Portfolio Charts
- Equity curve: shows the historical portfolio path over time.
- Drawdown: shows declines from previous equity peaks and helps evaluate historical risk.
- Exposure: shows invested capital, hedge and net exposure behavior.
Stock Dashboards
Open a market report from the reserved area, then use the current positions and stock links to inspect the five portfolio names. The all-assets page inside each market folder provides updated charts for the broader stock universe.
Recommended Use
- Use portfolio charts to understand Mosaic as a system.
- Use stock dashboards to inspect the individual names currently selected.
- Use all available stock charts to understand the wider opportunity set.