Research

Research notes for reading the AI market-behavior record.

Short, practical explanations for investors and analysts who want to understand paper records, SPY context, drawdown, methodology, and why timestamped decisions matter more than screenshots or self-reported returns.

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Pages built for search, sharing, and trust.

Each note supports the same core message: Allocation Agents keeps paper records of portfolio agent behavior so visitors can inspect claims with benchmark context, drawdown, methodology, and limits attached.

Market test

Can AI Beat SPY?

Why Allocation Agents uses SPY context when evaluating AI manager paper records.

Investors and analysts4 min read

Explainer

What Is an AI Investment Agent?

A plain-English definition of AI investment agents and how they differ from ordinary trading bots.

New visitors4 min read