On the record
Reasoning, dated and checkable.
A record is a writer's own investment theses, kept the way they were written and shown beside what public evidence did to them afterward. Every entry is an exact copy at a dated moment, hashed, chained to the writer's earlier entries and signed with a key you can check. Nobody, including TickerTrac, can edit or remove an entry without breaking the chain.
It grades reasoning, not price. There are no returns, no rankings and no scores. What a reader gets is the thing a screenshot cannot give: proof of what was said, when, and what happened to the reasons since.
What an entry can be
- Saved version
- The exact words and factors of a thesis at the moment the writer saved it, hashed and signed. Sealed entries publish only the hashes until the writer reveals the text; the hashes prove it is the same text.
- Evidence trail
- Every retained public event that bore on the version's factors since it was recorded, with the effect on each factor and the policy version the judgment was made under, frozen at a stated cutoff.
- Replay
- What was knowable before the writer wrote the version: dated public sources judged against the exact wording. A reconstruction, labelled as one.
- What changed
- The exact difference from the previous recorded version, the writer's own reason for the change and the event they said prompted it.
- Correction or retraction
- The writer's dated words about an earlier entry, chained after it. The earlier entry stays exactly as it was; readers see both.
Sources are shown the way the source policy allows: SEC filings and issuer materials are linked; licensed news and call transcripts are counted, dated and judged with title and link withheld. Every judgment carries the policy version and model it was made under, so a later model upgrade is disclosed rather than hidden.
How to check an entry
- Open any entry. It shows its content hash, its entry hash, the previous entry's hash and the signature.
- Follow the entry's verify link. TickerTrac recomputes every check from the stored bytes and the published key and answers in plain JSON.
- Or do it yourself: canonical JSON with sorted keys and compact separators, UTF-8, SHA-256, and an Ed25519 signature over the entry hash. The public keys are at api.tickertrac.com/record/keys.
Who has one
During early access, records belong to a small group of writers who publish reasons rather than picks, and each record is listed by hand once its first entry and evidence trail exist. Any TickerTrac account can keep a record; listing it publicly is the step we take together.
A record page is the writer's own reasoning at dated moments. TickerTrac attests to the dates and to the text not having changed. It does not endorse the view, and nothing on a record page is investment advice.