The dynamic ecosystem · Phase 3 · SEK 13,999
Phase 3 — where fundamental analysis starts to move
Indicators are not static — they are time series with a rhythm of their own.
In Phase 2 you learn to weigh a company in your hand — financial statements, value, judgement — and to weigh the 20 analytical indicators together into a whole. Phase 3 is the certification phase: a practical portfolio and application. It begins when that judgement stands clear, and shows what no table of numbers can show: that fundamental analysis is never static. Every indicator moves — revenues, margins, multiples, all the time. Here we integrate AKM1 with AK1TS — waves, in other words — and the analysis becomes a living ecosystem.
The precondition — the order is not negotiable
Phase 3 begins after applying Phase 2 — first the fundamental judgement, then the dynamic. The ecosystem presumes that you can already read financial statements, value a company and defend a conclusion with numbers. Have you not taken that path? It begins with a free-of-charge application to Phase 2 — the fast fundamental path to independent analyst.
🎓 Your path to certification
Welcome — this is what the journey toward certification looks like
Reading your student status…
The ring shows the whole way — all four steps. It grows with you, at your pace. The knowledge is yours, and no one can take it from you.
- 1of 25📚 Step 1 · FoundationIn progress
You are at level 1 of 25. Every course you complete is one bar closer — and Phase 1's entire library is free, forever.
Keep building the foundation — free → - 0of 10🏅 Step 2 · PracticeIn progress
Every complete Superanalysis you save is counted automatically in your portfolio — 0 of 10 bars already stand. The next analysis you build is the next step.
Open the Superanalysis → - 0of 3⚖️ Step 3 · EthicsWaiting
The ethics module opens together with your Phase 3 application — three promises that become your analyst code. The promises already stand here on the page, so you can begin living by them today.
- 🔒🎓 Step 4 · CertificationLocked
When the foundation, the portfolio and the ethics are complete you submit the portfolio for review — AI pre-review and the founder's human final judgement, grades A–F. Then the proof is yours, forever.
The next step on your journey: Welcome — begin where you are, and we will walk beside you the whole way.
Everything is tracked locally in your own browser — privacy-friendly and with no account required. Your portfolio emerges gradually, just like the learning.
What Phase 3 gives you
Phase 3 is the opportunity to apply — and to understand how fundamental analysis is not static. All indicators move dynamically, and here you get the tools to move with them.
✓The AK1TS × AKM1 integration
The composite analysis where fundamental strength meets waves: AKM1's variables and AK1TS's wave hierarchy merge into a single coherent answer — not two separate pictures, but one.
✓The Wave Foundation
Every fundamental variable as a time series. P/E, margins, growth — no measure is a point on a scale; everything is a curve with its own rhythm, and here you learn to read it.
✓The Confluence Radar
Where value is guaranteed to meet waves — across five dimensions, which must speak together before a conclusion may land. Value floor first, waves second.
✓The portfolio's waves
Your portfolio's wave profile on the micro, short, medium-long, long and mega horizons — the whole moves, not just the individual companies.
✓Technical analysis at master level
17 canon works: Elliott, Murphy, Nison, Bollinger, Edwards & Magee, Bulkowski, Torssell and more — read chapter by chapter as living instruments.
✓Trading psychology & neuroeconomics
Douglas, Coates, Shull and Zweig — the market is fought in the mind, and the ecosystem measures behaviour daily.
✓Rights to ALL future developments
Analysis of stocks and portfolios, the dashboard, the highest-quality AI connection, reports and more — everything is under development, and you are in from the start.
The 24 courses of Phase 3
Three ecosystem flagships, seventeen canon works in technical analysis and four in trading psychology — everything that requires a mature fundamental judgement to become more than a curiosity.
The ecosystem flagships · 3 courses
Where fundamental analysis stops being static — the variables become time series, value meets waves, and the parts become an ecosystem.
- ·AK1TS — Våglärans Hierarki: SUPERDJUP
- ·Vågfundament — Variablerna som Tidsserier
- ·Konfluens — Där Värde Möter Vågor: DEN SAMMANSATTA METODEN
Technical analysis at master level · 17 courses
The 17 canon works — Elliott, Murphy, Nison, Bollinger, Edwards & Magee, Bulkowski, DeMark, Pring, Elder, Torssell and the trend followers. In Phase 3 they are read not as history but as instruments in the ecosystem.
