Connect knowledge to discussion
SAMPLE STORY
The community research desk
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.
Community first
Ideas worth discussing
/ SEC Auditor
DATA SOURCE NOT CONNECTED
SEC Filing Auditor
Search public-company filings and organize key evidence. This UI prototype is not connected to EDGAR or a filing database.
Suggested research:
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 PREVIEW / Macro Compass
AWAITING DATA SOURCEMacro Compass
A structured view of growth, inflation, labor and financial conditions — designed to connect macro evidence with portfolio context.
Growth
Awaiting data
GDP · PMIInflation
Awaiting data
CPI · PCELabor
Awaiting data
Jobs · WagesFinancial Conditions
Awaiting data
Rates · CreditMacro Regime Monitor
NO SERIES LOADEDConnect macroeconomic series to render the regime timeline.
Research Framework
01 · GROWTH
PMI, GDP, industrial production and leading indicators.
02 · INFLATION
CPI, PCE, wage growth and inflation expectations.
03 · FINANCIAL CONDITIONS
Rates, credit spreads, liquidity and yield curve.
MARKET INTELLIGENCE
NO LIVE HEADLINES CONNECTEDMarket 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.
SAMPLE 13F MAP
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.
SAMPLE NEWS MAP
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.
PRACTICE / PAPER TRADING
SIMULATION PREVIEWTrading Arena
Practice an investment thesis in a simulated environment. No real orders or brokerage connection.
Paper cash
$100,000.00
Paper holdings
$0.00
Paper equity
$100,000.00
Paper orders
0
Order Ticket
| Ticker | Shares | Mark | Value |
|---|
AI ASSISTANT / PORTFOLIO INTELLIGENCE
AI ENDPOINT NOT CONNECTEDWealth 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.
ROMEWAY COPILOT · PREVIEW
Start with a portfolio question. Once the AI service and a portfolio data source are connected, this workspace can return evidence-linked analysis.
Do not enter account numbers or sensitive credentials.
RomeWay / Workspace
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.
RomeWay / Portfolios
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.
RomeWay / Portfolio
Portfolio
RomeWay / Records
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.
RomeWay / Snapshot
Public snapshot
RomeWay / Alerts
Alerts
Comments, follows, mentions, and account security stay on this page. Saved symbols are a list only. This page does not watch the market.
RomeWay / Community
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.
RomeWay / Community
Reading
RomeWay / Community
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.
Total0%
Attached Mix:Tech Growth
Advanced options · topic, stance and mix
Post stance
A post is stored on your account. Shelf cards below stay labeled sample.
Post to this topic thread
A reply is stored on this topic.
Discussion on this Blueprint
2 commentsRomeWay Knowledge Library
Understand 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.
Connected Financial Knowledge● KNOWLEDGE GRAPH
Markets
Investing
Economics
19Knowledge domains
12Entries published
100Core terms planned
19Financial domains
4Knowledge architecture levels
12Entries published on this site
100Initial core terms planned
Explore the knowledge map
Financial Domains
Nineteen domains, from foundations through research, technical analysis, and trading.
Research and trading skills
Analyze. Interpret. Execute.
Three connected disciplines for understanding securities and structuring decisions.
Start with the essentials
Core Financial Concepts
Published entries open the full article. Other names on the map open a short planned note.
Structured learning
Learning Paths
Follow a sequence instead of reading disconnected definitions.
PATH 01 · BEGINNER
Financial Foundations
Money, markets, returns, compounding, and risk.
Core concepts Explore path ↗
PATH 02 · INTERMEDIATE
Fundamental Research
Financial statements, earnings, industry context, and valuation.
Company research Explore path ↗
PATH 03 · INTERMEDIATE
Technical Analysis
Price action, trends, volume, chart patterns, and indicators.
Market analysis Explore path ↗
PATH 04 · ADVANCED
Trading Strategies
Setups, entries, exits, execution, and backtesting.
Trading practice Explore path ↗
PATH 05 · ADVANCED
Portfolio & Risk
Allocation, diversification, position risk, and performance.
Portfolio skills Explore path ↗
/Funds & ETFs
Financial Domain
Funds & ETFs
Explore this domain
Knowledge mapCore concepts
Published entries and planned namesFinancial terminology
A–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.
/
/
ETF
FUNDS & ETFSPUBLISHED
Exchange-Traded Fund
Published entryUpdated Oct 2026
/ETF TERMINAL
•
10 SHELF FUNDS & SMH FULL DIAGNOSIS
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.
