Publish desk
Turn the ledger into useful context—without manufacturing a trade.
Choose what the record needs to say
Automated checks are incomplete and are not legal, compliance, or investment-advice clearance.
SYNTHETIC TEMPLATE — NOT A LIVE TRADE
Added $100 of VTI to my separately funded agentic experiment account after human review. It is 20% of this experiment's $500 budget—not 20% of my full portfolio.
Why: this is the boring control. The question is whether an AI-assisted process can improve decision quality over 30 days without adding needless turnover.
What would change my mind: a mandate breach, an 8% experiment drawdown, or evidence that the research workflow creates action without useful information.
Main risk: a 30-day window cannot establish investing skill. I own VTI. This is my self-directed experiment, not individualized advice.
What evidence would you add to the review?