Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Asset Registry

Assets

Use the canonical asset registry to inspect baseline coverage, understand Today and Market Radar relevance, and find the next gaps worth pricing or tracking.

Registry Live Coverage Guided
Active Assets
18
3 asset types in scope
Registry Coverage
100%
Latest baseline snapshot captured May 28, 2026 4:05 PM
Tracked Gaps
0
0 missing in the active workspace
Visible In Today
7
18 eligible for Market Radar

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Asset Registry

Symbol Type Coverage In Workspace Latest Price
AAPL
Technology · NASDAQ
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Held + tracked in active persona Today Radar
1 portfolio · 1 watchlist · 1 ready
$198.50
AMZN
Consumer Cyclical · NASDAQ
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$194.42
BTC
No sector · No exchange
Crypto Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist · 1 ready
$67,701.59
ETH
No sector · No exchange
Crypto Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$3,592.53
GOOGL
Technology · NASDAQ
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Held + tracked in active persona Today Radar
1 portfolio · 1 watchlist
$178.27
JNJ
Healthcare · NYSE
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
2 portfolios · 1 watchlist · 1 ready
$161.26
JPM
Financial · NYSE
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$230.30
KO
Consumer Defensive · NYSE
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$64.12
MSFT
Technology · NASDAQ
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Held + tracked in active persona Today Radar
2 portfolios · 1 watchlist · 1 ready
$448.49
NVDA
Technology · NASDAQ
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Held + tracked in active persona Today Radar
1 portfolio · 1 watchlist
$136.66
PG
Consumer Defensive · NYSE
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$169.49
QQQ
No sector · NASDAQ
Etf Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Tracked in active persona Today Radar
1 portfolio · 2 watchlists
$516.78
SCHD
No sector · NYSE
Etf Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist · 1 ready
$83.61
SOL
No sector · No exchange
Crypto Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$156.08
TSLA
Consumer Cyclical · NASDAQ
Equity Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$271.40
VOO
No sector · NYSE
Etf Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Held + tracked in active persona Today Radar
2 portfolios · 2 watchlists · 1 ready
$539.55
VTI
No sector · NYSE
Etf Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Tracked in active persona Today Radar
1 portfolio · 2 watchlists · 2 ready
$270.28
VYM
No sector · NYSE
Etf Current
Baseline seeded snapshots • May 28, 2026 4:05 PM
Outside active persona Radar
1 portfolio · 1 watchlist
$119.74
18 total · showing 1–18