Every morning we run the full chain on a handful of public companies, using only primary sources, and publish the result. No login. Click any number to see the sentence it came from.
The film below is the chain every brief runs: the filing lands, the fact is compiled with the sentence it came from, the model cell changes, the assumption moves, the exposure is recomputed, and the decision is written down. Every company in it is invented, because a page about provenance should not carry made-up numbers next to a real name.
Six lines per company, in this order, and nothing that cannot be traced.
The filing, the transcript or the macro print, linked to the primary source.
The sentence it came from, quoted, with the page and character span.
The cells it touches, with the previous value beside the proposed one.
The assumption that depends on those cells, and whether it got stronger, weaker or broke.
Direct and indirect exposure to the affected driver, recomputed.
Where the evidence was insufficient, the brief says so rather than filling the gap.
Until then this page holds the format. Every brief is produced from primary sources only, every number links to the sentence it came from, and the system abstains rather than guesses. How that is measured is on the accuracy page. Nothing published here is investment advice.