The evidence
- A timestamped portfolio snapshot
- The version of the mandate used
- Rationale, costs, and counter-evidence
SigmaX Capital / Capital
Before capital moves, make the decision defensible.
A compelling investment idea still has to fit the mandate. SigmaX Capital brings policy, evidence, and the person who decides into the same review — built on the AIgenTXS governed-action architecture.
CapitalArchitecture study
The mandate boundaryProposed exposure / permitted envelope
Allocation, suitability, and risk exceptions.SigmaX Capital application / AIgenTXS architecture
Why this workflow needs a record
The idea is only the beginning.
Cash, concentration, client objectives, and decision rights change what a team can do next. Keep the proposed allocation attached to those constraints, including the evidence that argues against it. A clearer record helps the reviewer distinguish a strong thesis from a permitted action.
Inside the workflow
Different decisions.
The same discipline.
Choose a scenario to inspect the proposed action, governing rule, evidence, and person responsible.
The proposed action
Increase a concentrated equity position.
Illustrative workflow. No live action.
- Policy
- Check post-action cash and single-name concentration against the household mandate.
- Evidence
- Portfolio snapshot, mandate, investment rationale, and implementation costs.
- Reviewer
- Named advisor or investment principal.
- Effect record
- Preserve the reviewed proposal and its next permitted step; no order is sent.
An interactive policy example
Change the context.
See what must change next.
Adjust one sample input, declare the evidence, and record a simulated approval. A boundary failure remains a failure even when approval is checked.
Sample concentration ceiling15%
AIgenTXS / policy exampleLocal only
Boundary exceeded
Outside the sample boundary.
The projected position exceeds the sample mandate.
Illustrative inputs and one simplified policy rule. Calculated in this browser; no upload, stored decision record, provider call, or external action. This is not a deployed industry workflow.
For the full capital calculation using your own figures, try the SigmaX portfolio check.
What stays attached
Evidence. Authority.
An inspectable outcome.
The authority
The named human owns the capital decision. AI analysis does not inherit trading or allocation authority.
The effect
The current capital surface records checks and review state. SigmaX does not custody assets, place trades, transfer funds, or route customer capital.
Start with one workflow
Bring the action.
Map the boundary.
Tell us what your team needs to govern, which evidence matters, and who owns the decision.
Current scopeCapital decision software with read-only examples. Suitability, legal review, and any future capital authority remain separate gates.
AIgenTXS’s mandate-to-effect architecture is implemented and tested in-repository with synthetic fixtures. Product runtime deployment, customer use, and independent attestation are separate milestones.
Explore another industryCredit + Insurance