Intelligence · Visual Wall

Visual Wall

One wall-screen view of portfolio, market, governance and events

Data as of

Oct 5, 2026 · 4:00 PM ET

DEMO DATASimulated · Demo data

Portfolio · weight %

Allocation vs Target

US Equity carries the largest weight and sits above target; Technology within it exceeds its 15% target and 17% policy maximum.

12 months · limit 17%

Technology remains elevated at 18.7%, above the 15% target and 17% policy maximum.

Composite · target 3.0

Portfolio drift is 6.4 against a 3 target and is a current decision driver.

In (+) · Out (−)

Rotation favors Utilities in and Technology out — a more defensive posture than the current portfolio mix.

Normal vs stressed · % of AUM

Stressed liquidity remains manageable but deteriorates relative to the normal case.

Probability % · size = confidence

EventEdge and market-implied probabilities diverge on selected upcoming events; this is evidence, not an automatic trading signal.

Current · Volatility Transition · 82%

Risk-On Expansion

Late-Cycle

Liquidity Stress

Volatility Transition

Mar 2025Now

The current environment is classified as Volatility Transition, with posture moving Neutral → Defensive.

Decisions & policy

Waiting

Settled today

Policy exceptions

RB-2026-0911-A$8.4M · 91%

PX-2026-0911-D$2.0M · 88%

2 decisions and 2 policy exceptions currently require governance attention.

Simulated · Prototype data. Not client data. EventEdge is context for human judgment, never an automatic trade.