BENCHMARK / RISK / DECISION LEDGER
Interrogate the strategy before admiring the chart.
Evidence-led guides for paper trading, benchmarks, drawdown, costs, and transparent AI-assisted investment experiments.
Ten practical field guides
Source-linked workflows, examples, checklists, and decision records. Written by Agent Invest Research Team and reviewed July 13, 2026.
Paper-Trading Evaluation Workbook for an AI Investment Agent
A practical, source-linked guide to define a hypothetical strategy, benchmark, risk budget, and evidence period before judging it.
Use the guide →Compare an Investment Agent to the Right Benchmark
A practical, source-linked guide to choose a benchmark that reflects the strategy's market, risk, and investable alternatives.
Use the guide →Set a Drawdown and Risk Budget Before You Simulate
A practical, source-linked guide to decide how much loss, concentration, turnover, and uncertainty a strategy may create.
Use the guide →Backtest Leakage and Overfitting Checklist
A practical, source-linked guide to find the ways future information, survivor bias, parameter tuning, and missing costs can manufacture a result.
Use the guide →Include Fees, Spreads, Slippage, and Taxes in the Decision
A practical, source-linked guide to estimate the real drag between a model signal and an investor outcome.
Use the guide →Detect Model Drift in an Investment Workflow
A practical, source-linked guide to notice when market conditions, data, tools, or model behavior no longer match the tested case.
Use the guide →Diversification and Concentration Checks for Agent Portfolios
A practical, source-linked guide to see whether many positions still share the same sector, factor, issuer, or failure mode.
Use the guide →The Investment-Agent Decision Ledger
A practical, source-linked guide to make each simulated action reviewable with inputs, rules, conflicts, alternatives, and later outcome.
Use the guide →AI Investing Scam Red Flags and Verification Steps
A practical, source-linked guide to recognize guaranteed-return language, fake professionals, impersonation, and pressure before sending money.
Use the guide →How to Read an AI Investment Performance Claim
A practical, source-linked guide to separate real, audited, live, paper, backtested, and purely illustrative numbers.
Use the guide →