Reads tree rings the way it reads 13F filings.
A 13F-driven research stack with a Phase-1 read-only agent and a sandboxed recursive self-improvement loop. Patience, pattern recognition, and a long time horizon — instrumented.
I · CAPABILITIES
Each ring earns its position through deliberate restraint.
SEC fetch → parse → analyze. Twelve managers, nine quarters, cached on disk. The same patience as a tree adding a season.
N = 12 · 9QSPY-only α versus three-factor α (SMB, HML). Separates skill from style. Calibrated to be unflattering on purpose.
α₃F · β · MaxDDThe agent proposes diffs to its own code. A sandboxed eval gate returns IMPROVE / REGRESS / INCONCLUSIVE. Humans merge.
sandbox · eval · gateII · GOVERNANCE
Wofo runs as a Family Office Rule entity. Phase 1 is research only — no orders, no transfers, no account modifications. The loop never writes to main and never auto-merges. Every action a person could regret is gated by a person.
Phase 1 · Read-only agent
list_local_filings, summarize_panel, top_holdings, qoq_activity. That's the entire surface.
Sandboxed RSI loop
Diffs apply in a tmp tree, eval suite runs, a judge classifies. main is untouched.
No fileable documents
Wofo will not file legal or tax documents on your behalf. Counsel packet is intake, not a filing.