Kinase inhibitor cohort · sample fund

A 5-asset demo portfolio of approved KRAS / RET / TRK / BRAF kinase inhibitors — the same cohort that seeds the Calibration Dashboard. The framework's reflexivity-adjusted PoS and rNPV chains run live against each asset; the portfolio allocator applies Kelly + fractional + conviction + barbell math via the new portfolio_sizing module. Adjust convictions and fund parameters to see the recommendation update. See methodology/11-portfolio-sizing for the math + honest framing.