/etfs/ · /etfs/screener/
Click any row to inspect
10-Fund Shelf Database & Phrase Screener
| Ticker & Name | Shelf Yield | Expense Ratio | Tape Mark | Diagnosis |
|---|
/etfs/exposure/nvda/ · REVERSE LOOKUP
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%.
$SMH VanEck Semiconductor ETF (Full Diagnosis)
24.5% NVDA
VGT Vanguard Information Tech (No shelf page)
15.8% NVDA
$SOXX iShares Semiconductor ETF
11.2% NVDA
$QQQ Invesco QQQ Trust
8.4% NVDA
$VOO Vanguard S&P 500 ETF
6.4% NVDA
Tools
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.
Shelf screener
Pair overlap
SMH holdings diagnosis
SEC Filing Auditor
A place for company filings and source-linked questions. EDGAR is not connected, so no excerpt is shown as verified.
Filing explorer
13F examples
Evidence checklist
Macro Compass
Growth, inflation, labor and financial conditions, ready for a series when a source is connected.
Regime monitor
Indicator framework
Portfolio context
Shared research context
SAMPLEShelf calculators · pair overlap, 20-year fee drag, DRIP
PORTFOLIO TOOLS · INTERACTIVE WORKBENCH
•
3-IN-1 LIVE ENGINE
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.
INITIAL CAPITAL PRINCIPAL
$50,000
$10k$100k$250k$500k
COMPOUNDING HORIZON
20 Years
5 Yrs15 Yrs20 Yrs30 Yrs
WRAPPER FEE COMPARISON
0.03%
vs
0.85%
0.15% ETF0.50% Thematic0.85% Active1.25% Mutual
/tools/etf-overlap/
46.2% Overlap
Holdings Overlap X-Ray
VOO
QQQ
Pair Weight Overlap
46.2%
84 shared names
Underlying Holding
Shelf Sample Weights
/tools/expense-ratio-calculator/
-$38,420 Lost
Silent Fee Drag Curve
0.03% Core: $273,410
0.85%: $234,990
Year 0
Year 10
Year 20 (8.90% Gross)
Low-Fee Index (0.03% $VOO)
-$1,540 drag
Higher-Fee Wrapper (0.85%)
-$39,960 drag
/tools/drip-calculator/
0.95% Yield
DRIP Dividend Snowball
Year 20 Annual Dividend
$3,620 / yr
DRIP Compounding Boost
+$21,400
Sample Yield on Original Cost (YoC):
7.24% / yr
WEALTH WORKSPACE
Household Portfolio & Look-Through Analysis
Illustrative sample ledger only · no brokerage accounts are connected. Your own records stay in the workspace.
WEALTH WORKSPACE · HOUSEHOLD LEDGER
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.
Inspect Look-Through Underlying Weights (Sample)
UNIFIED HOUSEHOLD SAMPLE LEDGER
NOT CONNECTED
$142,850
28.4% Stacked NVDA
Robinhood Individual
Holdings: $QQQ · $SMH · $NVDA
$41,250
High Semi Overlap
Fidelity Rollover IRA
Holdings: $VOO · $SCHD
$63,100
0.03% – 0.06% Core
Interactive Brokers Pro
Holdings: $SGOV · $SOXX
$38,500
T-Bill + Semi Sleeve
20-Yr Model Fee Gap ($50k):
$38,420 (0.03% vs 0.85%)
WEALTH ALLOCATION INSPECTOR
Active X-Ray Mix: VOO vs QQQ (50% / 50% Sample)
PUBLISHED COMMUNITY BLUEPRINTS
Click to synchronize with X-Ray
GOALS IN THIS BROWSER
A few targets
Saved in this browser only. They are not part of the $142,850 sample book.
BROKER RESEARCH
Broker Comparison Desk
Compare execution venues, account features and supported workflows. Availability and terms must be verified with each provider.
/BROKERS/ · EXECUTION VENUE COMPARISON
Preview only · Stays on this site · No live affiliate links
Sample Broker Cards for Your $50,000 Allocation
Interactive BrokersInstitutional
US ETF Comm:$0.00
Sample Book:$38,500 sleeve
Robinhood GoldSample Sleeve
US ETF Comm:$0.00
Sample Book:$41,250 sleeve
Fidelity RolloverCore IRA
US ETF Comm:$0.00
Sample Book:$63,100 sleeve
Webull / MoomooSample Offer
US ETF Comm:$0.00
Status:No partner link
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RomeWay / Security
Security and devices
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RomeWay / Admin
Accounts
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