Treasury Yield Curve
Latest vs 1 Month vs 1 Year
Review Desk
Choose a household to begin review.
Households Loaded
0
Need Review
0
Accounts In Queue
0
Restrictions
0
Household Review
Overview, assets, planning center, and review workflows for the selected household.
Recently Viewed
Attention Today
Queue & Alerts
Opening Household Workspace
Loading governed household identity and relationship context. Navigation is available while household sections hydrate.
Future State
Not available yet
This navigation destination is reserved for a future phase.
Market Pulse
Cross-Source Market Overview
Rates & Credit Conditions
Advisor Rate Intelligence
Rate Trend Lines
Key Cash, Mortgage, and Treasury Reads
Stored observations only
Research Feed
Research Command Center
Overview
Latest Advisor Talking Points
Coverage
Research Sources
Current Month
Most Recent MRB Report
TradeBook
Most Recent TradeBook PDF
Extracted PDFs
Extracted MRB PDFs
MRB PDF Library
Waiting for extracted documents.
Waiting
Selected MRB PDF
Choose a report
Click an extracted MRB PDF on the left to open its summary, PDF link, account impact view, and email preview here.
Idle
Search & Filters
Find MRB Research Fast
Waiting
Research Library
Search Results & Full Feed
Detailed Breakdown
Choose a report
Select an MRB article to open its detailed AI breakdown.
Admin Maintenance
MRB Maintenance Desk
Open Maintenance Tools Collapsed by default
System Health Check
Inspect live MRB route health
Idle
Run the live health check to inspect the real Azure-side status of the MRB inbox and opportunities routes.
Blob Metadata Repair
Repair parent PDF metadata links
Idle
Start with a preview so we can confirm which parent PDF links are repairable before write mode is enabled.
Manual PDF Intake
Upload or attach an MRB PDF
Idle
Select a PDF to upload into Azure Blob under the manual MRB path.
Open Follow-Up
Newest unresolved PDF items
Waiting
JPM
Latest Public Insight
JPM
Featured Sections
JPM
Market Commentary
BlackRock
Latest Public Insight
BlackRock
Featured Sections
BlackRock
Publications Feed
Vanguard
Latest Public Insight
Vanguard
Featured Sections
Vanguard
Article Feed
Melissa SEO OS
SEO Command Center
Waiting
Writes only safe recommendation fields like cluster, page type, keyword targeting, metadata, links, and SEO Opportunity Score. Skips Ideas and New Blogs.
Builds pre-write briefs for upcoming NEW BLOGS tasks and fills the planning fields Dion needs.
Urgent Queue
Priority Queue
Work Lanes
Next Actions
Refresh First
Search Quick Wins
Workflow Gaps
Mapping Cleanup
Metadata Cleanup
Audit Queue
Cluster Health
Coverage Snapshot
| Cluster | Coverage | Search | Risk |
|---|
Asset Inventory
Top Inventory Rows
| Asset | Cluster | Search | Opportunity | Recommendation |
|---|
Model Targets And Tilt Engine
Set the core allocation models, define sleeve percentages, choose the approved funds for each sleeve, and keep the target engine ready for downstream client pushes.
Last Push: Not pushed yet
Model Core
Base Models
Base Model Notes
Capture why the top-level mix changed, what planning view drove it, or what should be true before this becomes the new standard target.
Model Structure
Sleeve Allocation By Model
Equity Sleeves
These should sum to 100% of the equity sleeve for each model.
| Sleeve | Growth | Balanced | Stability |
|---|
Equity Sleeve Total
Growth 100% | Balanced 100% | Stability 100%
Fixed Income Sleeves
These should sum to 100% of the fixed income sleeve for each model.
| Sleeve | Growth | Balanced | Stability |
|---|
Fixed Income Sleeve Total
Growth 100% | Balanced 100% | Stability 100%
Sleeve Allocation Notes
Use this for comments about changes to small cap, mid cap, foreign developed, emerging markets, or bond sleeve weightings.
Adjustments
Tilt Rules
Tilt Rule Notes
Document when a tilt rule changes, what triggered it, and how aggressively it should move the base model.
