Most investors have the same information. The difference isn't insight—it's process. HARVEST PROTOCOL is a complete educational investment research framework — a quantitative scoring methodology, deployment-gate logic, and behavioral circuit breakers — delivered as a structured publication you run inside your own LLM. Optimized for Claude; runs at high fidelity on any frontier model. No Harvest server and no account — nothing about your research ever leaves your hands.
Educational research framework · Not investment advice · Not individual recommendations
Behavioral finance research documents an average 1.5–2% annual return loss from preventable decision errors — selling at panic lows, deploying at FOMO peaks, holding positions whose thesis broke months ago.
Morningstar Mind the Gap 2024; DALBAR QAIB 2024 — investor returns lagged fund returns by 1.68% annualized over 10 years.
Over a decade, a 1.5–2% annual drag compounds into a meaningful share of total return — not from bad picks, but from bad process. (Published Morningstar/DALBAR research averages — context for why a disciplined process matters, not a projection of any individual's outcome.)
Retrospective, hypothetical application of the screening criteria, shown for educational illustration only. This is not investment performance, not a track record, and not indicative of any result any buyer obtained or will obtain. Names were selected to illustrate trigger types and are not a representative or complete sample of names the criteria would flag; the criteria shown are simplified. The publisher exemption (Lowe v. SEC) concerns adviser status, not performance presentation — the format of any outcome-referencing content remains subject to securities-counsel review under SEC Marketing Rule 206(4)-1 before any performance figures are reintroduced. Not financial advice. Not a registered investment adviser. Your decisions are your own responsibility.
THE AI IS THE REASONING ENGINE. THE PROTOCOL IS THE PRODUCT.
HARVEST PROTOCOL gives Claude a 500-page protocol—with a Deployment Gate, 10-factor scoring, Expected Value Framework, and 9 exit triggers—that converts analysis into a sized, routed, behaviorally-enforced research output. The AI is the reasoning engine. The protocol is the product.
| CAPABILITY | AI ALONE | WITH PROTOCOL |
|---|---|---|
| Analysis quality | High—but unfocused | 40+ quantitative checks, structured |
| Position sizing | ✗ None | ✓ EV-weighted, risk-adjusted |
| Market timing gate | ✗ None | ✓ VIX/CAPE/sentiment deployment gate |
| Exit criteria | ✗ None | ✓ 9 pre-committed triggers |
| Behavioral circuit breakers | ✗ None | ✓ VP disconfirmation, EV decay |
| FEATURE | HARVEST | Automated Services | Tip / Recommendation Services | Asking Claude/GPT Directly |
|---|---|---|---|---|
| Deployment Gate (VIX/CAPE) | ✓ | ✗ | ✗ | ✗ |
| 9 pre-committed exit triggers | ✓ | Auto rebal only | ✗ | ✗ |
| EV-weighted position sizing | ✓ | Fixed % | ✗ | ✗ |
| 40+ quantitative checks | ✓ | ✗ | Varies | Unstructured |
| Behavioral circuit breakers | ✓ | ✗ | ✗ | ✗ |
| FIRE / tax routing integration | ✓ | ✗ | ✗ | ✗ |
| Local — your data stays yours | ✓ | Full account access | Cloud | Cloud |
| Cost | $127 once (Starter) | 0.25% AUM/yr | $99–299/yr | $0–20/mo |
| Decisions or just analysis? | Sized + routed framework output | Managed decisions | Ideas only | Essays only |
| You stay the operator | ✓ | ✗ | Partial | ✓ |
HARVEST PROTOCOL is a paid educational research publication and methodology — not a tip service. It is a complete investment research framework with three integrated components that work together to convert analysis into repeatable, behaviorally-enforced research outputs — all applied by Claude inside your own session, following the published method.
30 chapters. Knowledge layer spanning Graham to Dalio. Compiled mental models, frameworks, and decision heuristics from 8 decades of investment literature.
10-sweep BEST research methodology with 40+ quantitative checks. Composite scoring, expectation gap analysis, Beneish M-Score, Piotroski F-Score, and VP modeling.
FIRE planning integration, research cycle management, tax-advantaged routing, and market-condition deployment gates that prevent bad timing.
QC_PROTOCOL.md forces calculation scratchpads, NULL-on-unsourced data, and source citations on every workflow — so you can audit every number.
