FOUR-DIMENSION VIEWEarly access
O.P.E.N. Profile
A concise view across Onchain Evidence, Performance Quality, Exposure Discipline and Non-Fragility. It is not a score or autonomous rating.
OpenStrategy Intelligence Platform PLANNED
Institutional strategy intelligence, built on a governed system of record.
The platform maintains evidence, calculations, methodology state, underwriting records, caveats, and approvals. Qualified O.P.E.N. Profile, Strategy Passport and Agent Intelligence workflows are available through Early access while the full platform remains Planned.
No custody · No trade execution · Human approval for high-stakes conclusions
Platform architecture
Observe. Verify. Underwrite. Decide. Monitor.
Every workflow preserves the difference between source evidence, deterministic calculation, agent interpretation, and a human-approved conclusion.
- 01Universe
Observe
Map human-operated, systematic, vault, autonomous, and multi-agent strategies.
- 02Evidence
Verify
Establish identity, provenance, coverage, completeness, and timestamped lineage.
- 03Analysis
Underwrite
Assess return quality, risk, capacity, robustness, access, and evidence confidence.
- 04Control
Decide
Route material findings, caveats, exclusions, and uncertainty through human review.
- 05Change
Monitor
Track drift, impairment, leverage, concentration, liquidity, and review triggers.
O.P.E.N. Framework
One framework. Four dimensions. Reviewable evidence.
OpenStrategy Agent Intelligence applies the O.P.E.N. Framework across Onchain Evidence, Performance Quality, Exposure Discipline and Non-Fragility. It helps analysts search, compare, explain and draft from the governed system of record.
AI-powered analysis. Deterministic analytics. Human-governed conclusions.
Product availability
Early-access workflows first. Roadmap second.
The full Intelligence Platform remains Planned. Qualified access is centred on the three related workflows below, with future scope shown separately.
Available through qualified early access
COMPLETE UNDERWRITING RECORDEarly access
Strategy Passport
Begins with the Profile, preserves evidence, methods and caveats, and ends with a human-reviewed assessment status.
INTERFACE AND ORCHESTRATIONEarly access
Agent Intelligence
Evidence retrieval, screening, comparison, Passport drafting, caveat surfacing and approval routing over the governed system of record.
Strategy Passport · Early access
Complete evidence. Governed conclusion.
A Strategy Passport is the complete evidence and underwriting record for a strategy. It begins with an O.P.E.N. Profile, preserves provenance, methods and caveats, and ends with a human-reviewed assessment status.
Every Strategy Passport begins with an O.P.E.N. Profile and ends with a human-reviewed assessment status.
O.P.E.N. Profile
- Onchain Evidence
- Performance Quality
- Exposure Discipline
- Non-Fragility
Evidence record
- Identity and provenance
- Data coverage and recency
- Methods and lineage
- Risks and caveats
Separate implementation fields
- Capacity
- Liquidity
- Access
- Execution dependencies
Human-reviewed assessment status
- Review required
Strategy PassportIllustrative record
Anonymised candidateOS-MN-018
Early accessO.P.E.N. Profile
Evidence record
Identity and provenance · Data coverage and recency · Methods and lineage · Risks and caveats
Separate implementation fields
Capacity: Unverified · Liquidity: Partial · Access: Review · Execution dependencies: Material
Agent Intelligence Layer · Early access
The platform is the record. The agent is the interface.
The agent retrieves, screens, compares, explains, drafts, and routes work. It cannot rewrite deterministic metrics, control assets, execute trades, rebalance portfolios, or issue unreviewed final high-stakes conclusions.
Platform
Evidence lineage, calculations, strategy records, methodology, assessments, monitoring states, and permissions.
Agent Intelligence
Mandate screening, candidate comparison, Passport drafting, citation retrieval, caveat surfacing, committee memos, and approval routing.
Institutional access
Bring a real strategy-review workflow.
Request qualified access for strategy screening, Strategy Passports, Agent Intelligence or a defined institutional research workflow.