philosophy-walkthrough

What problem does it solve?

This walkthrough guides learners through the family's investment philosophy with concrete portfolio examples, helping next-gen family members, new advisors, and spouses understand how the family thinks and how decisions are grounded in real data.

Core Features & Use Cases

• Read in order: the shipped family-rules.md, the family's overrides at <family_folder>/.intelligent-alpha/family-customizations.md, then overlays at <family_folder>/.intelligent-alpha/overlays/ia-fo-philosophy-walkthrough-v1.md if present; followed by <family_folder>/.intelligent-alpha/philosophy.md, <family_folder>/.intelligent-alpha/people.md, and <family_folder>/.intelligent-alpha/house-style.md, plus managers/INDEX.md and decisions/INDEX.md to locate concrete examples.
• Calibrate the walkthrough to the recipient; if no recipient is named, default to sophistication level 2.
• Follow a walkthrough structure that mirrors philosophy.md, with concrete portfolio examples for identity, what we do, what we don't do, risk tolerance, decision philosophy, and the honesty discipline; includes sections on losses, tensions, and real-world tradeoffs.
• End with an invitation to discuss refinements with the principal and to surface any issues to the meeting notes when saved.

Quick Start

Begin a guided philosophy walkthrough using the latest portfolio context and the family's rules.