Client & Market Signals
✦ AI monitored
Client Sentiment
Smith Family· Fearful
Jones Family· Concerned
Lee Family· Worried
Low Sentiment ▼ 7 pts
Market Indicators
Growth Composite
55% Equity
55%
YTD −7.8%
Balanced Composite
25% Equity
25%
YTD +3.5%
Income Composite
20% Equity
20%
YTD +2.5%
💬
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3 recent meeting insights need portfolio action
Smith, Jones, Lee families — AI has translated client signals into suggested portfolio adjustments.
Portfolio Risk Status
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Trend
−0.2 ▼
−7.8%
Sector trend — 30d
Today's top movers
CONS−1.4% ▼
FIN+0.8% ▲
TECH−0.9% ▼
HLTH+0.3% ▲
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Core Equity
3Y Return 16.1%
40%
International Equity
3Y Return 5.6%
15%
Tech & Innovation
3Y Return 18.1%
12%
Healthcare
3Y Return 3.6%
10%
Short Duration Bonds
3Y Return 3.0%
8%
Opportunity to De-Risk
Fear & Greed Index 28
Oversold Oscillator −8.2 ▼
Sentiment Drift falling, −10pts past week
Shift 5% from Core Equity to Short Duration
AI-recommended rebalanceReview Changes
Composite Overview
Edit Composites ›
| Composite | Equity % | Trend | YTD | AUM |
|---|---|---|---|---|
Growth Composite 39% Equity · V0.43% |
55% | +9.1% | $47.2M $37.8M↓ |
|
Balanced Composite 36% Equity · V0.43% |
25% | +3.9% | $21.8M $17.1M↓ |
|
Income Composite 22% Equity · V0.31% |
20% | +2.5% | $14.6M $12.2M↓ |