stays resilient 83%correct

Nobody can reconstruct this later. It exists only because something was writing it down before the answer was known — which is why a competitor cannot backfill it, and neither can we.

WHAT THIS FIRM SYSTEMATICALLY GETS WRONG
!Margin assumptions missed 7 of 11 times (n=11)
Capex assumptions held 9 of 10 times (n=10)
· Pricing assumptions — insufficient sample (n=3). No finding reported.

Every calibration claim carries its sample size. A firm told it is wrong about something on three observations will either ignore the claim or wrongly believe it.

This is a sample book. Yours would be your own.

Onboarding starts from your positions and the research you have already written — not from typing three hundred theses.

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