Professional-grade tools for portfolio analysis, valuation, options modeling, and market research — unified under one institutional surface.
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Every displayed figure carries the filing, feed, or formula it came from. Click any badge to read the original.
When sources disagree, the precedence rule is documented and the disagreement is surfaced. No silent overwrites.
Computed metrics link to a dated methodology page. When the formula changes, the change is logged below.
Portfolio management, analytics, ingestion, and reporting in the modern Alethia shell.
REIT analysis terminal with valuation, watchlists, and portfolio tooling.
Scenario modeling and bottoms-up valuation workbench for deep analysis.
Signals, screeners, snapshots, and watchlist-oriented market workflows.
Options PnL explorer with Greeks decomposition, multi-leg strategies, and scenario modeling.
Cross-asset comparison, relative value analysis, and comparative research workflows.
Property-level cash flow, tax modeling, refinance analysis, and reporting.
Original Pharos shell. Maintained for parity and regression checking.
When the suite changes how it computes a number or which source it prefers, the change is recorded here. Old exports remain reproducible under the methodology version they were generated with.
Migration 018_register_plaid_and_morningstar_sources added rows so @alethia/provenance can reference both. Ingestion is not yet wired — see packages/provenance/NEEDS_PLUGIN.md.
Structural and typographic unification across apps drafted. Color tokens unchanged.
Vault key handling, schema exposure, column mismatches, and Yahoo user-agent corrected. Provenance audit trail in enrichment.fact_evidence is now populated for all enrich-* functions.
Switched from same-store NOI to total stabilized NOI from supplemental filings. Same-store understates the denominator for diversified REITs and is no longer used anywhere in the suite.
Six mandatory rendering rules for consumer apps: never hide stale data silently; never launder aggregator-sourced data through a primary-source badge; always surface disagreements above tolerance.