From SIAM MARKETS to Capital Compass — how this system learned to prefer durable businesses over hype, cycle ballast over hope, and honesty over polish. Anchored to real commits.
SIAM MARKETS v1. Not a broker. A reading instrument: SET + global events, dark and quiet, so a Thai household could see the same tape the pros see.
Signal over chrome. If it does not inform a decision, it does not ship.
Gold, oil, VIX, yields, heatmaps, risk metrics arrived fast. Then the project remembered Dieter Rams: black void, three type sizes, hairline borders, zero radius.
Less, but better. Decorative gradients were removed on purpose.
Value is not a mood. Graham Number, margin of safety, defensive score, Buffett quality, and a 5-tier screening ladder turned SET fundamentals into a business checklist — not a hype feed.
Buy durable businesses below a conservative value. Price is what you pay; value is what you get.
One regime cannot own the whole book. All-Weather buckets, plan wizard, Kiyosaki gap, and regime watch taught savers that growth without ballast is hope, not design.
Balance across economic seasons. Be radically transparent about what you know and don’t.
The project’s own Rams rule is “never inflate.” Fabricated match rates, 100× dividend yields, and green PASS on missing debt were treated as bugs, not features. /integrity became the ledger.
If the model has not been graded against reality, the UI must say so.
Nav consolidation: DESK · PLAN · PORTFOLIO · MARKETS · SIGNALS · BIBLE · SIMULATE. Mobile stays five tabs. Hidden pages were either linked or retired — a route not in nav is not shipped.
A saver should reach the decision surface in one or two taps — never twelve.
The portfolio stopped being a directory. Graham × Dalio pillars, priority actions, bilingual verdicts, and a SET study list now land first. Kronos margins stay labeled illustrative until skill is graded.
Help people invest better — durable businesses, cycle ballast, radical transparency.