FundOps

Current product

A working local investment desk

FundOps is a real workspace: Home for briefing and chat, Runs for the research pipeline, Screener and Memo workbenches for concrete output, Markets for retained sector work, and Company pages for ticker dossiers.

FundOps Home command surface with briefing, chat, and now panel

Home combines briefing, strategy chat, archive Q&A, data questions, and slash commands.

FundOps Runs page with Screener, Thesis, IC review, and Memo stages

Runs keeps each stage durable, resumable, and explicit about handoffs and failures.

FundOps Markets page with sector browser and thematic research input

Markets supports sector, industry, watchlist, and thematic research over retained local data.

FundOps Settings page with market data status and AI provider controls

Settings is operational: sync status, provider choice, usage records, export, and reset controls.

FundOps Screener results table with top picks

Screener results show the active universe, pass count, and top picks handed to downstream stages.

FundOps example investment memo artifact

Memo artifacts are retained, sectioned, read-only, exportable, and grounded in the run that produced them.

FundOps Company page workflow map for Adobe

Company pages collect a ticker's workflow history, financials, thesis health, ownership, events, peers, and research.

FundOps Markets output dashboard for semiconductors

Market output aggregates retained local data into industry KPIs, charts, research launchers, and company tables.

How it works

Strategy in, evidence-backed operations out

Describe your strategy in plain English and approve the resulting Constitution — exact rules, typed criteria, deterministic wiring. Home, Runs, Markets, Portfolio, and Inbox all read from that same source of truth, and everything generated is a versioned, source-linked artifact.

Strategy Chat

→

Constitution

→

Screener

→

Thesis

→

IC Review

→

Memo

Thesis Health

→

Inbox

HM Home

The command surface. Strategy Chat turns plain-English strategy into a reviewable Constitution proposal; Archive Q&A and data questions answer from retained records with citations.

RN Runs

A durable stage map for Screener, Thesis, IC Review, and Memo. Stages run independently, resume, fail visibly, and hand off explicit selections downstream.

MK Markets

Sector, industry, watchlist, and thematic research over retained local data, with bounded cited AI research runs when you need deeper work.

SC Screener

Deterministically applies your Constitution's screening requirements to a universe (Russell 2000 by default) and ranks survivors by your approved blend. Top picks hand off to Thesis.

TH Thesis

One-page AI-written opportunity arguments with explicit return-source decomposition, grounded in retained SEC evidence and ranked for IC Review.

IC IC Review

The memo-worthiness gate: hard hurdles first, then a scored blend of conviction, Constitution fit, and data quality. You can override either way — overrides are recorded.

MM Memo

Structured seven-section Investment Memos with a fixed outline, comparable across companies, plus a separate machine-checkable monitoring plan.

IN Inbox

An unresolved attention and decision queue: pending approvals, positions under pressure, Constitution-fit opportunities, thesis breaks, failures. Not an activity feed.

CO Company Page

The read-only dossier per ticker: workflow history map, full financials, and memo-backed thesis health. The Library opens it for any ticker with retained history.

PF Portfolio

Ledger-first: purchase lots and sales in, holdings and realized/unrealized P&L projected out. Held positions automatically get memo-backed thesis coverage.

OP Settings

Operations only: provider selection, model usage records, sync status, cache/export controls, and destructive resets. Strategy never lives here.

Features

Built for serious investors

Everything you need to run a systematic investment process.

Strategy as a Constitution

Plain-English strategy becomes versioned, typed criteria with deterministic wiring. Nothing activates without your explicit approval; versions are immutable.

Evidence Before Synthesis

Every material claim is grounded in retained, source-backed evidence or explicitly marked unsupported. Artifacts record the exact evidence bundle that produced them.

Thesis Health Monitoring

Each memo ships a machine-checkable monitoring plan. Daily filing detection recalculates thesis health for exactly the tickers that filed.

Ledger-First Portfolio

Purchase lots and sales are the source of truth; holdings and P&L are rebuildable projections. Held positions queue memo-backed thesis coverage.

SEC

Bulk-First Free Data

SEC bulk products and batched Yahoo Finance prices cover the whole universe for free; daily ticks are ~1–3 MB. Live APIs are reserved for on-demand research.

Bring Your Own AI

OpenAI API, the coding-agent CLI you already subscribe to (Claude Code / Codex), or a deterministic offline stub — every model call is recorded as an AI Usage Record.

Append-Only Archive

Artifacts are never edited in place — new versions supersede old ones. Archive Q&A answers questions across your retained history with citations.

SYNC

Sometimes-On by Design

On launch, FundOps catches up everything since your last session. A headless npm run sync keeps data current from cron on days you don't open the app.

Data

Bulk-first, free by default

Breadth data arrives as official bulk products — one bootstrap download (~2–3 GB), then ~1–3 MB daily ticks. No paid data API required.

Source	Cost	What it provides
SEC companyfacts.zip	Free	Reported fundamentals for the whole universe, refreshed weekly or on demand
SEC daily index files	Free	Filing detection that drives targeted fact top-ups and thesis-health recalcs
SEC ownership data sets	Free	Insider transactions (Forms 3/4/5) and 5%+ holders (Schedule 13D/G)
Yahoo Finance (batched)	Free	Price history for the universe; daily updates ride the sync tick
OpenAI / your coding agent	Optional	Thesis, IC review, and memo writing — or run fully offline in stub mode