On the record
Show readers how your thesis holds up.
TickerTrac's optional On the Record feature keeps what you believed, the public evidence that followed, and why you changed your view together. Share that history from your publication, with the earlier words still there for readers to inspect.
Publishing is optional. Your profile and an open version must pass publication checks before your record is public. A sealed version keeps its words private. The rest of your workspace stays private.
A publisher-owned example
The words, the evidence, the revision.
VRT sells the constraint, not the cycle · VRT
This is TickerTrac's published thesis history, not a signed writer record. It shows the reasoning trail you can preserve in your own record. This example follows a company thesis. You can also track and publish an investment theme spanning multiple companies.
These are two consecutive approved versions of TickerTrac's published thesis. The publisher supplied the explanation and selected the evidence later; this does not establish what caused the revision or record an investor's past belief.
The earlier wording
Version 2 · Approved
Power and thermal capacity is the binding constraint on data-center buildout, which makes the infrastructure supplier less cyclical than the compute it cools -- backlog converts even if chip demand pauses. The thesis fails if backlog turns out to track orders rather than lead them.
The public evidence
Selected later by the publisher; available to TickerTrac before the revised wording.
- 8-K filed 2026-09-02 — 8-K ↗
Vertiv Holdings Co · Published
Available to TickerTrac
- 8-K filed 2026-07-29 — 8-K ↗
Vertiv Holdings Co · Published
Available to TickerTrac
- 10-K FY ending 2025-12-31 filed 2026-02-13 ↗
Vertiv Holdings Co · Published
Available to TickerTrac
The revised wording
Version 4 · Approved
Vertiv's power and cooling business can benefit from AI data-center constraints, provided orders become revenue at healthy margins. The next test is whether third-quarter sales and adjusted operating margin meet the company's July guidance; material cancellations or project delays would weaken the thesis.
The publisher's explanation
Supplied later ·
The earlier wording overstated protection from a spending slowdown. Vertiv discloses that customers can defer or reduce orders, so backlog is not assured revenue. The revised thesis keeps the power-and-cooling opportunity but tests delivery against stated sales and margin guidance. This correction follows a review of existing disclosures; it does not signal a newly observed downturn.
Give readers a history they can follow.
- Put your words on the record. Write a Company thesis or Investment theme, then review and confirm the exact saved version you want to share.
- Bring the evidence with you. Publish a dated trail of retained evidence and its effect on your factors. Add a check-in when your view still stands.
- Explain a change of mind. Keep the earlier version, publish the revision and say why you changed it. Link your record or badge from your own publication.
You confirm each entry. Entries cannot be edited or removed one at a time; a correction adds to the history. You can make the whole record private again. Deleting your account deletes the record.
What an entry can be
Versions, evidence, revisions and check-ins
- Saved version
- The exact words and factors of a Company thesis at the moment the writer saved it. A sealed entry keeps the text private until the writer reveals it; readers can check that it is the same text.
- Saved theme version
- An Investment theme at the moment the writer saved it: its title, reasoning, factors and the company relationships they linked.
- Evidence trail
- Every retained public event that bore on the version's factors since it was recorded, with the effect on each factor and the policy version the judgment was made under, frozen at a stated cutoff.
- Replay
- What was knowable before the writer wrote the version: dated public sources judged against the exact wording. A reconstruction, labelled as one.
- What changed
- The exact difference from the previous recorded version, the writer's own reason for the change and the event they said prompted it.
- Correction or retraction
- The writer's dated words about an earlier entry, chained after it. The earlier entry stays exactly as it was; readers see both.
- Check-in
- A dated word that a recorded version still stands, is weakening, or was superseded by a later version. A record that is checked in on reads as maintained; one that is not says so by its silence.
Sources are shown the way the source policy allows: SEC filings and issuer materials are linked; licensed news and call transcripts are counted, dated and judged with title and link withheld. Every judgment carries the policy version and model it was made under, so a later model upgrade is disclosed rather than hidden.
Reasoning, dated and checkable.
Each entry preserves exact words at a dated moment. Anyone can check that they have not changed. Verification and reading a public record are free and need no account. This checks the history; it does not prove the thesis is right. There are no returns, rankings or scores.
How signatures and timestamps work
- Open any entry, then expand Verification details for its content hash, entry hash, previous entry's hash and signature.
- Choose Run integrity checks (JSON). TickerTrac recomputes every check from the stored bytes and the published key.
- Or do it yourself: canonical JSON with sorted keys and compact separators, UTF-8, SHA-256, and an Ed25519 signature over the entry hash. The public keys are at api.tickertrac.com/record/keys. A single Python file, verify.py, runs every check on your own machine from the public JSON; it depends on nothing of ours but the published key.
- Proof of time comes from outside TickerTrac. Twice a day every record's chain head goes into a digest that a public timestamp authority signs (an RFC 3161 token). The authority is the one run by DigiCert, Inc., with FreeTSA as the fallback when it cannot be reached, and each token names its signer. Anchors are published at api.tickertrac.com/record/anchors with the OpenSSL recipe to check them. Each entry page says when it provably existed and whose timestamp proves it.
Who has one
Any TickerTrac account can keep a record. Public submissions are checked automatically. Submissions that pass publish automatically; unclear cases wait for manual review, and content that violates the rules stays withheld. You can make your record private again at any time.
A record page is the writer's own reasoning at dated moments. TickerTrac attests to the dates and to the text not having changed. It does not endorse the view, and nothing on a record page is investment advice.