A research workspace for long-term investors who study superinvestor portfolios, separate signal from noise, and turn every finding into an auditable memo.
The first version keeps the workflow focused: ingest 13F evidence, compare holdings, explain value signals, and route thesis changes to human review.
Track CIK, quarter, accession number, filing date, and source reliability before any interpretation touches the research layer.
Separate new positions, adds, trims, exits, and unchanged holdings so price movement does not get mistaken for conviction.
Turn portfolio moves into research questions around moat, owner earnings, capital allocation, leverage, and margin of safety.
Stable investment principles stay protected: one filing or one news item cannot rewrite the thesis or the framework.
Every answer, filing summary, and review decision can become a reusable company note, source summary, or investment memo.
Moat, valuation, management, and thesis changes are routed to review instead of being silently accepted by the assistant.
Start with a private 13F workspace, then scale into deeper data coverage and team review.
Researcher
For individual long-term investors
Analyst
For active research workflows
Partnership
For teams and investment clubs
How the 13F research workflow stays useful without pretending to be a trading oracle.
Start with a workspace that preserves evidence, forces review on thesis changes, and turns 13F filings into durable investment questions.