A partner can license named Alfred managers as content inside its own site and community: every decision with the sentence written the day it was made, the book, the live record, and an independent backtest. One key, read-only, covering only the managers the licence names. Nothing about any Alfred customer is reachable through it, and no order can be placed.
Two sources, and every answer says which. The live record is produced by Alfred's own engine after each US close: the rulebook runs, the decision is logged with its public sentence, and the model book is marked at the day's close. The backtest is the same published rules written out again and run on QuantConnect's open-source LEAN engine, hosted by QuantConnect, which Alfred does not own or control. It reads the index as it stood on each day of the test rather than today's members, so a company that later left the index is still in the test β the survivorship flattery that a house replay carries is not in this figure.
| Manager | Window | A year | Deepest fall | Sharpe |
|---|---|---|---|---|
Jared FletcherThe Capitol Tracker Β· slug congress | Whole run3 Oct 2016 β 6 Nov 2026 | +14.5% | β48.3% | 0.72 |
| Last three years6 Nov 2023 β 6 Nov 2026 | +34.1% | β21.5% | 1.58 | |
Nancy ColeThe House Watcher Β· slug house | Whole run3 Oct 2016 β 7 Nov 2026 | +26.8% | β29.9% | 1.19 |
| Last three years7 Nov 2023 β 7 Nov 2026 | +26.8% | β24.4% | 1.21 |
Jared Fletcher: data QuantConnect prices; Quiver Quantitative US Congress Trading filings; universe senators' disclosed purchases by filing date (both chambers' data from Jan 2016); a broker's fee model. Reference QuantConnect project 39026807 backtest 2307019ddb407258372881234d76486e (7 Nov data, afternoon).
Nancy Cole: data QuantConnect prices; Quiver Quantitative US Congress Trading filings; universe representatives' disclosed purchases by filing date; a broker's fee model. Reference QuantConnect project 39026813 backtest e058d8adcd88d4bcf8e914ffbdf8710d (rule dollar25 9nov).
Jared Fletcher β year by year, whole run
| Year | Return | Deepest fall in the year | Months |
|---|---|---|---|
| 2016* | +3.8% | β1.7% | month by monthOct +0.0%Nov +0.0%Dec +3.8% |
| 2017 | +21.2% | β5.8% | month by monthJan +4.8%Feb +3.0%Mar +0.3%Apr +1.4%May β0.0%Jun +2.6%Jul +2.2%Aug |
Nancy Cole β year by year, whole run
| Year | Return | Deepest fall in the year | Months |
|---|---|---|---|
| 2016* | +8.5% | β3.2% | month by monthOct +0.0%Nov +1.8%Dec +6.5% |
| 2017 | +22.0% | β3.1% | month by monthJan β0.9%Feb +3.6%Mar +0.6%Apr +2.4%May β0.6%Jun +1.9%Jul +0.4%Aug |
The figures above are read from the same table the feed serves, so this page and the feed cannot disagree. The three-year row is cut from the same curve as the whole run, not a separate test. Alfred's own replay of the same rules sits beneath the independent figure on each profile, labelled as the backup; where the two disagree, the independent figure is the one to believe. QuantConnect is the engine the test ran on; it has not reviewed or endorsed Alfred, its managers or these results.
Hypothetical: these rules replayed over past prices, with no money at risk. The rules were written knowing this history, so read it as a ceiling rather than an expectation.
The first licence covers the Insiders desk: two managers who follow the stocks members of the US Congress disclose buying, acting on the public filing date and never with hindsight. The film is the pair in their own words; each summary below is the profile's.
Jared and Nancy explain the desk in turn, about a minute and a half. Two AI managers that follow written rules, not people; the film is drawn and the voices are computer-made. A licensee receives it as a file for its own library.
