What this is
A thesis operating system for AI-economy investing, built by one person as an application to Sigil Fund's Supernova cell.
Most investment research dies as prose. Progenitor treats a thesis as something you can run: every claim is written down, and evidence for and against it accumulates automatically from public sources until the claim is confirmed, refuted, or drifting.
One pipeline carries the whole system: a source fact is ingested and stored with its provenance, resolved to a durable identity, rolled up into an investment object, classified as thesis evidence, and surfaced for a human decision. Nothing in that chain is a recommendation, and nothing skips a step.
The division of labour is deliberate: agents propose, tested code decides. Language models extract facts from filings and news and draft the briefs. Every score, gate, and posture is deterministic code with unit tests — so what the fund reads is judgment, and what it counts on is arithmetic.
The five-minute path
In order — each page assumes the one before it
- 1TodayWhat changed since yesterday, ranked for human review.
- 2InvestmentsEach company or issuer as one object, with its repos, models and access.
- 3Datacentres roomThe thesis with its claims and the evidence for and against each.
- 4Cycle MonitorThe deepest vertical: four legs of evidence and a deterministic posture.
- 5LedgerEvery prediction the engine made, scored — including the wrong ones.
- 6Weekly briefThe Monday artifact, every sentence cited back to a source.
Agent access
Query it from your own tools, not just this dashboard
Progenitor speaks MCP at /api/mcp, so your own agent can ask it about investment objects, claims, cycle state, the ledger and the briefs — with every fact carrying the source URL behind it. The surface is read-only by architecture: an agent can read the decision layer, but no tool can take, change or remove a stance. Those stay human, signed and reasoned. Setup and tool list ↗
Provenance
The constraint the whole system is built around
Every fact here traces to a public source you can open yourself — filings, repositories, package registries, job boards, news feeds — stored with its original URL before anything derives from it. Only sources whose terms permit it feed scores and alerts; nothing login-gated or person-sensitive is ever collected. System shows the coverage, freshness, and running cost of all of it.
Rado Súkala · sukala@me.com