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

Block 3 — The Research Engine

Research

Every company runs through five sequential gates before it earns a verdict. Active companies, the watchlist of cleared theses awaiting price, and the archive of every decision you've made.

Active research

2 companies currently being evaluated.

Harbor Instruments

HBR· MIPS 10%
Gate 3 of 5
  1. 1Quick Screen
  2. 2Quality Check
  3. 3Forensics
  4. 4Pitch
  5. 5Advisory Board

Summit Aerospace

SMT· MIPS 8%
Gate 2 of 5
  1. 1Quick Screen
  2. 2Quality Check
  3. 3Forensics
  4. 4Pitch
  5. 5Advisory Board

Watchlist

2 companies parked on price — the thesis is done, now it waits for the entry zone.

Vantage RetailVNTWAIT
Half $58.00· Full $49.00· 3 anchors
Cedar Grove UtilitiesCGUWatchlist
Half $64.00· Full $57.00· 2 anchors

Archive

2 completed decisions on record — every GO, NO GO, and TOO HARD, kept so you never re-research the same pass twice.

Ironwood MaterialsIRNGO
Reached Gate 5
Delta Springs BeverageDSBTOO HARD
Reached Gate 2

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.

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.