10 minutes

Quickstart Guide

Open the workbook, add your holdings and theses, import to Terminal, and turn on the protect loop.

Before you start

  • 3–5 tickers you hold + a one-paragraph thesis for each (why you own it)
  • Quantities and average cost (optional — the workbook works with symbols only)
  • A Telumin Plus subscription if you want the always-on protect loop
1.

Open the free workbook

Go to telumin.com. The workbook opens in your browser — no account, no installation. Your data never leaves your browser at this stage.

  • Holdings — add tickers, quantities, and cost basis
  • Live prices — P&L, XIRR, and position metrics update in real time
  • Threat headlines — entity, category, and severity visible on the free tier
2.

Write a thesis for each position

In the Diary, write one paragraph per position: why you bought it, what must remain true for you to hold, and what would make you sell.

Thesis (one paragraph)

Why you believe this position will work, in plain English.

Break-conditions

The 1–3 measurable conditions that must remain true. When they break, the thesis drift sweep flags it.

Invalidation trigger

The specific event that would make you re-evaluate. Declared explicitly so the engine can watch for it.

Reason (one line)

The short version. AI can structure this into a full watched thesis for 1 credit.

Writing the thesis is the product. It forces you to state what must remain true — which is exactly what the engine monitors.
3.

Import to Telumin Plus

Click Open in Cloud. This carries your positions, diary, and cashflows to app.telumin.com. Nothing else syncs. You can export or delete everything in one click at any time.

What syncs on import

POSITIONSTickers, quantities, and cost basis you entered
DIARYThesis, break-conditions, and invalidation triggers
CASHFLOWSAny cashflow entries you logged for XIRR
4.

Activate the protect loop

In Telumin Plus, go to Settings → Protect loop and enable the watch. The engine runs every 5 minutes: SEC filings, fundamentals, news, price data, and social signals. Three model roles debate every candidate — Advocate argues it, Skeptic attacks it, Adjudicator rules. Only material signals clear the bar.

What the protect loop watches

THREATSSignals matched to your holdings, priced in dollars on your position
ACTION QUEUEEngine proposes; you decide — every action is logged with reason
THESIS DRIFTSweep runs when break-conditions are challenged by new signals
OVERNIGHTMorning summary of what happened while you slept
STOP-LOSS10 stop-loss watchers included; fires an alert when threshold is crossed
5.

Connect Claude (optional)

Go to Settings → MCP and copy the connection URL. Paste it into Claude.ai under Connected apps. Claude can then answer questions about your real holdings, real signals, and the methodology behind them. Analyses save back to Telumin with an evidence snapshot, shareable by link.

// MCP server URL
https://api.telumin.com/mcp
Claude tools that read your portfolio data require a Telumin Plus subscription. The free import gives you access to methodology tools only.

Your protect loop is live

The threat engine is now watching your holdings around the clock. It watches. You decide.

How the engine works

What to do next

How the threat engine works

Typed triggers, the three-role debate, and how signals clear the materiality bar

Core Concepts

Positions, thesis, break-conditions, threats, action queue, and the Investment Diary

Pricing & Credits

Free workbook, Telumin Plus $29/mo, and credit packs for compute-heavy research