223 lines
9.4 KiB
YAML
223 lines
9.4 KiB
YAML
- generic [ref=e3]:
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- banner [ref=e4]:
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- button "MosaicIQ" [ref=e5] [cursor=pointer]
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- navigation "Screens" [ref=e6]:
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- button "Home" [ref=e7]
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- button "Workspace" [ref=e8]
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- button "Model" [ref=e9]
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- button "Memo" [ref=e10]
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- button "Agents" [ref=e11]
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- textbox "Search companies, files, commands..." [ref=e12]
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- button "Settings" [ref=e13]: Gear
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- button "JD" [ref=e14]
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- main [ref=e15]:
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- generic [ref=e16]:
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- generic [ref=e17]:
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- generic [ref=e18]:
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- paragraph [ref=e19]: Morning Briefing
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- heading "Good morning, JD" [level=1] [ref=e20]
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- button "Run Full Research" [ref=e21]
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- generic [ref=e22]:
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- generic [ref=e23]:
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- paragraph [ref=e24]: Holdings
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- generic [ref=e25]:
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- button "COST $921.40 +1.2% 32% ..." [ref=e26]:
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- generic [ref=e27]: COST
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- generic [ref=e28]: $921.40
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- generic [ref=e29]: +1.2%
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- generic [ref=e30]: 32%
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- generic [ref=e31]: ...
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- button "AMZN $186.50 +0.8% 28% ..." [ref=e32]:
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- generic [ref=e33]: AMZN
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- generic [ref=e34]: $186.50
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- generic [ref=e35]: +0.8%
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- generic [ref=e36]: 28%
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- generic [ref=e37]: ...
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- button "WMT $168.30 -0.3% 22% ..." [ref=e38]:
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- generic [ref=e39]: WMT
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- generic [ref=e40]: $168.30
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- generic [ref=e41]: "-0.3%"
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- generic [ref=e42]: 22%
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- generic [ref=e43]: ...
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- button "TGT $142.80 -1.1% 18% ..." [ref=e44]:
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- generic [ref=e45]: TGT
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- generic [ref=e46]: $142.80
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- generic [ref=e47]: "-1.1%"
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- generic [ref=e48]: 18%
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- generic [ref=e49]: ...
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- button "BJ $84.20 +0.4% 8% ..." [ref=e50]:
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- generic [ref=e51]: BJ
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- generic [ref=e52]: $84.20
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- generic [ref=e53]: +0.4%
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- generic [ref=e54]: 8%
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- generic [ref=e55]: ...
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- button "KR $62.10 -0.6% 5% ..." [ref=e56]:
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- generic [ref=e57]: KR
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- generic [ref=e58]: $62.10
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- generic [ref=e59]: "-0.6%"
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- generic [ref=e60]: 5%
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- generic [ref=e61]: ...
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- button "DG $78.50 +1.5% 4% ..." [ref=e62]:
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- generic [ref=e63]: DG
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- generic [ref=e64]: $78.50
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- generic [ref=e65]: +1.5%
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- generic [ref=e66]: 4%
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- generic [ref=e67]: ...
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- generic [ref=e68]:
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- paragraph [ref=e69]: Portfolio Performance (6M)
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- img [ref=e70]
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- generic [ref=e74]:
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- generic [ref=e75]: Nov
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- generic [ref=e76]: Dec
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- generic [ref=e77]: Jan
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- generic [ref=e78]: Feb
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- generic [ref=e79]: Mar
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- generic [ref=e80]: Apr
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- generic [ref=e81]:
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- generic [ref=e82]:
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- generic [ref=e83]: Total Value
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- strong [ref=e84]: $2.41M
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- generic [ref=e85]:
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- generic [ref=e86]: Day P&L
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- strong [ref=e87]: +$12,340
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- generic [ref=e88]:
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- generic [ref=e89]: Holdings
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- strong [ref=e90]: "7"
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- generic [ref=e91]:
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- generic [ref=e92]: Beta
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- strong [ref=e93]: "0.68"
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- generic [ref=e94]:
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- generic [ref=e95]: Sharpe
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- strong [ref=e96]: "1.42"
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- generic [ref=e97]:
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- generic [ref=e98]: Max DD
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- strong [ref=e99]: "-4.1%"
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- generic [ref=e100]:
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- paragraph [ref=e101]: Exposure
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- generic [ref=e102]:
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- generic [ref=e103]:
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- generic [ref=e104]:
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- strong [ref=e105]: Consumer Staples
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- generic [ref=e106]: 56%
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- generic [ref=e107]:
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- strong [ref=e108]: Consumer Disc.
