The Record
A fiduciary’s work has to survive the question “why this fund, and what did you know when you chose it?” Every snapshot saved here is timestamped, immutable, and printable — the comparison as it stood on the day the decision was made.
No records on file · snapshots never recompute — that’s the point
Sign in to keep recordsSave buttons appear on ticker pages and every instrument once the desk knows whose file this is. Sign in →