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