VI Stack

Demo Example data from a sample account. Illustrative only, not recommendations. This is how the platform looks in use.

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Welcome, Alex

Portfolio snapshot

The Watch →
Total value
$ 131,870
Return (since purchase)
+$ 33,800(+34.7%)
Invested
$ 97,370
Holdings value
$ 131,170
Cash
$ 34,500
Holdings
5
Allocation
Stock 79%Cash 21%
Value changeincl. cash added / withdrawn
MTD
+1.8%
1M
+3.4%
YTD
+11.2%
1Y
+18.6%

Active research

Companies under evaluation in Block 3

2 of 5 active tracks. Keep the set small to stay focused, and drive each toward a fast GO / NO GO — a quick NO GO frees you to move on to the next opportunity.

Research queue

12 companies in your Hunting Ground

View Hunting Ground →
  1. 1.Harbor Instruments
  2. 2.Summit Aerospace
  3. 3.Ironwood Materials
Refresh Hunting Ground →

Watchlist

Parked on price, event, anchor, or data

View watchlist →

Next 7 days

Reports scheduled this week, by day

View calendar →
Today21
Wed22
Thu23
Fri24
Sat25
ATP
Sun26
Mon27
RKF

Upcoming reviews

Live positions needing attention

View calendar →

Upcoming earnings

Live positions reporting soon

View calendar →

Block 1 — The Foundation

Foundation complete · 5 of 5 sections

View Foundation →
  1. Philosophy
  2. Risk
  3. Circle of Competence
  4. Portfolio Construction
  5. Allocation

This is a sample. The real one is yours.

Every screen here fills with your own companies, your own research, and your own positions as you work through the system.

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VI Stack's Advisory Board archetypes are AI-generated frames inspired by the publicly available writings and frameworks of named value-investing practitioners. Opinions and outputs emitted by the AI are synthesized; they are not endorsed by, affiliated with, or sponsored by any of the named individuals. No partnership or endorsement is implied or claimed.