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Portfolio Explorer

Holdings

Explore the fund's largest positions, valuation mix, and sector concentration using the latest holdings data.
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Portfolio sector mix based on the current holdings weights.
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Exposure Map
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Performance Heatmap

Grouped by sector. Use the sector title bars to zoom into one sector.

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Indicator Settings

Layer technical studies on top of the price chart and tune their parameters without leaving the research workflow.

Indicator Library

Combine trend, momentum, and volatility studies in one place, with overlays on price and dedicated lower-pane indicators where they read more clearly.

Trend

Simple Moving Average

Smooth the closing price with a rolling mean so the dominant trend and dynamic support or resistance become easier to read.

Presets
Trend

Exponential Moving Average

Weight recent closes more heavily so shorter-term trend changes react faster on the chart and trend shifts appear sooner than with SMA.

Presets
Trend

Weighted Moving Average

Weight recent closes more heavily than older ones so the average reacts faster than an SMA while staying smoother than many short-term price swings.

Presets
Price Basis

Weighted Close

Plot the weighted close price `(high + low + 2 x close) / 4` so closing action carries more influence while still reflecting each bar’s range.

Trend

Wilder Moving Average

Use Wilder's smoother averaging method to follow trend direction with less short-term noise than a fast EMA while still adapting over time.

Presets
Trend

Parabolic SAR

Plot stop-and-reverse dots directly on price so trend continuation and reversal zones stand out with a compact, event-driven overlay.

Preset Structures
Trend

Linear Regression Indicator

Fit a rolling best-fit line to recent closes so the dominant trend path is easier to read without the lag of a simple average.

Presets
Trend

Standard Deviation Channels

Wrap a rolling linear-regression basis with parallel upper and lower bands set by the standard deviation of price around that trend line.

Preset Structures
Momentum

Moving Average Oscillator

Compare a short and a long moving average in the lower pane so bullish and bearish trend momentum shifts stand out around a clean zero line.

Preset Structures
Momentum

Momentum Indicator

Measure how far price has moved versus a prior close so acceleration and deceleration show up clearly in the lower pane around zero.

Presets
Trend Filter

Vertical Horizontal Filter

Compare net price travel to total bar-to-bar movement so directional trends stand out from noisy sideways action in the lower pane.

Presets
Volatility

Volatility Indicator

Track rolling close-to-close volatility in the lower pane so calm regimes, expansions, and sudden instability are easy to compare across time.

Presets
Volatility

Volatility Ratio (Schwager)

Compare each bar’s true range to its recent average so volatility surges and unusually quiet sessions stand out quickly in the lower pane.

Presets
Momentum

Rate of Change (Price)

Measure percentage price change versus `n` periods ago so acceleration and deceleration show up cleanly around a zero line in the lower pane.

Presets
Momentum

Smoothed Rate of Change

Smooth the standard price ROC with a second rolling average so momentum swings stay readable while short-lived noise is reduced.

Preset Structures
Momentum

TRIX Indicator

Measure the one-period percent change of a triple-smoothed EMA so underlying momentum shifts stand out with less short-term noise and a clear zero line.

Presets
Momentum

MACD Indicator

Plot the MACD line, signal line, and histogram in the lower pane so momentum shifts and crossovers stand out around a zero baseline.

Preset Structures
Momentum

MACD Histogram

Show only the MACD histogram bars in the lower pane when you want a cleaner read on momentum expansion and contraction around zero.

Preset Structures
Volatility

Mass Index

Track range expansion with the Mass Index so reversal bulges become easier to spot in the lower pane once the study pushes toward its classic trigger zone.

Preset Structures
Trend

Ichimoku Cloud

Layer conversion, base, leading spans, and the lagging line on price so trend structure, equilibrium, and projected support or resistance can be read together.

Preset Structures
Momentum

Slow Stochastic

Plot the smoothed stochastic oscillator with slow `%K` and `%D` lines so overbought, oversold, and crossover shifts are easier to read in a bounded 0-100 pane.

Preset Structures
Momentum

Fast Stochastic

Track the raw stochastic `%K` line with a short `%D` signal average so faster overbought, oversold, and crossover shifts stand out in a bounded 0-100 pane.

Preset Structures
Momentum

Stochastic RSI

Run a stochastic calculation on RSI itself so short-term momentum swings inside the RSI range show up as a faster bounded `%K/%D` oscillator.

Preset Structures
Momentum

Williams %R

Track where the close sits inside the recent high-low range with Larry Williams' oscillator, using the classic `-20 / -80` overbought and oversold zones.

Presets
Momentum

Relative Strength Index

Track overbought and oversold conditions with a bounded momentum oscillator that moves between 0 and 100.

Presets
Volume Momentum

Money Flow Index

Blend price and volume into a bounded oscillator so accumulation and distribution extremes stand out with classic overbought and oversold zones.

Presets
Momentum

Ultimate Oscillator

Blend short, medium, and long buying pressure into a bounded 0-100 oscillator so momentum shifts hold up better across different market rhythms.

