Capital · SigmaX

Know what should happen before capital moves.

SigmaX checks a proposed action against policy, evidence, risk, and decision rights—then shows the answer, why, who decides, and what comes next.

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Illustrative record — integrity check not performed

DECISION RECORD · AIX-WM-DRIFT-1047

SAMPLE 01 / 04v12

PROPOSALAdd $120,000 · equity · household 0419

MANDATECapitalMandate v7 · applied to intent

CASH FLOOR$60,000 after trade · floor $100,000FAIL

CONCENTRATION19.2% of portfolio · cap 15.0%FAIL

EVIDENCE5 of 6 required items attachedHELD

APPROVAL RIGHTS$120,000 · within advisor limit $175,000OK

AUTHORIZATIONPrincipal · not reached — blocked upstream

ROUTEBlocked · nothing routedBLOCKED

AUDIT12 events · hash b94c · replay completeSCRIPTED

SCRIPTED OUTCOME

Blocked by mandate.

DECISION OWNER

Principal — not reached

NEXT PERMITTED STEP

Broker handoff — not sent

ILLUSTRATIVE DATA · SCRIPTED WALKTHROUGH · NOTHING IS ORDERED, TRANSFERRED, OR SENT

Capital integration scopeReview the Capital API documentation and confirm the supported scope with your operator. Connecting a customer system is a separate step.

Public OpenAPI documentationRepository TypeScript clientWebhook delivery disabled by default

RUN IT ON YOUR OWN NUMBERS

Your portfolio. Your limits. A real verdict.

Explore the example without an account. Using your own figures asks for your name and work email. The figures stay in this browser tab.

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No account · Runs in this tab

1Add context
2Define the action
3Get the result

Step 1 · Context

Start with an example or your figures.

Use the guided example first, or enter one portfolio snapshot and the limits it must respect.

Example policy

Portfolio

$1,250,000

Available cash

$180,000

Current position

$120,000

Position now

9.6%

Policy being tested

Cash floor $100,000. Single name capped at 15% of the portfolio. Anything at or above $25,000 needs an advisor approval, and one advisor may approve up to $175,000.

Step 2 · Action

Define the move to test.

SigmaX will recompute cash, position weight, policy limits, evidence requirements, and the human decision path.

What decision needs a preflight?

How do you want to size it?

Proposed amount

This amount changes cash after the action, projected concentration, the action-size gate, and the review path.

Action brief

Add to the position $15,000 for single-name equity (sample instrument), using the advisory household example.

Example

Review decision readiness

Ready for policy review

Show the reviewer what is available.

Choose the material attached to this decision. SigmaX uses it to identify what can proceed, what must pause, and exactly what is still missing.

What this changes

The core review can continue. Missing implementation inputs remain visible in the result.

Supporting material

Client objective and decision rationaleWhy this action is being considered and which client objective it serves.AvailableCurrent portfolio and liquidity snapshotHoldings, available cash, current position, and the proposed change.AvailableMandate or IPS constraintsThe limits, approval thresholds, and reviewer responsible for this account.AvailableTax and implementation-cost estimateEstimated tax impact, trading costs, and other consequences of implementation.Missing

Independent challenge

Risks and objections reviewedThe strongest reasons not to proceed have been documented and considered.ReviewedA lower-risk alternative comparedThe reviewer can see why this path is preferable to waiting or taking a smaller step.Reviewed

These are declarations for this local preview. In a configured workflow, each item links to its source, owner, and timestamp.

Pre-check impact

Arithmetic preview · Run the check for the policy verdict

Proposed path: Add $15,000
Position: 9.6% → 10.8% · limit 15%
Available cash: $180,000 → $165,000 · floor $100,000

Portfolio figures are computed locally and are not uploaded. Using your own figures submits your name and work email as an inquiry. No order or capital action.

Step 3 · Result

Your answer appears here.

SigmaX has not evaluated anything yet. Run the check to get the answer, reason, policy findings, owner, and next permitted step.

Illustrative data · Calculated locally against sample rules · No order, transfer, or external capital action.

Need a reviewed diagnosis of your team’s workflow? The Decision Friction Audit returns a workflow map, proof gaps and prioritized findings. $7,500 one-time.

Explore the audit

Proof before motion

The proposal goes in. A decision-ready answer comes out.

SigmaX keeps the policy, evidence, reason, owner, and next permitted step attached to the same answer.

The proposal

Increase a concentrated equity position.

One capital action arrives with the context a reviewer needs to understand it.

The proposed move

What the team wants to do

Portfolio context

Cash, exposure, and concentration

Policy and evidence

The rules and rationale that govern it

The governed answer

Advisor review required.

The proposal can continue, but policy requires a named advisor before a handoff can be prepared.

Decision owner: Advisor
Next permitted step: Advisor review
What stays attached: Reason and evidence

Ready for the review workflow

The answer, rationale, and review path stay together.

Decision intelligence onlyNothing ordered, transferred, or sent outside SigmaX

Your AI

Research

Portfolio system

Human proposal

One governed interface

SigmaX decision layer

Architecture example

Policy result

Evidence gaps

Decision-maker

Next permitted step

Public OpenAPI referenceRepository TypeScript clientWebhooks disabled by default

Your review UI

Committee queue

Audit archive

Risk workflow

Your systems remain the systems of record. No live capital authority: SigmaX does not place trades, custody assets, transfer funds, or route customer capital.

INTEGRATION SCOPE

Keep your stack. Add one governed decision layer.

The public contract documents a Capital decision interface. The repository includes a TypeScript client; access, supported operations, and deployment scope require separate confirmation. This illustration connects no customer system.

01
Send one proposal
Review the public OpenAPI reference and repository TypeScript client for the proposal format.
02
Receive one governed answer
The documented response describes the policy result, evidence gaps, decision-maker, and next permitted step. Access requires separate confirmation.
03
Return it to your workflow
Webhook delivery is disabled by default and requires separately governed configuration. This example does not connect an external workflow.

See the integration guide View the API contract

Explore the architecture on AIgentXS

Built around your decision

Start with the work your team already does.

Choose a familiar review path. Each walkthrough shows the proposal, governing rules, answer, and person who owns the next decision.

Capital is one application. Explore how AIgentXS frames the same governance questions across seven sectors.

Household decisionsWealth & advisoryTest an allocation against cash, concentration, evidence, and approval rules.See the advisor review path Committee reviewsInvestment committeesKeep the proposal, evidence, dissent, decision owner, and rationale together.See the committee workflow Product integrationFintech & AI platformsReturn governed answers to the products and models your customers already use.See the platform pattern Control workflowsOps, risk & complianceRoute exceptions to named reviewers with the policy finding and next step attached.See the exception path

YOUR WORKFLOW, GOVERNED

Bring one decision. Leave with a clearer next step.

We’ll map one real workflow and show you the proposed scope before you commit. SigmaX never holds client assets, places trades, or moves money.

Request a workflow review View pricing