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Wealthoak.ai

Evidence & provenance

The evidence register

A dated account of Wealthoak’s published product scope, model descriptions and the evidence required for performance, execution and assurance claims.

Published by Wealthoak Advisory LLP · Updated

“Documented” means a description is published by Wealthoak. It does not mean a capability has been independently tested. “Not published” describes this public library; it is not a statement that no internal records exist.

We do not claim to be the world’s most advanced investment technology without a defined comparison and independent supporting evidence.

Identity · Documented scope

Software, data and analytics

Wealthoak.ai is operated by Wealthoak Advisory LLP. The platform provides market analytics and automation tools; it does not take custody of client capital or provide investment advice.

Evidence standard: Company identity and the product boundaries published on this website.

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Models · Design description

Atlas and Falcon

Atlas describes a patient trend-following approach; Falcon describes a faster momentum approach. These are design descriptions, not measured risk or return forecasts.

Evidence standard: A model-specific version, eligible instruments, signal rules, testing window and approved evaluation report before publishing measured results.

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Research · Report not published

Historical and live performance

This library does not currently publish a verified Atlas or Falcon performance series. No uniform historical coverage period, audited return, Sharpe ratio or drawdown is asserted here.

Evidence standard: Dated source series, model version, capital basis, costs, cash-flow treatment, benchmark, testing protocol and publication approval.

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Execution · Benchmark not published

Execution quality

A signal, an accepted order and an exchange fill are different events. No platform-wide fill-rate or latency benchmark is published in this library.

Evidence standard: Broker, instrument, region, sample period, sample count, timestamp definitions and p50/p95/p99 observations, including failures.

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Availability · Confirm before connecting

Broker availability

Availability depends on the broker, account, market and enabled permissions. A broker name or logo is not confirmation that a particular integration is live for your account.

Evidence standard: A dated broker-specific acceptance test and supported account/market matrix before marking an integration verified live.

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Trust · Assessment not published

Security and independent assurance

Security objectives and custody boundaries are documented separately from independent assurance. This library does not claim a published security certification or third-party audit.

Evidence standard: An assessor-issued report with scope, date, limitations, findings and permission to publish.

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Reuse the facts, with the context

Download this register as JSON. Preserve the status, scope and publication date when citing it. Our editorial policy explains corrections, sources and review labels.