What's inside
Every capability, one map
Each entry links to the page where it lives. All of it is computed from reported holdings and NAV through the ERM3 model — evidence, not advice.
Fees vs. skill — P(value-add > costs) from alpha + active risk
See it live →THE allocator question — does the fund earn its fee?
Fund/filer-scoped AI analyst (evidence-only, fee-probability framing)
See it live →The in-page sheet on fund-tearsheet + filer-dossier; full cockpit at workspace.
NAV/CAPM/ERM3 fit (beta, R², NAV correlation, alpha, residual vol)
See it live →FundFitPanel on fund-tearsheet (Full) + one summary sentence at Brief.
Peer / cohort ranks (style cells, filer_type × aum_tier)
See it live →FundPeerRank at Standard on fund-tearsheet (promoted from Full, 2026-07-04 — allocators compare managers first).
Per-holding ERM3 composition (l3 market/sector/subsector/residual)
See it live →"A high residual is a genuine pick." Holdings table on fund-tearsheet, top-positions stacked bars in workspace, filer-dossier table, gallery.
Personal portfolio decomposition (paste / CSV / Schwab / Plaid)
See it live →The activation flow on workspace: OAuth-gated snapshot, coverage transparency, headline, deck.
Return attribution cascade (monthly + daily, gross → layers)
See it live →Gross return decomposed per period into market/sector/subsector/style/selection.
Skill decomposition (variance shares, full vs recent, incl. style)
See it live →The flagship read — market/sector/subsector/style/residual shares of variance.
Tracked-pension composite (allocator benchmark reference)
See it live →Reference bar on fund-tearsheet and the roster spine of ocio-trs-roster with IC memo/PDF export.
Stock dossier (per-ticker ERM3 summary, history, ranks)
stocks-ticker SEO pages + mag7.
Present, deepening
Portfolio evolution (holdings + risk through time, trade deltas)
See it live →Evolution stage exists in workspace but is thin relative to the stored history (trade deltas are captured, barely visualized).
Risk calendar (catalysts for the book on screen)
See it live →Right-rail panel in workspace shows "Unauthorized" to guests — no teaser state.
Style attribution (9-box distribution, style HHI, mandate fit)
See it live →Filer 9-box distribution on filer-dossier; funds show only the declared cell on fund-tearsheet (Mandate fit card).
Ticker rankings + screens (residual quality, factor ranks)
Per-ticker rank chips on stocks-ticker and mag7; there is NO screening UI (the API can screen the whole universe).
See the components themselves in the artifact gallery → or run a live example in the famous-manager reviews →
Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.