Approved Lineup
Sleeve Fund Lineup
| Sleeve | Implementation | Passive | Active | Passive % | Active % | Notes | Review |
|---|
Fund Lineup Notes
Track why a sleeve fund changed, whether the update is temporary, and any due diligence or approval notes tied to the lineup.
Household Overview is not available for this household yet.
Household Setup is not available for this household yet.
Planning At-A-Glance
Household Planning Overview
Primary Objective
Balanced growth
Time Horizon
Long term
Tax Sensitivity
Moderate
Planning Inputs
0 of 0
Accounts In Review
0 of 0
Annual Cash Need
$0.00
Monthly Distributions
$0.00
Advisor Flags
None flagged
Household Members
Linked Custodians
Asset Optimization Lab
Open a household and select Optimization Lab to load the advisor-only planning workspace.
Meeting Intake
Meeting Notes Workspace
Paste a transcript, generate a draft, and apply only the suggested review or planning updates you want. The raw transcript is processed for this draft only and is not saved to household history.
Draft Status
No draft yet
Summary Ready
0 sections
Suggested Updates
0 fields
Apply Reminder
Approve first
No transcript draft has been generated yet.
Transcript Import
Generate Meeting Draft
Paste a transcript, generate a draft, then approve what should flow into review controls or planning inputs.
AI Draft
Meeting Summary & Suggested Updates
No meeting draft is loaded yet.
Suggested review and planning updates will appear here after you generate a draft.
Apply and Save will persist approved review notes and account input changes from this workspace.
Household Portfolio Review
Accounts Snapshot
Snapshot not loaded
Activity not loaded
Allocation Breakdown
Household Sleeve View
Year Comparison
Current Year Versus Comparison Year
Annual Review Launch
Review Output
Use Annual Review for the full recap workflow. Accounts keeps only the launch controls and output shortcuts here.
Review Output Not Ready
Review output has not been generated yet.
Client-Facing Report
Client Review Summary
Quick launch only. Use Annual Review for the fuller review workspace.
Client report launch details will appear here once a household review is open.
Advisor Summary
Review Summary + Redtail Note
Keep the shortcut here, but do the review workflow in Annual Review.
Advisor summary launch details will appear here once a household review is open.
Account Deep Dive
Individual Account Cards
Provability
Recent Account Transactions
| Trade Date | Account | Category | Type | Symbol | Amount | Description | Source Doc |
|---|
Household Trade Workspace
Trade Recommendations
Review and stage household trade recommendations.
Target vs Current
Household Drift Summary
Current Mix
Target Mix
Drift Gap
Account Trade Cards
Advisor Trade Notes
Trade notes have not been saved yet.
Household Tax Planning
Tax Planning Suite
Tax planning changes have not been saved yet.
Add Note
Notes and Change Log
History
Recent Changes
Current Held Securities
0 holdings
| Holding | Style | Current Price | Yield | 3 Month Return | YTD Return | Fees |
|---|
This page should stay list-driven and simple. News, exposure detail, and deeper context can live on the symbol drill-down page.
Security Snapshot
Security Name
Symbol
-
Asset Class
-
Category
-
Fees
-
Underlying Strategy
Share class context
Share Class
-
Underlying Strategy
-
Primary Strategy Symbol
-
Related Share Classes
-
Committee Readiness
Fund Review Readiness
Key Watch Items
Missing Items
Classification
Alternative Funds In Category
Current News
Headline Monitor
Exposure
Accounts
| Account | Shares | Market Value | % of Account |
|---|
Investment Reasoning Layer
Due Diligence Profile
Facts + Factual Review
Due Diligence Profile
Use this tab to confirm what the security is, how it is structured, and whether the factual due diligence is current. Human review required.
Security Facts
What This Security Is
Factual fields stay compact. Supporting SEC evidence lives behind each card instead of taking over the page.
Advisor Assessment
How We Describe It
Keep this short and committee-readable. Longer narrative belongs in Research Alignment and the Decision Memo.
SEC Intelligence creates suggestions only. Advisor-entered due diligence fields remain separate. Human review required.
No SEC Intelligence suggestions yet
SEC Evidence
Stored SEC evidence is not available for review yet.
Advisor Watchlist
Fund Review Alerts
Alerts will appear here when SEC evidence suggests missing due diligence, share-class review, or other advisor follow-up.
