Your book this week

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Macro scenario overlay

What if X happened? Project the impact across all 20 households in ~8 seconds.

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Needs attention

Positions exceeding 25% of household NAV. Click any to generate a personalized diversification playbook.

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Portfolio performance

Cumulative return vs S&P 500 · Sharpe + drawdown over 3-yr backtest of current weights

Portfolio S&P 500

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Holdings

Click any row → thesis monitor for that position

Ticker	Weight	Market value	Cost basis	Gain	Thesis health	Notes	Research

This week

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Advisor notes

Macro scenario overlay

Project the impact of a hypothetical scenario across every holding. Pick a preset or type your own.

Scenario

Or pick a preset

Macro scenario overlay

Fanning scenario across the book (8-15 seconds)...

Monday-morning briefing

Sage Wealth Management · Morgan Stanley

Vendemo client briefing

CONFIDENTIAL · Internal advisor use

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Client email · draft

Drafting email (5-8 seconds)...

Concentrated-position playbook

Generating personalized playbook (5-10 seconds)...

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