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ACIS DECISION ALERT

Research becomes useful when it changes what you verify next.

Decision Alerts translate research conclusions into review priorities. They never execute or replace a personal investment decision.

ONE RESEARCH SYSTEM

Three publication types. One action layer.

A report keeps one primary publication type. A Decision Alert can be attached when the evidence reaches an action threshold.

ACTION STATES

Five states prevent every signal from becoming a trade.

  1. 01NO ACTION

    Evidence does not justify a portfolio change.

  2. 02WATCH CLOSELY

    The signal matters; wait for the next confirming datapoint.

  3. 03POSITION REVIEW

    Re-check valuation, thesis, exposure and risk limits.

  4. 04REBALANCE DISCUSSION

    Evidence and portfolio constraints support discussing a weight change.

  5. 05RISK EXIT REVIEW

    A hard thesis or risk condition may have failed; human review is required.

DELIVERY CONTEXT

The advice becomes more specific only when the context becomes more specific.

PUBLIC RESEARCH

Industry and asset impact

Direction, time horizon, evidence boundary and upgrade/downgrade triggers. No assumed holdings.

WATCHLIST

Ticker-specific thesis alert

Maps the event to named companies, thesis variables and next checks.

PORTFOLIO MONITORING

Personalized decision review

Uses actual weights, cost basis, liquidity needs and risk profile to discuss position or rebalance choices.

Private holdings, cost bases and client constraints remain private. No alert executes a trade automatically.