Preset Structures
Trend Strength

Average Directional Index

Measure how strong a trend is, regardless of direction, with Wilder's ADX so quiet ranges and persistent trend phases are easier to distinguish.

Presets
Trend Strength

Directional Movement Index

Track the separation between positive and negative directional movement with paired `+DI` and `-DI` lines so trend leadership changes stand out clearly.

Presets
Momentum

Commodity Channel Index

Compare typical price to its recent average and mean deviation so cyclical overextension and reversion zones stand out in the lower pane.

Presets
Momentum

Chande Momentum Oscillator

Compare cumulative gains and losses over a rolling window so directional momentum extremes are easier to read on a centered `-100` to `100` scale.

Presets
Volume

Chaikin Money Flow

Blend price location in the bar with volume so accumulation and distribution pressure show up as a centered money-flow oscillator in the lower pane.

Presets
Volume

Williams Accumulation Distribution

Plot the cumulative Williams Accumulation/Distribution line so buying and selling pressure can be tracked as a running lower-pane flow study.

Volume

Volume

Show raw traded volume as a separate lower-pane bar chart so participation expands and fades without crowding the main price chart.

Volume Momentum

Force Index

Combine price change with traded volume to show how strongly each move is being pushed, using EMA smoothing to keep the lower-pane signal readable.

Presets
Volume Breadth

Negative Volume Index

Track the cumulative price trend on quieter sessions only, updating the line when volume falls so low-participation moves stand out in the lower pane.

Volume Breadth

Positive Volume Index

Track the cumulative price trend on more active sessions only, updating the line when volume rises so crowd participation becomes easier to read in the lower pane.

Volume Trend

Price Volume Trend

Accumulate volume weighted by each session's percentage price change so directional moves with real participation carry more influence in the lower pane.

Volume Momentum

Volume Oscillator

Compare short and long moving averages of volume as a percentage spread so participation expansions and contractions stand out around a zero line.

Preset Structures
Volume Momentum

Rate of Change (Volume)

Measure the percentage change in volume versus a prior period so participation surges and contractions stand out around a clean zero line.

Presets
Volume Breadth

On Balance Volume

Build a cumulative volume line that adds volume on up closes and subtracts it on down closes so participation behind the trend is easier to spot.

Volatility

Bollinger Bandwidth

Track how wide the Bollinger envelope is relative to its basis so volatility squeezes and expansions are easy to spot in the lower pane.

Period Presets
Volatility

Bollinger Bands

Frame price action with upper and lower volatility envelopes around a rolling basis so expansions, compressions, and mean-reversion zones stand out quickly.

Period Presets
Trend

Percentage Bands

Wrap a moving-average basis with fixed percentage envelopes so stretched price moves and mean-reversion zones stand out without volatility-based expansion.

Preset Structures
Risk

Percentage Trailing Stop

Track a long-side trailing stop from the highest high in the loaded chart history and keep the stop offset at a fixed percentage below that peak.

Presets
Risk

Volatility Stops

Plot a long-side ATR-based trailing stop that rises with new highs while staying volatility-aware as price range expands or contracts.

Preset Structures
Risk

SafeZone Stops

Plot an Elder-style long SafeZone stop below price using the average downside penetration over a rolling lookback and ratchet the stop upward as the trend advances.

Preset Structures
Levels

Pivot Points

Plot classic floor-trader pivot levels using the previous completed candle so the chart shows a central pivot with `R1-R3` resistance and `S1-S3` support lines.

Method
Classic
Reference
Previous Candle
Trend

Price Envelopes

Wrap a simple moving-average basis with fixed percent envelopes so persistent trend stretch and pullback zones read as a classic price-channel overlay.

Preset Structures
Volatility

Average True Range

Measure absolute price movement with Wilder's true-range average so expanding and contracting volatility regimes stand out in a separate lower pane.

Presets
Volatility

True Range

Plot each bar's raw true range so gap-driven expansion and contraction show up directly in the lower pane without any smoothing.

Toggles and setting changes apply instantly, then stay saved locally for every chart reload and redraw.
Workflow Router
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Stay in chat for quick questions, then hand the bigger workflows to Agents when you need multi-step research or a synthesized report.
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Candlestick Patterns

Scan the active price chart for reversal, continuation, and indecision formations, then tighten or loosen the recognition thresholds to match your trading style.

Recognition Rules

The detector uses the same threshold language from the candlestick catalog and saves your choices locally for future chart sessions.

Recognition
Marker Labels
Bias Filters
Threshold Presets
Supported patterns are auto-detected on the chart. The full catalog stays visible here so you can compare detection rules against the source file.

Pattern Library

Every card below comes from the candlestick catalog. Supported setups can be toggled on or off individually without changing the rest of the detector.

Loading candlestick pattern catalog...
Pattern settings apply to the active candlestick chart and remain saved locally for future reloads.

Order Ticket

Use a compact fund trade ticket to choose side, broker, account, order type and size. Review the estimated execution context before routing the order.

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