How this works, what it can access, and what is still unproven.

Who runs this?

George Ramsay is the founder and current operator of Investing by The Assembly Method. The product is operated through Assembly Method LLC, a Utah limited liability company. George is the LLC's founder and member and is currently responsible for the software and early-access product.

This page does not claim that George or Assembly Method LLC is a registered investment adviser, broker-dealer, bank, custodian, fiduciary, insurer, or regulator-approved financial institution. A credential that has not been separately established is not implied here.

Business contact: George@TheAssemblyMethod.com.

What is actually being offered?

Today this is an early-access investing software product. It can review a connected portfolio and market conditions on a recurring schedule, produce explanations and recommended changes, and, only where the user has enabled the corresponding account permission, support automated buying or selling.

The product is designed for recurring, long-term portfolio review rather than day trading, guaranteed returns, secret-stock selection, or predictions of what will happen tomorrow.

Where is the money, and what can the software do?

The user's assets remain at Webull. The authenticated product connects to Webull so it can synchronize selected accounts. The product's current per-account permission model is deliberately explicit:

Increasing trading access requires an explicit confirmation in the product. The settings surface also supports pausing and an emergency stop. The product's permission model does not include a withdrawal or transfer permission.

Do not send brokerage credentials through email, chat, or an early-access form. Brokerage connection information belongs only in the authenticated connection flow.

What evidence exists?

The evidence is still limited. There is now a public methodology and reproducibility surface with versioned rules, a system card, an executable implementation audit, an evidence standard, machine-readable policy and methodology snapshots, and standalone calculation examples. That transparency is evidence that the declared calculations and rules can be inspected. It is not evidence of superior investment returns.

One reproducibility check uses the U.S. Treasury's June 30, 2025 auction of a 91-day bill. Treasury published a price of 98.929486 per $100 maturity value and an investment rate of 4.340%. The disclosed calculation produces approximately 4.340283%, which agrees with the published rounded rate within 0.001 percentage point. The input and executable example are available through the public methodology page, alongside the official Treasury dataset.

When strategy performance is eventually published, simulations, paper or shadow results, and actual brokerage outcomes should be labeled separately. Favorable periods should not be shown without material losses and drawdowns, and comparisons should disclose the period, benchmark, cash-flow treatment, and cost assumptions.

How does the business make money, and what conflicts exist?

Pricing has not been set for the early-access product. Joining the current early-access list does not charge a product fee. No percentage-of-assets or percentage-of-profit fee is being represented as the current offer on this site.

Recommendations are not intended to be paid placements. If Assembly Method introduces brokerage referral payments, affiliate revenue, sponsorships, issuer compensation, or another material commercial relationship, that relationship should be disclosed before it is allowed to affect customer-facing decisions or content.

The operator can also have personal investment positions. A material operator-position conflict relevant to a recommendation should be disclosed rather than treated as proof of independence.

What am I agreeing to today?

Joining early access means providing contact information so Assembly Method can communicate about the product. It does not connect a brokerage account, authorize a trade, transfer custody, or promise investment performance.

The current Privacy Notice explains the early-access data practices that are supported by the implementation. The Early-Access Service Terms describe the current product boundary, risk, permissions, pricing state, and manual deactivation path.

No public paid plan is currently set. If payment launches later, pricing, renewal, cancellation, and refund terms should be presented before payment rather than inferred from these early-access documents.

What remains the user's responsibility?

Investing involves risk, including loss of principal. Users remain responsible for deciding whether an account, risk setting, and automation permission are appropriate for them, protecting brokerage and authentication credentials, reviewing account activity, and keeping brokerage security controls such as MFA current.

The software should make its decision process easier to inspect. It cannot make uncertainty disappear.