Intelligence · Holdings
What you own and how narrative-heavy each name is
Weight, story premium, our stance, and flags — sorted by story risk so the names that matter most surface first.
The table
One row per position, no duplicate facts
Weight and story % appear once in columns, not repeated in headlines or chips.
- Ticker — symbol and optional ETF or regime-only note.
- Weight — your share of the book (% of portfolio).
- Story % — how narrative-heavy that stock's price is.
- View — our stance (hold, trim, watch, etc.) in plain language.
- Flag — story-heavy, crowded, earnings soon, or other callouts.
Tap for depth
Expand a row for our read and thesis links
Default view stays compact. Expand only when you want the full take.
Each row opens to a short plain-English read, up to three bullet points, and links to the single-stock page (bull, base, bear, catalysts). You get comparison in the table and detail on demand — not walls of repeated text.
Holdings excluded from story scoring (some ETFs, cash proxies) appear separately with the reason they're regime-only.
How to use it
Scan top to bottom for concentration risk
Pair with verdict story premium for book-level context.
If your top three rows are all high story % and large weights, that's where most of your narrative risk lives. Cross-check with news & catalysts for what could move those names this week.
Holdings in the sample report →
Researching one ticker? Use stock search instead of a full scan.