Model & Portfolio Impact Brief
Wake up to the models and holdings that need review
Market Ontology compares overnight market changes against your portfolio books, uploaded models, valuation assumptions, and scenario history - then hands your team a prioritized review queue before the next meeting.
monthly subscription · $399/mo · billed today
3 market changes affect 5 holdings, 4 models, and 12 assumptions
What changed
- 10Y Treasury yield - moved against WACC assumptions in 3 uploaded models
- WTI crude - exceeds priced-in cost-of-goods anchor for 2 holdings
- USD/JPY - above FX assumption used in 1 scenario run
Suggested scenarios
- · +50 bps rates
- · +100 bps rates
- · Margin compression
- · AI capex slowdown
What changed
Rates, oil, FX, CPI, credit, earnings, policy, and geopolitical events tracked against your team's coverage universe.
What it touches
Holdings, uploaded models, valuation assumptions, scenario outputs - every exposure mapped explicitly.
What to review
WACC, terminal growth, cost of debt, margins, revenue, refinancing risk - surfaced in priority order.
What to run
Rate, oil, FX, credit-spread, and margin scenarios proposed against the specific models and holdings affected.
What to send
IC memo draft, analyst task, model review request, or portfolio risk review - all anchored to the brief.
Audit trail
Every change cites a live market source and timestamp. Reviews are logged per analyst.
Get the full Workspace - models, valuations, portfolio, and impact brief.
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