Family Office App Demo Market Map
Yield Curve
Monthly Indicators
Updated monthly
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Quarterly Indicators
Updated quarterly (loans, credit, risk)
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STRATEGY MAP LIVE THESIS CANVAS
· signals refreshed
Where the puck is going.
A forward-looking map of the themes most likely to compound over the next 6 months to 5 years. Bubbles plot market conviction against time horizon. Size is opportunity; glow is live momentum averaged across each theme's tickers.
Active theses
Pillars tracked
Rising ↑
Fading ↓
↑ Momentum leaders blended 1W·1M·3M·6M
↓ Losing steam
Opportunity Canvas
Conviction × Horizon · click a bubble for the thesis · drag to reposition
Rising
Steady
Fading
No theses on the canvas yet
Drop in 23 curated forward-looking theses across 7 pillars to seed the map.
or
HARVEST ZONE
High conviction · near-term
BUILD ZONE
High conviction · long horizon
DECIDE ZONE
Lower conviction · near-term
WATCH ZONE
Lower conviction · long horizon
CONVICTION
Foundation
Core
High
Emerging
Speculative
HORIZON · NOW → 5Y+
Now
6M
1Y
2Y
3Y
5Y+
▲
▼
⚡ auto
No tickers linked · add some to wire up live momentum
Tickers linked but no price cache yet · signals populate after T2 runs
30-day basket · equal-weighted
Conviction
Opportunity
Thesis
Catalysts
- ▸
Headwinds
- ▸
Related theses
Hover a bubble for a preview.
Click to lock in the detail.
Click to lock in the detail.
Click a pillar card above to filter.
All Theses
| Theme | Pillar | Traj | Momentum | Horizon | Conviction | Opportunity | Tickers | ||
|---|---|---|---|---|---|---|---|---|---|
| — |
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COUNTRY MAP MACRO FACTORS + EXPOSURE OVERLAY
· refreshed
Where we're positioned, country-by-country.
Every country with either active macro drivers or portfolio exposure. Z-scores are 60-day rolling — green = tailwind for the country, red = headwind, gray = neutral indicator.
×
No countries match the filter
Clear the region or exposure filter to see all coverage.
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| Country ↑ | Region | Book % ↓ | Positions | Bias | Macro headline | Source |
|---|---|---|---|---|---|---|
| — | AI QUANT |
Bubble World — exposure × macro bias
Bubble size = % of book · color = bias · hover for headline · click to drill in
Tailwind
Neutral
Headwind
North America
South America
Europe
Africa
Asia
Australia
Equator
| Country | Book % | Bias | Headline | ↑ Helping | ↓ Hurting | FX | Equity | Policy | Source |
|---|---|---|---|---|---|---|---|---|---|
| — |
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AI QUANT |
No pinned countries yet
Click the ☆ icon on any country card, table row, or drawer header to pin it. Compare mode shows your pins side-by-side with full macro detail.
↑ Helping
↓ Hurting
FX
Equity
Policy
book
positions
drivers
Click for full drawer
13F TRACKER SMART MONEY
· holdings as of
What the big funds are buying & selling.
Quarterly Form 13F-HR filings pulled live from SEC EDGAR for marquee managers, diffed against each fund's prior quarter. 13F is filed within 45 days of quarter-end, so it's a lagged but high-signal read on institutional positioning. Not investment advice.
Funds reporting
Current quarter
Consensus buys
Consensus sells
▲ Most Bought
across funds · current quarter
No consensus buys.
●
▼ Most Sold
across funds · current quarter
No consensus sells.
●
| Fund | Style | As of | Pos | Portfolio $ | New | Added | Trim | Exit |
|---|---|---|---|---|---|---|---|---|
| stale ⚠ |
·
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CIK
▲ Buying
No buys this quarter.
▼ Selling
No sells this quarter.
How the tracked funds traded stocks we currently hold this quarter — agreement and divergence with our positioning.
None of the tracked funds reported activity in our current holdings this quarter (CUSIP-matched against our book).
| Stock | Net | Funds buying | Funds selling |
|---|---|---|---|
| — | — |
Source: SEC EDGAR Form 13F-HR. Values reported by managers; share-class & CUSIP reorganizations can occasionally read as an exit + new position. Tickers resolved from our holdings and OpenFIGI. Options overlays (puts/calls) appear in the per-fund view, tagged, but are excluded from consensus.
Loading positioning data…
Futures Positioning — CFTC Commitments of Traders
Speculative net positioning vs. its own 3-year range. Leveraged Funds (hedge funds) for index/vol/rates/FX/crypto; Managed Money for commodities.
Report as of · CFTC publishes weekly (Fri 3:30pm ET).
Crowded (≥85 / ≤15 %ile)
Heavy (≥70 / ≤30)
Neutral
· Net = speculative (long − short) contracts · ⚡ = fast week-over-week move · click any market for its 3-year chart
Most crowded long
Most crowded short
Biggest weekly shift
At a positioning extreme
of markets
≥85th or ≤15th percentile
Positioning Insights
⚡
3y
1y
z
OI
Full COT Board
| Market | Group | Spec | Net | WoW | 1y % | 3y % | Z | Signal | OI | Trend |
|---|---|---|---|---|---|---|---|---|---|---|
Source: CFTC Commitments of Traders (publicreporting.cftc.gov), futures-only. Individual equities have no COT — single stocks show overall-market context.
Net
Week change
3y / 1y %ile
/
Signal · z
net
CFTC source →
= speculators' net (long − short); are the structural other side. The dark gridline marks zero. Net stretched to a 3-year extreme often precedes mean-reversion.
Your exposure
Index
Detail
Filter
Major
Mid
Minor
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Now vs all-time high
·
drawdown from peak
% from view start
·
← → to step events
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Market reaction
Computing reaction…
Forward return from this date
Max drawdown after
Time to bottom
Recovered to pre-event
vs typical
No material decline in the year after.
No price history around this date for .
Scroll to zoom, drag to pan. Click an event to analyze how the market reacted (forward returns, drawdown, recovery); hover for a quick peek. Use ← → to step between events, or the headline stats and search to jump. Toggle Drawdown for an underwater curve, or + Compare to overlay other indices (rebased to % from the visible start).
How behaved by event type
Computing…
| Event type | Count | Median drawdown | Worst | Time to bottom | Median recovery | Median 1Y after |
|---|---|---|---|---|---|---|
Medians across all events of each type, measured on 's price history. "Worst" is the single deepest drawdown in the type (hover for which event). Click rows to toggle types in the chart filter (multi-select).
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