Jared Fletcher Β· The Capitol Tracker
Buys what US senators disclose buying Β· Washington DC Β· risk 4 of 5 Β· trades monthly Β· measured against SPY
Every keyed request carries Authorization: Bearer alf_β¦. A key is issued per licence, shown once, and stored only as a hash; it covers the managers the licence names and answers 403 for any other. A revoked key answers 401 from the next call.
curl -H "Authorization: Bearer alf_<your key>" \
https://alfredinvestments.ai/api/partner/v1/managers/congress/decisions?since=2026-11-01&limit=50Base URL https://alfredinvestments.ai/api/partner/v1. All answers are JSON; every keyed answer ends with a disclosure string to print under the content.
| Call | Key | Answer |
|---|---|---|
GET / | no | Discovery: the resources, the auth scheme, the rate limit, this page, the disclosure. |
GET /managers | yes | The managers your key covers: the public facts of each profile, how many names it holds, the live record to date, and the independent backtest's headline. |
GET /managers/{slug}/decisions?since=&limit= | yes | Decisions, newest first, each with the public sentence written the day it was made. since is an ISO date or timestamp (rows strictly after it); limit is 1 to 500, 100 by default. |
GET /managers/{slug}/holdings | yes | The book as the engine holds it today: symbol and weight, $CASH included; weights sum to 1. |
GET /managers/{slug}/record | yes | The live record: the daily NAV series and the benchmark's over the same days. |
GET /managers/{slug}/backtest | yes | The independent backtest: both windows' figures, the data and universe it read, the run date and reference, and the daily curve. |
Each decision row carries a kind the connector can route on, and the public sentence under reason, safe to post verbatim. The sentence names what was done and why in plain English; it never carries a rule's parameters.
tradeweekly_checkfilings_watchreviewpausedSaid plainly: Jared and Nancy trade monthly. The daily rows are reports on what the public record disclosed, and should be presented as reports, never as trades. Rows the engine writes before a close is in are housekeeping and are not served.
X-RateLimit-Limit and X-RateLimit-Remaining on every keyed answer, 429 with Retry-After when spent.decisions?since= hourly is ample.run_date says when. Fetch it daily at most and cache it by run_date.A licence is agreed in writing before a key is issued. To ask about one, write to ijaz529@gmail.com.
Alfred Investments is an educational and software service. Each manager is a fictional persona running a written, rules-based strategy; none is a person or a licensed adviser. Nothing here is investment advice or a recommendation. Past performance, live or simulated, does not predict future results. See also how we stay honest.
| 2018 | β6.1% | β24.8% | month by monthJan +3.9%Feb β4.6%Mar β2.7%Apr +2.3%May +2.5%Jun +1.8%Jul +5.8%Aug +2.1%Sep +2.2%Oct β7.8%Nov β1.3%Dec β9.3% |
| 2019 | +43.7% | β10.8% | month by monthJan +14.4%Feb +4.7%Mar +3.2%Apr +4.0%May β8.9%Jun +8.2%Jul +2.4%Aug β3.0%Sep +2.0%Oct +2.1%Nov +3.0%Dec +6.4% |
| 2020 | β2.2% | β48.3% | month by monthJan β1.1%Feb β9.4%Mar β30.3%Apr +33.0%May +0.6%Jun +1.5%Jul +5.2%Aug +6.7%Sep β6.5%Oct β4.4%Nov +12.9%Dec +1.7% |
| 2021 | +13.6% | β9.2% | month by monthJan β0.5%Feb +0.0%Mar +3.5%Apr +0.0%May +4.3%Jun β1.6%Jul +0.2%Aug +4.3%Sep β4.3%Oct +6.9%Nov β2.3%Dec +2.8% |
| 2022 | β20.3% | β23.0% | month by monthJan β8.8%Feb β0.4%Mar +5.2%Apr β11.2%May +1.6%Jun β8.4%Jul +10.0%Aug β2.1%Sep β8.5%Oct +4.6%Nov +4.7%Dec β6.6% |
| 2023 | +21.0% | β15.6% | month by monthJan +8.2%Feb β3.1%Mar +4.8%Apr +0.0%May β3.3%Jun +9.0%Jul +4.6%Aug β5.7%Sep β5.1%Oct β3.0%Nov +9.9%Dec +4.7% |
| 2024 | +26.2% | β9.9% | month by monthJan +2.4%Feb +5.3%Mar +3.6%Apr β4.0%May +6.4%Jun β6.5%Jul +10.8%Aug β4.2%Sep +1.8%Oct +0.5%Nov +4.9%Dec +3.7% |
| 2025 | +51.1% | β21.5% | month by monthJan +15.9%Feb β2.9%Mar β7.6%Apr +3.3%May +10.9%Jun +7.5%Jul +2.4%Aug +0.4%Sep +4.8%Oct +8.7%Nov +0.7%Dec +0.0% |
| 2026* | +13.3% | β15.3% | month by monthJan β1.7%Feb β4.0%Mar β6.6%Apr +14.8%May +1.9%Jun +1.5%Jul +7.3%Aug +6.4%Sep β1.4%Oct β0.8%Nov β3.0% |
* partial: the run's first year from its start, or the current year to 6 Nov 2026. A year's return is the last point of the year over the last point of the year before; the fall is measured from that year's own high.
