How to read a record

This page is for somebody with ten minutes and no account. It explains what a title on this platform means, how to read a member's public record, and what that record deliberately does not show.

We make no claim that any employer uses this platform. What follows is a description of the artifact, so a reader can decide for themselves what it is worth.

What a title means

A title is the floor of what this person has done here, not a rank against anyone.

A title carries no position on any board, no percentile and no score. Two people who meet the same minimum hold the same title.

TitleMinimum evidenceRatified byStatus
Member
  • Onboarding complete
  • Placement quiz taken
  • Role charter acknowledged

The seat every member starts in. Nothing here is a judgement about the person.

AutomaticLive
Analyst
  • One Call authored with a pre-mortem and taken to committee
  • One memo written from a research template
  • 10 journal entries on the member's own book

The first rung that unlocks authoring a Call and querying the data room.

Fund leadLive
Senior Analyst
  • 10 settled Calls, the emerging reliability floor
  • Journal rate at or above the fund's own policy
  • One memo that reached a committee vote
  • No unauthorised trades in the period

Settled means the Call reached its target, its stop or its horizon, decided by prints and not by opinion.

Fund leadLive
Associate Fund Lead
  • 30 settled Calls, the established reliability floor
  • One full 3 month checkpoint on a fund book under an IPS, with zero unauthorised trades
  • One review of another member's Call
  • One allocation proposal sanctioned

The first rung with authority over somebody else's work, so an officer ratifies it.

OfficerLive
Fund Lead
  • Ran a fund through a 3 month checkpoint as lead
  • IPS revision authored
  • Investment committee package issued
  • Exception register clean, or every exception acknowledged
  • Handover pack complete if positions were inherited

Measured on the mandate the fund published, not on the return it happened to post.

OfficerLive
Portfolio Manager
  • Fund Lead, plus one completed checkpoint
  • Runs an allocator book: a fund of funds, or a hybrid book

Policy, opening a later term. Allocator books are not live on this platform today.

OfficerPolicy, opening a later term
Leadership
  • Elected or appointed by the club

Carries no additional trading authority. It is a club office, not a rung above Fund Lead.

OfficerLive

Ladder spec 2026-09-08.v1.

How to read a record

Every rate carries the sample it came from
A hit rate with no n is a decoration. A record shows the number of settled Calls behind each rate, and the tier that number earns: provisional below 10, emerging up to 30, established at 30 and above. A thin record says it is thin rather than rounding up.
Settled means the market decided, not the author
A Call is locked with a price target, a stop and a horizon before the trade. It settles when a print reaches the target, breaches the stop, or the horizon passes. Nobody marks their own homework, and a locked Call cannot be edited afterwards.
What is private is disclosed as private
A member chooses which parts of their record are public. A part they keep back is shown as withheld rather than quietly dropped, so a reader can tell the difference between nothing to show and choosing not to show it.
Four roles, kept apart
The person who wrote the thesis, the people who voted, the person who approved the trade and the person who executed it are recorded separately. A fund's return is never presented as one person's work.
AI involvement is disclosed
Members may use the platform's AI tools inside the rules. Where a decision was assisted, the record says so. No tool can author a Call, and no model verdict changes a price, a settlement or a result.
History is not reset
A member who changes strategy opens a new epoch. The earlier one stays visible beside it. Nothing is erased to make a record look better.

Example, demo data

Below is the record surface itself, rendered for Demo Guest, a person in the platform's demo world. The trades and the writing behind it are seeded, so read it for the shape rather than the numbers.

Funds and teams
Core Equity, your desk
portfolio_manager
ACTIVE
Published research
No published research yet.
Pinned
No pinned items yet.

What a record never shows

  • A position against other members. There is no ordinal on a record.
  • A percentile.
  • A single number that stands for the person.

Two rules produce that. A number computed about a person does not belong on a page an employer reads without the method beside it, and cross-member comparison lives only on a competition board, where everybody in it opted in and the method is published.

How to verify it

  • The record page is the artifact. It is served live from the ledger, not exported by the member.
  • Open the link yourself rather than accepting a document. A record that has been edited into a document is a document, not a record.
  • Ask for the Call behind a claim. Every settled Call has a locked thesis, a date and a settlement written before the outcome was known.

Five questions the record supports

  1. Walk me through a Call that settled against you. What did you write before it did?
  2. Show me the pre-mortem. What would have made you close it early?
  3. Which risk or compliance exception did you trigger, and what happened next?
  4. What did you inherit in a handover, and which of it did you re-underwrite?
  5. What did the committee change in your memo, and did you agree?