Flashpoint
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Paid
investor-profile
Paid
Interviews you for about ten minutes and writes profile.md: your horizon, sleeves and caps, maximum position, cash floor, liquidity minimum, the drawdown you have actually held through, and your own weighting rule. Every skill that needs a constraint reads it there.
This one is in the paid set. Enter your code below and the download turns on.
Reach for it when
- Before the first time you size anything
- Your rules changed and you want the change dated
- position-weight or sleeve-architect told you it was missing
- Needs first
- Nothing, but bring honest answers about what you have actually done rather than what you intend to do.
- Leaves behind
- flashpoint/profile.md, versioned, with revisions appended and dated.
- Takes about
- Ten to fifteen minutes, once.
- Will not
- Infer a constraint you did not state, or store an account balance. Everything is a percentage.
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