Insights
Notas sobre lo que estamos construyendo: infraestructura de datos, extracción de documentos, MCP y lo que hace falta para que la gente confíe en el software financiero.
IRR, TVPI and DPI, and why your three sources disagree
The metrics are simple arithmetic. The disagreement is almost never the formula. It is which cashflows each source counted, and as of when.
What an MCP server actually changes about portfolio data
Connecting a portfolio to Claude and ChatGPT is not a chat feature. It is an access-control problem, and that is the part worth getting right.
The family office reporting stack, and where it breaks
Most family offices run on a spreadsheet, a folder of PDFs and one person who understands both. Here is where that arrangement actually fails.
Why we let the extraction model say "I am not sure"
A parser that is right 96% of the time is not 96% useful. What matters is whether it knows which 4% to flag.