Notes on disciplined investing
How we think about books, theses, factors, and the tooling around them.
Strata Team
trustprivacy
How to track your portfolio without linking your bank
Most trackers want your bank password. You don't have to play that game. Here's how to see your whole portfolio without handing your logins to anyone.
Strata Team
factorsengineering
Factors without black boxes
Strata builds factor heat-maps from three honest objects so every cell decomposes into the signals, weights and normalisation behind it.
Strata Team
workflowthesesjournal
The discipline loop: theses, journals, and honest exits
Most investors don't lose to the market. They lose to their own unexamined process. Strata makes your reasoning a first-class, time-tracked object.
Strata Team
producttrust
Why Strata is manual by design
Strata never holds your brokerage credentials and never moves your money. That is not a missing feature. It is the whole foundation of the thing.