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

Review Queue

A unified deterministic queue built from current thesis posture, operating plans, review-log freshness, catalyst windows, pricing coverage, and baseline research evidence. This surface stays operator-first: it routes into the real source workflows instead of becoming a generic task manager.

Open items remain compute-on-demand. Completed items only represent items you explicitly reviewed today in this persona.
Deterministic Worklist-First Execution Deferred
Due Now
12
active reviews that need operator attention now
Upcoming
0
scheduled windows and catalysts approaching
Blocked
1
missing plan, evidence, or pricing context
Completed Today
0
still-active triggers you already reviewed today

Queue Mix

13 open items across the current persona workspace
Return to Today Open Attention
Threshold Triggered 2
Needs Plan Refresh 3
Needs Thesis Refresh 7
Data Gap / Missing Context 1

Due Now

Reviews that require deliberate operator attention immediately.
12
Needs Plan Refresh

AAPL plan review is overdue

High 44 days overdue
Operating plan for AAPL in "Quality Compounders Radar" is 44 days overdue for review (2026-04-18).
SourceWatchlist: Quality Compounders Radar
ContextAccumulate on controlled weakness while services durability stays intact; trim only after a clear valuation re-rating.
Update Plan Asset Brief Research
Needs Plan Refresh

MSFT plan review is overdue

High 35 days overdue
Operating plan for MSFT in "Quality Compounders Radar" is 35 days overdue for review (2026-04-27).
SourceWatchlist: Quality Compounders Radar
ContextKeep MSFT in the ready lane, but only add if Azure AI monetization keeps pacing capital intensity.
Update Plan Asset Brief Research
Needs Plan Refresh

NVDA plan review is overdue

High 27 days overdue
Operating plan for NVDA in "Quality Compounders Radar" is 27 days overdue for review (2026-05-05).
SourceWatchlist: Quality Compounders Radar
ContextTreat NVDA as a momentum-sensitive compounder: wait for controlled digestion or trim into another vertical extension.
Update Plan Asset Brief Research
Needs Thesis Refresh

NVDA review log is stale

High Never reviewed
NVDA in "Quality Compounders Radar" has no review-log entry inside the 30-day operating window. Capture a fresh review outcome before drift becomes implicit.
SourceWatchlist: Quality Compounders Radar
ContextNo review entry has been logged yet.
Log Review Refresh Thesis Research Asset Brief
Needs Thesis Refresh

QQQ review log is stale

High Never reviewed
QQQ in "ETF Benchmarks" has no review-log entry inside the 30-day operating window. Capture a fresh review outcome before drift becomes implicit.
SourceWatchlist: ETF Benchmarks
ContextNo review entry has been logged yet.
Log Review Refresh Thesis Research Asset Brief
Needs Thesis Refresh

VOO review log is stale

High Never reviewed
VOO in "ETF Benchmarks" has no review-log entry inside the 30-day operating window. Capture a fresh review outcome before drift becomes implicit.
SourceWatchlist: ETF Benchmarks
ContextNo review entry has been logged yet.
Log Review Refresh Thesis Research Asset Brief
Needs Thesis Refresh

VTI review log is stale

High Never reviewed
VTI in "ETF Benchmarks" has no review-log entry inside the 30-day operating window. Capture a fresh review outcome before drift becomes implicit.
SourceWatchlist: ETF Benchmarks
ContextNo review entry has been logged yet.
Log Review Refresh Thesis Research Asset Brief
Threshold Triggered

AAPL operating plan threshold triggered

Medium Latest price $198.50
AAPL is trading at $198.50 and has touched the entry zone ($190.00 - $199.50) in "Quality Compounders Radar".
SourceWatchlist: Quality Compounders Radar
ContextAccumulate on controlled weakness while services durability stays intact; trim only after a clear valuation re-rating.
Update Plan Asset Brief Research
Threshold Triggered

NVDA operating plan threshold triggered

Medium Latest price $136.66
NVDA is trading at $136.66, above the $135.00 trim target in "Quality Compounders Radar".
SourceWatchlist: Quality Compounders Radar
ContextTreat NVDA as a momentum-sensitive compounder: wait for controlled digestion or trim into another vertical extension.
Update Plan Asset Brief Research
Needs Thesis Refresh

AAPL thesis needs an operator refresh

Medium Actionable posture still active
AAPL in "Quality Compounders Radar" is positioned as ready — confirm thesis is still current.
SourceWatchlist: Quality Compounders Radar
Refresh Thesis Asset Brief Research
Needs Thesis Refresh

GOOGL thesis needs an operator refresh

Medium Review status marked needs update
Thesis for GOOGL in "Quality Compounders Radar" needs an update before the next decision.
SourceWatchlist: Quality Compounders Radar
Refresh Thesis Asset Brief Research
Needs Thesis Refresh

MSFT thesis needs an operator refresh

Medium Actionable posture still active
MSFT in "Quality Compounders Radar" is positioned as ready — confirm thesis is still current.
SourceWatchlist: Quality Compounders Radar
Refresh Thesis Asset Brief Research

Upcoming

Review windows that are approaching but not yet blocked or overdue.
0
No upcoming reviews

No scheduled review windows or catalyst windows are approaching yet.

Blocked

Missing plan, research, or pricing context is preventing a clean review pass.
1
Data Gap / Missing Context

VTI lacks supporting evidence

Medium Evidence missing
VTI in "ETF Benchmarks" has no research notes on file. Capture evidence before treating the current posture as review-ready.
SourceWatchlist: ETF Benchmarks
ContextThe plan exists, but the evidence trail is still empty.
Add Evidence Asset Brief Refresh Thesis Asset

Completed

Items reviewed today. They reopen automatically if the triggering condition changes or the day rolls over.
0
Nothing marked complete yet

Use Mark Reviewed Today after completing a deliberate review pass on an active queue item.