How your board learns — and why the advice compounds.

The record

Every session captures four things, on the day the advice is given:

1. How sure your advisor was.
2. How sure you were.
3. What you chose to do.
4. When the decision should be judged — a date you set.

That entry is never rewritten afterwards. Hindsight does not get to edit what you believed at the time. That is what makes the record worth reading later.

The loop

On the date you set, your board asks what happened. One tap: it worked, it half worked, it did not, or you did not follow it. Add a note if you want to; most days you will not need to.

That is accountability you do not have to schedule. Nobody has to remember to follow up, because following up is the board’s job.

Ninety days in, you can ask: when this advisor was certain, was she right — and when I overruled her, was I?

What each advisor does with it

Each advisor keeps their own memory of you. Your money advisor never needs telling again what you decided in March, and never gives you advice you already rejected. When an advisor has been right when certain, you learn to lean on that certainty. When you overruled them and were right, that shows up too. That is your calibration, read back to you.

What it learns from — and what it does not

Your board learns from three places only: your North Star, the material you choose to hand it, and the sessions and outcomes you record. It reads only what you hand it. It is not watching anything else, and what you give it is used to answer you and nothing else.

Your North Star is kept by version. When what you are building changes, your board knows exactly when it changed.

How far back it remembers

• Paper: the last 30 days, with three live decisions at a time recorded, dated and judged.
• Ink: about six months of your sessions, with your material within limits.
• Brass: everything, charted over the years.

On every plan you can export all of it whenever you want, in the format Advicity reads back in. Changing your plan never deletes a thing.