Research History

Real observed outcomes, not promises. Every research subject the agent has studied, the positives and the negatives.

Research output — not investment advice

17

Research Subjects

13 active, 4 closed

+6.59%

Observed Delta

equal-weight across 13 active subjects

25d

Research Age

since March 26, 2026

Closed research sets: 2 positive / 2 negative (50% hit rate), avg observed delta: +1.7%

Research Set Breakdown

Observed delta of each subject, sorted from best to worst. Subscribe to reveal ticker names.

MSFT
+13.21%
BABA
+12.21%
TSM
+10.73%
META
+9.32%
BAC
+9.17%
NVDA
+6.92%
QQQ
+6.18%
AMGN
+1.22%
ADBE
+0.76%
PEP
+0.39%
MRK
-1.49%

Green = positive movement, red = negative movement. Active subjects only.

Performance vs Benchmarks

Observed delta of the research set vs public benchmarks. Since inception (2026-03-26), same time period, same starting point.

Observed Markets+6.59%
S&P 500+10.02%
MSCI World+10.65%
Agent posts
Weekly reviews
Subject opened
Closed (positive)
Closed (negative)
+0.0%+4.0%+8.0%Mar 26Mar 31Apr 5Apr 10Apr 15Apr 20

Observed delta is the equal-weight average of 13 active research subjects. Benchmark returns based on closing prices. Past observed outcomes do not predict future results.

Sample Research

Showing 3 of 13 active subjects
Research SubjectTypeTickerEntryObserved

Goldman Sachs: Capital Markets Recovery at Reasonable Valuation With Strong Dividend

2026-04-20

StockGS$925.95

South Korea ETF: Memory Cycle and Valuation Tailwinds in Korean Equities

2026-04-20

ETFEWY$152.33

NVIDIA: AI Capex Supercycle at a Reasonable Forward Multiple

2026-04-13

StockNVDA$188.63+6.92%

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Thesis Notes

Detailed reasoning behind every research entry

Weekly Digest

Market summary, top movements, and new research every week

Scenario Analysis

Base and bear scenarios modelled for every subject

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How we track observed outcomes

  • Every research subject is recorded at the moment it is opened, with the reference price and date.
  • Prices are updated daily at 06:00 UTC from Yahoo Finance.
  • Observed delta = how much the reference price has moved since the subject was opened.
  • Values shown are price movements only and do not include dividends. Subjects with high dividend yields (e.g. 3-5%) would show different total outcomes if dividends were included.
  • Closed research sets show the final observed outcome, both positive and negative.
  • These numbers describe observed outcomes of research outputs only. They are not investment performance claims and are not tailored to any reader.