216 lines
9.1 KiB
YAML
216 lines
9.1 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]: ⚙
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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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- button "AMZN $186.50 +0.8% 28%" [ref=e31]:
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- generic [ref=e32]: AMZN
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- generic [ref=e33]: $186.50
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- generic [ref=e34]: +0.8%
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- generic [ref=e35]: 28%
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- button "WMT $168.30 -0.3% 22%" [ref=e36]:
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- generic [ref=e37]: WMT
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- generic [ref=e38]: $168.30
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- generic [ref=e39]: "-0.3%"
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- generic [ref=e40]: 22%
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- button "TGT $142.80 -1.1% 18%" [ref=e41]:
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- generic [ref=e42]: TGT
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- generic [ref=e43]: $142.80
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- generic [ref=e44]: "-1.1%"
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- generic [ref=e45]: 18%
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- button "BJ $84.20 +0.4% 8%" [ref=e46]:
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- generic [ref=e47]: BJ
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- generic [ref=e48]: $84.20
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- generic [ref=e49]: +0.4%
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- generic [ref=e50]: 8%
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- button "KR $62.10 -0.6% 5%" [ref=e51]:
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- generic [ref=e52]: KR
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- generic [ref=e53]: $62.10
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- generic [ref=e54]: "-0.6%"
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- generic [ref=e55]: 5%
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- button "DG $78.50 +1.5% 4%" [ref=e56]:
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- generic [ref=e57]: DG
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- generic [ref=e58]: $78.50
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- generic [ref=e59]: +1.5%
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- generic [ref=e60]: 4%
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- generic [ref=e61]:
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- paragraph [ref=e62]: Portfolio Performance (6M)
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- img [ref=e63]
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- generic [ref=e67]:
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- generic [ref=e68]: Nov
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- generic [ref=e69]: Dec
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- generic [ref=e70]: Jan
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- generic [ref=e71]: Feb
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- generic [ref=e72]: Mar
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- generic [ref=e73]: Apr
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- generic [ref=e74]:
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- generic [ref=e75]:
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- generic [ref=e76]: Total Value
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- strong [ref=e77]: $2.41M
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- generic [ref=e78]:
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- generic [ref=e79]: Day P&L
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- strong [ref=e80]: +$12,340
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- generic [ref=e81]:
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- generic [ref=e82]: Holdings
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- strong [ref=e83]: "7"
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- generic [ref=e84]:
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- generic [ref=e85]: Beta
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- strong [ref=e86]: "0.68"
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- generic [ref=e87]:
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- generic [ref=e88]: Sharpe
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- strong [ref=e89]: "1.42"
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- generic [ref=e90]:
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- generic [ref=e91]: Max DD
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- strong [ref=e92]: "-4.1%"
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- generic [ref=e93]:
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- paragraph [ref=e94]: Exposure
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- generic [ref=e95]:
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- generic [ref=e96]:
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- generic [ref=e97]:
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- strong [ref=e98]: Consumer Staples
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- generic [ref=e99]: 56%
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- generic [ref=e100]:
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- strong [ref=e101]: Consumer Disc.
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- generic [ref=e102]: 26%
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- generic [ref=e103]:
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- generic [ref=e104]:
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- strong [ref=e105]: Technology
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- generic [ref=e106]: 10%
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- generic [ref=e107]:
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- strong [ref=e108]: Health Care
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- generic [ref=e109]: 8%
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- generic [ref=e110]:
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- generic [ref=e111]:
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- generic [ref=e112]: Value
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- generic [ref=e115]: "+0.32"
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- generic [ref=e116]:
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- generic [ref=e117]: Size
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- generic [ref=e120]: "-0.48"
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- generic [ref=e121]:
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- generic [ref=e122]: Momentum
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- generic [ref=e125]: "+0.18"
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- generic [ref=e126]:
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- generic [ref=e127]: Quality
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- generic [ref=e130]: "+0.41"
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- generic [ref=e131]:
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- generic [ref=e132]: Low Vol
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- generic [ref=e135]: "+0.27"
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- generic [ref=e136]:
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- generic [ref=e137]:
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- paragraph [ref=e138]: Earnings Calendar
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- generic [ref=e139]:
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- generic [ref=e140]: Tue May 12
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- generic [ref=e141]: COST Q3 FY25
