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

Market Radar

This baseline radar ranks assets already tracked in the household using deterministic inputs only: current workspace relevance, watchlist readiness, household reach, snapshot freshness, and the latest move versus the prior available snapshot.

Current emphasis: Julio Marchi · Long-Term Growth
Deterministic Ranking Not The Full Signals Engine
Radar Universe
18
tracked assets across the active household
Workspace Hits
7
assets held or watched in the active persona
Ready Assets
7
radar names with at least one ready watchlist signal
Missing Coverage
0
tracked names still missing quote snapshots

Scoring Inputs

  • current workspace holdings and watchlists
  • ready and high-conviction watchlist status
  • reach across portfolios, watchlists, and personas
  • baseline quote freshness
  • latest move versus the prior available snapshot
  • upcoming or active catalyst presence
  • high-importance baseline event flag

How To Read It

Held + tracked names rise first
The active persona gets extra weight when an asset is both in holdings and in current watchlists.
Freshness matters
Missing or lagging quote coverage is shown explicitly instead of masked.
Reach is household-wide
Multiple portfolios, watchlists, or personas raise an asset’s baseline prominence.

Ranked Radar

Rank Asset Current Workspace Household Reach Move Vs Prior Latest Quote Why It Appears
1
Microsoft Corporation · Equity
Held + tracked
$13,454.70 in current holdings
2 portfolios
1 watchlist · 2 personas
+0.5% $448.49
Current
Held in current workspace Ready posture in current workspace 1 ready or high-conviction watchlist signal 2 personas reference it 2 portfolios 1 watchlist Fresh baseline quote +0.5% vs prior snapshot
2
Apple Inc. · Equity
Held + tracked
$9,925.00 in current holdings
1 portfolio
1 watchlist · 1 persona
+0.5% $198.50
Current
Held in current workspace Ready posture in current workspace 1 ready or high-conviction watchlist signal 1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot High-importance catalyst upcoming
3
NVIDIA Corporation · Equity
Held + tracked
$3,416.50 in current holdings
1 portfolio
1 watchlist · 1 persona
+0.5% $136.66
Current
Held in current workspace Waiting posture in current workspace 1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot High-importance catalyst upcoming
4
Vanguard S&P 500 ETF · Etf
Held + tracked
$53,955.00 in current holdings
2 portfolios
2 watchlists · 2 personas
+0.5% $539.55
Current
Held in current workspace Observing posture in current workspace 2 personas reference it 2 portfolios 2 watchlists Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
5
Alphabet Inc. · Equity
Held + tracked
$3,565.40 in current holdings
1 portfolio
1 watchlist · 1 persona
+0.5% $178.27
Current
Held in current workspace Researching posture in current workspace Thesis flagged for update 1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot High-importance catalyst upcoming
6
Vanguard Total Stock Market · Etf
Tracked
1 ready watchlist signal
1 portfolio
2 watchlists · 2 personas
+0.5% $270.28
Current
Ready posture in current workspace 1 ready or high-conviction watchlist signal 2 personas reference it 1 portfolio 2 watchlists Fresh baseline quote +0.5% vs prior snapshot
7
Invesco QQQ Trust · Etf
Tracked
Prioritized by household reach
1 portfolio
2 watchlists · 2 personas
+0.5% $516.78
Current
Observing posture in current workspace 2 personas reference it 1 portfolio 2 watchlists Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
8
Tesla Inc. · Equity
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.5% $271.40
Current
Risk-watch flag across 1 watchlist 1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot High-importance catalyst upcoming
9
Johnson & Johnson · Equity
Household tracked
Prioritized by household reach
2 portfolios
1 watchlist · 2 personas
+0.5% $161.26
Current
2 personas reference it 2 portfolios 1 watchlist Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
10
Vanguard High Dividend Yield · Etf
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 2 personas
+0.5% $119.74
Current
2 personas reference it 1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
11
Solana · Crypto
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.6% $156.08
Current
1 portfolio 1 watchlist Fresh baseline quote +0.6% vs prior snapshot 1 upcoming catalyst
12
Bitcoin · Crypto
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.6% $67,701.59
Current
1 portfolio 1 watchlist Fresh baseline quote +0.6% vs prior snapshot 1 upcoming catalyst
13
Ethereum · Crypto
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.6% $3,592.53
Current
1 portfolio 1 watchlist Fresh baseline quote +0.6% vs prior snapshot 1 upcoming catalyst
14
The Coca-Cola Company · Equity
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.5% $64.12
Current
1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
15
Procter & Gamble Co. · Equity
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.5% $169.49
Current
1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
16
Amazon.com Inc. · Equity
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.5% $194.42
Current
1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot 1 upcoming catalyst
17
JPMorgan Chase & Co. · Equity
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.5% $230.30
Current
1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot
18
Schwab U.S. Dividend Equity · Etf
Household tracked
Prioritized by household reach
1 portfolio
1 watchlist · 1 persona
+0.5% $83.61
Current
1 portfolio 1 watchlist Fresh baseline quote +0.5% vs prior snapshot