Macro-Aware Diagnostic

A portfolio review your clients haven't seen before.

Move beyond static portfolio analysis. Generate a client-ready diagnostic showing how an allocation performs across distinct macro regimes — durable and fragile — and what a macro-aware overlay changes.

Step 1 — Access Code

Step 2 — Choose what to analyze

Authenticate to see available portfolios.

Step 3 — Report details

Client / portfolio name Appears as the report title. Optional — defaults to the portfolio's name if blank.

Step 4 — Settings

Macro sleeve Underlying macro-aware index applied as the overlay sleeve.

Macro-Aware sleeve weight 20%

Portion of the portfolio reallocated to the macro-aware overlay.

Funding source Where the overlay weight is carved from. US equity preserves international and fixed income allocations.

Report style

Advisor (client-friendly) Institutional (CIO methodology)