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- generic [ref=e142]: BMO
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- generic [ref=e143]: 3d
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- generic [ref=e144]:
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- generic [ref=e145]: Wed May 13
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- generic [ref=e146]: WMT Q1 FY27
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- generic [ref=e147]: BMO
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- generic [ref=e148]: 4d
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- generic [ref=e149]:
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- generic [ref=e150]: Thu May 14
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- generic [ref=e151]: AMZN Q2 FY26
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- generic [ref=e152]: AMC
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- generic [ref=e153]: 5d
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- generic [ref=e154]:
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- paragraph [ref=e155]: Watchlist Alerts
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- generic [ref=e156]:
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- generic [ref=e157]: 2h ago
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- generic [ref=e158]: COST comp traffic beat internal threshold
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- generic [ref=e159]: Thesis +
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- generic [ref=e160]:
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- generic [ref=e161]: 4h ago
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- generic [ref=e162]: WMT price investment pressuring grocery basket
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- generic [ref=e163]: Thesis -
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- generic [ref=e164]:
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- generic [ref=e165]: 1d ago
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- generic [ref=e166]: New 10-Q filed for TGT
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- generic [ref=e167]: Filing
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- generic [ref=e168]:
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- paragraph [ref=e169]: Recent Reports & Exports
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- generic [ref=e170]:
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- button "Investment Memo Membership Economics at Scale Draft - 2 reviews" [ref=e171]:
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- generic [ref=e172]: Investment Memo
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- strong [ref=e173]: Membership Economics at Scale
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- generic [ref=e174]: Draft - 2 reviews
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- button "Financial Model Revenue Build FY25-FY27 Base / Bull / Bear" [ref=e175]:
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- generic [ref=e176]: Financial Model
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- strong [ref=e177]: Revenue Build FY25-FY27
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- generic [ref=e178]: Base / Bull / Bear
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- button "Earnings Update Q2 FY25 Earnings Note Auto-generated - Mar 6" [ref=e179]:
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- generic [ref=e180]: Earnings Update
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- strong [ref=e181]: Q2 FY25 Earnings Note
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- generic [ref=e182]: Auto-generated - Mar 6
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- button "Peer Comparison Warehouse Club Margins COST vs WMT, TGT, BJ" [ref=e183]:
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- generic [ref=e184]: Peer Comparison
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- strong [ref=e185]: Warehouse Club Margins
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- generic [ref=e186]: COST vs WMT, TGT, BJ
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- button "Valuation DCF + Comps Analysis $720-$1,280 range" [ref=e187]:
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- generic [ref=e188]: Valuation
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- strong [ref=e189]: DCF + Comps Analysis
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- generic [ref=e190]: $720-$1,280 range
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- button "Risk Register Risk & Mitigant Framework 8 risks catalogued" [ref=e191]:
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- generic [ref=e192]: Risk Register
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- strong [ref=e193]: Risk & Mitigant Framework
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- generic [ref=e194]: 8 risks catalogued
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- generic [ref=e195]:
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- paragraph [ref=e196]: Pending Reviews
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- generic [ref=e197]:
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- generic [ref=e198]: Memo
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- generic [ref=e199]: Variant perception needs consensus margin citation
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- generic [ref=e200]: 2 comments
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- generic [ref=e201]:
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- generic [ref=e202]: Model
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- generic [ref=e203]: FY26 warehouse openings assumption flagged
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- generic [ref=e204]: Review
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- generic [ref=e205]:
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- paragraph [ref=e206]: Agent Status
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- generic [ref=e207]:
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- generic [ref=e209]:
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- strong [ref=e210]: SEC Filings Agent
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- paragraph [ref=e211]: Extracting segment data from 10-K
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- generic [ref=e212]: 45%
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- generic [ref=e213]:
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- generic [ref=e215]:
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- strong [ref=e216]: Financial Modeling Agent
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- paragraph [ref=e217]: Building revenue schedule
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- generic [ref=e218]: 62%
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- generic [ref=e219]:
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- generic [ref=e221]:
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- strong [ref=e222]: Earnings Call Agent
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- paragraph [ref=e223]: Summarizing Q2 FY25 call
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- generic [ref=e224]: 78%
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- contentinfo [ref=e225]:
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- generic [ref=e226]:
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- button "<" [disabled] [ref=e227]
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- strong [ref=e229]: SEC Filings Agent
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- generic [ref=e230]: Extracting segment data from 10-K
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- generic [ref=e231]: 1 / 3
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- button ">" [ref=e232]
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- generic [ref=e233]:
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- text: "> Ask an agent"
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- generic [ref=e234]: Cmd K |