Provarion technical notes

Stone Notes

Technical notes on economic intelligence, evidence graphs, financial AI boundaries, and the systems behind Provarion.

Intelligence architecture

Why financial AI needs evidence graphs

Natural-language interfaces are useful only when the underlying facts, relationships, and uncertainty are structured.

Coming soon

Portfolio intelligence

Portfolio exposure is not the same as ticker ownership

Understanding what a portfolio owns requires mapping issuers, sectors, geographies, factors, macro variables, and second-order relationships.

Coming soon

Product guardrails

The boundary between explanation and advice

Financial intelligence products need clear lines between education, workflow support, suitability, and recommendations.

Coming soon