- ·Elliott Wave Principle — Frost & Prechter: KOMPLETT
- ·Technical Analysis of Stock Trends — Edwards & Magee: KOMPLETT
- ·Technical Analysis of the Financial Markets — Murphy: KOMPLETT
- ·Japanese Candlestick Charting — Nison: KOMPLETT
- ·Encyclopedia of Chart Patterns — Bulkowski: KOMPLETT
- ·The Visual Investor — Murphy: KOMPLETT
- ·Intermarket Analysis — Murphy: KOMPLETT
- ·Martin Pring on Market Momentum — Pring: KOMPLETT
- ·The Master Swing Trader — Farley: KOMPLETT
- ·Fibonacci Applications and Strategies for Traders — Fischer: KOMPLETT
- ·Come Into My Trading Room — Elder: KOMPLETT
- ·Teknisk analys med Johnny Torssell — SVENSKT STANDARDVERK: KOMPLETT
- ·Bollinger on Bollinger Bands — Bollinger: KOMPLETT
- ·The New Science of Technical Analysis — DeMark: KOMPLETT
- ·Way of the Turtle — Faith: KOMPLETT
- ·The Complete TurtleTrader — Covel: KOMPLETT
- ·The Trend Following Bible — Abraham: KOMPLETT
Trading psychology & neuroeconomics · 4 courses
The enemy sits at your own desk — Douglas, Coates, Shull and Zweig teach you to recognise him.
- ·Trading in the Zone — Douglas: KOMPLETT
- ·The Hour Between Dog and Wolf — Coates: KOMPLETT
- ·Market Mind Games — Shull: KOMPLETT
- ·Your Money and Your Brain — Zweig: KOMPLETT
Under development — and you are in from the start
Phase 3 is not a finished product but a living place. As a Phase 3 student you have rights to all future developments within Phase 3 — everything that is built is built for you too:
- ✓📊 Analysis of stocks and portfolios — deeper, faster, alive
- ✓🖥️ The dashboard — the analytical ecosystem gathered in one view
- ✓🤖 Direct connection to AI of the highest quality
- ✓📄 Reports and more — auto-generated, traceable to sources
We do not promise finished dates — we promise the direction, and that you as a Phase 3 student are in from day one. Everything is under development.
The requirements matrix — six criteria, grades A–F
The portfolio is graded on six equally weighted criteria, each A–F. The final grade is set on the portfolio as a whole — never on the person. An F on a criterion is a work order to do it again, not a verdict; the rounds have no ceiling.
| Criterion | An A is recognisable by | An F is recognisable by |
|---|---|---|
| Methodological coverage | All 24 steps completed, variables motivated per company, four dimensions throughout. | Variables scored without motivation; steps skipped. |
| Statistical honesty | Independent votes required before a conclusion, calibration reported, confluence graded. | “Everything points the same way” without independent control; probabilities on feeling. |
| Reporting | Numbers traced to sources, pro forma at regime breaks, earnings-quality section in place. | Multiple valuations unchecked against the company's own reports. |
| Falsifiability | Every thesis with a break point and an action; follow-up scores old forecasts. | Scenarios without invalidation conditions; no follow-up. |
| Controversy openness | Opposing arguments heard and answered; estimates and data gaps declared. | Only confirming reasoning. |
| Communication | Report readable by a layperson without losing rigour; risk declaration in place. | Impenetrable or misleading presentation. |
The scale is deliberately raised from Phase 1's certificate A–D (which measures level and XP) to A–F on the work — the same subjects, higher cognitive demand: integrate and apply, independently.
The practical portfolio — ten complete analyses
The core requirement of the certification, built in the platform's own tools — the ones you already use every week. No new tools are needed: the tools become the classroom. The portfolio is a half-open examination that grows gradually, not a single exam occasion.
🏅 10 complete Superanalyses
✓ Auto-trackedTen different companies with a spread requirement: at least 4 sectors, at least one large cap and one small cap. Every complete analysis you save in the tool counts automatically — the portfolio grows as you practise.
