Viewforth
— operating system landing page
v9
Date
—
Market regime
risk-off
Live positions
9
Active projects
8
Mode
local
REMINDER — OTHER LARGE COMPONENTS
• Wisdom Library
• Roles (skills, memory, other)
• SOPs
• Principles
• Frameworks
• System architecture
• Auditing
• Backing up
• Coaching / High Performance
• Calibration log + corrections
• Kaizen lessons
• Scheduled protocols
MARKET & ENVIRONMENT
Fit for fighting · Radar process
Active thematics (3)
AI
Iran Oil
Recession / Bear Market Roll-over
STRATEGIC TARGETS
3 anchors · broad to narrow time horizon
Evergreen Target Conditions
Portfolio Target Conditions
Portfolio OKRs
(loading OKRs…)
GAP
portfolio shortfall
(loading OKRs…)
PORTFOLIO · REPORTS · PMS
Portfolio
9 live positions · current state of the book
Portfolio Overview
Portfolio Charts
Weekly Developments · A&J Report
Sector / Industry Changes · Research Report
Portfolio Changes · Research Report
Position Management System
Stops, grace clocks, at-risk basis points
Slug pyramid & stop-MA enforcement
Per-position invalidation tracking
10 invalidation ACHs monitored live
Drag-drop reordering · sparklines
→ flows back to Portfolio (state up)
→ flows out to Ratings Dashboard
WORKFLOW PRIORITIES
Workflow & Kanban Board
Lanes: Richard · Researcher · APM
23 active to-dos · 6 overdue
Priorities flow into PMS execution
and into Ratings Dashboard reads
RATINGS DASHBOARD
Per-stock composite · 4 columns
Timeliness
how recent
Knowledge
depth
Interest
conviction
Master
composite
A–F grading · Six Pillars rollup
stage-flexed (Triaging / ESA / DD / Live)
One click opens whole dashboard
MASTER (TECHNICAL) DASHBOARD
SCREENS (8)
Basing Plateau
Probing Bet
Mark Minervini 99-Point Screen
Volatility Contraction Pattern
Uptrend Retest
Sell-Side Earnings Momentum
Valuation in Range
Composite / Combination Screens
Technical (Master) Dashboard
Click any screen above to open at that tab
Valuation in Range
quant input feeding the dashboard
Sell-Side Estimate Momentum
quant input feeding the dashboard
↑ feed the Master Dashboard
Weekly Changes Memo
M&E + Technical → APM
Quality Control Centre
Research QC gate
Trigger Test Qualification
Signal from Master Dashboard
Batching of Research /
Analysis Automatically
NOTES REPOSITORY
Researcher · APM · Qualitative IC analysis
Per-stock memos · IAJA library · feeds Ratings Dashboard
STOCKS UNIVERSE DATABASE
973 stocks · 24 industries · 154 sectors · pullback-watchlist.json (substrate everything sits on)