TickerTrac saved records

TickerTrac keeps an investor's reasoning connected to retained public evidence: the thesis written in the user's own words, its saved versions, the filings, earnings calls, disclosures and news signals judged against it, and the history of how the view changed.

The connector gives Claude read access to the signed-in user's own saved records: list theses and exact versions, read retained changes for a bounded detection window, inspect permitted source excerpts, search saved signals, retrieve exact filing and call passages, read the latest SEC headline-metric cache and check the status of an existing research job. Every result names its coverage (complete, partial or unavailable), its dates and its exact record ids; empty results are reported as no retained signal, never as proof that nothing happened.

No tool performs fresh research, fetches the web or makes a model call. With write scope, which the user grants explicitly at consent, Claude can prepare an exact batch of record changes (watchlist additions, thesis appends, theme links, dated source references) that the user reviews and approves once in TickerTrac before anything is saved. Separate setup tools can propose a new private theme and monitoring selections for the same one-time approval. An optional standing permission, configured by the owner for one connection and watchlist, can allow bounded additions/appends without per-batch review; every apply retains a receipt. It cannot replace a thesis, change a theme or start research. The two packaged skills use explicit batch review. The assistant's interpretation is never a saved TickerTrac judgment.