📡 At least 4 full Confluence readings
✓ Auto-trackedTied to your Superanalyses: value floor BEFORE waves, and five independent voices that must speak together before a conclusion may land.
📊 At least 2 print-ready Report Builder reports
✓ Auto-trackedMultiple valuation and DCF with sensitivity matrix, three scenarios, Monte Carlo/Bayes/Kelly, risk matrix and trigger matrix — at least one in the short format on a large cap, to show that you know when heavier tools are superfluous.
🔁 At least 1 follow-up analysis
One of your own earlier analyses reopened: break points scored and the marked history reported. The soul of the certification — the ability to judge your own work.
⚔️ At least 1 open debate analysis
In writing: how the opponents would attack your conclusion (EMH, random walk, academic TA criticism, the quant-factor tradition) — and your reply. Controversial honesty, turned into examinable competence.
The ethics module — honesty as an examinable core
Our stance is honesty over comfort — and it is not an attitude but three concrete promises that can be examined. They are taken straight from the methodology's hard rules, and they apply to every analysis in the portfolio:
1
Report the opposition
Every analysis in the portfolio shows how the opponents think — before your own conclusion. The open debate analysis is the point of this promise.
2
Declare before results
Theory weights, the scoring table and data sources are published in the report before the conclusion. The recommendation follows the table — never the other way around.
3
Falsifiability
No thesis without a break point, no scenario without invalidation conditions — and follow-up before new analysis.
In addition an ethics case part with dilemmas adapted to the reality of an analyst: “your published analysis contains an arithmetic error — what do you do?”. The answers are judged on the honesty of the reasoning, never on a “right answer” — an F means do it again with the questions as your compass.
Certified = ready for the /pro platform
The certification is the gateway to Phase 3's purpose: those who are certified are ready for the /pro platform — the analyst surface with portfolio import, report templates and rights-controlled modules — and for the relationship with AK1nvestor, the path to working with us. But the certification and the entitlement are two different things, and that should be said honestly:
The certification — anyone can reach it
A personal certificate: practical portfolio + ethics part with grades A–F. Shareable, documented and yours forever — valuable even if you never want to work within the ecosystem. The certification attests craft and honesty.
The entitlement — a next-step relationship
Grade C or higher opens the /pro platform. Representing AK1nvestor additionally requires the founder's personal assessment and a signed AK1A analyst code. The certification alone is never an advice entitlement.
Compliance, with dignity: Phase 3 is a research-based competence examination — never investment advice, never an advisory licence in the meaning of the Swedish Financial Supervisory Authority. Saying this plainly is itself an example of the honesty Phase 3 examines. See our financial policy.
ÅKU — knowledge is perishable
The certification is a living state, not the date on a diploma. Every year you top up with an annual knowledge update (ÅKU) adapted to your role as an analyst:
- 🏅1 new portfolio analysis — Superanalysis + Confluence on a current company.
- 🔁1 validation round of your own older forecasts — with reported accuracy.
- ⚖️1 ethics discussion around a current case (about 2 hours).
A missed renewal means that the certification rests — it is never withdrawn — and it is reactivated by a completed ÅKU cycle. The entitlement is always kept fresh, for your sake and for those you work with.
Phase 3 · The dynamic ecosystem · One-time price
SEK 13,999
A one-time payment for the entire education: the 24 courses, the ecosystem integration, the practical portfolio, the certification with grades A–F — and the rights to all future developments within Phase 3. Nobody pays for content in Phase 1; in Phase 3 you pay for the ecosystem, the review and your place in the development.
The honest price, stated plainly
After the education ends, the analytical ecosystem and the dashboard can continue to be used through a monthly plan (12 months). The education itself is yours forever — the knowledge never leaves you; the tools live and keep developing.
The 90-day satisfaction guarantee applies here too — payment takes place only after 90 days, and only if you remain satisfied · Phase 2 members move on first · All tools remain free in Phase 1, forever.
Ready to start building? Open the Superanalysis and start your practical portfolio today — every analysis you save counts, automatically. AK1A Research Lab provides research-based financial analysis — nothing here is investment advice.