Thesis · NFAI engine
Per-holding thesis health from the conditions the engine can check: stops, size, risk, and tagged news.
Intact
4
Watch
8
Broken
0
Discipline rate
100%
Disciplined
2
Informed
0
Emotional
0
Worst first: does each holding's reason to own it still hold?
Health is the engine's read of its checkable risk conditions, not a verdict on the business. "Clear" means a machine check has not tripped; "watch" marks a written condition only you can judge. Outcome attribution, whether following the engine actually paid, accrues as daily marks build up. Educational, not investment advice.