How it works
Seven steps of a review
The order matters: assumptions and limits are written before the results are seen.
| # | Step | What you do | What is recorded |
|---|---|---|---|
| 01 | Confirm email | Request a one-time link and confirm the address. | account · session |
| 02 | Name the strategy | Choose a template and its windows. | strategy.* |
| 03 | Write the limits | Set the four risk rules before running anything. | rules.* |
| 04 | Set A and B | Pick regime and cost assumptions for each side. | a.*, b.* |
| 05 | List assumptions | Review the generated list; add your own. | assumptions[] |
| 06 | Save the version | Results and checks are recomputed on the server. | result · v1, v2… |
| 07 | Change, compare, export | Every change becomes a new version with a diff in the trail. | audit trail · export |
What happens to your data
- Stored
- Email, reports and their versions, the audit trail, a session while signed in, consent records.
- Not stored
- Passwords, payment details, brokerage credentials, IP addresses in our database.
- Control
- Export any report; delete reports or the account in Settings at any time.