Mandelbrot

A framework for patient, conviction-based investing

Patterns repeat. Discipline compounds.

Public
Bear Market Signals

17 automated indicators tracking whether conditions are right to deploy capital. Monitors breadth, sentiment, volatility, and technical extremes.

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Investment Research

Framework-scored equity research across moat, management, financials, and valuation. Each position includes versioned analysis and a reverse DCF calculator.

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Quality Matrix

Fisher quality scoring across 27 automated metrics. Scores businesses on profitability trends, growth, margins, and capital efficiency.

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My Ledger ↗
March 2026 Review: Geopolitical Risk, Personal Risk, and the Rules We Suspend Under Stress

War arrived in my region. The portfolio drew down nearly 16% from its peak. The absurdity of that moment stayed with me.

The Architecture of Synthetic Equity Mar 2026

Private
Position Signals 🔒

Entry and exit signal monitoring across portfolio and watchlist. 5-layer analysis: valuation, technical, sentiment, capital cycle, insider activity.

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Portfolio Tracker 🔒

Real-time portfolio tracking with TWR performance, drawdown analysis, and S&P 500 benchmarking. Synced from IBKR.

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Options Workbench 🔒

Vol scanner with AI-powered directional bias and trade suggestions. Open position management and full trade log analytics.

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Compliance Scorecard 🔒

Behavioral scoring against 17 investment commandments. Automated analysis from trade data with weekly check-ins and monthly AI reviews.

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