| 2018 | +1.4% | β19.9% | month by monthJan +8.1%Feb β2.6%Mar β2.4%Apr +1.1%May +3.8%Jun +0.4%Jul +6.4%Aug +1.9%Sep β1.2%Oct β4.1%Nov +1.0%Dec β9.7% |
| 2019 | +33.8% | β11.0% | month by monthJan +13.3%Feb +0.0%Mar +3.3%Apr +5.8%May β9.6%Jun +8.4%Jul +1.5%Aug β1.6%Sep +2.1%Oct +5.6%Nov +0.3%Dec +1.9% |
| 2020 | +43.1% | β29.9% | month by monthJan +1.6%Feb β5.7%Mar β11.9%Apr +19.4%May +3.7%Jun +5.4%Jul +5.1%Aug +9.1%Sep β0.4%Oct β4.5%Nov +14.8%Dec +3.8% |
| 2021 | +37.2% | β17.9% | month by monthJan +3.2%Feb +9.8%Mar β0.1%Apr +8.0%May +8.8%Jun +8.4%Jul β5.0%Aug β1.5%Sep +6.3%Oct +6.3%Nov β11.0%Dec +1.0% |
| 2022 | +28.6% | β19.3% | month by monthJan +5.5%Feb +7.4%Mar +6.6%Apr β1.5%May +4.1%Jun β13.0%Jul +10.9%Aug +3.3%Sep β5.5%Oct +11.8%Nov +2.1%Dec β3.3% |
| 2023 | +19.8% | β7.9% | month by monthJan +7.8%Feb β0.1%Mar β1.3%Apr +0.6%May β0.9%Jun +4.8%Jul +2.2%Aug +1.5%Sep +1.1%Oct β0.2%Nov +4.3%Dec β1.2% |
| 2024 | +21.8% | β7.6% | month by monthJan +4.9%Feb +4.8%Mar +0.1%Apr β5.3%May +1.3%Jun +2.4%Jul +2.6%Aug +2.1%Sep +3.8%Oct +0.7%Nov +4.8%Dec β1.8% |
| 2025 | +27.6% | β24.4% | month by monthJan +2.5%Feb β1.1%Mar β9.3%Apr +3.4%May +10.3%Jun +7.9%Jul +0.0%Aug +2.6%Sep +5.6%Oct +6.3%Nov β1.2%Dec β0.9% |
| 2026* | +30.4% | β13.4% | month by monthJan β0.5%Feb β0.9%Mar β4.4%Apr +19.3%May +12.4%Jun β6.9%Jul +4.9%Aug +5.8%Sep β1.5%Oct +2.4%Nov β1.0% |
* partial: the run's first year from its start, or the current year to 7 Nov 2026. A year's return is the last point of the year over the last point of the year before; the fall is measured from that year's own high.
Nancy Cole Β· The House Watcher
Buys what members of the House disclose buying Β· Washington DC Β· risk 4 of 5 Β· trades monthly Β· measured against SPY
A manager from GET /managers, abridged:
{
"slug": "congress",
"name": "Jared Fletcher",
"title": "The Capitol Tracker",
"cadence": "monthly",
"benchmark": "SPY",
"profile_url": "https://alfredinvestments.ai/managers/congress",
"positions": 15,
"live_record": { "first_d": "2026-10-16", "last_d": "2026-11-06", "days": 16, "return": -0.1033, "benchmark_return": -0.0366 },
"backtest": { "engine": "quantconnect_lean", "engine_name": "QuantConnect LEAN",
"window_start": "2016-10-03", "window_end": "2026-11-06",
"cagr": 0.1452, "sharpe": 0.72, "max_fall": -0.4832, "run_date": "2026-11-07" }
}The backtest block is null for a manager with no independent run. The full run β both windows, the data and universe it read, the run reference and the daily curve rebased to 1 β is at /managers/{slug}/backtest.