Portfolio
Keep the thesis attached to the outcome
Portfolio connects tracked positions, research notes, linked markets, settlement state, and post-result review.
Use Portfolio as a decision journal
- 1Record the positionCapture the market and sizing information you want to revisit.
- 2Write the thesisPreserve why the position made sense at the time, not just the final result.
- 3Link evidenceConnect the game or market so scheduled updates and receipts can support later review.
- 4Review after settlementCompare the thesis, evidence, and outcome to identify a repeatable lesson.
Portfolio queries
Review my sports portfolioSummarizes the current portfolio context and linked evidence.
Follow up with
- Which thesis has the weakest support?
- Show settled entries that need review.
Ask Kam about this portfolio thesisUses the selected thesis without exposing unrelated private entries.
Follow up with
- What evidence has changed?
- What lesson should I save after settlement?
Keep private notes private
Private thesis entries are excluded from Ask Kam context. Choose visibility intentionally before expecting Kam to reason over a saved note.