We find problems,and solve them.

Portle is a portfolio calculator that gives one person the calculation an institution has. It does not tell you what to buy. It works out gain, risk, and exposure by asset, sector, country and currency from the ledger you keep in Google Sheets, and recomputes every past day on today's basis to find the periods that look like now. The ledger stays yours. On the App Store and Google Play.

Built with the MonoR Apps team. What you learn only stays if you go back to it, and alone that is what stops. The three do not learn for you. They make going back easy, each in the form its material wants: VoiceCards asks it aloud, ReviewNotes sets the missed question again, Scripta takes a text apart and has you write it back. AI does the preparation, not the learning.

Our affiliate Ten Softworks puts AI agents on top of search. Their search engine reads a question for what it means and returns the right book or paper on the spot. It runs in university libraries today, and deploys on-premise over an organisation's own database.

We look for companies whose advantage keeps compounding over years rather than quarters, which usually means the ones supplying what every build needs, whoever wins the layer above. They take longer to understand. Once understood, we hold them through a drawdown.

Building the products and running them shows which technology holds up, the part that does not show in anything you read. That is what the judgment rests on.

To see who really benefits, you have to know the value chain. So we build ValueChain ourselves, a sourced, cross-checked map of who sells to whom, and use it as the evidence behind our positions. Every entry carries its source and its date, so the evidence can be checked.