Windows · v0.1 · founding member

Decisions, not a prettier dashboard.

Macro regime classifier. Scenario stress testing. Heuristic scorecards grounded in Buffett-Munger, Graham and Lynch — with a why-line on every rule. Built for investors who must survive bad decades, not just beat good ones.

Free with Aethelgard Sovereign or Corporate — £299/year standalone. 7-day free trial.

Most portfolio tools track. We help you decide.

Trackers tell you what your portfolio did last quarter. Robo-advisors tell you what some opaque model thinks you should buy. Sentinel sits between the two: macro regime awareness, scenario stress testing, and named-framework heuristics — every output cited, every confidence level shown, "do nothing" treated as a first-class recommendation.

Today's posture, in four cards.

Macro regime classifier

Eight named regimes from a five-factor FRED ingest — yield curve, real policy rate, credit spreads, financial conditions, core inflation. Every factor shows the band, the why-line, and the citation date.

Portfolio cockpit

Total market value, allocation by asset class / currency / country / sector, concentration metrics (HHI, effective N), top-10 holdings — all FX-normalised to your base currency.

Stress scenarios

Three curated historical events — 2008 credit crunch, 1970s inflation shock, 20–30% property correction — with per-asset-class drawdown and the cited source for every scalar applied.

Heuristic scorecard

Per-security grading against Buffett-Munger, Graham and Lynch. Every rule shows threshold, your value, verdict, and a 100-word why this rule exists. Missing inputs are reported as not-scored — never fabricated.

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Local-first, private

Encrypted SQLCipher vault on your own machine. AI features are opt-in and route through a sanitisation layer that strips identifiers — no raw position data ever leaves the device.

Decision-grade output

Every AI summary uses the Known / Likely / Wrong / Do pattern — facts cited, confidence levels shown, dissenting views surfaced, "do nothing" justified when that's the right call.

The principles the great investors actually used.

Sentinel doesn't invent its own scoring. Every rule is named — Buffett-Munger ROIC ≥ 15%, Graham P/E ≤ 15, Lynch PEG ≤ 1 — with the threshold, your value, the verdict, and a plain-English explanation of why the rule exists.

Quality first

Buffett-Munger

ROIC ≥ 15%, ROE ≥ 15%, Debt/Equity ≤ 0.5, FCF positive 5 of 5 years, profitable 9 of 10 years. Quality of the business and balance sheet.

Margin of safety

Graham

P/E ≤ 15, P/B ≤ 1.5, Current ratio ≥ 2, Long-term debt ≤ Current assets, profitable 10 of 10 years. Pay below intrinsic value with a working-capital cushion.

Growth at a price

Lynch

PEG ≤ 1, EPS growth ≥ 10%, P/E ≤ 20, Debt/Equity ≤ 0.5. Growth justifies the multiple — but only if the balance sheet survives the recession.

Plus an eight-factor macro regime classifier and three curated stress scenarios — every score, every drawdown, every recommendation cites its source.

Free if you already use Aethelgard. £299/year if you don't.

Founding-member rate of £199/year locked in for the first 30 standalone subscribers.

Already have Aethelgard?
Free

Sovereign or Corporate Aethelgard licence holders — annual or lifetime — get Sentinel at no extra cost. Personal-tier holders need to upgrade to Sovereign first.

  • All features: regime, cockpit, scenarios, heuristics
  • Activates with your existing AETHG-… key
  • Same privacy model — local-first, no cloud
Download for Windows
Standalone
£299 /year

For investors who want the decision engine without the multi-entity ledger. 7-day free trial, then annual subscription billed once a year.

  • 7-day free trial — no commitment, cancel anytime in the trial
  • Full regime classifier + cockpit + scenarios + heuristics
  • BYO Anthropic API key for AI summaries (optional, off by default)
  • Single user, single machine
  • ·No lifetime tier — annual only

Questions we get

How is "free with Aethelgard" enforced? +

When you launch Sentinel for the first time, paste your Aethelgard licence key (the one that starts with AETHG-). The app validates it offline against the same shared secret that signs Aethelgard keys — no network call, no account required. Personal-tier keys are rejected by Sentinel; standalone subscribers get a different key starting with SENTI- after purchase.

Is this investment advice? +

No. Sentinel provides analytics and scenarios, not regulated investment recommendations. The classifier names a regime — it does not tell you what to buy. The heuristic scorecard grades a security against named frameworks — it does not name the security as "buy" or "sell". There is no automated trade execution, ever.

Why no lifetime tier? +

Sentinel uses live data from FRED, Yahoo Finance and (optionally) Anthropic — all of which have ongoing operating cost. Annual is the honest pricing. If you'd rather make a single payment, an Aethelgard Sovereign or Corporate Lifetime licence includes Sentinel for free, forever, plus the multi-entity wealth ledger.

What data sources does it use? +

FRED (St Louis Fed) for the macro regime factors — free, no rate limits, you supply your own API key from fred.stlouisfed.org. Yahoo Finance for FX and security prices — free, no key needed. SEC EDGAR for fundamentals on US securities. All responses are cached locally with an end-of-day refresh policy, so the app remains useful offline.

Does the AI see my portfolio? +

Only if you turn AI on (it's off by default), and only after the on-device sanitiser strips identifiers and aggregates positions. Names, account numbers and ISIN-level data never leave your machine — the sanitiser leak-test suite fails the build if any allow-listed shape leaks an ID. AI is BYO Anthropic key — you pay for inference directly, and you can disable it at any time.

What about Mac? +

Windows-only at launch, matching Aethelgard's current platform support. Mac is on the roadmap once both products' Mac builds are ready — drop your email above to be notified.