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Technical Press

Books

Long-form guides on local-first finance, data sovereignty, and how we build Pocket Portfolio—evidence first, no vendor lock-in.

  • Sovereign Intelligence

    Building Local-First RAG for Finance

    Architecture of a local-first financial AI: Pocket Analyst, sanitized context, hybrid RAG, and data sovereignty.

    Read book →
  • Universal LLM Import

    Building Local-First, Sovereign CSV Ingestion

    The definitive technical guide to schema inference, confidence thresholds, and sovereign data in financial CSV import.

    Read book →

Public architecture challenge

Zero-Trust Architecture Challenge

For CTOs & lead engineers

Three levels: truncated CSV ingest, fixed-schema aggregates vs. cloud RAG, and stateless inference. Finish to unlock email with technical reading and join links.

Start challenge →

Sales enablement

The Sovereign Strike

Enterprise Objection Matrix

Interactive training: C-suite objections and strategic reframes for local-first and sovereign AI—timed choices, XP, and badges.

Open playbook →

Product

  • Sovereign Sync
  • Founders Club
  • For Advisors
  • Google Sheets Add-on
  • Portfolio Tracker
  • No Subscription Deal

Community

  • 🟢X: Daily Research @ 18:00
  • LinkedIn
  • CoderLegion
  • Dev.to
  • GitHub
  • Discord
  • 1EO Certified

Market Data

  • Browse Stocks (A-Z)
  • Browse Crypto
  • Global ETF List
  • Trending Assets
  • JSON API Directory
  • Insider Trading Data

Free Tools

  • Risk CalculatorNew
  • Track Stock Risk (15K+ Pages)
  • Google Sheets Formula
  • Advisor Report Generator
  • Tax Converter

Resources

  • Books
  • Blog
  • Learn
  • Documentation
  • System Status
  • Privacy Policy
  • Terms of Service
Pocket Portfolio.

© 2025 Open Source. Local-First.

Product

  • Sovereign Sync
  • Founders Club
  • For Advisors
  • Google Sheets Add-on
  • Portfolio Tracker
  • No Subscription Deal

Community

  • 🟢X: Daily Research @ 18:00
  • LinkedIn
  • CoderLegion
  • Dev.to
  • GitHub
  • Discord
  • 1EO Certified

Market Data

  • Browse Stocks (A-Z)
  • Browse Crypto
  • Global ETF List
  • Trending Assets
  • JSON API Directory
  • Insider Trading Data

Free Tools

  • Risk CalculatorNew
  • Track Stock Risk (15K+ Pages)
  • Google Sheets Formula
  • Advisor Report Generator
  • Tax Converter

Resources

  • Books
  • Blog
  • Learn
  • Documentation
  • System Status
  • Privacy Policy
  • Terms of Service
Pocket Portfolio.

© 2025 Open Source. Local-First.