This profile supports advisor judgment and documentation. Human review stays required.
Repository + Extraction Intelligence
Fund Documents
SEC EDGAR Evidence
SEC Documents
SEC filings create evidence only. Human review remains required before anything influences due diligence decisions.
Repository principle
OneDrive or SharePoint is the long-term home for original fund documents. Azure Blob is only a temporary extraction cache unless you deliberately retain a cached copy.
Keep the original document in OneDrive or SharePoint, then store the extracted intelligence and retention state here.
Look-Through Holdings
Holdings Snapshot
| Underlying | Weight | Sector | Country | Market Cap | Confidence |
|---|
Concentration + Duplication Review
Overlap Analysis
Portfolio Look-Through
Effective Exposure
Selected Holding
Contribution View
| Underlying | Fund Weight | Contribution Weight |
|---|
Normalized Look-Through
Top Holdings
| Underlying | Fund Weight | Raw Rows |
|---|
Mix Breakdown
Sectors + Countries
| Sector | Fund Weight |
|---|
| Country | Fund Weight |
|---|
Issuer + Quality
Issuers, Credit, Duration
| Issuer | Fund Weight |
|---|
| Credit Quality | Fund Weight |
|---|
| Duration Bucket | Fund Weight |
|---|
House View + Implementation Fit
Research Alignment
Investment Thesis Layer
Research Alignment Review
This tab answers whether the security still fits the house view, lineup posture, and implementation intent.
House View Alignment
Research Sources
Keep the source stack visible, but concise.
Model Lineup Fit
Read-Only Governance
Approved Universe and lineup fit belong to the model workflow, not the Security Master edit path.
SEC Change Review
Reserved For Filing Drift
Keep this area ready for change-detection without turning it into a comparison engine yet.
Research Sources
Evidence + References
Surface just enough source context to support the thesis without flooding the tab.
Research alignment stays separate from Approved Universe edits. Human review required.
Who Holds It
Account Impact
| Account | Market Value | % of Account | Top Underlying | Added Concentration |
|---|
Committee Documentation
Decision Memo
Decision Layer
Security Review Memo
This is where the committee-facing narrative belongs. Due Diligence should stay factual; Research Alignment should stay thesis-oriented.
Decision status and follow-up items save into the shared review record. Human review required.
Data Operations Center
Monitor imports, transaction handling, security setup, validations, exceptions, and operational reviews from one operational workbench.
Operations Queue
Live Processing Priorities
All items
0 items
Validations
Current Validation Queue
Validation Review
Selected Exception Queue
Exceptions
Exception Inventory
Exception Detail
Selected Exception Summary
Input
Register Incoming Files
Checking
Recent Intake Batches
Review Detail
Batch Files & Issue Groups
What This Covers
Transaction Review Workflow
Use this queue when two transactions look the same but need a final decision, or when a row still needs coding review before cash flow math should trust it. Confirm Duplicate excludes the selected row from downstream review flows. Validate as Non-Duplicate keeps the selected row in readable activity.
Transaction Review
Duplicate And Coding Candidates
Review
Selected Transaction Decision
Operational Reviews
Scheduled Review Calendar
Review Detail
Selected Operational Review
Recognition
New Accounts & Households
What This Covers
Onboarding Flow
This queue catches accounts already arriving through transactions or account map data but not fully standing up in the review and planning stack yet. If a household is brand new, save one account here first and the household planning shell will be seeded with it.
Setup
Selected Account Configuration
Tax Admin
Annual Threshold Governance
Review seeded tax thresholds, compare years, and decide when reviewed defaults should be loaded.
Year Comparison
What Changed By Tax Year
Reference Catalog
Thresholds By Year And Filing Status
Planning Assumptions
Governance Dashboard
Reviewed planning assumptions, methodology references, and effective-year coverage will appear here for advisor and admin review.
Employer Plan Database
Employer Plan Library
Loading
Taxable Holdings
Cost Basis Review Queue
What This Covers
Basis Workflow
This queue is for taxable positions that still need carryover basis, confirmed average cost, or lot-level setup before trims and realized gains can be treated as execution-ready.
Custodian Lots
Basis File Upload
Tracking
Selected Holding Basis State
Asset Setup
Security Exceptions
0 assets
Bond / Manual Setup