SAMPLE STORY
A portfolio is a thesis.
Put yours to the test.
Better investing still starts with the conversation. Follow the evidence, then look through what you own.
Ideas worth discussing
SEC Filing Auditor
Search public-company filings and organize key evidence. This UI prototype is not connected to EDGAR or a filing database.
Filing results will appear here
Connect an EDGAR data source to enable filing search, accession-level evidence, filing comparison and AI-assisted extraction.
NO LIVE FILING RESULTS IN THIS PREVIEWMacro Compass
A structured view of growth, inflation, labor and financial conditions — designed to connect macro evidence with portfolio context.
Macro Regime Monitor
NO SERIES LOADEDConnect macroeconomic series to render the regime timeline.
Research Framework
PMI, GDP, industrial production and leading indicators.
CPI, PCE, wage growth and inflation expectations.
Rates, credit spreads, liquidity and yield curve.
Market Pulse
A concise research stream for market-moving events, earnings, flows and shelf-relevant developments.
Latest Market Briefs
Market briefs will appear when a verified news source is connected.
Smart money, as examples
These rows are made up so the page has a shape. They are not current trades, and they are not an SEC filing.
| Example | Change | Shelf funds |
|---|---|---|
| Example filer A | NVDA increased | SMH, QQQ, VOO |
| Example filer B | AVGO increased | SMH |
| Example committee book | SCHD names unchanged | Dividend blueprint |
No accession number is attached. A real 13F quote waits until EDGAR is connected.
One headline, then the funds
This is a sample story, not a verified news report and not a buy list. VGT is shown for the weight only. It is not a shelf fund, so it is not linked.
Trading Arena
Practice an investment thesis in a simulated environment. No real orders or brokerage connection.
Order Ticket
| Ticker | Shares | Mark | Value |
|---|
Wealth Copilot
A guided workspace for understanding portfolio overlap, concentration, costs and risk. The AI service is not connected in this prototype.
Portfolio Conversation
Ask a question or choose a suggested analysis.
Start with a portfolio question. Once the AI service and a portfolio data source are connected, this workspace can return evidence-linked analysis.
Workspace
Drafts, portfolios, saved items, tool runs, and questions stay on this account. The household sample book on Wealth is not part of these records, and saved symbols are not a market watch.
Portfolios
Weights are whole basis points and have to total 10,000. This page stores a version of the mix. It does not store dollar amounts.
Portfolio
Tool records
Overlap comes from the sample table for the shelf funds. An unknown pair stays blank. Saving a run does not create a market alert.
Public snapshot
Alerts
Comments, follows, mentions, and account security stay on this page. Saved symbols are a list only. This page does not watch the market.
Write
Draft
JPEG, PNG, or WebP up to 10 MB. The file is re-encoded. The original file name is not stored.
A thesis needs at least 100 characters. The public page can include the securities and weights from the version you choose. Amounts stay out.
The public review keeps a link to that page. It does not copy private text. The original page has to be public.
Reading
Investor conversations, made more useful.
Discuss a shelf fund, publish a mix, or write a note. Each post stays on one object.
Shelf funds only. Weights must add to 100. This is a hypothetical allocation, not a performance record.
Advanced options · topic, stance and mix
Post to this topic thread
Discussion on this Blueprint
2 commentsUnderstand finance.
Think with clarity.
A structured financial knowledge base covering markets, investing, economics and portfolio management. Published entries state their definitions, evidence, and any hypothetical example they use.
Financial Domains
Nineteen domains, from foundations through research, technical analysis, and trading.
Analyze. Interpret. Execute.
Three connected disciplines for understanding securities and structuring decisions.
Core Financial Concepts
Published entries open the full article. Other names on the map open a short planned note.
Learning Paths
Follow a sequence instead of reading disconnected definitions.
Financial Foundations
Money, markets, returns, compounding, and risk.
Fundamental Research
Financial statements, earnings, industry context, and valuation.
Technical Analysis
Price action, trends, volume, chart patterns, and indicators.
Trading Strategies
Setups, entries, exits, execution, and backtesting.
Portfolio & Risk
Allocation, diversification, position risk, and performance.
Funds & ETFs
Explore this domain
Knowledge mapCore concepts
Published entries and planned namesA–Z Financial Glossary
Browse the knowledge map alphabetically. Published entries open the full article. Planned names open a short note, not another article’s body.
Exchange-Traded Fund
Penetrating ETF Screener, Single-Fund Diagnosis & Reverse NVDA Exposure
Yield and expense ratio match the 10-fund shelf. SMH includes the finished Top-10 holdings diagnosis (76.8% concentration) and price vs. NAV sketch.
10-Fund Shelf Database & Phrase Screener
| Ticker & Name | Shelf Yield | Expense Ratio | Tape Mark | Diagnosis |
|---|
ETFs with Highest $NVDA Weight
One stock, several wrappers. Owning $SMH and $QQQ together stacks the same company. Copilot’s sample household book ($142,850) puts combined NVDA exposure at 28.4%.
One workspace. Three lenses.
ETF holdings, filing evidence and macro context stay in the same research desk. Each lens keeps the sample data it already has.
ETF Terminal
Look through the ten-fund shelf, compare a pair, and open the finished SMH diagnosis.
SEC Filing Auditor
A place for company filings and source-linked questions. EDGAR is not connected, so no excerpt is shown as verified.
Macro Compass
Growth, inflation, labor and financial conditions, ready for a series when a source is connected.
Shared research context
SAMPLEShelf calculators · pair overlap, 20-year fee drag, DRIP
Portfolio X-Ray: Overlap, 20-Yr Fee Drag & DRIP Snowball
Model long-term fee drag and dividend reinvestment, then compare ETF overlap using the selected fund pair. Each diagnostic uses the inputs that are relevant to it.
Holdings Overlap X-Ray
Silent Fee Drag Curve
DRIP Dividend Snowball
Household Portfolio & Look-Through Analysis
Illustrative sample ledger only · no brokerage accounts are connected. Your own records stay in the workspace.
Cross-Broker Sample Book ($142,850) & Look-Through Allocation Inspector
Sample household ledger across Robinhood ($41,250), Fidelity ($63,100), and IBKR ($38,500). Not connected to a live custodian; no real index or order is built.
Active X-Ray Mix: VOO vs QQQ (50% / 50% Sample)
A few targets
Saved in this browser only. They are not part of the $142,850 sample book.
Broker Comparison Desk
Compare execution venues, account features and supported workflows. Availability and terms must be verified with each provider.
Sample Broker Cards for Your $50,000 Allocation
Sign in
One email on this site. The public page shows the display name and what you publish. It does not show the email, and it does not connect a brokerage.
Forgot password
The same result is shown whether or not the email is on an account. A reset link lasts 30 minutes and works once.
Choose a new password
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Verify email
Checking the link.
Account settings
Display name, bio, avatar, website, region, and research interests. The email stays on the account and is not shown here. Security and devices
Security and devices
Sessions stay on this account. The list shows when a device was used, not the session token. Password changes, export, and a deletion request ask for the password again. That check lasts 10 minutes.
Checking verification.
Devices
Export and deletion
Export includes the email, profile, and device list. It does not include a password or session token. A deletion request does not close the account by itself.
Accounts
Status changes apply to signed-in accounts. A reason is stored with each change. This page does not grant access because a username looks like admin.