How to Measure Any Track Record
Use this checklist on anyone who shows you a performance number — a newsletter, a fund, a social account, or this site. It asks the questions that separate an inspectable record from a claim. We do not rank or describe anyone else here; we simply answer each question for our own book, honestly.
| The question to ask | Our answer | Verify |
|---|---|---|
| Where do the numbers come from? | A single, real Interactive Brokers account belonging to the founder. The equity curve and closed-trade ledger are reconciled trade-by-trade against IBKR Flex statements — not a spreadsheet, not a screenshot, not a simulated backtest. | Check |
| Are the losing trades shown too? | Yes. The Call Ledger discloses every fully round-tripped position — winners and losers alike — with hold-return, drawdown-in-hold and streaks. Nothing is cherry-picked out. | Check |
| Can you check the math yourself? | Yes. The exact Sharpe / Sortino / Calmar / volatility / max-drawdown formulas are published, including the daily-return definition, the 252-day annualisation and the suppression rules for thin samples. | Check |
| Do you say when the data is stale? | Yes. Every live surface carries a data-state pill — LIVE, STALE, FALLBACK or SHADOW — so you always know whether a number is current, delayed, or served from a reconciled fallback. | Check |
| Do you disclose what you're researching but do NOT own? | Yes. The Radar lists names under research that are explicitly not held, each with a dated note and a thesis stage — an on-the-record research log, separate from the live book. | Check |
| Is the macro context public and sourced? | Yes. The Macro desk uses public benchmarks (real rates, DXY, metals, energy) and a book-scoped catalyst calendar. Facts are attributed; no economic print is invented. | Check |
| Is any of it dressed up as advice? | No. Everything is retrospective and descriptive disclosure of the founder's own account. Nothing is investment advice, asset management, or a solicitation — and the site states so on every surface. | Check |
| How is your payment data handled? | Checkout runs entirely on Stripe's hosted, PCI-DSS Level 1 infrastructure. Card details are entered on Stripe's servers and never touch ours. | Check |
| Is there a third-party audit of the track record? | Not yet. The record is self-reconciled against IBKR Flex and fully inspectable, but it is not currently attested by an independent auditor. This is disclosed honestly rather than implied — an independent attestation is a roadmap item, not a present claim. | — |
Everything on this page describes the founder's own personal trading account and publicly available benchmarks, retrospectively and factually. Past performance is not a reliable indicator of future results. Nothing here is investment advice, asset management, or a solicitation to buy or sell any financial instrument.Alle Angaben beschreiben rückblickend und sachlich das persönliche Handelskonto des Gründers sowie öffentliche Benchmarks. Frühere Wertentwicklung ist kein verlässlicher Indikator für künftige Ergebnisse. Dies ist keine Anlageberatung und keine Aufforderung zum Kauf oder Verkauf.Full disclaimer