Not a stock tip. Not a generic analysis. A complete mechanical research output — every number sourced, every score traceable, every decision pre-committed. Here's a real analyze MSFT output.
Framework output shown for educational illustration. Scores reflect methodology application, not investment recommendations. Not financial advice.
A free, standalone preview of the scoring methodology on any ticker — 3 per day, no account. (This preview is a separate hosted tool; the Starter Edition itself runs entirely in your own LLM, optimized for Claude — see below.)
An illustration of how the methodology's design differs from unstructured investing. It describes the process, not a promised personal result — individual outcomes depend on your own execution and market conditions.
Placeholder — replace with 3+ real beta testimonials (name, role, portfolio size, concrete process outcome) before opening cart. Individual results vary. Not financial advice.
Verified buyer testimonials will appear here after launch. As a matter of policy, Harvest Protocol does not publish fabricated, composite, or "representative" quotes, and does not publish performance, return, or dollar figures in any testimonial — see Disclosures.
Harvest Protocol — Testimonial Policy
No testimonials are currently published. Not financial advice. Not a registered investment adviser.
Behavioral-finance research (Morningstar Mind the Gap 2024; DALBAR QAIB 2024) documents an average 1.5–2% annual return drag from preventable decision errors. That published research is the reason a disciplined process matters — it is context, not a benefit promised to any buyer. The Starter edition costs $127 once.
What you are buying is process discipline — fewer panic exits and FOMO entries, and a repeatable monthly cycle. Whether that is worth $127 to you is your decision; we make no projection of any dollar outcome.
The 1.5–2% behavior-gap figure is published third-party research (Morningstar Mind the Gap 2024; DALBAR QAIB 2024), cited as context for why process matters — not a guarantee, projection, or representation of any individual outcome. Not financial advice. Not a registered investment adviser.
Buy-side research desk: $2,400+/mo · Seeking Alpha Premium: $299/yr · Automated services on $250K AUM: $625/yr · HARVEST PROTOCOL STARTER: $127 once
No Claude subscription required to start. Begin with a free Claude account. Upgrade to Pro ($20/month) when your workflow demands it.
30-day money-back guarantee · Personal use license · Not financial advice
QC_PROTOCOL.md file forces three behaviors on every workflow: (1) Claude must show a calculation_scratchpad for any numerical claim — named operands, source-tagged values, visible arithmetic; (2) when a number can't be sourced, Claude must mark it NULL and apply the DATA_DEFICIENT protocol rather than estimate; (3) every figure must cite its source (web search URL, broker statement, EDGAR filing). The methodology constrains how Claude works the numbers and requires every figure to trace to a primary source. You remain the final auditor against those primary sources (10-K, 10-Q, earnings transcripts).
MODEL_ROUTING.md tells you which model fits which task: most daily workflows run on Sonnet; the adversarial workflows (Bear Case Stress Test, VP Self-Audit, full Monthly BEST Cycle) benefit from Opus's deeper judgment. Everything runs in your own session — there is no Harvest engine or server to depend on.
QC_PROTOCOL.md requires the model to show its work — every F-Score, Z-Score, M-Score, EV calculation, and Composite Score appears inside a calculation_scratchpad block with named operands, source-tagged values, and visible arithmetic. If Claude skips the scratchpad, the protocol says you reject the output. Each workflow prompt includes verification cues — specific things to spot-check (e.g., "F-Score total should equal sum of 9 sub-checks", "EV must equal weighted sum of bull/base/bear returns"). When something looks off, the protocol provides recovery prompts: "Re-derive that score from these named operands and cite the source for each input."
userguide.html tab 1 — the 30-minute Quick Start — and run a quick screen on any ticker to see your first verified output. The week-1 calendar lays out your daily and weekly routines (Morning Watchdog, Sunday Evening Brief, mid-week scan).
When markets fall 25%, most investors panic. The ones with a Deployment Gate, pre-committed exit-review criteria, and a VP disconfirmation signal don't panic—they execute their own framework.
Run one full monthly BEST cycle. If it doesn't change how you approach your next investment decision — full refund, no questions, you keep the Playbook.
That's the deal. We don't promise returns. We promise the methodology will change how you research — or we don't keep your money.
30-day money-back · Personal use license · All future v7.x updates included · Not financial advice. All investments involve risk.