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- generic [ref=e109]: 26%
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- generic [ref=e110]:
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- generic [ref=e111]:
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- strong [ref=e112]: Technology
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- generic [ref=e113]: 10%
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- generic [ref=e114]:
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- strong [ref=e115]: Health Care
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- generic [ref=e116]: 8%
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- generic [ref=e117]:
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- generic [ref=e118]:
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- generic [ref=e119]: Value
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- generic [ref=e122]: "+0.32"
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- generic [ref=e123]:
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- generic [ref=e124]: Size
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- generic [ref=e127]: "-0.48"
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- generic [ref=e128]:
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- generic [ref=e129]: Momentum
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- generic [ref=e132]: "+0.18"
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- generic [ref=e133]:
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- generic [ref=e134]: Quality
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- generic [ref=e137]: "+0.41"
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- generic [ref=e138]:
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- generic [ref=e139]: Low Vol
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- generic [ref=e142]: "+0.27"
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- generic [ref=e143]:
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- generic [ref=e144]:
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- paragraph [ref=e145]: Earnings Calendar
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- generic [ref=e146]:
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- generic [ref=e147]: Tue May 12
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- generic [ref=e148]: COST Q3 FY25
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- generic [ref=e149]: BMO
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- generic [ref=e150]: 3d
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- generic [ref=e151]:
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- generic [ref=e152]: Wed May 13
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- generic [ref=e153]: WMT Q1 FY27
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- generic [ref=e154]: BMO
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- generic [ref=e155]: 4d
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- generic [ref=e156]:
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- generic [ref=e157]: Thu May 14
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- generic [ref=e158]: AMZN Q2 FY26
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- generic [ref=e159]: AMC
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- generic [ref=e160]: 5d
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- generic [ref=e161]:
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- paragraph [ref=e162]: Watchlist Alerts
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- generic [ref=e163]:
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- generic [ref=e164]: 2h ago
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- generic [ref=e165]: COST comp traffic beat internal threshold
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- generic [ref=e166]: Thesis +
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- generic [ref=e167]:
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- generic [ref=e168]: 4h ago
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- generic [ref=e169]: WMT price investment pressuring grocery basket
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- generic [ref=e170]: Thesis -
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- generic [ref=e171]:
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- generic [ref=e172]: 1d ago
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- generic [ref=e173]: New 10-Q filed for TGT
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- generic [ref=e174]: Filing
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- generic [ref=e175]:
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- paragraph [ref=e176]: Recent Reports & Exports
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- generic [ref=e177]:
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- button "Investment Memo Membership Economics at Scale Draft - 2 reviews" [ref=e178]:
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- generic [ref=e179]: Investment Memo
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- strong [ref=e180]: Membership Economics at Scale
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- generic [ref=e181]: Draft - 2 reviews
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- button "Financial Model Revenue Build FY25-FY27 Base / Bull / Bear" [ref=e182]:
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- generic [ref=e183]: Financial Model
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- strong [ref=e184]: Revenue Build FY25-FY27
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- generic [ref=e185]: Base / Bull / Bear
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- button "Earnings Update Q2 FY25 Earnings Note Auto-generated - Mar 6" [ref=e186]:
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- generic [ref=e187]: Earnings Update
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- strong [ref=e188]: Q2 FY25 Earnings Note
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- generic [ref=e189]: Auto-generated - Mar 6
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- button "Peer Comparison Warehouse Club Margins COST vs WMT, TGT, BJ" [ref=e190]:
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- generic [ref=e191]: Peer Comparison
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- strong [ref=e192]: Warehouse Club Margins
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- generic [ref=e193]: COST vs WMT, TGT, BJ
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- button "Valuation DCF + Comps Analysis $720-$1,280 range" [ref=e194]:
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- generic [ref=e195]: Valuation
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- strong [ref=e196]: DCF + Comps Analysis
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- generic [ref=e197]: $720-$1,280 range
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- button "Risk Register Risk & Mitigant Framework 8 risks catalogued" [ref=e198]:
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- generic [ref=e199]: Risk Register
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- strong [ref=e200]: Risk & Mitigant Framework
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- generic [ref=e201]: 8 risks catalogued
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- generic [ref=e202]:
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- paragraph [ref=e203]: Pending Reviews
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- generic [ref=e204]:
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- generic [ref=e205]: Memo
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- generic [ref=e206]: Variant perception needs consensus margin citation
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- generic [ref=e207]: 2 comments
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- generic [ref=e208]:
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- generic [ref=e209]: Model
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- generic [ref=e210]: FY26 warehouse openings assumption flagged
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- generic [ref=e211]: Review
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- generic [ref=e212]:
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- paragraph [ref=e213]: Agent Status
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- generic [ref=e214]:
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- generic [ref=e216]:
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- strong [ref=e217]: SEC Filings Agent
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- paragraph [ref=e218]: Extracting segment data from 10-K
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- generic [ref=e219]: 45%
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- generic [ref=e220]:
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- generic [ref=e222]:
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- strong [ref=e223]: Financial Modeling Agent
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- paragraph [ref=e224]: Building revenue schedule
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- generic [ref=e225]: 62%
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- generic [ref=e226]:
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- generic [ref=e228]:
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- strong [ref=e229]: Earnings Call Agent
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- paragraph [ref=e230]: Summarizing Q2 FY25 call
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- generic [ref=e231]: 78%
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- contentinfo [ref=e232]:
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- generic [ref=e233]:
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- button "<" [disabled] [ref=e234]
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- strong [ref=e236]: SEC Filings Agent
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- generic [ref=e237]: Extracting segment data from 10-K
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- generic [ref=e238]: 1 / 3
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- button ">" [ref=e239]
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- generic [ref=e240]:
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- text: "> Ask an agent"
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- generic [ref=e241]: Cmd K |